# Carta Software Reviews, Demo & Pricing - 2026 > Review of Carta Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/investment-management/carta-for-investors-profile --- [Home](https://www.softwareadvice.com/) / [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) / Carta Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/reviews/)[Alternatives](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/alternatives/) # Carta 2026: Benefits, Features & Pricing Wondering if Carta is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Carta 4.2 [(63)](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/reviews/) Pricing Pricing available upon request ### About Carta 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. Wondering if Carta is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. ## Carta User Interface ## Popular Carta Alternatives Main Product Carta 4.2 [(63)](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/reviews/) Ratings Breakdown - 3.97Ease of use - 3.66Value for money - 3.76Customer support - 4.14Functionality Pricing Available upon request Get Price Alternative Product [Certent Equity Management](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/) 4.6 [(85)](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.40Value for money - 4.75Customer support - 4.40Functionality Pricing Available upon request Get Price Alternative Product [Vestd](https://www.softwareadvice.com/legal/vestd-profile/) 4.9 [(97)](https://www.softwareadvice.com/legal/vestd-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.60Value for money - 4.95Customer support - 4.67Functionality Pricing Starting at £25.00 per month Get Price Alternative Product [SeedLegals](https://www.softwareadvice.com/contract-management/seedlegals-profile/) 4.9 [(83)](https://www.softwareadvice.com/contract-management/seedlegals-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.74Value for money - 4.95Customer support - 4.76Functionality Pricing Starting at £49.00 per month Get Price Alternative Product [Corporify](https://www.softwareadvice.com/entity-management/corporify-profile/) 4.6 [(29)](https://www.softwareadvice.com/entity-management/corporify-profile/reviews/) Ratings Breakdown - 4.59Ease of use - 4.68Value for money - 4.96Customer support - 4.34Functionality Pricing Starting at €1.00 per year Get Price Alternative Product [Capboard](https://www.softwareadvice.com/investment-management/capboard-profile/) 4.7 [(10)](https://www.softwareadvice.com/investment-management/capboard-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 4.86Value for money - 4.78Customer support - 4.40Functionality Pricing Starting at €1.00 per month Get Price ## Carta Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Launch Pricing available upon request Plan includes: - Cap table management - SAFE modeling - Automated onboarding - Fundraising benchmarks Build Pricing available upon request Plan includes: - Everything in Launch - White glove onboarding - Premier support - Priced round modeling - Deal-ready Pro Forma Grow Pricing available upon request Plan includes: - Everything in Build - 409A valuations - 83(b) electronic filing - Form 3921 Scale Pricing available upon request Plan includes: - Everything in Grow - GAAP Financial Reporting (ASC-718) - IFRS Financial Reporting Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Carta Features - Popular features found in Fund Accounting Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Budgeting/Forecasting Expense Tracking Financial Reporting Income & Balance Sheet Partnership Accounting Payroll Management Real-Time Reporting - More features of Carta Access Controls/Permissions Accounting ACH Payment Processing Activity Dashboard API Approval Process Control Audit Trail Benchmarking Cap Table Management Collaboration Tools Compensation Plan Modeling Compliance Management Compliance Tracking Dashboard Data Import/Export Deal Management Debt Management Document Management Document Storage Electronic Signature Employee Reward Programs Enterprise Risk Management Financial Modeling Financial Risk Reporting Forecasting Fund Management General Ledger Incentive Management Investments Tracking Investor Reporting Liquidity Analysis Meeting Management Member Directory Minutes Management Operational Risk Management Performance Metrics Portfolio Management Portfolio Modeling Private Equity Rate of Return Analysis Real-Time Analytics Real-Time Data Risk Management Role-Based Permissions Scenario Planning Trade Tracking Valuation Management Vesting Management "What If" Scenarios ## Carta Integrations Xero Integration rated undefined from -1 review QuickBooks Online Advanced Integration rated undefined from -1 review Deel Integration rated undefined from -1 review Rippling Integration rated undefined from -1 review ## Carta User Reviews Overall Rating 4.2 Ratings Breakdown 5 59% 4 24% 3 6% 2 2% 1 10% Secondary Ratings Ease of Use 4.0 Value for money 3.7 Customer support 3.8 Functionality 4.1 Tyra O. Verified reviewer Computer Software 201-500 employees Used monthly for more than 2 years Review source Reviewed May 2026 LOVE Carta!! 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: What I love most about Carta is that it tells a comprehensive story about my growth in equity over time with my company. It's such a complex topic, but Carts breaks it down in a way that is so easy to understand. Their reporting, data management, and customer support are all outstanding. Cons: Truly, I have yet to have a bad experience with Carta, and I don't expect I'll have one. I've been using them for 5.5 years, and they have cared for me with the same accuracy and security throughout. That dependability has earned them my trust. Read More JO Joe O. Verified reviewer Computer Software 11-50 employees Used weekly for more than 2 years Review source Reviewed January 2022 Essential Tool in Equity Management 5 \- Investor equity management - Employee equity option management - Cap table management - 409A valuation Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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) Reasons for choosing Carta \- Ease of use of the platform / knowledge database for employees - Industry leader - Recommended by legal team and investors Read More SR Samuel R. Verified reviewer Financial Services 2-10 employees Used monthly for less than 6 months Review source Reviewed May 2025 Avoid Carta at all cost 1 Horrible experience - incompetent staff with no interest in trying to help Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 1 Functionality 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 Read More JM James M. Verified reviewer Information Technology and Services 51-200 employees Used weekly for more than 2 years Review source Reviewed January 2023 Carta - all-in-one Equity management for privately held companies 5 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. Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 5 Functionality 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. Reasons for choosing Carta Familiarity with Carta as the leading provider. Reasons for switching to Carta Size and scale demanded a more robust Equity management solution. Read More SK Sarah K. Verified reviewer Computer Software 201-500 employees Used monthly for more than 2 years Review source Reviewed July 2025 Really thorough tool, but sometimes get lost in the weeds 4 Carta has been the only equity administration tool we've used as a startup for nearly 10 years, and our finance team and employees have been extremely satisfied. Ratings Breakdown 4 Ease of use 3 Value for money 3 Customer support 4 Functionality Pros: The employee experience in Carta is really straightforward (and offers educational resources we love), and the reporting functionality for administrators is very thorough. Cons: Equity administration can be very confusing, and I sometimes find myself getting lost in the admin portal. Additionally, the Rippling integration is helpful but not quite as flushed out as I think it could be. Read More JL Joon L. Verified reviewer Online Media 51-200 employees Used weekly for more than 2 years Review source Reviewed March 2025 Great, but it can scale up more 4 Overall experience with Carta is great, but it would be great if Carta becomes more than just tracking stocks/stock options tool Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: As start up COO, Carta has been saving lots of time to grant stocks or stock options. Before using Carta, we always had to go through the attorney and it was hard to track. Cons: It would be great if Carta has option to sell or exercise stock options directly. Then, it automatically sends the emails to existing shareholders and among them, if there are who are interested, they have options to purchase Read More LT Luke T. Verified reviewer Oil & Energy 51-200 employees Used monthly for less than 12 months Review source Reviewed January 2026 Carta review 5 Very positive, I would recommend this to other users looking for something similar to help out their organisation Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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 Read More Mallory R. Verified reviewer Computer Software 501-1000 employees Used other for more than 2 years Review source Reviewed December 2019 Super easy to keep track of my stock options 5 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. Ratings Breakdown 5 Ease of use 5 Functionality 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. Read More Zeah S. Verified reviewer Hospital & Health Care 11-50 employees Used other for more than 2 years Review source Reviewed August 2018 Eshares to Carta 5 We started with Carta when it was Eshares. Prior to using this software we were tracking everything in an excel spreadsheet which was a complete cluster. Now we can easily pull reports for information on the shareholders. The only difficulty I have encountered is the lack of a report that my auditors will accept without manipulation from myself. Still way better than manual tracking. Ratings Breakdown 3 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: The ease with which data can be entered Cons: Reports for Audit purposes can be painful Read More Alan C. Verified reviewer Computer Software 51-200 employees Used other for less than 2 years Review source Reviewed September 2020 Easy way to manage stock options 5 Overall I have had a positive experience with Carta and am glad it exists to easily manage stock options. Ratings Breakdown 5 Ease of use 4 Customer support 5 Functionality Pros: Their documentation and blog are very helpful in understanding all the terms and nuance of stock options. Cons: There is nothing that I don't like - the software does a solid job servicing our need for managing stock options. Read More Showing 1 - 10 of 63 Reviews [See All Reviews](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/reviews/) ## Carta Popular Comparisons [Certent Equity Management vs Carta](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/vs/certent-equity-management/)[Vestd vs Carta](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/vs/vestd/)[SeedLegals vs Carta](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/vs/seedlegals/)[Sage Intacct vs Carta](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/vs/intacct-accounting/)[NetSuite vs Carta](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/vs/netsuite-financials-accounting-software/) [Compare All Alternatives](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/alternatives/) ## Other Top Recommended Fund Accounting Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (687) Recently recommended **478** times [Aplos](https://www.softwareadvice.com/nonprofit/aplos-profile/) **4.5** (186) Recently recommended **53** times [Fund EZ](https://www.softwareadvice.com/accounting/fundez-nonprofit-accounting-profile/) **4.4** (25) Recently recommended **25** times [MIP Accounting](https://www.softwareadvice.com/product/121198-MIP-Accounting/) **4.1** (69) Recently recommended **4** times Stuck Between Options? 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