Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Investor?
Investor is an advanced software application tailored for comprehensive financial evaluation, estimation, pricing, and profitability analysis of a variety of investment approaches, including hedge strategies, arbitrage opportunities, and speculative trades, emphasizing both core assets like stocks and currencies as well as derivatives such as options and forwards. The platform grants an extensive examination of numerous combinations of calls and puts, in addition to portfolios comprising securities and options, as well as various spreads like bull/bear, butterfly, and calendar spreads, along with intricate combinations such as strangles, straddles, strips, and straps, employing both exact and approximate techniques for option valuation. Investor proficiently performs Black-Scholes analysis tailored for European options and offers analytical approximations for American options while constructing detailed binomial trees to facilitate visual representation of data. Furthermore, the software includes comprehensive help sections that meticulously outline each feature, clarifying the underlying formulas and assumptions utilized, thus ensuring that users gain a solid grasp of its functionalities. One particularly noteworthy aspect of Investor is its capability to produce dynamic graphical representations, enabling users to interactively modify parameters through text boxes and sliders, thereby enhancing the analytical experience to be more engaging and intuitive. Overall, Investor serves as a powerful tool for both novice and experienced investors seeking to deepen their understanding of complex financial instruments and strategies.
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.
Integrations Supported
AccessOwl
Aside
BambooHR
CandorIQ
Complete
Comprehensive
Computer for Counsel
Easop
Equidam
Firstbase
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
$2,800 per year
Cost based on stakeholder count, complexity, and plan
Supported Platforms
Windows
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Neutron Systems
Company Website
www.investorsoftware.net
Company Facts
Organization Name
Carta
Date Founded
2012
Company Location
United States
Company Website
carta.com
Categories and Features
Financial Risk Management
For Hedge Funds
Portfolio Management
Risk Analytics Benchmarks
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