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Carta

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Carta

Equity management platform for companies and investors

Owned By

Carta

Other OS

Windows

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iOS

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Android

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Mgmt Review
  • free
  • paid

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 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets.

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In-Depth Reviewer Comments

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App Pricing Page

Launch <ul> <li>Cap table & ESOP management​</li> <li>Electronic securities​</li> <li>Shareholder portal</li> <li>Scenario modeling</li> </ul> Custom Other
Paid <ul> <li>ESOP valuations</li> <li>Investor updates</li> <li>Dedicated onboarding support</li> </ul> Custom Other
CartaX <ul> <li>Listing on CartaX</li> <li>Regular liquidity</li> <li>Competitive transaction fees</li> </ul> Custom Other
This app has yearly payment discounts available.

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Customer Questions

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  • Launch
    <ul> <li>Cap table & ESOP management​</li> <li>Electronic securities​</li> <li>Shareholder portal</li> <li>Scenario modeling</li> </ul>
    Custom
    Other
  • Paid
    <ul> <li>ESOP valuations</li> <li>Investor updates</li> <li>Dedicated onboarding support</li> </ul>
    Custom
    Other
  • CartaX
    <ul> <li>Listing on CartaX</li> <li>Regular liquidity</li> <li>Competitive transaction fees</li> </ul>
    Custom
    Other
The Accountant Beside You
  • Enterprise
    <ul> <li>Select an accounting software program</li> <li>Set up a nonprofit accounting system</li> <li>Track donors, grants, programs, and other data</li> <li>Keep the money safe with strong controls</li> </ul>
    Custom
    Other
Quickbooks
  • Simple Start
    <ul> <li>Income and expenses</li> <li>Invoice and payments</li> <li>Tax deductions</li> <li>General reports</li> </ul>
    21.00
    Month
  • Essentials
    <ul> <li>Enhanced reports</li> <li>Receipt capture</li> <li>Mileage tracking</li> <li>Cash flow</li> </ul>
    38.00
    Month
  • Plus
    <ul> <li>Comprehensive reports</li> <li>Sales and sales tax</li> <li>Estimates</li> <li>Contractors</li> </ul>
    59.00
    Month
  • Advanced
    <ul> <li>Powerful reports</li> <li>Includes more than 5 users</li> <li>Bill management</li> <li>Business analytics with Excel</li> </ul>
    140.00
    Month
ZapERP
  • Lite
    <ul> <li>Up to 1 User</li> <li>1000 SKU's</li> <li>200 Orders / Month</li> <li>1 eCommerce Integration</li> </ul>
    29.00
    Month
  • Accelerator
    <ul> <li>Up to 3 User</li> <li>5000 SKU's</li> <li>2000 Orders / Month</li> <li>3 eCommerce Integrations</li> </ul>
    79.00
    Month
  • High Growth
    <ul> <li>Up to 8 User</li> <li>Unlimited SKU's</li> <li>5000 Orders / Month</li> <li>Unlimited eCommerce Integrations</li> </ul>
    149.00
    Month

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