Helpt Nederlandse bedrijven al 15 jaar
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Carta
Wat is Carta?
Carta maakt het gemakkelijker voor aandeelhouders in besloten vennootschappen om eigendom te volgen en te beheren, en om hun backofficefuncties uit te voeren.
Carta werd opgericht in 2012 en begon met het helpen van besloten vennootschappen bij het beheren van hun kapitaaltabellen. Sindsdien zijn de diensten van Carta uitgebreid met 409a-taxaties, ASC 820-taxaties, fondsadministratie en nog veel meer. Carta wordt vertrouwd door meer dan 14.000 bedrijven, 800.000 unieke aandeelhouders en heeft meer dan 575 miljard dollar aan privéactiva getaxeerd.
Wie gebruikt Carta?
Carta beheert aandelen voor meer dan 14.000 klanten en helpt bedrijven als Slack, Tilray en August Capital bij het beheren van hun kapitaaltabellen, taxaties, portefeuillebeleggingen en aandelenplannen.
Twijfels over Carta?
Vergelijk met een populair alternatief
Carta
Andere goede alternatieven voor Carta
Reviews over Carta
Super easy to keep track of my stock options
Opmerkingen: 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.
Pluspunten:
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.
Minpunten:
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.
Overwogen alternatieven:
Essential Tool in Equity Management
Opmerkingen:
- Investor equity management
- Employee equity option management
- Cap table management
- 409A valuation
Pluspunten:
- 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
Minpunten:
- Expensive for startups - Salary compensation tool should be included in base subscription - More comparative details with similar companies (benchmarking functions)
Love-Hate Relationship with Carta
Opmerkingen: I have nothing else to compare Carta to, so I don't even know how to respond. On a positive note, I suppose I can list 'Carta' as a skill on my resume, though I don't know whether I would want to deal with Carta ever again if I seek different employment.
Pluspunten:
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. The software itself works fine, I guess, as it rarely has technical problems. The offered tutorial does help, and I appreciate the Carta team for putting the tutorial together.
Minpunten:
Not very intuitive to use! A major part is requiring a good foundation in securities and stock options knowledge, which I clearly do not have. One HUGE gripe I have with Carta is that there is no quick way to bulk update a set of option grants, but rather I have to go into EACH option grant, upload the document I need to upload, add a note of what I am updating, wait for 5 seconds for the update to occur, and repeat with the rest of the 1000+ option grants. I have been uploading/updating these option grants for a few days now while trying to do my other work, and I am still updating as I write this review on a Saturday evening. I don't know whether to keep on updating while cursing at the Carta screen, or just call it quits for the day. Also, the update generates an email notification for the option holders, and of course a good amount of them send me questions afterwards despite our team having already prepared a mass message for our Chief Sales Officer to send out that explains these notifications. I'm at the point where I'm inclined to curse out the next sales employee that asks me what these Carta notifications are for.
Carta - all-in-one Equity management for privately held companies
Opmerkingen: 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.
Pluspunten:
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.
Minpunten:
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.
Great tool for equity management
Opmerkingen: Great for cap table management. Customer service is also excellent.
Pluspunten:
I like that it is commonly used in tech companies so many investors are already comfortable with it.
Minpunten:
Some functionality is difficult to locate and the help function references a different version of the software than i have.
