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What is Tactyc by Carta?

Tactyc, created by Carta, functions as an analytics platform specifically designed for analyzing portfolios and capitalization tables, helping investors assess their investments in the private market. It provides valuable tools such as scenario modeling, portfolio forecasting, and detailed investment analysis, which allow venture capital firms and other investors to better understand potential returns along with the risks involved in their portfolios. Additionally, Tactyc integrates data from Carta's capitalization table, which improves insights into ownership structures and valuations of portfolio companies. This seamless integration not only enhances the user experience but also supports more informed decision-making based on solid analytics. As a result, Tactyc stands out as a vital resource for investors looking to navigate the complexities of their investment landscapes effectively.

What is Ledgy?

Ledgy serves as a reliable equity management platform tailored for rapidly growing companies, ensuring compliance with top-tier standards of security and privacy across all regions. Transform your traditional spreadsheets into a dynamic, transaction-driven cap table that remains precise, adaptable, and capable of real-time updates. With effective scenario and exit modeling, you can significantly enhance the success of your fundraising efforts while simplifying your due diligence process and overseeing every vesting schedule efficiently. Customizable dashboards allow you to present the latest data to all stakeholders, including investors, employees, and shareholders, fostering transparency and engagement. Ledgy not only automates equity plans but also plays a crucial role in attracting and retaining exceptional talent, allowing employees to manage their equity and access details about their shareholdings, vesting timelines, and anticipated valuations. By actively engaging your investors through the sharing of key performance indicators, precise funding scenarios, valuations, and tailored reporting, you can build stronger relationships. Discover why founders, CFOs, HR teams, and employees appreciate Ledgy's platform and experience its features firsthand by scheduling a personalized demonstration today. Moreover, this innovative solution equips businesses with the tools necessary to adapt to evolving market conditions and maintain effective communication with all parties involved.

Media

Media

Integrations Supported

Axis LMS
Carta

Integrations Supported

AccessOwl
BambooHR
Figures
HiBob
Personio

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Free
For more details see our Company & Investor pricing pages.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Carta

Date Founded

2012

Company Location

United States

Company Website

tactyc.io

Company Facts

Organization Name

Ledgy

Date Founded

2017

Company Location

Switzerland

Company Website

www.ledgy.com

Categories and Features

Categories and Features

Equity Management

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

Investment Management

Benchmarking
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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