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.

Our previous software vendor, Tenmast, was purchased by MRI. Seeing what software was being developed for the Public Housing arena was great.

Users are confused when trying to navigate through courses and the site in general.

Overall, I am very pleased with MRI. It has streamlined our processes and protocols.

I love using this daily. It keeps our property organized and allows our business to run smoothly.

We use it for our accounting for tenants and payables. This is the most user friendly software there is out there for property management.

We like that it records the call between maintenance and the resident on emergency calls. It is great that you can record a message if you have a temporary change.

MRI is user friendly and easy to learn. There are many different was to use the software from accounting to record keeping.

I like that it is easy for first time leasing agents to navigate.

I like the software because it is easy to use and implement. But the greatest benefit in my mind is the customer support and customization that is available.

MRI GREAT SOFTWARE FOR FINANCIALS AND RECORD KEEPING.

It was a good package and the site I paid for to built was excellent as was their help but this is when they were Thesaurus when they were bought over by MRI this all changed unfortunately.

What I like the most about the software is that you can add as many functions as you want, and have that functionality specifically tailored to your business needs.

I like the windows version of MRI as its very user friendly and fast. The reporting and windowed setup is great for running multiple reports over and over.

I love how easy the software was to set up and how seamless it is.

I've had CallMax/MRI on my multi site properties for years, I love the option of texting and emailing blasts to residents and pricing is very reasonable. I like the automated answering service too.

I doubt MRI will reduce annual cost to make up for the loss of a program that we are receiving and paying for with the current software. Billing detail could be clearer.

Value packed software, accounting rich with strong ability to integrate w/ other software.

Everything about this software was wrong. As an Assistant Manager it makes my job more difficult and harder.

It is user friendly and has good reports and a big fan of the budgeting module.

MRI has a great vendor partnership that allows the vendor to seamlessly integrate their software with MRI's databases. You get the best of both worlds.

We use MRI for our Housing Data Base. I have found it to be extremely helpful, and the tech support team is absolutely amazing.

Difficult for staff to become proficient in. Ultimately database was very difficult to integrate into another system.

I like this platform loads better than OneSite because of the ease of access of information and reports.

I like the ability to run quick rent rolls, ledgers, aged reports and variance analysis which are reports that I need everyday to do my job.

No customer service since ownership changes and a complete lack of understanding during lockdown.

Very user friendly and meets all of our needs.

Sometimes the messages don't come through completely, calls drop.

I think its very user friendly. I wish it were a little easier to navigate between different sections.

The integration process was fairly easy. The software is very user friendly and the customer service is the best I've ever seen for such a product.

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

MRI Software provides several real estate applications to help real estate owners, investors, and occupiers manage accounting, investment modeling, property, and analytics operations. It includes Platform X, which allows businesses to secure property data in a centralized repository using a single sign-on (SSO). 

Features of MRI Software are real estate lifecycle management, financial accounting, commercial leasing, retail management, client management, a tenant portal and more. It offers an investment management module, which lets users manage portfolio performance using graphical dashboards.  Additionally, it provides MRI FM, which enables professionals to schedule maintenance work orders, handle communications with contractors, track assets and more.

Administrators can utilize space management solution, which helps streamline planning of floors on CAD layouts and seating charts. Pricing is available on request. 


Carta vs MRI Software

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