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Description
Equity. Simplified. Carta is a tool that helps investors and companies manage their equity plans, valuations, investments, cap tables, and capital plans. Start by creating your Carta cap table. Then, issue electronic securities, get 409A appraisals, and run liquidity events. Your cap table will remain updated automatically. Your cap table will stay up-to-date with all equity transactions and information in Carta. We help you to stay compliant when issuing equity or getting 409A valuations. Investors and employees can accept electronic securities and exercise options. They can also track vesting schedules. Carta assists more than 800,000 shareholders to manage equity worth $575 billion. Carta can help you, whether you need a captable and a 409A or are looking to run secondary transaction, leverage financial reporting, tax tools, and stay closer to investors.
Description
Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support!
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API Access
Has API
No
API Access
Has API
Yes
Integrations
Xero
Yes
AccessOwl
Yes
BambooHR
Yes
CandorIQ
Yes
Clockwork
Yes
Complete
Yes
Comprehensive
Yes
Computer for Counsel
Yes
Firstbase
Yes
FlowFi
Yes
Integrations
Xero
Yes
AccessOwl
No
BambooHR
No
CandorIQ
No
Clockwork
No
Complete
No
Comprehensive
No
Computer for Counsel
No
Firstbase
No
FlowFi
No
Pricing Details
$2,800 per year
Cost based on stakeholder count, complexity, and plan
Free Trial
No
Free Version
No
Pricing Details
£9 per month
START - £9/month
GROW - £39/month
SCALE - £89/month
GROW - £39/month
SCALE - £89/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Carta
Founded
2012
Country
United States
Website
carta.com
Vendor Details
Company Name
Quoroom
Founded
2018
Country
United Kingdom
Website
quoroom.com
Product Features
Board Management
Agenda Time Management
No
Approval Process Management
Yes
Board Assessment
No
Calendar Management
No
Collaboration
Yes
D&O Questionnaires
No
Document Management
Yes
Electronic Signature
Yes
For Nonprofits
No
Member Directory
Yes
Minutes Management
Yes
Polls / Voting
No
Role-Based Permissions
Yes
Roles and Terms
No
Single Sign On
No
Skills Tracking
No
Compensation Management
Bonus Management
No
Compensation Assessment
No
Compensation Calculation
No
Compensation Plan Modeling
No
Compensation Statements
No
Employee Reward Programs
Yes
Incentive Programs
Yes
Organizational Charting
No
Salary Planning
No
Equity Management
Cap Table Management
Yes
Deal Management
Yes
Document Storage
Yes
ESOP Management
No
Financial Modeling
Yes
Options Management
Yes
Participant Portal
Yes
Portfolio Management
Yes
Private Equity
No
Public Equity
No
VSOP Management
No
Valuation Management
Yes
Vesting Management
Yes
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
Yes
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
No
For Hedge Funds
No
Liquidity Analysis
Yes
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
Yes
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
No
Stress Tests
No
Value At Risk Calculation
No
Fund Accounting
Accounts Payable
No
Accounts Receivable
No
Activity Tracking
No
Asset Management
No
Bank Reconciliation
No
Budgeting & Forecasting
No
Compliance Management
No
Donor Management
No
General Ledger
No
Partnership Accounting
No
Purchasing & Receiving
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
No
Electronic Signature
Yes
Email Management
Yes
File Recovery
No
File Type Conversion
No
Forms Management
Yes
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
No
Print Management
No
Version Control
Yes
Equity Management
Cap Table Management
Yes
Deal Management
Yes
Document Storage
Yes
ESOP Management
No
Financial Modeling
Yes
Options Management
Yes
Participant Portal
Yes
Portfolio Management
Yes
Private Equity
Yes
Public Equity
No
VSOP Management
No
Valuation Management
Yes
Vesting Management
Yes
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No
Investor Relations
Automated Reporting
Yes
Compliance Management
Yes
Custom Emails / Newsletters
Yes
Data Centralization
Yes
Deal & Acquisition Management
Yes
Document Creation
Yes
Document Management
Yes
Electronic Signature
Yes
IR Website Builder
No
Investor CRM
Yes
Investor Transactions / Valuations
Yes
