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Compare Carta vs EquityEffect

Carta
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Overview

Description

Carta is an equity management software system that provides comprehensive operational, analytical and administrative tools to help investment managers grow and protect their AUM. From ... Read More

EquityEffect is a private equity management software (PMS) that works with any version of Microsoft SQL Server and Windows. EquityEffect was architected to allow mid-size buy side PM firms ... Read More

Free Trial Availability
  • No free trial
  • Free Trial available
User Ratings

4.1

(68)

3.2

(13)
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Other Details

Organization Types supported
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
Platforms Supported
  • Browser Based (Cloud)
  • Installed - Windows
  • Installed - Mac
  • Mobile - Android
  • Mobile - iOS
  • Browser Based (Cloud)
  • Browser Based (Cloud)
  • Installed - Windows
  • Installed - Mac
  • Mobile - Android
  • Mobile - iOS
  • Browser Based (Cloud)
Modes of support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • Not Available
  • Not Available
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User Reviews

User Ratings
Rating Distribution

Excellent

38

Very Good

8

Good

2

Poor

0

Terible

4

Excellent

0

Very Good

0

Good

1

Poor

0

Terible

0

Expert's Review generated by AI

Carta has garnered positive feedback from users, highlighting its intuitive interface, comprehensive stock management tools, and efficient cap table management capabilities. Users appreciate its ...Read more

No Expert ai Review available for the product

Pros and Cons
  • Intuitive and easy to use interface for managing cap table and equity compensation.

  • Excellent customer service with quick and helpful responses.

  • Streamlines stock option grants, board approvals, and 409A valuations efficiently.

  • Centralized platform for all equity-related documents and data.

  • Some additional features come at an extra cost.

  • Limited customization in reporting features.

Positive Reviews

No reviews available for the product

No reviews available for the product

Negative Reviews

No reviews available for the product

No reviews available for the product

Media and Screenshots

Screenshots
Understanding the Forfeiture Rate Report

1 Screenshots

Dashboard

3 Screenshots

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Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

EquityEffect offers Free Trial, but Carta does not.

Carta is designed for Large Enterprises, Medium Business and Small Business.

EquityEffect is designed for Individuals, Large Enterprises, Medium Business and Small Business.

Pricing details for both Carta and EquityEffect are unavailable at this time. Contact the respective providers for more information.

Some top alternatives to Carta includes and undefined.

Some top alternatives to EquityEffect includes and undefined.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].