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Compare Startup Financial Model vs Carta

What is better Startup Financial Model or Carta? You have such a wide range of Accounting Software choices in today’s market that choosing the right product may be frustrating. On our comparison page, we let you review the tool, terms and conditions, available plans, and more details of Startup Financial Model and Carta.

You can also examine their score (8.0 for Startup Financial Model vs. 9.0 for Carta) and user satisfaction level (100% for Startup Financial Model vs. N/A% for Carta). The scores and ratings give you a solid idea how both these software products perform. Moreover, find out if the software can integrate with existing business apps to ensure greater productivity.

We did our best to prepare reviews of all popular Accounting Software services available out there, but among all the ones we reviewed these three deserved our special attention: Zoho Books, FreshBooks, NetSuite ERP.

NOAWARDS
YET

SmartScore™

8.0

User Satisfaction

100%

Pricing:

Starting from $29

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • 5-Year Financials
  • Detailed Assumption
  • Employee Hiring Plan
  • Advanced Accounting
  • International Currencies
  • Cash-level Verification
  • Basic Fundraising
  • Investor ROI Analysis
  • Monthly Model Consultations
  • Detailed CLTV Reports
  • Breakeven Analysis
  • KPI Dashboard
  • Stress Testing
  • Company Valuation
  • Sales Summary
  • Ownership Cap-Table
  • Advanced fundraising
  • Customized Reporting
  • Customized Calculations

Pricing Info

Startup Financial Model offers the following basic and enterprise pricing options:

Entrepreneur Basic Web App – $29/month

  • 1 Pro Forma
  • Max 3 Users (Read/Write Access)
  • Web & PDF
  • 5-Year Financials
  • Detailed Assumption
  • Employee Hiring Plan
  • Advanced Accounting
  • International Currencies
  • Cash-level Verification
  • Basic Fundraising
  • Investor ROI Analysis

Startup Premium Web App – $79/month

  • All Entrepreneur Basic Web App features
  • Max 10 Users (Read/Write Access)
  • 1 Model Consultation Per Month
  • Detailed CLTV Reports
  • Breakeven Analysis
  • KPI Dashboard
  • Stress Testing
  • Company Valuation
  • Sales Summary
  • Ownership Cap-Table
  • Advanced fundraising

Startup Licensed Excel – $299 for 36 months

  • All Startup Premium Web App features
  • 1 Pro Forma
  • Compatible With Excel 11 and later versions
  • Export To Excel
  • Customized Reporting
  • Work offline

Custom Premium Web App – $495 One-time Payment

  • All Start-Up Premium Web App Features
  • Max 30 Users (Read/Write Access)
  • 5 Model Consultations Per Month

Custom Unlocked Excel – $495 for 36 months

  • All Startup Licensed Excel Features
  • Customize Calculations

Integrations

You can download the entire model, including the calculations, to Excel so that you can work offline. The model allows for nicely-formatted PDF or CSV downloads of reports.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Columbia Business School, ImpactFactors, Ross School of Business, Robofusion

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Financial forecasting software for startups. It allows for the quick and easy creation of a comprehensive pro forma financial projection model that will delight investors.

Company Email

hello@boldmore.com

Contact No.

Company's Address

Boldmore Growth Partners
550 Reserve Street, Suite 150
Southlake, TX 76092
United States

Popular Startup Financial Model Alternatives

NOAWARDS
YET

SmartScore™

9.0

User Satisfaction

N/A

Pricing:

By quote

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

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

email

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

Popular Carta Alternatives

Product Name
Score

FreshBooks

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

9.8

User Satisfaction

99%

Pricing:

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Online Invoicing

  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice

Expense Tracking

  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses

Time Tracking

  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices

Projects

  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews

Payments

  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience

Accounting Reports & Taxes

  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns

Pricing Info

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. FreshBooks is offering a 60% off for the Lite, Plus, and Premium plans for 6 months for new customers. The tax time sale will run from June 4th to July 15th, 2020.

What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Integrations

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A winner of our 2019 Best Accounting Software Award, this robust cloud accounting app for small businesses makes billing easy and efficient. FreshBooks allows users to manage key processes easily from turning receipts into expense files to tracking billable hours. Special modules to manage projects and tax are also available.

Company Email

info@freshbooks.com

Contact No.

Company's Address

35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada

In the event you are still having second thoughts about which app will be best for your business it might be a good idea to take a look at each service’s social metrics. Such metrics are quite often a sign of how popular a given service is and how large is its online presence. For example, in case of Facebook Startup Financial Model has 1177 likes on their official profile while Carta profile is liked by 1096 people.

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