Carta vs. DealMaker Comparison


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With award-winning customer support and continuous innovation, Sage Intacct is your partner. 8,453 Ratings Visit Website Sharesight Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). 566 Ratings Visit Website Bravo POS for Pawnbrokers Run Faster. Lend Smarter. Stay Audit-Ready 24/7. Born from five generations of pawnbroking, Bravo Store Systems builds the technology that keeps modern pawnshops moving. Whether you write loans, manage firearms, or sell online, Bravo connects every part of your business so tickets, payments, and records flow automatically between counter, web, and back office. Predictive pricing delivers consistent valuations that protect margins. Task Manager replaces report-chasing, surfacing overdue loans and compliance tasks instantly. Built-in E4473 and A&D entries validate at save for 24/7 ATF audit-readiness. MobilePawn lets customers renew, pay, and shop from their phones. Thousands of pawn and FFL operators trust Bravo to run faster, stay compliant, and work smarter every day. Bravo Store Systems — built by pawnbrokers, for pawnbrokers. 92 Ratings Visit Website Martus Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. 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Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. 5,856 Ratings Visit Website Nasdaq Boardvantage The board portal platform and collaboration solution for boards and senior executives. Learn how Nasdaq Boardvantage helps make board processes paperless and can reduce meeting preparation from hours to minutes. Create single or multi-day meetings in seconds, add details, attach files, track board member attendance, and initiate remote meetings. Protect information with encryption and multiple layers of defense to protect the confidentiality, integrity, and availability of data. Quickly build and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts, approvals, signatures, unanimous written consents, and more. Manage collaboration with notifications, annotations, unanimous consent votes, e-signatures, and in-app email with added security. Available on any device, desktop, tablet or smartphone, anytime, anywhere with seamless online/offline auto sync. 296 Ratings Visit Website iBabs Effortlessly manage agendas, documents, and board meetings with iBabs. Designed to streamline the entire decision-making process, iBabs eliminates the need for paperwork, making meetings more efficient and informed. This intuitive app provides complete control and a clear overview of all meeting details, empowering organizers and attendees alike. Trusted by around 3,000 organizations and over 300,000 users, iBabs ensures smooth, effective meetings on any device, securely and automatically. With years of experience refining board meeting processes, iBabs offers peace of mind and confidence in making good decisions. 78 Ratings Visit Website
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.	About DealMaker is an end-to-end digital capital raising platform built to help companies raise capital directly from individual investors while building their brand and community. Designed for self-hosted capital raises, the platform puts the issuer’s brand front and center with white-labeled technology, customizable offering experiences, investor checkout, compliance workflows, analytics, investor communications, and ownership of the investor list. DealMaker helps companies attract investors, process funds, manage securities, and communicate with shareholders from one platform, giving teams more control over the raise amount, valuation, voting rights, investor experience, and overall campaign strategy. Its capital raise technology supports full-funnel visibility, campaign performance tracking, ad spend optimization, KYC/AML automation, and a seamless investor checkout process designed to simplify participation.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments	Audience Consumer-facing founders and growth brands that want to raise capital from their community while managing investors, compliance, marketing, and shareholder engagement in one platform
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $2,800 per year Free Version Free Trial	Pricing No information available. Free Version Free Trial
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	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
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Carta Founded: 2012 United States carta.com	Company Information DealMaker Founded: 2018 United States www.dealmaker.tech/
Alternatives Ledgy	Alternatives Fundingstack
AngelList	WOWS Investment Portal WOWS Global
Cake Equity	WealthBlock
Tactyc by Carta Carta	Venture360
VESTBERRY Vestberry View All	Caruso View All
Categories Board Management Business Valuation Compensation Management Equity Management Financial Reporting Financial Risk Management Fund Accounting Investment Management Salary Benchmarking Venture Capital Management	Categories Venture Capital Management
Show More Features Board Management Features Agenda Time Management Approval Process Management Board Assessment Calendar Management Collaboration D&O Questionnaires Document Management Electronic Signature For Nonprofits Member Directory Minutes Management Polls / Voting Role-Based Permissions Roles and Terms Single Sign On Skills Tracking Compensation Management Features Bonus Management Compensation Assessment Compensation Calculation Compensation Plan Modeling Compensation Statements Employee Reward Programs Incentive Programs Organizational Charting Salary Planning Equity Management Features Cap Table Management Deal Management Document Storage ESOP Management Financial Modeling Options Management Participant Portal Portfolio Management Private Equity Public Equity Valuation Management Vesting Management VSOP Management Financial Reporting Features "What If" Scenarios Audit Trail Balance Sheet Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Financial Risk Management Features Compliance Management Credit Risk Management For Hedge Funds Liquidity Analysis Loan Portfolio Management Market Risk Management Operational Risk Management Portfolio Management Portfolio Modeling Risk Analytics Benchmarks Stress Tests Value At Risk Calculation
Integrations AccessOwl BambooHR CandorIQ Clockwork Complete Comprehensive Computer for Counsel Easop Equidam Firstbase FlowFi HiBob Quanta QuickBooks Online QuickBooks Online Advanced Slice Tactyc by Carta TriNet Xero Show More Integrations View All 21 Integrations	Integrations AccessOwl BambooHR CandorIQ Clockwork Complete Comprehensive Computer for Counsel Easop Equidam Firstbase FlowFi HiBob Quanta QuickBooks Online QuickBooks Online Advanced Slice Tactyc by Carta TriNet Xero Show More Integrations
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