---
description: Compare Carta vs Diligent Equity regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Carta vs Diligent Equity Comparison
---

Breadcrumb: [Home](/) > [Small Business Accounting Software](/directory/506/small-business/software) > [Carta \<span\>vs\</span\> Diligent Equity](https://www.softwareadvice.com.au/compare/66805/183820/carta-for-investors/vs/equityeffect)

# Compare Carta vs Diligent Equity

Canonical: https://www.softwareadvice.com.au/compare/66805/183820/carta-for-investors/vs/equityeffect

> Detailed comparison between Carta and Diligent Equity. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Carta | Diligent Equity |
| **Overall rating** | 4.2/5 | 3.7/5 |
| **Total Reviews** | 62 | 12 |
| **Starting Price** | - | - |
| **Free Trial** | No | Yes |
| **Free Version** | Yes | Yes |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| **Training** | Live Online, Webinars, Documentation | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Carta

- API
- Audit Trail
- Benchmarking
- Cap Table Management
- Compliance Management
- Deal Management
- Document Management
- Document Storage
- Financial Modeling
- Fund Management
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Private Equity
- Real-Time Analytics
- Real-Time Data
- Role-Based Permissions
- Scenario Planning
- Valuation Management
- Vesting Management

### Diligent Equity

- API
- Audit Trail
- Benchmarking
- Cap Table Management
- Compliance Management
- Deal Management
- Document Management
- Document Storage
- Financial Modeling
- Fund Management
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Private Equity
- Real-Time Analytics
- Real-Time Data
- Role-Based Permissions
- Scenario Planning
- Valuation Management
- Vesting Management

## Links

- [View Carta Profile](https://www.softwareadvice.com.au/software/66805/carta-for-investors)
- [View Diligent Equity Profile](https://www.softwareadvice.com.au/software/183820/equityeffect)
- [View Original Comparison](https://www.softwareadvice.com.au/compare/66805/183820/carta-for-investors/vs/equityeffect)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Carta vs Diligent Equity Comparison","description":"Compare Carta vs Diligent Equity regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.com.au/compare/66805/183820/carta-for-investors/vs/equityeffect","about":[{"@id":"https://www.softwareadvice.com.au/software/66805/carta-for-investors#software"},{"@id":"https://www.softwareadvice.com.au/software/183820/equityeffect#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.com.au/compare/66805/183820/carta-for-investors/vs/equityeffect#breadcrumblist"},"@id":"https://www.softwareadvice.com.au/compare/66805/183820/carta-for-investors/vs/equityeffect#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.com.au/#website"},"inLanguage":"en-AU","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"}},{"name":"Carta","description":"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.\n\n\nCarta 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.\n\n\nCarta 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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/c4522295-6286-4d40-8994-5e68bd12bbf8.png","url":"https://www.softwareadvice.com.au/software/66805/carta-for-investors","@id":"https://www.softwareadvice.com.au/software/66805/carta-for-investors#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.2,"bestRating":5,"ratingCount":62},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"name":"Diligent Equity","description":"Diligent Equity (powered by EquityEffect) is a cloud-based equity management solution, which helps law firms, investors and financial institutions of all sizes monitor, manage and organize shares using cap tables and what-if analysis. It comes with a stock and options management module, which enables organizations to verify the distribution and availability of equities.\n\n\nDiligent Equity (powered by EquityEffect) offers a unified dashboard allows managers to view information related to funds, valuation history, co-investors, companies, and more. It offers various features including standard equity workflows, shareholder allocations, board approvals, capitalization overview, digital documents, and centralized cap tables. Additionally, the solution lets users create custom alerts and notifications for multiple tasks such as regulation, compliance, filings and approvals.\n\n\nDiligent Equity (powered by EquityEffect) includes a reporting module, which enables administrators to view and download reports in PDF or Excel files. Pricing is available on request and support is extended via email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/018329e0-63df-475e-8199-b51c677e5386.png","url":"https://www.softwareadvice.com.au/software/183820/equityeffect","@id":"https://www.softwareadvice.com.au/software/183820/equityeffect#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.com.au/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":3.7,"bestRating":5,"ratingCount":12},"operatingSystem":"Cloud"},{"@id":"https://www.softwareadvice.com.au/compare/66805/183820/carta-for-investors/vs/equityeffect#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Small Business Accounting Software","position":2,"item":"/directory/506/small-business/software","@type":"ListItem"},{"name":"Carta vs Diligent Equity","position":3,"item":"https://www.softwareadvice.com.au/compare/66805/183820/carta-for-investors/vs/equityeffect","@type":"ListItem"}]}]}
</script>