Carta vs. Deep Pool Comparison


Carta	Deep Pool Deep Pool Financial Solutions
Learn More about Carta Update Features for Carta	Learn More about Deep Pool Update Features for Deep Pool	Add To Compare	Add To Compare

Carta	Deep Pool
		Related Products CompUp CompUp is a complete compensation management platform that helps rewards teams benchmark, plan, and communicate compensation for fair pay. By consolidating all compensation data and benchmarks, it provides valuable insights, enabling seamless appraisal simulations and end-to-end executive appraisals. Key Product Modules: Survey Management: Centralized management of compensation surveys. Bands: Securely create and share compensation bands by function, family, and level. Simulation: Run budget simulations to determine employee-level increments. Appraisal Cycles: Streamline multi-level budget approvals across business units. People Analytics: Customizable dashboards for data-driven compensation insights. Total Rewards Portal: Communicate compensation package value to employees. Pay Equity Management: Address and ensure pay equity compliance. 4.9 out of 5 stars 66 Ratings Visit Website for CompUp Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 4.3 out of 5 stars 8,836 Ratings Visit Website for Sage Intacct 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). 4.0 out of 5 stars 566 Ratings Visit Website for Sharesight Summ Summ (formerly Crypto Tax Calculator) is an advanced crypto & equities tax platform that simplifies tracking and reporting across all your brokers, exchanges, wallets, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies & shares. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time. 4.6 out of 5 stars 936 Ratings Visit Website for Summ Epicor Financials Epicor Financials is a cloud-native financial management solution that helps organizations streamline accounting processes, automate workflows, improve compliance, and gain real-time visibility into financial performance. Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions. Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. The solution scales globally with support for multiple books, companies, sites, currencies, languages, and legal entities while maintaining centralized financial control. Visit Website for Epicor Financials 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. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus! 4.7 out of 5 stars 187 Ratings Visit Website for Martus Xero Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. 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. 4.4 out of 5 stars 6,139 Ratings Visit Website for Xero 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. 4.6 out of 5 stars 319 Ratings Visit Website for Nasdaq Boardvantage 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. 4.6 out of 5 stars 79 Ratings Visit Website for iBabs Everstage Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives. Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you up-level your incentive program and drive profitable growth. Everstage is a trusted ICM for public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. Rated as #1 sales compensation management software, Everstage helps businesses streamline commission administration, boost sales performance and improve ROI with actionable insights. Top features: No-code plan designer, detailed commission statements, advanced commission forecasting, quota management, queries & approval workflows, deferred commissions (ASC606), BI-powered reporting, and more. 4.8 out of 5 stars 3,824 Ratings Visit Website for Everstage
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.	Deep Pool: About Automate your mission-critical business processes. The complete investor servicing solution for fund administrators and investment managers. Administrators and managers of offshore and onshore hedge funds, partnerships, private equity vehicles, real estate and retail funds around the world choose ManTra to help them manage and grow their business. NTAS: Advanced investor servicing for fund administrators and managers. Enhanced operational efficiency, client service, transparency and security at your fingertips. PENTAS: End-to-end investor lifecycle automation for traditional and hybrid private equity funds. Automate and streamline all aspects of the limited partner investment cycle to provide unrivaled processing efficiency, control, transparency and investor service. KURE: Automate and streamline your AML compliance and FATCA/CRS reporting with a comprehensive regulatory solution.
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	Deep Pool: Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Not Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Carta: Audience Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments	Deep Pool: Audience Fund administrators and investment managers seeking a solution to manage their operations
Carta: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Deep Pool: Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported
Carta: API Offers API Not Supported	Deep Pool: API Offers API Not Supported
Carta: Screenshots and Videos View more images or videos	Deep Pool: Screenshots and Videos View more images or videos
Carta: Pricing $2,800 per year Cost based on stakeholder count, complexity, and plan Free Version Not Supported Free Trial Not Supported	Deep Pool: Pricing No information available. Free Version Not Supported Free Trial Not Supported
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	Deep Pool: 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: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Deep Pool: Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Supported
Carta: Company Information Carta Founded: 2012 United States carta.com	Deep Pool: Company Information Deep Pool Financial Solutions Founded: 2006 Ireland www.deep-pool.com/solutions/products/
Carta: Alternatives Ledgy	Deep Pool: Alternatives Allvue Allvue Systems
Carta: Allocations	Deep Pool: Eze Investor Accounting Eze Software
Carta: AngelList	Deep Pool: PackHedge™ FinLab Solutions SA 5.0 out of 5 stars
Carta: Tactyc by Carta Carta	Deep Pool: FundCount FundCount Americas
Carta: VESTBERRY Vestberry View All	Deep Pool: Deloitte Cascade Suite Deloitte View All
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	Deep Pool: Categories Financial Reporting Supported Fund Accounting Supported Hedge Fund Supported Private Equity Supported
Carta: 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 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 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	Deep Pool: Financial Reporting Features "What If" Scenarios Not Supported Audit Trail Not Supported Balance Sheet Not Supported Cash Management Not Supported Consolidation / Roll-Up Not Supported Forecasting Not Supported General Ledger Not Supported Income Statements Not Supported Multi-Company Not Supported Multi-Department / Project Supported Profit / Loss Statement Not Supported Fund Accounting Features Accounts Payable Supported Accounts Receivable Supported Activity Tracking Not Supported Asset Management Not Supported Bank Reconciliation Not Supported Budgeting & Forecasting Not Supported Compliance Management Not Supported Donor Management Not Supported General Ledger Not Supported Partnership Accounting Not Supported Purchasing & Receiving Not Supported Show More Features Hedge Fund Features Compliance Management Not Supported Contact Management Not Supported Investor Accounting Not Supported Investor Reporting Supported P&L Calculation Not Supported Partnership Accounting Not Supported Performance Analysis Not Supported Portfolio Analysis Not Supported Portfolio Management Not Supported
Carta: Integrations AccessOwl Supported 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 Advanced Supported Shapes Supported Slice Supported Tactyc by Carta Supported TriNet Supported Show More Integrations View All 23 Integrations	Deep Pool: Integrations AccessOwl Not Supported 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 Advanced Not Supported Shapes Not Supported Slice Not Supported Tactyc by Carta Not Supported TriNet Not Supported Show More Integrations
Carta: Claim Carta and update features and information Claim Carta and update features and information	Deep Pool: Claim Deep Pool and update features and information Claim Deep Pool and update features and information