Carta
¿Qué es Carta?
Ideal para fondos privados y capital riesgo, Carta facilita a los propietarios de capital en empresas privadas el seguimiento y la gestión de la propiedad y la ejecución de sus funciones administrativas.
Carta se fundó en 2012 para ayudar a las empresas privadas a gestionar sus tablas de capitalización. Desde entonces, los servicios de Carta se han ampliado para incluir valoraciones de ASC 820, contabilidad de fondos y más. Con más de 10 000 empresas, más de 700 000 usuarios y un valor superior a los 200 000 millones de dólares en activos privados.
¿Quién usa Carta?
Carta gestiona los fondos en más de diez mil empresas. Ayuda a empresas como Slack, Tilray y August Capital a gestionar sus tablas de capitalización, valoraciones, inversiones de cartera y planes de capital.
¿Tienes dudas sobre Carta?
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Carta
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Opiniones de Carta
Mallory
Super easy to keep track of my stock options
Comentarios: 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.
Puntos a favor:
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.
Puntos en contra:
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.
Joe
Alternativas consideradas:
Essential Tool in Equity Management
Comentarios:
- Investor equity management
- Employee equity option management
- Cap table management
- 409A valuation
Puntos a favor:
- 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
Puntos en contra:
- Expensive for startups - Salary compensation tool should be included in base subscription - More comparative details with similar companies (benchmarking functions)
Sho
Love-Hate Relationship with Carta
Comentarios: 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.
Puntos a favor:
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.
Puntos en contra:
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.
James
Carta - all-in-one Equity management for privately held companies
Comentarios: 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.
Puntos a favor:
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.
Puntos en contra:
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.
Margaret
Great tool for equity management
Comentarios: Great for cap table management. Customer service is also excellent.
Puntos a favor:
I like that it is commonly used in tech companies so many investors are already comfortable with it.
Puntos en contra:
Some functionality is difficult to locate and the help function references a different version of the software than i have.
