Carta vs. FolioSure vs. Nth Round Comparison


Carta	FolioSure Acuity Analytics	Nth Round 5.0 out of 5 stars
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Carta	FolioSure	Nth Round
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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.	FolioSure: About Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity. FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams. 🔹 Cut reporting time by up to 35% 🔹 Streamline workflows with seamless system integrations 🔹 Get support for valuation models, investor queries, and regulatory demands 🔹 Monitor complex structures including CLOs effortlessly If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most. We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets.	Nth Round: About Nth Round is a comprehensive equity management platform for companies of all stages and sizes. Manage equity, engage shareholders, and facilitate liquidity in an all-in-one secure environment. Create a compelling shareholder experience with personalized reports and communications. See the full picture of your equity — track ownership, control access and issue digital assets (shares/units). When ready, provide an anonymous 24/7 trading environment for your shareholders and any new investors you'd like to invite. Stand out from the crowd with a modern, mobile-friendly digital experience for your shareholders. Close new investors with digital subscription agreements and securely hosted documents and financials. Navigate challenging regulations and securely manage shareholder data through seamless processes. Manage equity and shareholder engagement with group emails, company updates, and dynamic mapping — all in one, secure platform.
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	FolioSure: 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	Nth Round: 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
Carta: Audience Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments	FolioSure: Audience Private Equity, Venture Capital, Fund of Funds, Pension Funds, Alternative Asset Managers, Family Offices	Nth Round: Audience For equity managers looking for a platform that facilitates liquidity and enhances private company value by allowing shares to be traded 24/7
Carta: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	FolioSure: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Nth Round: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported
Carta: API Offers API Not Supported	FolioSure: API Offers API Not Supported	Nth Round: API Offers API Not Supported
Carta: Screenshots and Videos View more images or videos	FolioSure: Screenshots and Videos View more images or videos	Nth Round: Screenshots and Videos View more images or videos
Carta: Pricing $2,800 per year Cost based on stakeholder count, complexity, and plan Free Version Not Supported Free Trial Not Supported	FolioSure: Pricing Contact us for pricing information Free Version Not Supported Free Trial Not Supported	Nth Round: Pricing No information available. Free Version Not Supported Free Trial Not Supported
Carta: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	FolioSure: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Nth Round: Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
		Nth Round: Pros & Cons from Real Users Pros Handles edge cases with ease. Clean interface. Powerful tools for investor communications. Ledgers and allocation worksheet are really nice. Cons No complaints. Team is incredibly responsive and willing to make code changes to meet our needs.
Carta: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	FolioSure: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Nth Round: Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Carta: Company Information Carta Founded: 2012 United States carta.com	FolioSure: Company Information Acuity Analytics Founded: 2002 United Kingdom www.acuityanalytics.com/technology/digital-solutions/private-markets/	Nth Round: Company Information Nth Round United States NthRound.com
Carta: Alternatives Ledgy	FolioSure: Alternatives Diligent Equity Diligent	Nth Round: Alternatives Qapita 1.0 out of 5 stars
Carta: Allocations	FolioSure: VESTBERRY Vestberry	Nth Round: Quoroom
Carta: AngelList	FolioSure: Altvia	Nth Round: Carta
Carta: Tactyc by Carta Carta	FolioSure: Carta	Nth Round: Ledgy
Carta: VESTBERRY Vestberry View All	FolioSure: Allvue Allvue Systems View All	Nth Round: WOWS Investment Portal WOWS Global View All
Carta: Categories Board Management Supported Business Valuation Supported Compensation Management Supported Equity Management Supported Financial Reporting Supported Financial Risk Management Supported Fund Accounting Supported Investment Management Supported Salary Benchmarking Supported Venture Capital Management Supported	FolioSure: Categories Equity Management Supported Financial Reporting Supported Investment Management Supported Private Equity Supported Venture Capital Management Supported	Nth Round: Categories Equity Management Supported
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 Show More Features 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	FolioSure: Equity Management Features Cap Table Management Not Supported Deal Management Supported Document Storage Supported ESOP Management Not Supported Financial Modeling Not Supported Options Management Not Supported Participant Portal Supported Portfolio Management Supported Private Equity Supported Public Equity Not Supported Valuation Management Supported Vesting Management Not Supported VSOP Management Not Supported Show More Features Investment Management Features Accounting Management Not Supported Benchmarking Supported Bonds / Stocks Not Supported Client Management Supported Commodities Not Supported Compliance Reporting Not Supported Data Import / Export Supported For Investment Advisors Not Supported For Investors & Traders Supported Fund Management Supported Modeling & Simulation Not Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Not Supported
Carta: Integrations AccessOwl Supported Aside Supported BambooHR Supported Clockwork Supported Complete Supported Comprehensive Supported Computer for Counsel Supported Easop Supported Equidam Supported Firstbase Supported FlowFi Supported HiBob Supported Pave Supported Quanta Supported QuickBooks Online Supported Shapes Supported Slice Supported TriNet Supported Xero Supported Show More Integrations View All 23 Integrations	FolioSure: Integrations AccessOwl Not Supported Aside Not Supported BambooHR Not Supported Clockwork Not Supported Complete Not Supported Comprehensive Not Supported Computer for Counsel Not Supported Easop Not Supported Equidam Not Supported Firstbase Not Supported FlowFi Not Supported HiBob Not Supported Pave Not Supported Quanta Not Supported QuickBooks Online Not Supported Shapes Not Supported Slice Not Supported TriNet Not Supported Xero Not Supported Show More Integrations	Nth Round: Integrations AccessOwl Not Supported Aside Not Supported BambooHR Not Supported Clockwork Not Supported Complete Not Supported Comprehensive Not Supported Computer for Counsel Not Supported Easop Not Supported Equidam Not Supported Firstbase Not Supported FlowFi Not Supported HiBob Not Supported Pave Not Supported Quanta Not Supported QuickBooks Online Not Supported Shapes Not Supported Slice Not Supported TriNet Not Supported Xero Not Supported Show More Integrations
Carta: Claim Carta and update features and information Claim Carta and update features and information	FolioSure: Claim FolioSure and update features and information Claim FolioSure and update features and information	Nth Round: Claim Nth Round and update features and information Claim Nth Round and update features and information