Carta
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Equity plan self-administration
- Financial reporting
- Cap table management
- Liability accounting
- Internal reporting
- Document management
- Detailed valuations
Pricing Info
Pricing Info
OPTRACK offers a straightforward enterprise pricing structure with three plans:
Free – $0/month
- 1-10 Holders
- Waterfall Analysis
- Cap Table Management
- Telephone and Email Support
- Exit Modeling
- Support Forums
- Stock Option Administration
Standard – $100/month
- 25 Holders
- All Free Plan Inclusions
- Portfolio Portal
- Customizable Grant Letters
- Black Scholes Modeling
- RSU Lapse Module
- Investor/Holder Portal
- Holder Communications Center
- Termination Rules
Professional – $300/month
- 50 Holders
- All Standard Plan Inclusions
- Financial Reporting
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
OPTRACK is a self-administration equity management tool that's easily accessible to users.
Company Email
governanceservices@computershare.com
Contact No.
Company's Address
OPTRACK
Computershare Governance Services
100 Beard Sawmill Road, 1st Floor
Shelton, CT 06484
USA
OPTRACK Comparisons
Popular OPTRACK Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
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
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)
Integrations
No information as to specific integrations.
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
Popular Carta Alternatives
If you are still having doubts about which solution will work best for your business it might be a sound idea to analyze each service’s social metrics. These metrics are usually a sign of how popular each product is and how large is its online presence. For instance OPTRACK Twitter profile has currently 161 followers. At the same time Carta Twitter is followed by 15710 people.
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