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.

Automated Workflow engine , this the greatest function i have ever seen.

Good software with extensive options and frequent updates that makes life of AML department easier. It is sufficiently user friendly, and one does not to be an IT specialist to use it.

The product has a lot of features that are useful for managing a compliance program; inclusive of onboarding. Integration was straight forward.

Flexibility to customize programmes to support different jurisdictional requirements. Ability to integrate with 3rd party software, and ability to customize risk ratings.

The support we have received from the entire team has been amazing.

The biggest drawback for me is that there is no proper manual how to use it available, and when it come to doing some re-setting or new setting it is not very easy to handle.

Overall, my experience is great. It exceeds requirements in many areas and is quite a comprehensive product.

Ever best due diligence& KYC portal I have every seen so far.

Once you reject a kyc information, the customer would not be able to fill a fresh one, except you delete the rejected one.

From consult to configuration to implementation, all KYCP team members have acted as partners and have been genuinely interested in helping us achieve our business and technology goals.

It takes a lot of work to configure the software to meet your specific needs. Certain areas, due to flexibility, provide a back-door/weakness that can damage current data by mistake.

This platform can be do the due diligence as well as AML by very easily  , it has easy manage programmed portal which is very user friendly.

Very good after sale support from the team is provided.

This should be a specific right given to users not automatically given, as a user (especially new ones) may overwrite good data with bad data by mistake.

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

Euro

KYC PORTAL is a fully configurable Client Lifecycle Management solution that provides a single, centralized, secure repository with fully customizable parameters, fields, rules, and user rights. The platform ensures that all data inputted within the system is contained within a tamper-proof, electronically secured audit trail. The internal audit encompasses creation date, time, and user details, eventual permitted overwrites or modifications secondary access or views by other users. KYCP provides one central point of entry to any number of Risk Management Screening Solutions via API calls.

Carta vs KYC Portal

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