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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

The Legal Entity Manager by Goldright gives organizations control over global shareholding and mandate structures. It consolidates equity and board-mandate data into one transparent, audit-proof 360-degree overview, centralizing and validating the shareholding structure to replace manual spreadsheets. It maintains a shareholding database with owner traceability and timestamped history for audit-ready reporting. Legal Entity Charts are generated dynamically and update automatically whenever equity ratios or entities change. The Legal Entity Manager centrally captures statutory deadlines, such as shareholder meetings and board sessions, and sends automated reminders. Integrated governance centrally manages ownership and compliance, and a built-in Business Process Engine (BPMN) automates data workflows. An AI assistant answers natural-language questions within the platform, and open APIs support system integration.

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

Legal, compliance, and corporate governance / participations teams responsible for managing global shareholding structures, board mandates, and statutory deadlines.

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

No images available

Pricing

$2,800 per year
Cost based on stakeholder count, complexity, and plan
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

Goldright GmbH
Austria
goldright.com

Alternatives

Alternatives

No Alternatives
VESTBERRY

VESTBERRY

Vestberry

Categories

Categories

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
Aside
BambooHR
CandorIQ
Clockwork
Comprehensive
Computer for Counsel
Easop
Equidam
FlowFi
Goldright Agile Data Manager
Goldright Organizational Data Manager
HiBob
Pave
Quanta
QuickBooks Online
QuickBooks Online Advanced
Slice
TriNet

Integrations

AccessOwl
Aside
BambooHR
CandorIQ
Clockwork
Comprehensive
Computer for Counsel
Easop
Equidam
FlowFi
Goldright Agile Data Manager
Goldright Organizational Data Manager
HiBob
Pave
Quanta
QuickBooks Online
QuickBooks Online Advanced
Slice
TriNet
Claim Carta and update features and information
Claim Carta and update features and information