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What is Equidam?

Our platform seamlessly guides you in discovering the genuine value of your business. By employing a systematic method, you will acquire valuable insights into the elements that affect your valuation. Make use of this knowledge, which is delivered through detailed and accessible valuation reports, to prepare yourself for successful negotiations. As you progress through this journey, you will enhance the value for every party involved. In the field of valuation, the process used to determine the final figure holds as much importance as the figure itself. Our reports are meticulously designed to showcase the value of startups from multiple viewpoints. With just a single click, you can conveniently download high-quality, clear, and comprehensive valuation reports. We offer reliable data sources tailored to your specific country and industry needs. At Equidam, we believe that a fair transaction is the cornerstone of a prosperous business. Entrepreneurs should strive to ensure that their efforts and resources are directed toward meaningful objectives that benefit all stakeholders, from founders to the broader community. This comprehensive perspective not only fosters individual achievement but also contributes to the overall health of society. By focusing on collaborative success, we can create a positive impact that resonates beyond the business realm.

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.

Media

Media

Integrations Supported

CandorIQ
Capboard
Carta
Complete
Comprehensive
Easop
Equidam
Firstbase
FlowFi
Microsoft Excel
Microsoft Word
Pave
Pitch
PowerPoint
ProjectionHub
QuickBooks Online
QuickBooks Online Advanced
Tactyc by Carta
Xero

Integrations Supported

CandorIQ
Capboard
Carta
Complete
Comprehensive
Easop
Equidam
Firstbase
FlowFi
Microsoft Excel
Microsoft Word
Pave
Pitch
PowerPoint
ProjectionHub
QuickBooks Online
QuickBooks Online Advanced
Tactyc by Carta
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$151.94 one-time payment
Free Trial Offered?
Free Version

Pricing Information

$2,800 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Equidam

Company Location

Spain

Company Website

www.equidam.com

Company Facts

Organization Name

Carta

Date Founded

2012

Company Location

United States

Company Website

carta.com

Categories and Features

Categories and Features

Board Management

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

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Financial Reporting

"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

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

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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