Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Complete control. No commissions. Maximum visibility. Accelerate the sale of your business with ExitAdviser. Is your business ready for the market? Does it present itself well? Have you taken all necessary steps? ExitAdviser tackles these essential inquiries by evaluating the marketability of your company. Remember, time is money, so make every moment count. ExitAdviser assists you in organizing your time effectively by creating a personalized schedule and optimizing your business for sale. With its comprehensive business valuation method, ExitAdviser empowers you to justify your asking price to potential buyers. This is made possible through the use of discounted cash flow (DCF), a highly regarded technique for assessing the value of a successful and active business. By projecting future cash flows and adjusting them to present value, you receive a precise valuation outcome that can significantly impact your sale process. With ExitAdviser, you can approach the sale of your business with confidence and clarity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BambooHR
CandorIQ
Clockwork
Complete
Comprehensive
Easop
Equidam
Firstbase
FlowFi
HiBob
Microsoft Word
Pave
Quanta
QuickBooks Online
QuickBooks Online Advanced
Slice
Tactyc by Carta
TriNet
Xero

Integrations

BambooHR
CandorIQ
Clockwork
Complete
Comprehensive
Easop
Equidam
Firstbase
FlowFi
HiBob
Microsoft Word
Pave
Quanta
QuickBooks Online
QuickBooks Online Advanced
Slice
Tactyc by Carta
TriNet
Xero

Pricing Details

$2,800 per year
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Carta

Founded

2012

Country

United States

Website

carta.com

Vendor Details

Company Name

ExitAdviser

Country

United States

Website

exitadviser.com

Product 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

Product Features

Alternatives

Alternatives

BizEx Reviews

BizEx

BizEx Business Brokers