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.

The software allows easy payment for goods and services. It can be integrated into any website for the purpose of receiving payment.

I love that the company is always improving the software and values feedback. Our account manager is always helpful.

My experience with Paylocity has been great and I would recommend this company to anyone.

For the functionality and the pricing, Paylocity was very competitive for what we needed.

I feel they are committed to excellence. They also provide ongoing learning and education opportunities within the HR space, and being a Paylocity client feels like being a part of an HR community.

This software has been easy to use and makes tracking employees payroll and benefits a seamless process, even with dozens of employees.

Software is very straight forward and easy to use. Customer Service is fantastic and one huge benefit why we stay.

Love the quick responses from the tech team. The live stream interactions and trainings are awesome.

The Paylocity implementation was very frustrating and stressful.

Reporting can be a struggle since many standard reports from Paylocity involve merged cells without one single row of data. Customer service is very hit or miss depending on responds to the requests.

User friendly, easy to navigate, and customer service has been excellent. You can generate GL reporting in QB compatibility for easy upload.

I love that the employees can log into Paylocity and view their own checkstubs and tax records for the past several years. We love the ease of processing payroll too.

I like how it integrates different services into one system such as onboarding, database management, etc.

Overall it has been a good experience and a good value for the price.

The fact that our staff can clock in and out remotely from their cell phones is great. Not having to print paystubs each time because they are available online is very nice.

Some of their payroll specialists are great; and it's never a super long wait for phone or chat support.

I love many features about Paylocity. The ease of use is outstanding and the dedicated customer support is fantastic.

Paylocity will implement changes and not notify the users. Paylocity has lost data twice which makes me quite uneasy.

Overall we have been happy with the product and services and have been quite pleased with our customer service interactions.

We continue to look for opportunities to leverage this to our advantage. The level of customer service and availability of helpful resources is by far the best we have experienced.

Paylocity has such a clean integration with our time keeping software that running payroll is a breeze every pay period.

The set up barrier of entry here is high; you will have to spend a lot of time setting your stuff up, and it can be convoluted.

Some of our employees have complained that they have trouble navigating the employee portal.

Customer service can be very frustrating. Also, the differences between Web Time and Web Pay can be very confusing.

Implementation was a disgrace. Our first implementation consultant disappeared and no one knew where she went.

Integration and customer services have both been excellent.

We love the mobile capability for our team. Most features are accessible from smartphones, which helps our technicians in the field.

US Dollar

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.



LongDescription

Real Time Analytics

Forecasting

Enterprise Risk Management

Meeting Management

Operational Risk Management

Options Management

Document Storage

Access Controls/Permissions

General Ledger

Scenario Planning

Electronic Signature

Employee Reward Programs

Portfolio Management

Incentive Management

Vesting Management

Approval Process Control

Financial Risk Reporting

Collaboration Tools

Portfolio Modeling

Debt Management

Compensation Plan Modeling

Data Import/Export

Risk Management

Accounting

Cap Table Management

Audit Trail

Valuation Management

Compliance Management

Real Time Data

Performance Metrics

Benchmarking

Trade Tracking

Role-Based Permissions

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

Minutes Management

Fund Management

Rate of Return Analysis

Investor Reporting

Document Management

Financial Reporting

Member Directory

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

Email/Help Desk

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Carta

Live Online

Webinars

Documentation

Paylocity is a cloud-based human capital management (HCM) platform that provides human resources and payroll management tools to help businesses manage core HR functions. Key features include payroll processing, benefits administration, time management, talent management, employee engagement, an integrated applicant tracking system (ATS) and data insights. Paylocity’s payroll module allows businesses to simplify payroll operations, automate processes, and stay tax compliant. With expense management, payroll administrators can eliminate spreadsheets and payroll calculators by automatically pulling expenses into Paylocity. With the pre-process register, users can preview, correct and verify employee paychecks before processing payroll. Businesses can also utilize Paylocity's payroll service to manage tax filings and wage garnishments. Paylocity's core HR enables businesses to manage HR functions using quick-edit templates, custom checklists, action forms, position management, and dynamic reporting.
<br>
<H5>What is Paylocity?</H5>
<br>
<p> Paylocity is an all-in-one HR and payroll suite that provides modern workforce management solutions. <p>
<br>
<H5>How do you use Paylocity?</H5>
<br>
<p> With Paylocity's web application, users can access a unified HR and payroll dashboard with all employee details. A self-service portal allows employees to complete HR tasks, access pay information, and read company news. </p> 
<br>
<H5>Who uses Paylocity?</H5>
<br>
<p> Paylocity is used by HR and payroll professionals in U.S. based businesses of any size across many industries including financial services, healthcare, manufacturing, education, and others. </p> 
<br>
<H5>How much does Paylocity cost?</H5>
<br>
<p> Paylocity does not share pricing details publicly. Please contact Paylocity for information on starting price and available plans or tiers. </p> 
<br>
<H5>Does Paylocity have an app?</H5>
<br>
<p> Yes, Paylocity has a mobile app (for iOS and Android) where employees can clock in/out, request time off, access pay info, and more. </p> 
<br>

Carta vs Paylocity

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