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Related Products
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Carta:
About
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.
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Eqvista:
About
Eqvista will transform your company, and work to manage your cap table, company shares, 409a valuations and more, in an easy and effective way. Incorporate your company and manage your equity all in one place without all the extra work. Eqvista supports cap tables from all jurisdictions. Manage your company’s cap table and valuations with Eqvista! Whether you’re a small startup or a large corporation, Eqvista provides tailor-made services and packages to fit your company’s needs, including cap table management and unlimited 409A valuations combined. You can get started for free with our Freemium plan, then upgrade your account when your company grows. Take advantage of Eqvista platform to issue stock and stay connected with your shareholders. Become more efficient and eliminate time-consuming paperwork so your company can focus on what really matters.
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Carta:
Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Eqvista:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Carta:
Audience
Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments
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Eqvista:
Audience
Seed-stage and pre-IPO companies seeking a solution to manage all their operations
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Carta:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Eqvista:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Carta:
API
Offers API
Not Supported
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Eqvista:
API
Offers API
Not Supported
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Carta:
Screenshots and Videos |
Eqvista:
Screenshots and Videos |
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Carta:
Pricing
$2,800 per year
Cost based on stakeholder count, complexity, and plan
Free Version
Not Supported
Free Trial
Not Supported
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Eqvista:
Pricing
$2 per user per month
Free Version
Supported
Free Trial
Supported
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Carta:
Reviews/
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Eqvista:
Reviews/
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Carta:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Eqvista:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Carta:
Company InformationCarta
Founded: 2012
United States
carta.com
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Eqvista:
Company InformationEqvista
Founded: 2018
United States
eqvista.com
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Carta:
Alternatives |
Eqvista:
Alternatives |
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Eqvista:
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Eqvista:
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Carta:
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Eqvista:
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Carta:
Categories |
Eqvista:
Categories |
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Carta:
Equity Management Features
Cap Table Management
Supported
Deal Management
Supported
Document Storage
Supported
ESOP Management
Not Supported
Financial Modeling
Supported
Options Management
Supported
Participant Portal
Supported
Portfolio Management
Supported
Private Equity
Not Supported
Public Equity
Not Supported
Valuation Management
Supported
Vesting Management
Supported
VSOP Management
Not Supported
Board Management Features
Agenda Time Management
Not Supported
Approval Process Management
Supported
Board Assessment
Not Supported
Calendar Management
Not Supported
Collaboration
Supported
D&O Questionnaires
Not Supported
Document Management
Supported
Electronic Signature
Supported
For Nonprofits
Not Supported
Member Directory
Supported
Minutes Management
Supported
Polls / Voting
Not Supported
Role-Based Permissions
Supported
Roles and Terms
Not Supported
Single Sign On
Not Supported
Skills Tracking
Not Supported
Compensation Management Features
Bonus Management
Not Supported
Compensation Assessment
Not Supported
Compensation Calculation
Not Supported
Compensation Plan Modeling
Not Supported
Compensation Statements
Not Supported
Employee Reward Programs
Supported
Incentive Programs
Supported
Organizational Charting
Not Supported
Salary Planning
Not Supported
Financial Reporting Features
"What If" Scenarios
Supported
Audit Trail
Supported
Balance Sheet
Not Supported
Cash Management
Not Supported
Consolidation / Roll-Up
Not Supported
Forecasting
Supported
General Ledger
Supported
Income Statements
Not Supported
Multi-Company
Not Supported
Multi-Department / Project
Not Supported
Profit / Loss Statement
Not Supported
Financial Risk Management Features
Compliance Management
Supported
Credit Risk Management
Not Supported
For Hedge Funds
Not Supported
Liquidity Analysis
Supported
Loan Portfolio Management
Not Supported
Market Risk Management
Not Supported
Operational Risk Management
Supported
Portfolio Management
Supported
Portfolio Modeling
Supported
Risk Analytics Benchmarks
Not Supported
Stress Tests
Not Supported
Value At Risk Calculation
Not Supported
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Eqvista:
Equity Management Features
Cap Table Management
Supported
Deal Management
Supported
Document Storage
Supported
ESOP Management
Not Supported
Financial Modeling
Supported
Options Management
Not Supported
Participant Portal
Supported
Portfolio Management
Supported
Private Equity
Supported
Public Equity
Not Supported
Valuation Management
Supported
Vesting Management
Supported
VSOP Management
Not Supported
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Carta:
Integrations
AccessOwl
Supported
Aside
Supported
BambooHR
Supported
CandorIQ
Supported
Complete
Supported
Comprehensive
Supported
Computer for Counsel
Supported
Easop
Supported
Equidam
Supported
Firstbase
Supported
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Eqvista:
Integrations
AccessOwl
Not Supported
Aside
Not Supported
BambooHR
Not Supported
CandorIQ
Not Supported
Complete
Not Supported
Comprehensive
Not Supported
Computer for Counsel
Not Supported
Easop
Not Supported
Equidam
Not Supported
Firstbase
Not Supported
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Carta:
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Eqvista:
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