Carta
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Proceeds Waterfall Analysis
- Collaboration
- Cloud-Based Equity Portal
- Electronic Document Management
- Financial Round Modeling
- Equity Management
Pricing Info
Pricing Info
TruEquity offers a free plan and three enterprise pricing plans.
Founder – Free
- Includes 10 shareholders
- Shares and options management
- Support via forums
Standard – $49/month ($1.20/newly added shareholder)
- Includes 10 shareholders
- Shares and options management
- What-if scenario modeling
- Support via forums and email
- Option expense reporting – $999/year
Premium – $199/month ($2/newly added shareholder)
- Includes 50 shareholders
- Shares and options management
- What-if scenario modeling
- Electronic document management
- Proceeds waterfall analysis
- Support via forums, email, and phone
- Option expense reporting – $1,499/year
Enterprise – by quote
- All Premium plan features
- Customization
Integrations
Integrations
TruEquity supports e-signature through its integration with:
- DocuSign
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Kaltura, Zerto, Carmel Ventures
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
TruEquity is a complete and end-to-end cap table software that accelerates and improves analysis and collaboration in private equity administration.
Company Email
info@truequity.com
Contact No.
Company's Address
TruEquity, LLC
2672 Bayshore Parkway Suite 1055,
Mountain View, CA 94043
USA
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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
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Both TruEquity and Carta were evaluated by a team of reliable B2B experts who prepared a thorough analysis of all important aspects of each app. Their ultimate score was calculated by means of unique SmartScore model that calculates a separate partial score to every factor including: main functionalities, customer support, mobile support, security, user satisfaction and media presence. We realize useful features are not the only aspect essential to a business so we do our best to pay attention to all facets of a solution prior to giving it a final score.
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