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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Independent Reviewer Comments

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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
TripActions
  • Travel Only
    <ul> <li>Travel booking and management</li> <li>Exclusive flight and hotel deals</li> <li>Default travel policies</li> <li>Self-serve changes / cancellations</li> </ul>
    0.00
    Other
  • Travel & Expense
    <ul> <li>Unlimited virtual and physical corporate cards</li> <li>Up to 2% cash back</li> <li>Automated expense management</li> <li>Direct accounting integrations</li> </ul>
    0.00
    Other
  • Professional
    <ul> <li>Custom accounting integrations</li> <li>International points of sale</li> <li>International card issuing</li> <li>Corporate negotiated rates</li> </ul>
    Custom
    Other
Bench
  • Essential
    <ul> <li>Monthly bookkeeping</li> <li>Dedicated bookkeeping team</li> <li>Year-end tax ready financial statements</li> <li>Direct, unlimited communication with our in-house research team</li> </ul>
    299.00
    Month
  • Premium
    <ul> <li>One-on-one income tax consultations</li> <li>Unlimited income tax support</li> <li>Annual income tax filing for businesses (Partnerships, S Corps, C Corps)</li> <li>Annual income tax filing for individuals (Sole Proprietors, Contractors)</li> </ul>
    499.00
    Month
ZarMoney
  • Entrepreneur
    <ul> <li>1 User Only</li> <li>Unlimited Transactions</li> <li>U.S. Based Customer-Service</li> </ul>
    15.00
    Month
  • Small Business
    <ul> <li>Includes 2 Users </li> <li>$10 for Each Additional User</li> </ul>
    20.00
    Month
  • Enterprise
    <ul> <li>30+ Users</li> <li>Priority Support </li> <li>Custom Features </li> <li>Dedicated Account Rep</li> </ul>
    350.00
    Month

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