--- title: "Carta Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Carta Software - reviews, pricing plans, popular comparisons to other Equity Management products and more." source_url: "https://www.capterra.com/p/220278/Carta/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # Carta Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Carta ## What is Carta? Carta is the leading, all-in-one equity management platform that drives the venture ecosystem forward. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue securities electronically. Carta is always evolving and has built cutting edge tools that grow with your company and help with valuations, tax filings, and equity compliance. In 2021, Carta joined the fund administration space and proudly services investors and public markets. Since then, their offerings have expanded to include a host of solutions tailored to different entities and business needs. Today, Carta supports more than 40,000 companies and 2.3M+ equity holders. They have valued over $2.5T in private assets. ## What is Carta used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Compensation Management](https://www.capterra.com/compensation-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 68 user reviews Reviews sentiment Positive 83% Neutral 6% Negative 11% Contact vendor for pricing Free trial not available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Carta?[Manage this product listing](https://www.g2.com/products/carta-equity-suite/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Carta 4.2 (66) VS. [4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price Contact vendor Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (66) Ease Of Use 4.4 (85) Value For Money 3.7 (35) Value For Money 4.2 (65) Customer Service 3.8 (40) Customer Service 4.0 (80) ## Carta alternatives [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (190)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.8 (131)](https://www.capterra.com/p/134106/Striven/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Certent](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) [View all alternatives](https://www.capterra.com/p/220278/Carta/alternatives/) ## FAQs about Carta Overview ### Which roles and teams benefit most from Carta? Carta is most used by founders, CEOs, CFOs, controllers, and operations leaders managing equity records, ownership changes, valuations, and board-ready reporting. People operations and recruiting teams administer employee equity grants, while legal and accounting staff maintain compliant documentation. Business development and sales teams can track equity information during fundraising and stakeholder discussions. Answer based on 66 reviews Overview ### What company size and industries is Carta built for? Carta is built primarily for small businesses, which represent 70% of reviewers, especially in Computer Software at 33%. It manages cap tables, valuations, portfolio investments, and equity plans for companies of different sizes, with 27% midsize and 3% enterprise users. Financial Services (11%) and Internet (8%) are also common industries. Answer based on 66 reviews Features and Usability ### What are the key features of Carta? Carta includes core cap table management, equity reporting, stock option and RSU tracking, and vesting management. Employees can view grants, vesting schedules, and option exercise details through a participant portal, while administrators use valuation management, scenario planning, and financial reporting for funding rounds, 409A valuations, and equity compensation. Answer based on 28 reviews Integrations ### Which third-party tools and platforms does Carta integrate with? Carta integrates with Deel, QuickBooks Online Advanced, Rippling, and Xero for HR and accounting workflows. These catalog integrations connect Carta with payroll, finance, and back-office platforms commonly used to manage equity and company records. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does Carta offer? Carta provides live online sessions, webinars, and documentation to help teams get started. Live online sessions support guided setup and direct instruction, webinars offer scheduled group learning, and documentation gives written reference material for self-paced review of features and steps. Answer based on 5 reviews Getting Started and Support ### What customer support options does Carta offer, and how do users rate the experience? Carta offers email/help desk, a knowledge base, phone support, and chat. User experiences are mixed: some report helpful, responsive teams, quick chat waits, and timely fixes, while others describe slow responses to urgent issues, difficulty reaching support, unhelpful staff, and help content that does not match their software version. Answer based on 16 reviews Features and Usability ### How easy is Carta to use for equity management? Carta makes equity information easier for employees and administrators to find, understand, and manage through a clean interface, grant details, vesting views, and guided explanations. Startup teams often describe setup and everyday navigation as straightforward, although organizations with unusual equity arrangements may face a learning curve and less intuitive workflows. Answer based on 28 reviews Features and Usability ### How well does Carta handle equity reporting? Carta provides organized equity reports for cap tables, shareholder records, stock-based compensation, audits, and investor requests. Finance teams value entering equity data once and pulling updated reporting from the system, while some users find report selection confusing, want more customization or historical data, and experience slow exports for large files. Answer based on 19 reviews ## Features AI summary Based on 314 Equity Management reviews Capterra reviewers highlight these as the features buyers care about most when choosing equity management software: - **Vesting Management** (**49%** of reviewers rated this feature as critical) - **Client Portal** (**48%**) - **Reporting & Statistics** (**45%**) Carta supports **Vesting Management**, which is a key requirement for businesses that need to track equity schedules accurately. However, it does not include **Client Portal** or **Reporting & Statistics**. Instead, it offers other highly rated capabilities, including **Cap Table Management** (**51%**), **Valuation Management** (**44%**), and **Deal Management** (**59%**). These features help companies maintain ownership records, monitor company value, and manage transactions more effectively, providing teams with clearer visibility into equity operations and decision-making. Vesting Management 4.3 (9) 55.56% of 9 reviewers that rated this feature as important or highly important Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company Cap Table Management 3.6 (7) 42.86% of 7 reviewers that rated this feature as important or highly important Breakdown of all equity of the shareholders of a company Valuation Management 3.0 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Assessment technique to estimate the current worth of an asset or company Deal Management 2.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Defines specific deal parameters to negotiate and secure deals Document Management 4.4 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Accounting 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Carta 40 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cap Table Management: Breakdown of all equity of the shareholders of a company - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compensation Management: Manages compensation such as salary, bonus, and benefits processes, aligning with policies - Compensation Plan Modeling: Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Employee Reward Programs: Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - Financial Reporting: Generate reports to assess the financial performance of an organization - Forecasting: Form predictions based on past and present data/trends - Fund Management: Manage allocation and performance of financial assets - General Ledger: Centralized accounting record which tracks all financial transactions - Incentive Management: Manages incentive programs such as profit sharing, stock awards, and individual bonus plans - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Reporting: Compile and report on all investor activities - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Valuation Management: Assessment technique to estimate the current worth of an asset or company - Vesting Management: Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company --- Get Advice We can help you find the software with the features you need. Features 4.2 (66) 4.2 Based on 66 reviews ## Pricing Value for money 3.7 (35) Free Version [View pricing plan details](https://www.capterra.com/p/220278/Carta/pricing/) Launch Custom quote available It includes: - Cap table management - SAFE modeling - Automated onboarding - Fundraising benchmarks Build Custom quote available It includes: - Everything in Launch - White glove onboarding - Premier support - Priced round modeling - Deal-ready Pro Forma Grow Custom quote available It includes: - Everything in Build - 409A valuations - 83(b) electronic filing - Form 3921 Scale Custom quote available It includes: - Everything in Grow - GAAP Financial Reporting (ASC-718) - IFRS Financial Reporting Value for money 3.7 (35) 3.7 Based on 35 reviews ## Integrations [ Rippling](https://www.capterra.com/p/172127/Rippling/)[ Deel](https://www.capterra.com/p/205015/Deel/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.8 (40) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (40) 3.8 Based on 40 reviews ## User reviews Overall rating 4.2 Based on 68 reviews Filter by rating Counts reflect reviews available in this feed. 5(38) 4(19) 3(4) 2(1) 1(6) Mentioned topic Recent reviews first, then most helpful Nazim A. Program Manager Used the software for: 3-5 years ### "Intuitive UI and Effortless Navigation" 4.5 November 6, 2026 I use Carta to manage my ESOPs, and I find it a very useful tool. Pros I really like the app’s UI and how easy it is to navigate. Cons Sometimes I feel that changes are made without giving customers proper notification. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MR Mohammed R. Technical Engineer Used the software for: Less than 1 year ### "Easy Investor Tracking and Reporting" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 September 23, 2026 Pros What I liked most about Carta is how it simplifies and makes it easier for investor management and reporting in one place. Cons I also feel the pricing could be more competitive, especially for smaller teams and customer support could be more responsive. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Segreteria Used the software for: 1-3 years ### "indispensabile per la gestione delle cap table" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 August 31, 2026 Carta è lo standard di fatto per le startup che devono gestire quote societarie, option pool e round di finanziamento. È un software potente che fa risparmiare migliaia di euro in spese legali, anche se richiede una curva di apprendimento non indifferente. Pros Semplifica radicalmente la gestione delle cap table, la valutazione 409A e l'emissione di equity. Automatizza processi legali complessi, offrendo la massima trasparenza sia per i fondatori sia per i dipendenti e gli investitori. Cons Il costo dei piani a pagamento cresce rapidamente con l'aumentare dei dipendenti o degli azionisti. L'interfaccia può risultare macchinosa per i non addetti ai lavori e il supporto clienti è talvolta lento. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer OSS Used the software for: 3-5 years ### "A great user friendly platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 9, 2026 Overall, I had a very positive experience with Carta. The platform felt reliable, professional, and easy to navigate, and it helped simplify information that might otherwise be overwhelming. I found it to be a valuable tool for staying informed and organized, and overall I really enjoyed using it. Pros What I liked most about Carta was how intuitive and streamlined the platform felt. It made managing equity information much easier to understand, and I appreciated having everything organized in one place. The interface was clean, user-friendly, and made what can sometimes feel like a complicated process much more approachable. Cons If I had to point to one downside, it would be that some features can take a little time to fully understand if you’re new to equity management. While the platform is overall very polished, there are moments where a bit more guidance or explanation within certain sections would make the experience even better. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Tyra O. People Operations Specialist II Used the software for: 3-5 years ### "LOVE Carta!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 21, 2026 Pros What I love most about Carta is that it tells a comprehensive story about my growth in equity over time with my company. It's such a complex topic, but Carts breaks it down in a way that is so easy to understand. Their reporting, data management, and customer support are all outstanding. Cons Truly, I have yet to have a bad experience with Carta, and I don't expect I'll have one. I've been using them for 5.5 years, and they have cared for me with the same accuracy and security throughout. That dependability has earned them my trust. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Engineer Used the software for: Less than 1 year ### "Carta review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 January 19, 2026 Very positive, I would recommend this to other users looking for something similar to help out their organisation Pros Very useful tool for any kind of meeting management, the learning curve is present but not too demanding Cons Essentially, it is a very useful platform but the learning curve takes some getting used to, but help through the platform improves this Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Mohd S. Analyst Used the software for: Less than 1 year 4.0 November 5, 2026 AI summary based on a full review Using Carta has made equity tracking transparent and hassle-free, allowing for digital signing of grants and a smooth onboarding process. A limitation is that users may need to conduct additional research on tax implications when considering share exercises. Log in to unlock the full review, detailed ratings, and pros & cons RE Reviewer QA Analyst Used the software for: 3-5 years ### "Great for users" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 22, 2018 Pros Easily see all investments with my current company. Easy to read and understand. I get an email each month with updated vested shares. Cons None that I can think of at this time. Will see when I am fully vested. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Editor Used the software for: 3-5 years ### "Simple But Gets the Job Done" 4.0 April 18, 2022 Pros If you're looking for a simple piece of software to track employees' options and their vesting schedules, Carta gets the job done. Employees will be notified as options vest over time, and can even simulate exercising their vested options. Cons The average person does not understand what options are, or how vesting schedules or exercising options works. Carta could improve this experience for users by perhaps incorporating basic explanations of terminology into the software (ie: with info buttons next to certain terms). This would certainly give users an increased understanding of and sense of control over their financial assets. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SL Sho L. Corporate Counsel Used the software for: Less than 1 year ### "Love-Hate Relationship with Carta" 3.0 January 11, 2021 I have nothing else to compare Carta to, so I don't even know how to respond. On a positive note, I suppose I can list 'Carta' as a skill on my resume, though I don't know whether I would want to deal with Carta ever again if I seek different employment. Pros When I have issues with this software (which is often), Carta's support team is usually very responsive and will work with me on the issue. The software itself works fine, I guess, as it rarely has technical problems. The offered tutorial does help, and I appreciate the Carta team for putting the tutorial together. Cons Not very intuitive to use! A major part is requiring a good foundation in securities and stock options knowledge, which I clearly do not have. One HUGE gripe I have with Carta is that there is no quick way to bulk update a set of option grants, but rather I have to go into EACH option grant, upload the document I need to upload, add a note of what I am updating, wait for 5 seconds for the update to occur, and repeat with the rest of the 1000+ option grants. I have been uploading/updating these option grants for a few days now while trying to do my other work, and I am still updating as I write this review on a Saturday evening. I don't know whether to keep on updating while cursing at the Carta screen, or just call it quits for the day. Also, the update generates an email notification for the option holders, and of course a good amount of them send me questions afterwards despite our team having already prepared a mass message for our Chief Sales Officer to send out that explains these notifications. I'm at the point where I'm inclined to curse out the next sales employee that asks me what these Carta notifications are for. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/220278/Carta/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Certent vs Carta](https://www.capterra.com/compare/220278-236476/Carta-vs-Certent-Equity-Management) [Vestd vs Carta](https://www.capterra.com/compare/207791-220278/Vestd-vs-Carta)