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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

Fastpath's cloud based access orchestration allows organizations to manage, automate, and streamline identity, access governance and data and configuration updates - efficiently and effectively. Our intuitive cloud platform integrates GRC and identity governance into a sophisticated, yet easy-to use solution. Automate, control and monitor access to applications, data records and individual data records, all without effort. Fastpath's platform has been designed by auditors, who understand the complexity involved in securing access to business applications. We created a solution to reduce the time, costs and complexity of audit processes and reporting in order to prove compliance.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AccessOwl Yes 
Aside Yes 
BambooHR Yes 
CandorIQ Yes 
Clockwork Yes 
Easop Yes 
Equidam Yes 
Firstbase Yes 
JD Edwards EnterpriseOne No 
Jira Service Management No 
Microsoft Dynamics 365 No 
Microsoft Dynamics GP No 
Pave Yes 
QuickBooks Online Advanced Yes 
SAP CRM No 
Salesforce No 
Shapes Yes 
Slice Yes 
Xero Yes 

Integrations

AccessOwl No 
Aside No 
BambooHR No 
CandorIQ No 
Clockwork No 
Easop No 
Equidam No 
Firstbase No 
JD Edwards EnterpriseOne Yes 
Jira Service Management Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics GP Yes 
Pave No 
QuickBooks Online Advanced No 
SAP CRM Yes 
Salesforce Yes 
Shapes No 
Slice No 
Xero No 

Pricing Details

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

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
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

Carta

Founded

2012

Country

United States

Website

carta.com

Vendor Details

Company Name

Fastpath

Founded

2004

Country

United States

Website

www.gofastpath.com

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 

Product Features

Audit

Alerts / Notifications Yes 
Audit Planning Yes 
Compliance Management Yes 
Dashboard Yes 
Exceptions Management Yes 
Forms Management No 
Issue Management Yes 
Mobile Access No 
Multi-Year Planning Yes 
Risk Assessment Yes 
Workflow Management Yes 

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing Yes 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance Yes 
Incident Management Yes 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance Yes 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation Yes 

GRC

Auditing Yes 
Disaster Recovery No 
Environmental Compliance No 
IT Risk Management Yes 
Incident Management Yes 
Internal Controls Management Yes 
Operational Risk Management Yes 
Policy Management Yes 

Privileged Access Management

Application Access Control Yes 
Behavioral Analytics Yes 
Credential Management Yes 
Endpoint Management Yes 
For MSPs No 
Granular Access Controls Yes 
Least Privilege Yes 
Multifactor Authentication No 
Password Management No 
Policy Management Yes 
Remote Access Management Yes 
Threat Intelligence Yes 
User Activity Monitoring Yes 

User Provisioning and Governance

Access Governance No 
Access Verification Workflow No 
Audits / Reports No 
Automatic Provisioning / Deprovisioning No 
Delegated Access Authorization No 
Identity Synchronization No 
Lifecycle Management No 
Multi-Factor Authentication (MFA) No 
Password Management No 
Policy Enforcement No 
Single Sign-On (SSO) No 
User Self-Service No 

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