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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 CAPTAIN?

The promise we make to our customers starts with an outstanding experience in the awareness stage, continues to be a central focus throughout the purchasing process, and carries on into the post-purchase phase. Engaging deeply with our customer community is essential, as it showcases the true worth of our products and services on a regular basis. Our teams focus on initiatives that resonate with the insights and requirements of our varied global clientele. By nurturing strong connections with our customers, we distinguish ourselves from our competitors. We acknowledge the significance of delivering accurate information, and we are committed to ensuring a quick and easy access to that data. Our dedication to your success will shine through, as we aim to navigate alongside you like a guiding star throughout your journey. In the end, your triumphs are linked to ours, and we are unwavering in our commitment to assist you at every juncture. Together, we can achieve remarkable results that propel both your goals and ours forward.

Media

Media

Integrations Supported

AccessOwl
Aside
CandorIQ
Computer for Counsel
Easop
Equidam
Firstbase
FlowFi
HiBob
Pave
Quanta
QuickBooks Online
QuickBooks Online Advanced
Shapes
Slice
Tactyc by Carta
TriNet
Xero

Integrations Supported

Foodetective

API Availability

API Availability

Pricing Information

$2,800 per year
Cost based on stakeholder count, complexity, and plan

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS
Windows

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

Company Facts

Organization Name

Carta

Date Founded

2012

Company Location

United States

Company Website

carta.com

Company Facts

Organization Name

CAP Systems

Company Website

www.capsystems.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

Categories and Features

Fund Accounting

Not specified

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