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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
Core features
- Accounts Payable
- Accounts Receivable
- Audit Trail
- Depreciation
- General Ledger
- Multi-Currency/Int’l
- Time & Expense Management
Other features
- Billing & Invoicing
- Automated Billing
- Automated Transactions
- Billable Hours
- Check Printing
- Credit Card Processing
- E-commerce
- Invoices
- Purchase Orders
- Recurring Billing
Reporting
- Balance Sheet
- Budgeting & Forecasts
- Cash Flow Statement
- Custom Dashboard Reports
- Profit & Loss Statement
- Sales Reports
- Vertical & Horizontal Analysis
Tax Features
- 1099 Support
- Business Activity Statements
- Multiple Sales Tax
- VAT
Other features
- Fixed asset depreciation
- Automated Journal Entries
- Bank Reconciliation
- Trial Balance
Pricing Info
FinancialForce ERP is a subscription-based SaaS sold as per module, typically consisting of the following:
- FinancialForce Financial Management
- FinancialForce Ordering and Billing
- FinancialForce Human Capital Management (HCM)
- FinancialForce Professional Services Automation (PSA)
- FinancialForce Supply Chain Management (SCM)
All modules are priced on quote basis, meaning that users receive an individual pricing package tailored to their needs. Contact the company for more details, and ask for your quote.
Integrations
- Business Intelligence
- Customer Relationship Management (CRM)
- E-commerce
- Inventory Management
- Payroll
- Point of Sale
- Supply Chain Management
- Salesforce
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
The Spitfire Group, Louet North America, Crown Partners, Bryce Company Holdings, XClever, Apex Fund Services, and Bernstein & Andriulli
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
FinancialForce is designed for large companies that have outgrown entry-level systems but are not big enough to support their own intranet systems. It helps businesses streamline their financial management process through automation and collaboration tools. Also, it has robust reporting and tax management features.
Company Email
info@financialforce.com
Contact No.
Company's Address
595 Market St. Suite 2700
San Francisco, CA 94105
USA
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You should pay attention to the fact that even though both Carta and FinancialForce Accounting may provide a reliable array of features every service may be aimed at a different business size. If you are analyzing various solutions you should give some attention to a company type they are aimed at. Certain elements could scale up well for huge enterprises but if you own a small or mid-sized company it’s often more sensible to stay away from paying for advanced features that you may never have a chance to use.
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