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Compare Carta vs EquityEffect vs Captable.io

Carta
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Captable.io
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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

Captable.io is equity management software that simplifies the job of a fund manager and enables him to spend more time with his family and friends by automating administration functions. ... Read More

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

4.1

(68)

3.2

(13)
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Pricing

Pricing Option
        Pricing Pagecarta pricing

        Pricing information not available

        captable-io pricing

        Other Details

        Organization Types supported
        • Large Enterprises
        • Medium Business
        • Small Business
        • Individuals
        • 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)
        • 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
        • 24/7 (Live rep)
        • Business Hours
        • Online
        API Support
        • Not Available
        • Not Available
        • Not Available
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        User Reviews

        User Ratings

        No reviews available for the product

        Rating Distribution

        Excellent

        38

        Very Good

        8

        Good

        2

        Poor

        0

        Terible

        4

        Excellent

        0

        Very Good

        0

        Good

        1

        Poor

        0

        Terible

        0

        No reviews available for the product

        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

        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

        No reviews available for the product

        Negative Reviews

        No reviews available for the product

        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

        Share Fully Diluted Ownership

        1 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].