Marg Carta

Marg ERP 9+

Carta is an equity management software that helps users efficiently and conveniently manage their companies' valuations, cap tables, investments, and equity plans. The software acts as the source of truth for a company's equity. It provides audit-ready, fast, and cost-effective valuations. Carta offers liquidity to users' companies by running tender-offers, one-off transactions, and stock buybacks. It is an SEC-registered platform that acts as a transfer agent. Carta allows users to issue electronic securities to stakeholders who are ready to use the software. The software allows users to do sensitivity and breakpoint analysis, dilution and payout modelling, and full-service fund accounting. Users can view their real-time financials, which helps them make better financial decisions that will benefit them in the long run. The software's portfolio dashboard helps users track their performance. Further, the experienced team members of the software provide accurate and on-time valuations to users.

Pricing of Marg ERP-Pharmaceutical Industry Software

Pricing plans

Introduce pricing plans

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Launch

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Cap table & ESOP management​
  • Electronic securities​
  • Shareholder portal
  • Scenario modeling
  • Cap table & ESOP management​
  • Electronic securities​
  • Shareholder portal
  • Scenario modeling

Paid

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Everything in Launch
  • ESOP valuations
  • Investor updates
  • Dedicated onboarding support
  • Everything in Launch
  • ESOP valuations
  • Investor updates
  • Dedicated onboarding support

CarteX

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Everything in Paid
  • Listing on CartaX
  • Regular liquidity
  • Competitive transaction fees
  • Everything in Paid
  • Listing on CartaX
  • Regular liquidity
  • Competitive transaction fees

Key Specification

Other Categories:
Deployment: Cloud Hosted
Customer Support: Online (Ticket)
Customization: No
Languages Support: English

Who uses Carta

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Carta
  • Headquarter: Palo Alto, California United States

Carta Description

Carta Video

Keka HR Payroll Platform Screenshots

User Reviews

WRITE A REVIEW
quotes

What do you like best?

The user interfaces was ok, as good as captable.io but exponentially more expensive

What do you dislike?

Terrible experience with sales and the pricing going from 99 to 3000 dollars!

What problems are you solving with the product? What benefits have you realized?

it did a decent job of managing the cap table

- Consultant in Banking

quotes

What do you like best?

The service makes managing your cap table pretty easy. They do not have a great support system, but their platform is easy enough where you can figure out how to manage your documents.

What do you dislike?

Carta raised pricing on us by almost 10x without warning or explanation. When asking them about this, they basically dismissed my frustration with the way they went about charging us by essentially saying they dont want me to be frustrated but there's nothing they can do about it.

Let me note that with this new price increase I was never sent a letter or email letting us know that our price would increase. Additionally, they did not send any receipts to our account and the only way I found out about the charges was that I happened to be doing our books.

Unfortunately, this is not a company you can trust. We are, essentially, stuck at this point because we simply do not know what to do to manage the documents that we had entrusted to them when we first started our company.

What problems are you solving with the product? What benefits have you realized?

We are trying to solve the problem of issuing vesting stock options to new employees on a small scale, and managing our cap table and document storage.

- Brett K

quotes

What do you like best?

Free 409a for portfolio companies, simplifies equity tracking when many stakeholders

What do you dislike?

Massive pricing increasing, pricing mistakes versus agreed pricing, major technical issues (unable to support EUR denominated share prices), lack of clarity on roadmap (operational metric reporting), complete lack of accountability by customer success and support team, poor onboarding.

Recommendations to others considering the product:

Look at alternatives

What problems are you solving with the product? What benefits have you realized?

Equity cap table management. It has helped our portfolio companies save money on 409a, it has also simplified administrative tracking for us (post implementation).

- Executive Sponsor in Venture Capital & Private Equity

quotes

What do you like best?

The ease of sending grants and managing cap table

What do you dislike?

Search tools can sometimes make it tough to find Board Docs

What problems are you solving with the product? What benefits have you realized?

Cap Management

- Administrator in Accounting

quotes

What do you like best?

It's obviously much better than having this data on an excel sheet. For the employees, it's a much better experience, as it allows them to see their shares and vesting period.

What do you dislike?

It's just not very intuitive. During and after tender offers, we faced some issues with the platform that the support team wasn't very proactive at helping with. They made some mistakes and refused to admit to them, which makes our job frustrating.

What problems are you solving with the product? What benefits have you realized?

Easy visualisation of shares for our employees, actionable process of tender offers.

- Administrator in Computer Software

Keka HR Payroll Platform Key Clients

Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

Carta has 3 plans,

  • Launch USD 0.00
  • Paid USD 0.00
  • CarteX USD 0.00

Carta provides Online (Ticket) support.

Carta is not allowing Free Trial.

Carta provides Help Guides,Video Guides,Blogs for the software training.

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