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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

The award-winning business valuation software revolutionizes the way you arrive at informed value conclusions and generates meticulously documented business appraisals and valuation reports, all while steering you clear of the common traps and pitfalls often found in outdated spreadsheets and valuation tools. With the MoneySoft Business Valuation Specialist, you can enhance your productivity and manage a greater number of BV engagements without compromising on quality. This innovative software helps eliminate the distractions associated with traditional spreadsheets, allowing you to concentrate more on the analytical implications and pivotal issues that influence your value conclusion, which you can then effectively present in a valuation report. Consequently, this heightened clarity and operational efficiency empower you and your team to tackle more valuation projects in a shorter timeframe, ensuring that quality remains a top priority throughout the process. Ultimately, the MoneySoft Business Valuation Specialist serves as a catalyst for growth, enabling your firm to expand its capabilities in the competitive landscape of business valuation.

Description

Equity. Simplified. Carta is a tool that helps investors and companies manage their equity plans, valuations, investments, cap tables, and capital plans. Start by creating your Carta cap table. Then, issue electronic securities, get 409A appraisals, and run liquidity events. Your cap table will remain updated automatically. Your cap table will stay up-to-date with all equity transactions and information in Carta. We help you to stay compliant when issuing equity or getting 409A valuations. Investors and employees can accept electronic securities and exercise options. They can also track vesting schedules. Carta assists more than 800,000 shareholders to manage equity worth $575 billion. Carta can help you, whether you need a captable and a 409A or are looking to run secondary transaction, leverage financial reporting, tax tools, and stay closer to investors.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AccessOwl No 
Aside No 
BambooHR No 
CandorIQ No 
Complete No 
Comprehensive No 
Computer for Counsel No 
Easop No 
Equidam No 
Firstbase No 
FlowFi No 
HiBob No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Shapes No 
Slice No 
Tactyc by Carta No 
TriNet No 
Xero No 

Integrations

AccessOwl Yes 
Aside Yes 
BambooHR Yes 
CandorIQ Yes 
Complete Yes 
Comprehensive Yes 
Computer for Counsel Yes 
Easop Yes 
Equidam Yes 
Firstbase Yes 
FlowFi Yes 
HiBob Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Shapes Yes 
Slice Yes 
Tactyc by Carta Yes 
TriNet Yes 
Xero Yes 

Pricing Details

$795 per year
Free Trial No 
Free Version No 

Pricing Details

$2,800 per year
Cost based on stakeholder count, complexity, and plan
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

MoneySoft

Founded

1991

Country

United States

Website

moneysoft.com/business-valuation-software/

Vendor Details

Company Name

Carta

Founded

2012

Country

United States

Website

carta.com

Product Features

Product Features

Board Management

Agenda Time Management No 
Approval Process Management Yes 
Board Assessment No 
Calendar Management No 
Collaboration Yes 
D&O Questionnaires No 
Document Management Yes 
Electronic Signature Yes 
For Nonprofits No 
Member Directory Yes 
Minutes Management Yes 
Polls / Voting No 
Role-Based Permissions Yes 
Roles and Terms No 
Single Sign On No 
Skills Tracking No 

Compensation Management

Bonus Management No 
Compensation Assessment No 
Compensation Calculation No 
Compensation Plan Modeling No 
Compensation Statements No 
Employee Reward Programs Yes 
Incentive Programs Yes 
Organizational Charting No 
Salary Planning No 

Equity Management

Cap Table Management Yes 
Deal Management Yes 
Document Storage Yes 
ESOP Management No 
Financial Modeling Yes 
Options Management Yes 
Participant Portal Yes 
Portfolio Management Yes 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management Yes 
Vesting Management Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger Yes 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Financial Risk Management

Compliance Management Yes 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis Yes 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management Yes 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

Fund Accounting

Accounts Payable No 
Accounts Receivable No 
Activity Tracking No 
Asset Management No 
Bank Reconciliation No 
Budgeting & Forecasting No 
Compliance Management No 
Donor Management No 
General Ledger No 
Partnership Accounting No 
Purchasing & Receiving No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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