Carta vs. equitest 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 Valuing your business couldn’t be any faster or easier. Pick and choose the desired valuation approach to receive accurate results. Build the perfect out-of-the-box presentation by leveraging your key selling points using our user-friendly interface. Create compelling investment proposal letters in the blink of an eye and achieve prolific growth. Find out who owns what share and manage your resources all in one place. Find out how much dilution new investors can take. More efficient than hand-written reports, our advanced top-of-the-line business valuation software accelerates the process of creating professional financial documents, without exposing sensitive data or giving false results. All you need to do is enter the specified data, select the best valuation method, and receive professional-looking intuitive reports in under 30 minutes. Use equitest® Online Valuation Platform to quickly prepare, compare, and monitor a business’s value in a matter of minutes.
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 Professionals seeking a tool to uncover their business’s true value and discover tactical insights
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 Cost based on stakeholder count, complexity, and plan Free Version Free Trial	Pricing $99 one-time payment 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 equitest Israel equitest.net
Alternatives Ledgy	Alternatives Valid Value
AngelList	FundTQ
Cake Equity	Business ValueXpress (BVX) BVX
Tactyc by Carta Carta	Express Business Valuation ValuSource
VESTBERRY Vestberry View All	DealMatrix 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 Business Valuation
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 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 BambooHR CandorIQ Clockwork Complete Comprehensive Computer for Counsel Easop Equidam FlowFi HiBob Pave Quanta QuickBooks Online QuickBooks Online Advanced Slice Tactyc by Carta TriNet Xero Show More Integrations View All 21 Integrations	Integrations AccessOwl BambooHR CandorIQ Clockwork Complete Comprehensive Computer for Counsel Easop Equidam FlowFi HiBob Pave Quanta QuickBooks Online QuickBooks Online Advanced Slice Tactyc by Carta TriNet Xero Show More Integrations
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