Carta
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Cap table
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transaction auto-update cap tables
- Standard 409A valuation and refreshes for material events
- 409A audit support and valuation
- ISO disqualification check
- Account audit reports
- Form 3921
- ASC 718 Expense Accounting
- Rule 701 management
- Equity reports
- Waterfall modelling
- Breakpoints
- Sensitivity analysis
- Payouts
- Financing round modelling
- Financial transactions
- Board management tools
- Platform for investors, employees, board members, and law firms
- Tender offer platform and programs
- Tender offer account manager
- Dedicated support
- Relationship manager
- Equity administration
- Opt-in Beta program
Pricing Info
Pricing Info
Carta offers three plans, prices of which still vary depending on your company’s products and services, cap complexity, and stakeholders. For details, contact the vendor and get a quote.
Starter
- Cap tables
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transactions auto-update cap table
- Standard 409A
- Standard 409A refreshers for material events
- 409A audit support
- Complex 409A valuation (add-on)
- ISO disqualification checks
- Account audit reports
- Capitalization report with drafts
- Equity plan balance report
- Rule 701 analysis worksheet
- Investor audit-confirmation service
- Exercise reports
- Option exercises
- Repurchases
- Stock transfers
- Permissions- internal and external
- Grant cap table access
- Option grant and exercise approvals
- Board approvals
- Board member platform
- Employee platform
- Investor platform
- Law firm platform
Growth
- Cap tables
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transactions auto-update cap table
- Standard 409A
- Standard 409A refreshers for material events
- 409A audit support
- Complex 409A valuation (add-on)
- ISO disqualification checks
- Account audit reports
- Form 3921
- Capitalization report with drafts
- Equity plan balance report
- Rule 701 analysis worksheet
- Investor audit-confirmation service
- Exercise reports
- Custom reporting service (add-on)
- Option exercises
- Repurchases
- Stock transfers
- Permissions- internal and external
- Grant cap table access
- Option grant and exercise approvals
- Board approvals
- Board management
- Board member platform
- Employee platform
- Investor platform
- Law firm platform
- Opt-in beta program
- Equity admin team (add-on)
Enterprise
- Cap tables
- Electronic securities
- Electronic exercising
- Stakeholder management
- Transactions auto-update cap table
- Standard 409A
- Standard 409A refreshers for material events
- 409A audit support
- Complex 409A valuation (add-on)
- ISO disqualification checks
- Account audit reports
- Form 3921
- ASC 718 Expense Accounting
- Rule 701 management
- Capitalization report with drafts
- Equity plan balance report
- Rule 701 analysis worksheet
- Investor audit-confirmation service
- Exercise reports
- Custom reporting service (add-on)
- Option exercises
- Repurchases
- Stock transfers
- Tender offers (add-on)
- Tender offer platform and programs (add-on)
- Tender offer account manager (add-on)
- Permissions- internal and external
- Grant cap table access
- Option grant and exercise approvals
- Board approvals
Board management - Board member platform
- Employee platform
- Investor platform
- Law firm platform
- Dedicated, priority support
- Opt-in beta program
- Equity admin team (add-on)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
USV, Menlo, SOCIALCAPITAL
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Enjoy seamless management of equities through Carta’s comprehensive suit of tools for equity management.
Company Email
PRESS@CARTA.COM
Contact No.
Company's Address
195 Page Mill Road
Suite 101, Palo Alto, CA 94306
USA
Carta Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Bank Statement Analyzer
- Data Collection/Machine Learning AI
- Mobile-Friendly
- SOC-2 Certification
- Personalized Feedback
- Post Loan Monitoring
- Early Warning Alerts
- Natural Language Processing (NLP)
- Image Recognition
- Open API
Pricing Info
Biz2X offers the Bix2X Enterprise and Biz2X Pro packages to interested users at variable enterprise pricing. Banks interested in using the platform can contact the company for a demo and a quote.
Integrations
Biz2X can be easily integrated with any CRM software or client software the company has in place.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HSBC, Popular Bank, Australian Finance Group
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Biz2X is a platform ideal for medium businesses and large enterprises handling small business loans.
Company Email
info@biz2x.com
Company's Address
Bix2X Comparisons
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Every time you choose a service that you think will work best for your company you shouldn’t only focus on what professionals have to say about it. Quite frequently personal experience with the software will vary, depending on your own goals and work processes. This is why in our reviews we also give our User Satisfaction Rating for each solution to give you a reliable impression of how real users of Carta and Bix2X evaluate their contact with the service. Our algorithm is built around complex analysis of product mentions on other sites, social networks as well as blogs, so you will receive a comprehensive and credible picture of what other users think about every software. In this example Carta has a total satisfaction rating at 94% while for Bix2X 100% of users express they had an enjoyable experience with it.
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