Allocations vs. Carta Comparison


Allocations	Carta
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Allocations	Carta
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Allocations: About Allocations is a cloud platform for general partners, syndicate leads, emerging fund managers and private investment firms to form and operate special purpose vehicles (SPVs) and private funds. It brings entity formation, banking setup, document generation, investor onboarding, compliance workflows and fund administration into a shared workspace. Managers can prepare operating agreements and subscription documents, collect KYC and accreditation information, track commitments and capital calls, maintain fund accounting and capital account records, process distributions, and provide investors access to fund documents and tax reporting. The product also offers administration services, including a dedicated fund accountant for fund plans and optional tax preparation. Allocations supports venture and other private asset strategies, with SPV and fund structures and options for cross-border vehicles.	Carta: About Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.
Allocations: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Carta: Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Allocations: Audience GPs, syndicate leads, family offices, emerging fund managers.	Carta: Audience Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments
Allocations: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Carta: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
Allocations: API Offers API Supported	Carta: API Offers API Not Supported
Allocations: Screenshots and Videos View more images or videos	Carta: Screenshots and Videos View more images or videos
Allocations: Pricing $9,950 one-time Standard SPV: $9,950 one-time for up to 35 investors, one close, one VC asset, and a five-year term. Fund plan: $19,500 per year; K-1 preparation is an add-on. Additional fees may apply for extra investors, closes, asset types, and services. Free Version Not Supported Free Trial Not Supported	Carta: Pricing $2,800 per year Cost based on stakeholder count, complexity, and plan Free Version Not Supported Free Trial Not Supported
Allocations: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Carta: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Allocations: Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Carta: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Allocations: Company Information Allocations Founded: 2019 United States www.allocations.com	Carta: Company Information Carta Founded: 2012 United States carta.com
Allocations: Alternatives Venture360	Carta: Alternatives Ledgy
Allocations: Fundwave	Carta: Allocations
Allocations: Ceviche	Carta: AngelList
Allocations: Deloitte Cascade Suite Deloitte	Carta: Tactyc by Carta Carta
Allocations: TNR Solution SS&C Technologies View All	Carta: VESTBERRY Vestberry View All
Allocations: Categories Fund Accounting Supported	Carta: Categories Board Management Supported Business Valuation Supported Compensation Management Supported Equity Management Supported Financial Reporting Supported Financial Risk Management Supported Fund Accounting Supported Investment Management Supported Salary Benchmarking Supported Venture Capital Management Supported
	Carta: Show More Features Board Management Features Agenda Time Management Not Supported Approval Process Management Supported Board Assessment Not Supported Calendar Management Not Supported Collaboration Supported D&O Questionnaires Not Supported Document Management Supported Electronic Signature Supported For Nonprofits Not Supported Member Directory Supported Minutes Management Supported Polls / Voting Not Supported Role-Based Permissions Supported Roles and Terms Not Supported Single Sign On Not Supported Skills Tracking Not Supported Compensation Management Features Bonus Management Not Supported Compensation Assessment Not Supported Compensation Calculation Not Supported Compensation Plan Modeling Not Supported Compensation Statements Not Supported Employee Reward Programs Supported Incentive Programs Supported Organizational Charting Not Supported Salary Planning Not Supported Equity Management Features Cap Table Management Supported Deal Management Supported Document Storage Supported ESOP Management Not Supported Financial Modeling Supported Options Management Supported Participant Portal Supported Portfolio Management Supported Private Equity Not Supported Public Equity Not Supported Valuation Management Supported Vesting Management Supported VSOP Management Not Supported Financial Reporting Features "What If" Scenarios Supported Audit Trail Supported Balance Sheet Not Supported Cash Management Not Supported Consolidation / Roll-Up Not Supported Forecasting Supported General Ledger Supported Income Statements Not Supported Multi-Company Not Supported Multi-Department / Project Not Supported Profit / Loss Statement Not Supported Financial Risk Management Features Compliance Management Supported Credit Risk Management Not Supported For Hedge Funds Not Supported Liquidity Analysis Supported Loan Portfolio Management Not Supported Market Risk Management Not Supported Operational Risk Management Supported Portfolio Management Supported Portfolio Modeling Supported Risk Analytics Benchmarks Not Supported Stress Tests Not Supported Value At Risk Calculation Not Supported
Allocations: Integrations Aside Not Supported BambooHR Not Supported CandorIQ Not Supported Clockwork Not Supported Comprehensive Not Supported Computer for Counsel Not Supported Easop Not Supported Equidam Not Supported Firstbase Not Supported FlowFi Not Supported HiBob Not Supported Pave Not Supported Quanta Not Supported QuickBooks Online Not Supported Shapes Not Supported Slice Not Supported Tactyc by Carta Not Supported TriNet Not Supported Xero Not Supported Show More Integrations	Carta: Integrations Aside Supported BambooHR Supported CandorIQ Supported Clockwork Supported Comprehensive Supported Computer for Counsel Supported Easop Supported Equidam Supported Firstbase Supported FlowFi Supported HiBob Supported Pave Supported Quanta Supported QuickBooks Online Supported Shapes Supported Slice Supported Tactyc by Carta Supported TriNet Supported Xero Supported Show More Integrations View All 23 Integrations
Allocations: Claim Allocations and update features and information Claim Allocations and update features and information	Carta: Claim Carta and update features and information Claim Carta and update features and information