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 itself was very easy to use. We had a slightly different need when we started and the staff at IMS was great to respond to our needs.

Very user friendly and helps us with distributions, K-1s, tracking communications.

I like that there is an email functionality embedded and that investors are generally able to retrieve their documents on the portal seamlessly.

The only complaint is setting up some of the more complicated calculations for distributions when there are waterfall calculations.

The K-1 matching engine and the ease with which we can communicate with our clients and get them the up to date information they need.

It also helps us to be more process oriented and in control of our touch points with investors. The software is constantly being improved and bugs are quickly fixed.

Ease of use and functionality of the software.

Overall, very happy that we moved over to them because it has saved us a lot of headaches and time with managing our capital partners.

User friendliness and investor focused. We have received very positive feedback from our investor base on the usability and ease of the subscription process and ongoing investment monitoring.

Very happy with the responsiveness and engagement from customer service and our account rep.

The software is very easy to navigate. It provides functionality and operation that is efficient and easy to use for both administrators and investors.

We had been using RealPage OneSite Property Management Software for several years and had been very happy with the implementation process as well as the follow up customer service.

Not having a customer service manager anymore has been a little annoying.

Waterfall calcs were tough to get exactly right.

Looks good but has fundamental failures that impede our operations.

The IMS product has been intuitive from the get-go. My superior and I were impressed with the initial demo and pricing of the product.

I am excited to see the upcoming changes. They are always updating, customizing, and improving their website to better suit our investors.

I find that the customer service team is amazing. They always get back quickly with clear and concise answers.

From the start the IMS staff have been incredibly professional, courteous, responsive, and just nice people. That makes a huge difference.

The platform has significantly improved our efficiency and will ultimately allow us to increase new business.

Very robust and easy to use. CRM integration is very powerful.

IMS was the perfect solution to help manage the growing number of assets and investors.

I have not seen this offered on other tools to the degree it is available on IMS. This is a great strength in this tool and huge win for the multiple sponsors.

I credit the implementation team that guided us through the complex process and constantly encouraged us along the way. I can't thank them enough.

The ability to fund and have investors fill out the esignature agreements and have that connect with the investor portal side, is so helpful and a great time saver.

The ability to create email campaigns based on deal or as a portfolio is a great advantage the system offers. I would say this is one of the tools we use the most when communicating with investors.

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

Web browser (OS agnostic)

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

Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request tracking and email templates. 


The application enables users to store contact information, create investor profiles and monitor asset type preferences, regional preferences and investment criteria for multiple clients. Team members can use the waterfall calculator to create rule-based workflows for distribution calculation and export NACHA files to process payments. Additionally, investors can access the dashboard to view real-time investment positions, historical distribution data and customizable performance metrics.


Investor Management Services comes with a mobile application for Android and iOS, which allows investors to share documents and view project information. It is available on monthly subscriptions and support is provided via phone, email and live chat. 



For Property Managers

Document Templates

Fee Management

Customizable Reports

Activity Tracking

For Investors & Traders

Contract/License Management

Ad hoc Reporting

Cash Flow Analysis

Strategic Planning

Real Estate

Self Service Portal

Contact Management

For Investment Advisors

Lead Management

Email Marketing

Mobile Access

Dashboard Creation

Portfolio Rebalancing

Client Portal

Real-Time Notifications

Workflow Management

Visual Analytics

File Sharing

Alerts/Notifications

Reporting & Statistics

Segmentation

Data Visualization

Modeling & Simulation

For Brokers

Customizable Templates

Client/Property Matching

Interaction Tracking

Customizable Branding

Asset Lifecycle Management

Transaction Review

Reporting/Analytics

Contact Database

Summary Reports

Client Management

Secure Data Storage

Third-Party Integrations

Task Management

Search/Filter

Critical Date Alerts

Communication Management

Transaction Management

For Real Estate

Multiple plans are available for different business goals. Contact IMS for a pricing quote.

Carta vs RealPage IMS

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons