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carta equity management platform


Description

A comprehensive platform for equity management, cap table management, 409A valuations, SAFE financings, and financial reporting for startups and private companies. Provides data and analytics on private markets including fundraising trends, valuations, and market insights.

Market positioning

Market leader in equity management and private market data analytics

Target audience

Startups, private companies, venture capital funds, private equity firms, and investors seeking equity management and market data

Use cases

Comprehensive equity management, cap table management, 409A valuations, SAFE financings, and financial reporting for startups and private companies with private market data analytics

Company information

Company size

1,000-5,000 employees

Revenue

$200M-$500M annually

Scale

Enterprise

Number of users

30,000+ companies

Features

409A valuations, Cap table management, Financial reporting, Fund management, M&A transaction tracking, Private market data and analytics, SAFE financings, SPV formation and administration, Stock-based compensation reports, Valuation benchmarking

Pricing

Pricing modelsubscription
Starting price$2,500/year
Billing periodAnnual

Rating

4.3/5

No Trustpilot link available

Pros and cons

Based on: (AI summary)

Pros

  • Comprehensive equity management suite
  • Extensive private market data and insights
  • Strong market position in cap table management
  • Free tier for early-stage companies
  • Integrated fund management capabilities

Cons

  • Limited focus on due diligence automation
  • Primarily serves existing private companies rather than pre-investment analysis
  • May be complex for very early-stage users
  • Custom pricing lacks transparency

Feature Comparison

Top features across 26 competitors (most common first)

Feature seedinvestangellistdealmaker s…startenginewefunderfloww platf…investax to…kingscrowd …papermark d…republicstartengine…verve ventu…dealroom di…fundersclubnetcapitalsecuritizetemplumtokensofthoneycomb c…affinity crmbacked fina…carta equit…forecastr f…polymath ne…due diligen…100tasks pl…
Portfolio management
Due diligence support
Reg CF and Reg A+ fundraising
Investor marketplace
No investor fees
Investor relations tools
Minimum investment of $100
Reg CF fundraising platform
Digital securities compliance
Comprehensive due diligence process
Less than 2% acceptance rate
Multiple fundraising options (Reg D
Reg CF
Reg A+)
Auto Invest feature
Burn rate and revenue calculations
Detailed disclosures
Thorough financial documentation
Access for non-accredited investors
Escrow services