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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

We know Private Assets. The starting point for effective portfolio reporting and investment data management is centralised, structured data. But it’s surprisingly difficult to achieve this. Our products and services are designed for and used by leading investment organisations in all sectors of the private asset market. Framework’s solution suite provides clients operational efficiencies, dynamic reporting and fluid communication with their stakeholders. Our solution empowers you and your users to determine how your business wants to work. Supporting your business operations, stakeholder objectives and regulatory commitments. Use our robust data engine to process, collate and convert your data into ready to use information. Feed your dashboards, tables and charts from multiple data sources for investment monitoring and analysis.

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

Data management software for companies

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

Screenshots and 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

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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

Framework
Founded: 2000
United Kingdom
frameworksoftware.net

Alternatives

Alternatives

Qval

Qval

S&P Global
Allvue

Allvue

Allvue Systems
VESTBERRY

VESTBERRY

Vestberry

Categories

Categories

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

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 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

ARM MLM Software
AccessOwl
Babylon
BambooHR
CandorIQ
Clockwork
Complete
Computer for Counsel
Easop
Equidam
Firstbase
FlowFi
Pave
Quanta
QuickBooks Online
QuickBooks Online Advanced
Slice
TriNet
Xero

Integrations

ARM MLM Software
AccessOwl
Babylon
BambooHR
CandorIQ
Clockwork
Complete
Computer for Counsel
Easop
Equidam
Firstbase
FlowFi
Pave
Quanta
QuickBooks Online
QuickBooks Online Advanced
Slice
TriNet
Xero
Claim Carta and update features and information
Claim Carta and update features and information
Claim Framework and update features and information
Claim Framework and update features and information