TrustRadius: an HG Insights company

Carta

Score9.5 out of 10

53 Reviews and Ratings

What is Carta?

Carta is an equity management platform that helps private companies manage their cap tables and issue securities electronically. Carta's tools help companies with valuations, tax filings, and equity compliance. Most recently, Carta launched Total Comp—a compensation management suite that offers benchmarking, leveling, scorecards, total rewards statements, and other tools used to forecast, hire, and retain talent.

The vendor states that Carta currently supports more than 40,000 companies and 2.3M+ equity holders. They have valued over $2.5T in private assets.

For early-stage founders, the company offers Carta Launch, a free fundraising and equity management tool for early-stage founders who have raised <$1mm.

Categories & Use Cases

Screenshots

Screenshot of the company dashboard that provides a comprehensive view of tasks and recommended next steps.
Screenshot of a company's detailed cap table breakdown by share class, providing vital insights into authorized shares, ownership percentages, dilution effects, and funds raised, accessible at a glance.
Screenshot of the equity awards management interface featuring visibility into options holders, exercise prices, vesting schedules, and remaining allocation from an equity plan.
Screenshot of the shareholder information and certificate interface where edits are incorporated into the cap table automatically.
Screenshot of Carta's interface to create, track, and receive funding.

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Screenshot of the company dashboard that provides a comprehensive view of tasks and recommended next steps.

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web

FAQs

What are Carta's top competitors?
Shareworks, by Morgan Stanley, Astrella, by AST, and Fidelity Shoobx are common alternatives for Carta.