Carta
Carta is a comprehensive equity management platform that helps you manage cap tables, valuations, and equity plans while ensuring compliance for your company, investors, and employees.
Qapita
Qapita is a comprehensive equity management platform providing digital cap table tracking, ESOP administration, and secondary transaction solutions to help startups and investors manage ownership and liquidity efficiently.
Quick Comparison
| Feature | Carta | Qapita |
|---|---|---|
| Website | carta.com | qapita.com |
| Pricing Model | Freemium | Custom |
| Starting Price | Free | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2012 | 2019 |
| Headquarters | San Francisco, USA | Singapore, Singapore |
Overview
Carta
Carta simplifies how you manage equity, from your first hire to your eventual exit. Instead of messy spreadsheets, you get a centralized platform to track your cap table, issue electronic securities, and stay compliant with tax regulations like 409A valuations. You can automate the entire equity lifecycle, ensuring that your legal, finance, and HR teams stay perfectly aligned as your company grows.
The platform serves everyone from early-stage startups to late-stage private and public companies. You can provide your employees with a clear view of their ownership and vesting schedules through a dedicated portal, while giving your investors real-time access to their holdings. It eliminates the manual overhead of equity administration so you can focus on building your business.
Qapita
Qapita provides a centralized platform to manage your company's equity lifecycle from founding to exit. You can move away from messy spreadsheets by digitizing your cap table, ensuring a single source of truth for all stakeholders. The platform automates complex equity tasks, allowing you to issue digital share certificates and manage employee stock option plans (ESOPs) with automated vesting schedules and exercise workflows.
You can also run secondary sale programs and liquidity events directly through the platform to provide value to your employees and early investors. It simplifies compliance by generating necessary reports and maintaining an audit trail of all equity transactions. Whether you are a seed-stage startup or a late-stage enterprise, you can use these tools to communicate transparently with investors and keep your equity data organized for future funding rounds.
Overview
Carta Features
- Automated Cap Table Track your company's ownership in real-time with a digital cap table that updates automatically whenever you issue new shares.
- 409A Valuations Get audit-ready valuations from experts quickly so you can stay compliant with IRS regulations when granting employee stock options.
- Electronic Securities Issue and sign stock options, warrants, and RSUs electronically to eliminate paper trails and speed up the board approval process.
- Employee Equity Portal Give your team a dedicated dashboard where they can track their vesting progress and understand the potential value of their holdings.
- Scenario Modeling Run what-if analyses to see how future funding rounds or exit events will impact your ownership and dilution levels.
- Compliance Tracking Stay on top of Rule 701 limits and Form 3921 filings with automated alerts and reporting built directly into your workflow.
Qapita Features
- Digital Cap Table. Maintain a real-time, cloud-based record of your company ownership and track all share issuances and transfers in one place.
- ESOP Administration. Design and manage employee stock option plans with automated vesting tracking and digital grant letters for your team.
- Scenario Modeling. Run 'what-if' simulations for future funding rounds to see how new investments will impact your dilution and ownership structure.
- Investor Reporting. Share personalized dashboards with your investors so they can track their portfolio performance and access important documents instantly.
- Secondary Transactions. Facilitate structured liquidity events and secondary sales for employees and shareholders without the usual administrative headaches.
- Compliance & Reporting. Generate statutory reports and maintain a clear audit trail to ensure your equity management meets local regulatory requirements.
Pricing Comparison
Carta Pricing
- Up to 25 stakeholders
- Digital cap table management
- Electronic security issuance
- Onboarding support
- Standard equity reporting
- Everything in Launch, plus:
- Unlimited stakeholders
- Audit-ready 409A valuations
- Scenario modeling tools
- Equity plan administration
- Advanced compliance reporting
Qapita Pricing
Pros & Cons
Carta
Pros
- Eliminates manual spreadsheet errors in cap tables
- Streamlines the 409A valuation process significantly
- Provides excellent visibility for employee shareholders
- Simplifies communication between companies and investors
Cons
- Pricing increases sharply as stakeholder count grows
- Customer support response times can be inconsistent
- Initial data migration requires significant manual effort
Qapita
Pros
- Intuitive interface makes complex cap tables easy to navigate
- Excellent customer support during the initial data migration process
- Simplifies the ESOP grant process for remote global teams
- Provides clear visibility for employees into their equity value
Cons
- Initial setup requires significant document preparation and time
- Custom reporting features can be complex for new users
- Pricing is not transparent for very early-stage startups