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Carta

Carta

Powering growth for investment managers.

4.1

(68)
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Carta offers custom pricing plan

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What is Carta?

Carta is an equity management software system that provides comprehensive operational, analytical and administrative tools to help investment managers grow and protect their AUM. From portfolio reporting and performance monitoring, to research collaboration and regulatory adherence, Carta's diverse capabilities enable to scale business as it grows.

Pricing

  • Carta offers custom pricing plan

Customer Type

  • Large Enterprises

  • Medium Business

  • Small Business

Platform Type

  • SaaS/Web/Cloud

  • Mobile - Android

  • Mobile - iOS

Carta software demo

Carta has not given any software demo yet

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Carta Pricing

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Free Trial

  • Not available

Carta Pricing

  • Carta offers custom pricing plan

  • Offers free forever plan

Pricing Model

  • Freemium

  • Paid Plans (Quotation Based )

Visit website

Screenshots of the Carta Pricing Page

Disclaimer: Pricing information for Carta is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

Carta Reviews & Ratings

4.1

Very Good

Based on 68 ratings & 52 reviews

Rating Distribution

Excellent

(38)

Very Good

(8)

Good

(2)

Poor

(0)

Terible

(4)

Expert's Review generated by AI

Carta has garnered positive feedback from users, highlighting its intuitive interface, comprehensive stock management tools, and efficient cap table management capabilities. Users appreciate its ease of use and quick setup process, praising its ability to streamline equity tracking and simplify administrative tasks. The platform's integration with various data ...Read more

Carta pros and cons

  • Intuitive and easy to use interface for managing cap table and equity compensation.

  • Excellent customer service with quick and helpful responses.

  • Streamlines stock option grants, board approvals, and 409A valuations efficiently.

  • Centralized platform for all equity-related documents and data.

  • Simplifies reporting and modeling for fundraising scenarios.

  • Some additional features come at an extra cost.

  • Limited customization in reporting features.

  • Issues with onboarding process, especially for international users.

User Review

D

Dario

10/27/20

3 out of 5

chaos and intelligence…

the chaos is a sign of intelligence they say hence I have carta all around me

MD

Mark D

07/29/20

5 out of 5

Great intuitive and comprehensive tool for both the experienced and first time tech entrepreneur!

What do you like best? It was so intuitive that we were able to get it stood and operational in less than a day. In addition, it is the good ...

Read more

ES

Executive Sponsor in Venture Capital & Private Equity

05/29/20

0 out of 5

Limited product, terrible customer service, pricing and billing

What do you like best? Free 409a for portfolio companies, simplifies equity tracking when many stakeholders What do you dislike? Massive ...

Read more

JD

Jessica D. H

04/30/20

4.5 out of 5

Carta: Make your equity management easy!

Carta Support

Contact

650.669.8381

Customer Service

Online

Location

Palo Alto, California

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

No, Carta doesn't provide API.

Yes, Carta provides a mobile app.

Carta is located in Palo Alto, California

Carta offers Freemium, Quotation Based pricing models

We don't have information regarding integrations of the Carta as of now.

The starting price is not disclosed by Carta. You can visit Carta pricing page to get the latest pricing.

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Researched by Rajat Gupta