Carta vs. Equity Matrix Comparison


Carta	Equity Matrix
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Carta	Equity Matrix
		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. 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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. 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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.	Equity Matrix: About Equity Matrix is a web-based dynamic equity tracking tool for startup founders, co-founders, and small-business partners. Teams record work hours and cash contributions, set hourly market rates, and apply configurable multipliers to cash so contributions can be converted into shares. The platform calculates each participant’s ownership from accumulated contributions and updates the equity table as new work or investment is recorded. Shared, timestamped records help co-founders review contribution history and understand how ownership changes as roles and participation evolve. Users can log contributions in the app or through Slack. When a team is ready to formalize its ownership or prepare for fundraising, its contribution record can serve as a starting basis for a traditional cap table. Equity Matrix is designed for early-stage teams seeking a contribution-based process for documenting and discussing founder equity.
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	Equity Matrix: 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: Audience Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments	Equity Matrix: Audience Startup founders, co-founders, and small business partners working out a fair equity split.
Carta: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Equity Matrix: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
Carta: API Offers API Not Supported	Equity Matrix: API Offers API Not Supported
Carta: Screenshots and Videos View more images or videos	Equity Matrix: Screenshots and Videos No images available
Carta: Pricing $2,800 per year Cost based on stakeholder count, complexity, and plan Free Version Not Supported Free Trial Not Supported	Equity Matrix: Pricing $24/month $24 per month, billed annually. A 14-day free trial is offered. Free Version Not Supported Free Trial 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	Equity Matrix: 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	Equity Matrix: Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Carta: Company Information Carta Founded: 2012 United States carta.com	Equity Matrix: Company Information Equity Matrix Founded: 2025 United States equitymatrix.io
Carta: Alternatives Ledgy	Equity Matrix: Alternatives SliceFair
Carta: Allocations	Equity Matrix: Cofoundista
Carta: AngelList	Equity Matrix: Hissa
Carta: Tactyc by Carta Carta	Equity Matrix: Shareworks Morgan Stanley
Carta: VESTBERRY Vestberry View All	Equity Matrix: altshare 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	Equity Matrix: Categories Equity Management Supported
Carta: 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 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 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
Carta: Integrations Aside Supported BambooHR Supported CandorIQ Supported Clockwork Supported Comprehensive Supported Computer for Counsel Supported Easop Supported Equidam Supported Firstbase Supported FlowFi Supported Pave Supported Quanta Supported QuickBooks Online Supported Shapes Supported Slack Not Supported Slice Supported Tactyc by Carta Supported TriNet Supported Xero Supported Show More Integrations View All 23 Integrations	Equity Matrix: 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 Pave Not Supported Quanta Not Supported QuickBooks Online Not Supported Shapes Not Supported Slack Supported Slice Not Supported Tactyc by Carta Not Supported TriNet Not Supported Xero Not Supported Show More Integrations View All 1 Integration
Carta: Claim Carta and update features and information Claim Carta and update features and information	Equity Matrix: Claim Equity Matrix and update features and information Claim Equity Matrix and update features and information