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What is Carta?
Equity made easy. Carta offers a comprehensive platform for both investors and companies to oversee their equity strategies, including valuations, investments, cap tables, and capital plans. Begin by establishing your Carta cap table, then proceed to issue digital securities, obtain 409A appraisals, and facilitate liquidity events. With Carta, your cap table is automatically kept current, reflecting all equity transactions and relevant data. We ensure you remain compliant during the issuance of equity or when acquiring 409A valuations. Both investors and employees have the ability to accept electronic securities and exercise their options while also being able to monitor their vesting schedules. Supporting over 800,000 shareholders in managing equity valued at $575 billion, Carta serves a diverse clientele. Whether you're seeking a cap table and 409A or aiming to execute secondary transactions, utilize financial reporting, tax tools, and maintain closer connections with your investors, Carta is here to assist you every step of the way. With its user-friendly interface, Carta makes managing equity simpler than ever before.
What is AwardTraq?
AwardTraq is Equity Methods' web-based Total Shareholder Return (TSR) tracking platform, serving 150+ publicly traded companies including Fortune 50 clients. The platform provides daily updates on outstanding TSR award performance and supports your EPS dilution process by calculating contingently issuable shares for ASC 260 purposes.
Designed for public companies issuing TSR-based performance awards, AwardTraq keeps recipients and stakeholders informed on TSR progress while providing the critical inputs needed for financial reporting compliance.
Key capabilities:
- Daily TSR performance updates with automated peer group monitoring
- Contingently issuable shares calculations for ASC 260
- Multi-company peer group tracking with corporate transaction screens
- What-if scenario modeling for price/percentile analysis
- Award Status PDF reports summarizing award terms and performance
- Detailed Tie-out Excel reports with peer change tracking over performance periods
- Secure participant portal for individual payout tracking
- Single sign-on (SSO) capability for enterprise security
- Custom report layouts matching your internal communications cadence
AwardTraq undergoes annual SOC 1 audits by Ernst & Young, ensuring accuracy and compliance. Automated daily screens monitor corporate transactions impacting peer groups, reducing client research time and improving real-time reporting accuracy. Annual independent award payout analysis is performed by Equity Methods consultants, providing additional assurance throughout the award's life.
The platform serves three primary user groups: Finance/Accounting teams rely on AwardTraq for ASC 260 compliance and contingently issuable shares calculations. HR/Compensation professionals use it for award design, performance monitoring, and committee reporting. Award participants access the secure portal to track personal payout projections.
Standard subscriptions include access for up to 10-15 core users in accounting
Integrations Supported
Aside
BambooHR
CandorIQ
Clockwork
Complete
Computer for Counsel
Equidam
Firstbase
FlowFi
HiBob
API Availability
API Availability
Pricing Information
$2,800 per year
Cost based on stakeholder count, complexity, and plan
Pricing Information
Contact for Enterprise Pricing
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Supported Platforms
Windows
Mac
Chromebook
Linux
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Carta
Date Founded
2012
Company Location
United States
Company Website
carta.com
Company Facts
Organization Name
Equity Methods
Date Founded
1998
Company Location
United States
Company Website
equitymethods.com
Categories and Features
Board Management
Approval Process Management
Collaboration
Document Management
Electronic Signature
Member Directory
Minutes Management
Role-Based Permissions
Business Valuation
Not specified
Compensation Management
Employee Reward Programs
Incentive Programs
Equity Management
Cap Table Management
Deal Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Valuation Management
Vesting Management
Financial Reporting
"What If" Scenarios
Audit Trail
Forecasting
General Ledger
Financial Risk Management
Compliance Management
Liquidity Analysis
Operational Risk Management
Portfolio Management
Portfolio Modeling
Fund Accounting
Not specified
Investment Management
Not specified
Salary Benchmarking
Not specified
Venture Capital Management
Not specified
Categories and Features
Equity Management
Not specified