Carta vs. PAM Comparison


Carta	PAM State Street
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Carta	PAM
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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.	PAM: About To effectively manage your investment data, you need the right tools and information to meet multi-basis accounting requirements — including local generally accepted accounting principles (GAAP), tax, statutory, management and International Financial Reporting Standards (IFRS). With PAM®, our comprehensive accounting and management platform, you’ll have the full picture you need. PAM is highly flexible and configured to operate across your asset classes, currencies and portfolio types. It provides transaction management, cash management, reporting, recordkeeping and valuation — in a single system. With several accounting parameter choices, you can define accounting rules to create a processing environment that meets your needs. You can choose PAM as hosted software plus service or as a local software installation with an easy-to-use interface to help you instantly analyze and manage data.
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	PAM: 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	PAM: Audience Investment managers in need of an accounting software
Carta: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	PAM: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
Carta: API Offers API Not Supported	PAM: API Offers API Not Supported
Carta: Screenshots and Videos View more images or videos	PAM: 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	PAM: 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	PAM: 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	PAM: Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Carta: Company Information Carta Founded: 2012 United States carta.com	PAM: Company Information State Street Founded: 1792 United States www.statestreet.com/solutions/by-capability/ssgs/invest-service/accounting.html
Carta: Alternatives Ledgy	PAM: Alternatives Portfolio Genius TPG Software
Carta: Allocations	PAM: Total Return SS&C Technologies
Carta: AngelList	PAM: Geneva SS&C Advent
Carta: Tactyc by Carta Carta	PAM: Axys SS&C Advent
Carta: VESTBERRY Vestberry View All	PAM: Fund-Studio 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	PAM: Categories Investment Management Supported
Carta: 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 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	PAM: Investment Management Features Accounting Management Not Supported Benchmarking Not Supported Bonds / Stocks Supported Client Management Not Supported Commodities Not Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Not Supported Portfolio Management Not Supported Risk Management Not Supported
Carta: Integrations AccessOwl Supported Aside Supported CandorIQ Supported Clockwork Supported Complete Supported Comprehensive Supported Computer for Counsel Supported Easop Supported Equidam Supported Firstbase Supported HiBob Supported Obol Not Supported Pave Supported Quanta Supported QuickBooks Online Supported QuickBooks Online Advanced Supported Shapes Supported Slice Supported TriNet Supported Show More Integrations View All 23 Integrations	PAM: Integrations AccessOwl Not Supported Aside Not Supported CandorIQ Not Supported Clockwork Not Supported Complete Not Supported Comprehensive Not Supported Computer for Counsel Not Supported Easop Not Supported Equidam Not Supported Firstbase Not Supported HiBob Not Supported Obol Supported Pave Not Supported Quanta Not Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported Shapes Not Supported Slice Not Supported TriNet Not Supported Show More Integrations View All 1 Integration
Carta: Claim Carta and update features and information Claim Carta and update features and information	PAM: Claim PAM and update features and information Claim PAM and update features and information