Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • CompUp Reviews & Ratings
    4.9 out of 5 stars 66 Ratings
    Company Website for CompUp
  • Sage Intacct Reviews & Ratings
    4.3 out of 5 stars 8,836 Ratings
    Company Website for Sage Intacct
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • Summ Reviews & Ratings
    4.5 out of 5 stars 878 Ratings
    Company Website for Summ
  • Epicor Financials Reviews & Ratings
    Company Website for Epicor Financials
  • Bravo POS for Pawnbrokers Reviews & Ratings
    4.8 out of 5 stars 92 Ratings
    Company Website for Bravo POS for Pawnbrokers
  • Martus Reviews & Ratings
    4.7 out of 5 stars 187 Ratings
    Company Website for Martus
  • Xero Reviews & Ratings
    4.4 out of 5 stars 6,139 Ratings
    Company Website for Xero
  • Nasdaq Boardvantage Reviews & Ratings
    4.6 out of 5 stars 319 Ratings
    Company Website for Nasdaq Boardvantage
  • iBabs Reviews & Ratings
    4.6 out of 5 stars 79 Ratings
    Company Website for iBabs

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 Capitaliz?

Capitaliz goes beyond merely affirming the worth of your business; it offers insightful recommendations that empower you to enhance that worth through strategic business development methods such as optimizing processes, minimizing risks, and fostering sustainable growth. Leveraging the expertise of Succession Plus, which utilizes a vast array of exit planning data, Capitaliz equips small and medium-sized enterprises (SMEs) with a tailored tool that enables them to evaluate and contrast their performance against industry rivals. This functionality aids in pinpointing areas of overachievement or underachievement. Furthermore, business owners can access up-to-date, benchmarked information regarding their business's value, allowing for informed decision-making and strategic adjustments. This comprehensive approach ensures that SMEs can thrive in a competitive landscape.

Media

Media

Integrations Supported

Xero
AccessOwl
Aside
BambooHR
Clockwork
Complete
Easop
Equidam
Firstbase
FlowFi
HiBob
Quanta
QuickBooks Online
QuickBooks Online Advanced
Shapes
Slice
Tactyc by Carta
TriNet

Integrations Supported

Xero
MYOB AccountRight

API Availability

API Availability

Has API

Pricing Information

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

Pricing Information

$350 per month per business
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour 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

Capitaliz

Company Location

United States

Company Website

www.capitaliz.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

Business Valuation

Not specified

Equity Management

Document Storage
Financial Modeling
Private Equity
Valuation Management

Popular Alternatives

Popular Alternatives