Wer nutzt diese Software?

Carta manages equity at more than ten thousand companies, helping companies like Slack, Tilray, and August Capital manage their cap tables, valuations, portfolio investments, and equity plans.

Durchschnittliche Bewertung

21 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4.5 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5


  • Startpreis 2.100,00 $
  • Preisinformationen Pricing is based on stakeholder count, complexity, and plan.
  • Kostenlose Version Nein
  • Kostenlose Testversion Nein
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
  • Training Live Online
  • Kundenbetreuung Support während der Geschäftszeiten

Angaben zum Hersteller

  • Carta
  • https://carta.com/
  • Gegründet 2012

Über Carta Equity Management

Best for VCs and PE firms, Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions.

Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include ASC 820 valuations, fund accounting, and more. We support 10,000+ companies, 700,000+ unique stakeholders, & have valued over $200B in private assets.

Carta Equity Management Funktionen

  • Bewertungsmanagement
  • CRM
  • Cap Table (Kapitalisierungstabelle)
  • Dealmanagement
  • Dokumentenspeicher
  • Finanzmodellierung
  • Options-Management
  • Portfoliomanagement
  • Private Equity
  • Public Equity
  • Teilnehmer-Portal
  • Vesting Management
  • Audit Trail (Prüfpfad)
  • Bilanz
  • Cash Management
  • Einkommensnachweis
  • Gewinn-und Verlustrechnung
  • Hauptbuch
  • Konsolidierung
  • Mehrere Abteilungen / Projekte
  • Mischkonzern
  • Prognose
  • „Was wäre wenn“-Szenarien
  • Betriebsrisiko-Management
  • Compliance Management
  • Für Hedge Fonds
  • Kredit-Portfolio-Management
  • Kreditrisiko-Management
  • Liquiditätsanalyse
  • Marktrisikomanagement
  • Portfolio-Modellierung
  • Portfoliomanagement
  • Risiko-Analysen-Benchmarks
  • Stress-Tests
  • Wertrisiko-Berechnung
  • Aussagen zu Entschädigungen
  • Bonus-Management
  • Bonus-Programme
  • Entschädigungs-Berechnung
  • Entschädigungs-Bewertung
  • Entschädigungsplan-Modellierung
  • Gehaltsplanung
  • Mitarbeiter-Bonusprogramme
  • Organigramme
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Kalenderverwaltung
  • Kollaboration
  • Mitgliederverzeichnis
  • Protokoll-Management
  • Prozess-Management für Genehmigungen
  • Rollen-basierte Genehmigung
  • Umfragen / Wahlen
  • für gemeinnützige Organisationen

Die hilfreichsten Reviews für Carta Equity Management

Huge timesaver, great value and has improved continuously over time

Bewertet am 21.6.2019
Rob P.
Finanzdienstleistungen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5 / 5
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
5 / 5
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: It solved a hugely expensive problem very easily (I used to have to manage our cap table in excel, print out paperwork and issue my own stock certificates. However, every time I look at software options, I was stuck going back to the same system. Using lawyers is truly insane cost-wise, so we manged it in-house. I talked to users of all competitive products and every single one noted errors in those products that led to board-level action and highly expensive fixes. This is NOT something you want to mess around with. Carta, however, was FAR superior to all other options in ease-of-use, accuracy of data, security, rapidity of product development, and ability to scale along with our company. They could make any adjustments needed without the needs for costly external counsel or board interaction.

Nachteile: When we first started using it (nearly 5 years ago), we found a few bugs in accounting reporting on edge cases (we had a couple outlier cases unusual for a company of our size at the time ). The Carta team quickly made adjustments to their software to resolve the problems however (and have continued to respond quickly to feedback).

Once top shop for cap table management

Bewertet am 12.7.2018
Senior Staff Accountant
Internet, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4 / 5
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
4 / 5

Vorteile: Very easy to use
Option grants to employees are all done through the software
There are reports for all our needs, from stock based comp calculations, min disclosure for financial statement audits, etc...
Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time.

Nachteile: Reports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's

Lies weitere Bewertungen