Last Updated
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
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
- Build
- Grow
- Scale
Carta Software Integrations
Carta accounting software seamlessly integrates with various third-party applications. These include:
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
Compensation Plan Modeling Tool
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.
Fund Management
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.
Portfolio Management
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.
Investment Tracking
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.
Liquidity Analysis
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.
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
Stars56%
4
Stars24%
3
Stars7%
2
Stars2%
1
Stars11%
Share your experience
Not Specified, 11-50 employees
More than a year
“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
Information Technology and Services, 51-100 employees
More than a year
“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
Information Technology and Services, 51-100 employees
Less than a year
“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
Does Carta offer an API?
Yes, Carta offers an API.
What language does Carta support?
Carta supports the English language.
What other apps does Carta integrate with?
Carta integrates with Rippling, Namely, Gusto, Bamboo, TriNet, Finch.
Does Carta support mobile devices?
Yes, Carta supports Android and iOS devices.
What types of pricing plans does Carta offer?
It offers three plans which are Build, Grow and Scale. To get Carta cost information you, contact sales team.
Who are the typical users of Carta?
The typical users of Carta are computer software, information services, information technology, financial services, venture capital and private equity industries.
What level of support does Carta offer?
Carta offers email, helpdesk, Knowledge Base, and FAQs.