Nothing that stands out as a negative with the software.

Very positive experience. Amazing ease of use and customer support is exceptional.

It is extremely user friendly. Easy to integrate into our current processes.

Exceptionally easy to integrate into our school. I particularly like how all board documents are saved in one place and you can check each document off as you read it.

Our community of learning has been using this as a trial and it has been very successful. Am wondering what happens if we pull out.

The software is very user friendly, easy to navigate and has great functionality.

Central document management. Good value for money compared to expensive competitors.

Incredibly easy to use, and super easy for our Governance team to deploy, as well as manage every month. Great functionality, as good as other Board software I have used.

A challenge can be that  the programme is cloud based,  so if access to the Internet is interrupted getting to the board papers can be difficult.

It's a great way to store all board papers, an excellent archive for, and organiser of, our board papers. The confirm minutes function is brilliant, as is the action list and the interests register.

No more time wasted printing, collating and binding hard copy booklets.

Has some good features for voting between meetings and the follow ups are good.

Great cost effective solution for creating meeting papers.

Excellent easy to use product that was well priced when I compared it to other products. Does everything we need it do.

I love how quickly my questions on how to do something is responded to and sorted quickly. I am so happy we made the leap and I believe we will remain with BoardPro for a very long time.

Great! good for what I need right now. Would be good to learn more about how it works at a high level.

It is clear and easy to navigate. If you have any questions, the online chat is available and personalised too, which is so reassuring.

Yet to find anything frustrating, and I've been using it for about a year.

Excellent experience - online help is quick, reliable and helpful. Live online training sessions are very useful.

Well done on such a great product at a very affordable price.

The formatting is limited. The formatting is not working in all areas of BoardPro.

For the chair it gives me peace of mind that our board are at least opening each document. I love the reminders that are emailed out as it helps to keep me on track.

BoardPro is a great platform which delivers everything we need in an easy to use and intuitive software. As an Association, value for money is important, and BoardPro delivers great value.

Probably the length of time to fire it up on my computer, but that just could be my impatience.

I have been very impressed with the easy to use elements of boardPro and its simple design help less technologically skilled people to be a part of the conversation.

Good value option for the three Boards I use it for. Had great recent experience with support Team in answering a technical issue at my end.

I liked how simple and easy it was to pick up BoardPro and run with it. Appreciated the online help too - very cool.

The distribution of the action items is great  and I love the ability to properly record and save decisions we have made as an organisation.

I also find its a bit frustrating when it logs out during a meeting.

Has made role as Chair so much simpler and meeting management more effective. Boardpro (the team) really responsive to queries, and the response is rapid.

BoardPro is a fantastic product. I like the functionality of the software in that the minutes integrate actions and decisions directly into each register.

Excellent service and easy to use with a really good template structure.

I like the fact that members of the Code Authority can vote on motions to changes to the work plan and vote on other items. The ability to set up meetings is seamless and easy, anyone can do it.

I've also been impressed with the excellent and supportive training and customer service provided by the BoardPro team. I highly recommend BoardPro.

The clearly structured formats and user friendly interface give me confidence my board packs are both comprehensive and relevant.

I find ease of following the agenda while having access to documents in order a great asset when moving through the meeting.

The font annoys me but that is a personal preference only.

I believe that Affirm no longer works with Carta as a result. Every employee’s sell order was accidentally canceled on the day of the equity release.

It doesn't work as well internationally. That's a problem as I need comp data for several countries.

We have been happy with Carta and will likely continue to use them for our cap table management and valuations.

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.

Carta, however, was FAR superior to all other options in ease-of-use, accuracy of data, security, rapidity of product development, and ability to scale along with our company.

Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time.

The app for user is great and super transparent and easy to understand.

Easily see all investments with my current company.

Overall, Carta makes it really easy to not only view your holdings, but each individual grant and what has vested. It also allows you to exercise options that are available to you.

The setup is beyond painful. The support staff are incredibly arrogant and everything about your business has to fit around Carta.

The CEO's and law firms that use it seem to be happy with it, as an investor user, I literally cringe every time we get a new stock cert from Carta because it takes so long to do antying.

This product is easy to use and we are very happy with it.

Carta is awful, bottom line. We cancelled our account on November 6th, 2022 but they went ahead and charged us nearly $5k on December 18th.

I love their communications skills aka the emails they send out when I've vested shares.

The commissions on sales are a bit over the norm for a retail brokerage-type program. Especially bad if you have small lot sizes.

I love having an up-to-date Cap Table at all times and being able to model exit and funding round scenarios quickly. Integrated stock ledger and 409A valuations are a plus, too.

When I have issues with this software (which is often), Carta's support team is usually very responsive and will work with me on the issue.

It's so easy to use and see how my shares I have, what they're worth, and it feels really secure.

Overall, it's been awesome using Carta. It's a great tool to manage private equity.

Overall I have had a positive experience with Carta and am glad it exists to easily manage stock options.

I also really like the interactive vesting schedule/option exercise calculator. They are both quite helpful in visualizing stock benefits.

I really like that not only does Carta manage my cap table but that 409A valuations are included in my plan so when we're ready to kick that off I just have to press a button.

It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.

C Carta makes it very difficult for one to keep a backup.

Truly painful in every way. Seriously avoid unless you are a huge company and you feel like wasting enormous amounts of time.

Love this to track options, RSUs and shares. Support is also helpful and does its best to answer questions.

I've used Carta through multiple companies and I love how it takes complex legal language and breaks it down for you to simply understand and visualize in its predictive outcomes.

Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.

I love having everything in one place, and easy to use, purchase and organize all of my grants and vested stock.

Sometime difficult to understand the workflow required to accomplish a task. There are multiple ways to do the same thing, which can leave the user feeling a bit lost at times.

The worst experience with any B2B software company for years.

I have found it a bit difficult to add new users, debt issuances etc. and my customer service rep has generally pushed me toward recordings of user Q&A sessions rather than answer my questions.

Their documentation and blog are very helpful in understanding all the terms and nuance of stock options.

US Dollar

**AWARDED CAPTERRA BEST VALUE 2020 - BOARD MANAGEMENT SOFTWARE** 

BoardPro is a cloud-based board management platform to manage board workflows, daily enterprise functions and documentation. It caters to nonprofits and small to midsize enterprises.

Features include meeting management, agenda management, minutes management, action items, document management and more.


BoardPro’s meeting logistics feature focuses on managing events such as scheduling, creating minutes and other outstanding actions. The agenda builder helps users set agendas for meetings and assign task to presenters. They can also attach documents and other items related to meetings.


The BoardPro documents repository lets users store data in a single place. Support is available over the phone and via email.



LongDescription

File Management

Document Templates

Meeting Management

Meeting Notes

Document Storage

Access Controls/Permissions

SSL Security

For Nonprofits

Approval Process Control

Calendar Management

Collaboration Tools

Content Library

Scheduling

Action Item Tracking

Version Control

Compliance Management

Event Scheduling

Email Reminders

File Sharing

Alerts/Notifications

Customizable Branding

Automatic Backup

Polls/Voting

Minutes Management

Drag & Drop

Secure Data Storage

Archiving & Retention

Task Management

Document Management

Member Directory

Role-Based Permissions

Mobile Access

Commenting/Notes

Agenda Management

Content Management

Search/Filter

Web browser (OS agnostic)

Standard: 
From $75/month per board (billed annually)


Email/Help Desk

FAQs/Forum

Knowledge Base

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

BoardPro

Live Online

Webinars

Documentation

Videos

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.



Real Time Analytics

Forecasting

Enterprise Risk Management

Operational Risk Management

Options Management

General Ledger

Scenario Planning

Electronic Signature

Employee Reward Programs

Portfolio Management

Incentive Management

Vesting Management

Financial Risk Reporting

Portfolio Modeling

Debt Management

Compensation Plan Modeling

Data Import/Export

Risk Management

Accounting

Cap Table Management

Audit Trail

Valuation Management

Real Time Data

Performance Metrics

Benchmarking

Trade Tracking

ACH Payment Processing

Budgeting/Forecasting

Activity Dashboard

Administrative Reporting

Financial Modeling

Deal Management

Compensation Management

Investments Tracking

Real Time Reporting

Liquidity Analysis

Compliance Tracking

"What If" Scenarios

Participant Portal

Fund Management

Rate of Return Analysis

Investor Reporting

Financial Reporting

Contact Carta for pricing details.
Pricing is based on number of stakeholders, cap table complexity, services, and products.

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