What is Carta?

Carta for Investors is a leading investment management software designed to serve SME’s and enterprise. Carta for Investors offers end to end solutions that support accounting management, compliance reporting, fund management, performance metrics at one place.

Pricing

Carta Starting Price

Awards
Carta Award

Our Awards and Recognition

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Key Features of Carta

Here are the powerful features that make Carta stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • Account Alerts
  • Accounting
  • Accounting Management
  • Accounts payable
  • Accounts Receivable
  • Activity Tracking
  • Ad hoc Analysis
  • Ad Hoc Reports
  • Amortization Schedule
  • Analytical Reporting
  • Analytics
  • Application Management
  • Asset Management
  • Audit Trail
  • Auditing
  • Balance Sheet
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Bonds / Stocks
  • Bonus Management
  • Branch Optimization
  • Budgeting & Forecasting
  • Cap Table Management
  • Cash Flow Analysis
  • Cash Management
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Commercial Mortgages
  • Commercial Properties
  • Commodity Futures
  • Compensation Assessment
  • Compensation Calculation
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Compliance Reporting
  • Consolidation / Roll-Up
  • Construction Loans
  • Contact Management
  • Credit Risk Management
  • Critical Date Alerts
  • CRM
  • Customer DataBase
  • Customer Engagement
  • Customer Statements
  • Dashboard
  • Data Import / Export
  • Data warehousing
  • Deal Management
  • Document Management
  • Document Templates
  • Electronic Signature
  • Email Marketing
  • Employee Reward Programs
  • ETL - Extract / Transfer / Load
  • Exceptions Management
  • Expense Management
  • Fee Management
  • File Sharing
  • Financial Modeling
  • For Brokers
  • For Hedge Funds
  • For Investment Advisors
  • For Investors
  • For Investors & Traders
  • For Traders
  • Forecasting
  • Fund Management
  • General Ledger
  • Goal Setting / Tracking
  • Household Tracking
  • Income Statements
  • Influence Tracking
  • Interaction Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Key Performance Indicators
  • KPIs
  • Lead Management
  • Lease Management
  • Liquidity Analysis
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Market Data Access
  • Market Risk Management
  • Marketing Management
  • Modeling & Simulation
  • Multi-Company
  • Multi-Department / Project
  • Multiple Data Sources
  • Operational Risk Management
  • Options Management
  • Order Management
  • P&L Calculation
  • Participant Portal
  • Partnership Accounting
  • Performance Analysis
  • Performance Management
  • Performance Metrics
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Position Management
  • Pre-Qualification
  • Private Equity
  • Profit / Loss Statement
  • Project Management
  • Public Equity
  • Purchasing & Receiving
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Estate
  • Real Time Tracking
  • Relationship Tracking
  • Residential Mortgages
  • Residential Properties
  • Resource Management
  • Risk Analytics Benchmarks
  • Risk Assessment
  • Risk Management
  • Salary Planning
  • Scorecards
  • Segmentation
  • Strategic Planning
  • Stress Tests
  • Task Management
  • Tax Management
  • Team Assignments
  • Technical Analysis
  • Territory Management
  • Transaction Review
  • Vacancy Tracking
  • Valuation Management
  • Value At Risk Calculation
  • Vesting Management
  • Wash Sale Detection
  • Web Services
  • What If Scenarios
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  • Board Management
  • Business Valuation
  • Cap Table Management
  • Compensation Management
  • Deal Management
  • Dividend Trackers
  • Document Storage
  • Equity Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Management
  • Fund accounting
  • Investment Management
  • Options Management
  • Participant Portal
  • Portfolio Management
  • Private Equity
  • Public Equity
  • Valuation Management
  • Venture Capital Management
  • Vesting Management
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  • Android & mobile support
  • Action Alerts
  • Activity Dashboard
  • Activity Log
  • Android & mobile support
  • Asset-based valuation
  • Audit trail and version control
  • Billing and invoicing
  • Build Automation
  • Business Phone Systems
  • Business risk assessment
  • Business valuation advisory and consulting
  • Business valuation templates
  • Business VoIP
  • Call forwarding
  • Capital structure analysis
  • Cloud Communication Platform
  • Cloud PBX
  • Collaboration and team workflow features
  • Comparable company analysis
  • Cost of capital calculation
  • Data import/export capabilities
  • Desktop Integration
  • Digital Signature
  • Discounted Cash Flow (DCF) valuation
  • Financial Planning
  • Financial ratio analysis
  • Financial Reporting
  • Financial Statement Analysis
  • Goodwill calculation
  • Growth rate estimation
  • Help And Support
  • Help Desk
  • Historical financial data analysis
  • Industry benchmarking
  • Intangible asset valuation
  • Integration with financial and accounting software
  • Intellectual property valuation
  • International calling
  • IVR
  • Market approach valuation
  • Mobile Access
  • Multi-currency valuation
  • Network automation
  • PBX Phone Systems
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Quoting
  • Real options valuation
  • Revenue and expense forecasting
  • Scenario modeling
  • Second Phone Number
  • Sensitivity Analysis
  • SIP Trunk
  • Softphone
  • Telephony
  • Terminal value calculation
  • Toll Free 800 Number
  • UCaaS
  • Unified Communications
  • Valuation adjustments
  • Valuation Management
  • Valuation methodology customization
  • Valuation report generation
  • Valuation support for mergers and acquisitions
  • Video Conferencing
  • Virtual Phone Number
  • Web Conferencing
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Carta Specifications

Get a closer look at the technical specifications and system requirements for Carta. Find out if it's compatible with your operating system and other software.

Deployment :
Cloud Based
Subscription Plan :
Monthly, Yearly
Accessibility :
API
Customization
Mobile Support
Desktop Platforms :
Web app
Windows
Language Support :
English
Business :
StartUps
SMBs
Agencies
Enterprises
Available Support :
Email
Carta Categories on SoftwareSuggest :
Company Details :
Company Name : Carta
Website : Visit Website

Carta Comparisons

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Carta FAQs

What are the top 5 features for Carta?

The top 5 features for Carta are:

  • Performance Metrics
  • Compliance Management
  • Risk Management
  • Accounting Management
  • Compliance Reporting

What type of customer support is available from Carta?

The available support which Carta provides is:

  • Email
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