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Average Ratings 0 Ratings

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ease
features
design
support

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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

Remove the need for manual surveys and obsolete data collection methods. By integrating with our clients' HRIS, payroll, and cap table software, we deliver precise and current compensation benchmarking information. Get instant access to trustworthy data, eliminating the lengthy waits and tedious surveys of the past. Our industry-specific filters facilitate effortless comparisons, allowing for tailored insights. Through API integrations, we extract data directly from client systems, saving valuable time and ensuring the information remains accurate and updated in real-time. We offer essential filters that meet your needs, enabling you to benchmark against your peers with confidence. Achieve a clearer understanding of your organization's structure through aligned benchmarking levels, which empowers you to utilize the data effectively. Prioritizing data security, we ensure that your information is encrypted during transmission and when stored. Additionally, our platform allows for easy adjustments to filters, accommodating the evolving demands of your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BambooHR
HiBob
AccessOwl
Complete
Equidam
Firstbase
Greenhouse
Gusto
Mekari Talenta
Pave
Quanta
QuickBooks Online
QuickBooks Online Advanced
Rippling
SAP SuccessFactors
Slice
Tactyc by Carta
TriNet
Workday Extend
Xero

Integrations

BambooHR
HiBob
AccessOwl
Complete
Equidam
Firstbase
Greenhouse
Gusto
Mekari Talenta
Pave
Quanta
QuickBooks Online
QuickBooks Online Advanced
Rippling
SAP SuccessFactors
Slice
Tactyc by Carta
TriNet
Workday Extend
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

compensly

Founded

2024

Country

Singapore

Website

compensly.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

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Alternatives

Alternatives

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