Carta vs. Optio Comparison


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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 premier equity compensation solution for European and multinational companies. Your business is unique, and so are your equity management needs. Our software adapts to your evolving requirements, providing a flexible framework that grows alongside your organization, ensuring long-term relevance and value. Master equity compensation with our world-class platform. Ensure compliance, save time, and inspire your team for optimal performance. Navigate grants, exercises, and purchases with our intuitive admin portal. It's designed to cut through the complexity, automating key tasks and offering a single source of truth for documents, signatures, and data. Provide your employees with clear, understandable insights into their equity. This transparency not only boosts morale but also aligns employee interests with your company's success, fostering a culture of ownership and engagement.
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 Companies wanting a tool to attract and retain talent while ensuring compliance
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 Optio Founded: 2018 Norway www.optioincentives.com
Alternatives Ledgy	Alternatives UnForm Synergetic Data Systems, Inc.
AngelList	J.P.Morgan Workplace Solutions JPMorgan Chase
Cake Equity	CompTrak HRSoft
Tactyc by Carta Carta	Easop
VESTBERRY Vestberry View All	Shareworks Morgan Stanley 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 Equity Management
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 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 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	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
Integrations BambooHR HiBob AccessOwl CandorIQ Clockwork Complete Comprehensive Easop Equidam FlowFi JumpCloud Pave Personio Quanta QuickBooks Online QuickBooks Online Advanced Tactyc by Carta TriNet Xero Show More Integrations View All 21 Integrations	Integrations BambooHR HiBob AccessOwl CandorIQ Clockwork Complete Comprehensive Easop Equidam FlowFi JumpCloud Pave Personio Quanta QuickBooks Online QuickBooks Online Advanced Tactyc by Carta TriNet Xero Show More Integrations View All 7 Integrations
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