--- description: Review of Carta Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Carta | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Fund Accounting Software](/directory/275/fund-accounting-software/software) > [Carta](/software/66805/carta-for-investors) # Carta Canonical: https://www.softwareadvice.com.au/software/66805/carta-for-investors Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.com.au/software/66805/carta-for-investors?page=2) > 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. > > Verdict: Rated **4.2/5** by 63 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 63 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support | 3.8/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Carta - **Location**: Palo alto, US - **Founded**: 2012 ## Commercial Context - **Pricing model**: Usage Based (Free version available) - **Pricing Details**: Contact Carta for pricing details. Pricing is based on number of stakeholders, cap table complexity, services, and products. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, France, Germany, India, Ireland, Italy, Mexico, Netherlands, New Zealand, Philippines, Singapore, South Africa, United Arab Emirates, United Kingdom, United States ## Features - "What If" Scenarios - ACH Payment Processing - API - Access Controls/Permissions - Accounting - Activity Dashboard - Approval Process Control - Audit Trail - Benchmarking - Budgeting/Forecasting - Cap Table Management - Collaboration Tools - Compensation Plan Modeling - Compliance Management - Compliance Tracking - Dashboard - Data Import/Export - Deal Management - Debt Management - Document Management ## Integrations (4 total) - Deel - QuickBooks Online Advanced - Rippling - Xero ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Fund Accounting Software](https://www.softwareadvice.com.au/directory/275/fund-accounting-software/software) ## Related Categories - [Fund Accounting Software](https://www.softwareadvice.com.au/directory/275/fund-accounting-software/software) - [Small Business Accounting Software](https://www.softwareadvice.com.au/directory/506/small-business/software) - [Equity Management Software](https://www.softwareadvice.com.au/directory/4683/equity-management/software) - [Financial Risk Management Software](https://www.softwareadvice.com.au/directory/4165/financial-risk-management/software) - [Financial Reporting Software](https://www.softwareadvice.com.au/directory/1904/financial-reporting/software) ## Alternatives 1. [Certent Equity Management](https://www.softwareadvice.com.au/software/411099/certent-equity-management) — 4.6/5 (85 reviews) 2. [Vestd](https://www.softwareadvice.com.au/software/250354/vestd) — 4.9/5 (97 reviews) 3. [SeedLegals](https://www.softwareadvice.com.au/software/346294/seedlegals) — 4.9/5 (83 reviews) 4. [Corporify](https://www.softwareadvice.com.au/software/195883/corporify) — 4.6/5 (29 reviews) 5. [Capboard](https://www.softwareadvice.com.au/software/346638/capboard) — 4.7/5 (10 reviews) ## Reviews ### "LOVE Carta\!\!" — 5.0/5 > **Tyra** | *20 May 2026* | Computer Software | Recommendation rating: 10.0/10 > > **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. ----- ### "Essential Tool in Equity Management" — 5.0/5 > **Joe** | *29 January 2022* | Computer Software | Recommendation rating: 10.0/10 > > **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) > > \- Investor equity management - Employee equity option management - Cap table management - 409A valuation ----- ### "Avoid Carta at all cost" — 1.0/5 > **Samuel** | *14 May 2025* | Financial Services | Recommendation rating: 0.0/10 > > **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 > > Horrible experience - incompetent staff with no interest in trying to help ----- ### "Carta - all-in-one Equity management for privately held companies" — 5.0/5 > **James** | *1 January 2023* | Information Technology & Services | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "Really thorough tool, but sometimes get lost in the weeds" — 4.0/5 > **Sarah** | *10 July 2025* | Computer Software | Recommendation rating: 7.0/10 > > **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. > > 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. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.com.au/software/66805/carta-for-investors?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/66805/carta-for-investors) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data