--- description: Review of Carta Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Carta | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Fund Accounting Software](/directory/275/fund-accounting-software/software) > [Carta](/software/66805/carta-for-investors) # Carta Canonical: https://www.softwareadvice.co.nz/software/66805/carta-for-investors Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/66805/carta-for-investors?page=2) > Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture capitalists to review evolving Internal Rate of Returns (IRR) on a centralized dashboard. Carta allows supervisors to view important information based on raised cash or last preferred valuation and request access to investors' capitalization table. It lets businesses store paper certificates in a secured vault, eliminating the risk of theft or loss. Additionally, investors can utilize mobile applications on Android and iOS devices to track investment ownership and assets’ performance in real-time. Carta comes with an application programming interface (API), which lets professionals integrate the system with several third-party platforms such as Namely, Xero, QuickBooks and more. Pricing is available on request and support is extended via phone and email. > > Verdict: Rated **4.2/5** by 62 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 62 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support | 3.7/5 | Based on overall reviews | | Value for Money | 3.6/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Carta - **Location**: Palo alto, US - **Founded**: 2012 ## Commercial Context - **Pricing model**: Usage Based (Free version available) - **Pricing Details**: Contact Carta for pricing details. Pricing is based on number of stakeholders, cap table complexity, services, and products. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, France, Germany, India, Ireland, Italy, Mexico, Netherlands, New Zealand, Philippines, Singapore, South Africa, United Arab Emirates, United Kingdom, United States ## Features - "What If" Scenarios - ACH Payment Processing - API - Access Controls/Permissions - Accounting - Activity Dashboard - Approval Process Control - Audit Trail - Benchmarking - Budgeting/Forecasting - Cap Table Management - Collaboration Tools - Compensation Plan Modeling - Compliance Management - Compliance Tracking - Dashboard - Data Import/Export - Deal Management - Debt Management - Document Management ## Integrations (4 total) - Deel - QuickBooks Online Advanced - Rippling - Xero ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Fund Accounting Software](https://www.softwareadvice.co.nz/directory/275/fund-accounting-software/software) ## Related Categories - [Fund Accounting Software](https://www.softwareadvice.co.nz/directory/275/fund-accounting-software/software) - [Accounting Software for Small Business](https://www.softwareadvice.co.nz/directory/506/small-business/software) - [Equity Management Software](https://www.softwareadvice.co.nz/directory/4683/equity-management/software) - [Financial Risk Management Software](https://www.softwareadvice.co.nz/directory/4165/financial-risk-management/software) - [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software) ## Alternatives 1. [Certent Equity Management](https://www.softwareadvice.co.nz/software/411099/certent-equity-management) — 4.6/5 (85 reviews) 2. [Vestd](https://www.softwareadvice.co.nz/software/250354/vestd) — 4.9/5 (97 reviews) 3. [SeedLegals](https://www.softwareadvice.co.nz/software/346294/seedlegals) — 4.9/5 (83 reviews) 4. [Corporify](https://www.softwareadvice.co.nz/software/195883/corporify) — 4.6/5 (29 reviews) 5. [Capboard](https://www.softwareadvice.co.nz/software/346638/capboard) — 4.7/5 (10 reviews) ## Reviews ### "Super easy to keep track of my stock options" — 5.0/5 > **Mallory** | *13 December 2019* | Computer Software | Recommendation rating: 9.0/10 > > **Pros**: Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest. > > **Cons**: No complaints but I probably haven't used this software at a deep enough level to truly find anything difficult or something to dislike about this software. > > Overall it is simple and easy to use and makes it easy for a company with a large number of employees to keep track of which people have which vested stock options. ----- ### "Essential Tool in Equity Management" — 5.0/5 > **Joe** | *29 January 2022* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: - In-depth knowledge database that gets you started quickly - Easy to use interface that allows for efficient navigation - Carta combines equity and salary compensation benchmarks and adjusts for size, location, industry - Well structured reports, funding overviews, cap tables, and ability to create a data room for investors - Free annual 409A valuation report > > **Cons**: - Expensive for startups - Salary compensation tool should be included in base subscription - More comparative details with similar companies (benchmarking functions) > > \- Investor equity management - Employee equity option management - Cap table management - 409A valuation ----- ### "Avoid Carta at all cost" — 1.0/5 > **Samuel** | *14 May 2025* | Financial Services | Recommendation rating: 0.0/10 > > **Pros**: Nothing to like about this firm. Avoid at all cost. Toxic firm > > **Cons**: Carta has the most disregard for their clients. They are the worst at client service, show no interest in providing reporting or answer any questions. Overall toxic firm that should be avoided at all cost > > Horrible experience - incompetent staff with no interest in trying to help ----- ### "Carta review" — 5.0/5 > **Luke** | *18 January 2026* | Oil & Energy | Recommendation rating: 7.0/10 > > **Pros**: Very useful tool for any kind of meeting management, the learning curve is present but not too demanding > > **Cons**: Essentially, it is a very useful platform but the learning curve takes some getting used to, but help through the platform improves this > > Very positive, I would recommend this to other users looking for something similar to help out their organisation ----- ### "Carta - all-in-one Equity management for privately held companies" — 5.0/5 > **James** | *1 January 2023* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: Equity management is turnkey. Ability to share with our Attorneys and Accountants. Ability to quickly pull data and reports for outside Funds and Auditors. Self-serve option portal for Employees. > > **Cons**: Some of the nuances are complex, but the Software works. It takes some training, but the effort is worth the time to keep all your Equities in a single ledger. > > 5-star. I have a been a Corporate Securities Attorney for 20+ years (15+ years in house) and Carta is my favorite application for privately held entities. It has saved countless hours in spreadsheets, providing a turnkey solution that is accurate and easy to administer for the Board, Investors, and Employees. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/66805/carta-for-investors?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/66805/carta-for-investors) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data