Audience
Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments
About Carta
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.
Pricing
Starting Price:
$2,800 per year
Pricing Details:
Cost based on stakeholder count, complexity, and plan
Integrations
Company Information
Carta
Founded: 2012
United States
carta.com
Videos and Screen Captures
Allvue
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.
Learn more
Capboard
Capboard is an equity management solution helping companies keep their cap table up to date, have all documents in one place, simulate funding rounds and exits, and much more. With our suite of tools and services:
- Companies have a one source of truth for their cap table, simulations and investor updates. Equity plans are managed on autopilot, saving HR and Finance time.
- Investors have their portfolio updated automatically, and all compliance documents and reporting in one place.
- Employees have full visibility on their equity grants and can simulate exit scenarios, increasing their retention.
Learn more
Ledgy
Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy.
Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time .
Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule.
Show the latest information to all your stakeholders, including employees and investors, with custom dashboards.
Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations.
Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more.
Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.
Learn more
Kore
Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management.
It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship.
Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution.
Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.
Learn more
You Might Also Like
Collaborate is customizable case management software for non-profits and social services agencies with teams of 5+ staff.
Product Details
Platforms Supported
SaaS
Windows
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
Carta Frequently Asked Questions
Carta Product Features
Board Management
Approval Process Management
Collaboration
Document Management
Electronic Signature
Member Directory
Minutes Management
Role-Based Permissions
Agenda Time Management
Board Assessment
Calendar Management
D&O Questionnaires
For Nonprofits
Polls / Voting
Roles and Terms
Single Sign On
Skills Tracking
Compensation Management
Employee Reward Programs
Incentive Programs
Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Organizational Charting
Salary Planning
Equity Management
Cap Table Management
Deal Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Valuation Management
Vesting Management
ESOP Management
Private Equity
Public Equity
VSOP Management
Financial Reporting
"What If" Scenarios
Audit Trail
Forecasting
General Ledger
Balance Sheet
Cash Management
Consolidation / Roll-Up
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Risk Management
Compliance Management
Liquidity Analysis
Operational Risk Management
Portfolio Management
Portfolio Modeling
Credit Risk Management
For Hedge Funds
Loan Portfolio Management
Market Risk Management
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation