Carta-Logo

Carta

45 Review(s)

Overview

Carta accounting software stands as the go-to solution for comprehensive equity management. Boasting features like cap table management, equity plan administration, and financial reporting, it transforms businesses by streamlining equity processes, improving compliance, and propelling success. Elevate your business with Carta today.

Overall Rating

Based on 45 users reviews

4.1

Rating Distribution

Positive

80%

Neutral

9%

Negative

11%

Starting Price
Custom

Carta Specifications

Financial Reporting

Invoice Management

Expense Tracking

Tax Management

View All Specifications

What is Carta Software?

Overview

Carta equity management software is a cloud-based solution designed for the specific needs of venture capital firms, private equity firms, and startups. It offers comprehensive solutions for managing equity, portfolios, valuations, cap table management and employee stock plans. With its robust features and intuitive interface, Carta simplifies and automates complex equity management processes, saving time and reducing errors.

Carta Software Pricing

The cost of Carta will differ depending on your organization type and needs. Carta pricing is divided into three plans:
  • Build
  • Grow
  • Scale

Carta Software Integrations

Carta accounting software seamlessly integrates with various third-party applications. These include:

Schedule a free Carta demo to learn more about its integrations.

Who Is Carta Software For?

The software is designed for businesses of all sizes across various industries and sectors. Carta software caters to the following:

Computer software, information services, information technology, financial services, venture capital and private equity, hospital and health care, internet, consumer electronics, and retail.

Is Carta Software Right For You?

Well-known for its reliability, Carta empowers businesses with a robust suite of tools to ensure accurate and transparent equity management, making it a leader in the industry. It has specialized tools and focuses on compliance, suiting startups, growing businesses, and enterprises. It has a user-friendly interface, robust features, and emphasizes accurate reporting. It grows with your business needs. Read Carta reviews to know what its users think.

Still not sure if Carta software is right for you? Get in touch with our customer support team at (661) 384-7070, and it will help you make the best decision.

Carta Features

The Carta compensation tool simplifies the design and assessment of compensation plans. It allows businesses to model various scenarios, optimizing equity distribution. This feature aids in aligning compensation with business goals, ensuring fairness, and attracting and retaining talent effectively.

See How It Works

This feature centralizes fund tracking and administration. It streamlines fund allocation, providing real-time visibility into fund activities. This enhances financial control, ensures compliance, and facilitates efficient fund utilization, optimizing overall fund performance and management.

See How It Works

The software provides a comprehensive view of equity portfolios. It enables efficient monitoring, analysis, and optimization of equity holdings. This empowers businesses to make informed decisions, manage risk effectively, and align equity portfolios with strategic objectives.

See How It Works

Carta software offers detailed insights into individual equity investments. It allows users to monitor investment performance, assess returns, and gain real-time visibility. This aids in making data-driven investment decisions, optimizing the composition of investment portfolios, and maximizing returns on equity investments.

See How It Works

This feature evaluates a company's liquidity position by analyzing cash flow, assets, and liabilities. It provides crucial insights for managing working capital efficiently, making informed liquidity-related decisions, and ensuring financial stability.

See How It Works

Pros And Cons of Carta

Pros

  • Excellent customer support

  • Easy to set up

  • Customizable

  • Robust suite of tools

Cons

  • There could be more integrations

  • Interface could be better

  • Reporting can be complicated

Carta Reviews

Total 45 reviews

4.1

All reviews are from verified customers

Rating Distribution

5

Stars

56%

4

Stars

24%

3

Stars

7%

2

Stars

2%

1

Stars

11%

Share your experience

A

Anonymous

Not Specified, 11-50 employees

More than a year

5.0
June 2024

Great tool, however one flaw

Pros

I love how I can get updates based on several other clients' compensation data. This helps me remain competitive.

Cons

I would love to see historical data. For example, with existing employees brought in at an IC_ or MGR_ level a couple of years ago, it would be helpful to see where they were placed within the band (XX%ile) when the market was showing that historical data.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

J

James

Information Technology and Services, 51-100 employees

More than a year

5.0
January 2023

Carta - all-in-one Equity management for privately held companies

Pros

Equity management is simple. I can share data with our Attorneys and Accountants, and quickly pull data and reports for outside Funds and Auditors. The self-serve option portal is great for Employees.

Cons

Some of the nuances are complex, but the software works. It requires some training, but the effort is worth it to keep all my equities in a single ledger.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

9

Functionality

10

KL

K Lakshmi

Information Technology and Services, 51-100 employees

Less than a year

5.0
January 2023

Easy to manage ESOP distribution

Pros

The portal gives me easy access to manage my ESOPs and provides the complete vesting schedule. The admin can keep adding more ESOPs as needed. It also allows me to exercise options among other features. From an employee perspective, it's simple to use with complete security.

Cons

As a user, I have nothing negative to say. My experience has been entirely positive so far.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

Yes, Carta offers an API.

Carta supports the English language.

Carta integrates with Rippling, Namely, Gusto, Bamboo, TriNet, Finch.

Yes, Carta supports Android and iOS devices.

It offers three plans which are Build, Grow and Scale. To get Carta cost information you, contact sales team.

The typical users of Carta are computer software, information services, information technology, financial services, venture capital and private equity industries.

Carta offers email, helpdesk, Knowledge Base, and FAQs.