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Compare Carta Software and Eqvista 
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At a Glance
Market Segments
Mid-Market (47.7% of reviews)
Mid-Market (50.6% of reviews)
Entry-Level Pricing
Free 25 Stakeholders Per Year
Free
Carta
Star Rating
(220)4.4 out of 5
Market Segments
Mid-Market (47.7% of reviews)
Pros & Cons
Entry-Level Pricing
Free 25 Stakeholders Per Year
Free Trial is available
Browse all 4 pricing plansEqvista
Star Rating
(78)4.9 out of 5
Market Segments
Mid-Market (50.6% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Carta excels in "Investment Portfolio Management" with a high score of 9.7, indicating robust features for tracking and managing investments effectively, while Eqvista also performs well but does not have a specific score listed for this feature.
- Reviewers mention that Eqvista shines in "Ease of Setup" with a score of 9.6, making it particularly user-friendly for new users, whereas Carta's score of 7.4 suggests a more complex setup process that may require additional time and effort.
- G2 users highlight that Eqvista offers superior "Quality of Support" with a score of 9.8, which is significantly higher than Carta's score of 8.3, indicating that users may find more responsive and helpful customer service with Eqvista.
- Users on G2 note that Eqvista's "Dashboard" feature scores 9.7, providing an intuitive and visually appealing interface for users to manage their equity, while Carta's score of 8.8 suggests it may not be as user-friendly or visually engaging.
- Reviewers say that both platforms perform well in "Cap Table Management," with Eqvista scoring 9.5 and Carta slightly lower at 9.2, indicating that while both are effective, Eqvista may offer a more streamlined experience for managing equity ownership.
- Users report that Eqvista's "Equity Governance" feature scores 9.6, which is higher than Carta's score of 8.8, suggesting that Eqvista may provide more comprehensive tools for ensuring compliance and governance in equity management.
Pricing
Entry-Level Pricing
Carta
Carta Launch
Free
25 Stakeholders Per Year
Free for new customers with up to 25 stakeholders and up to $1M raised: https://carta.com/equity-management/launch/
- Cap table management
- SAFE management
- SAFE and Priced Modeling
Eqvista
Freemium
Free
- No credit card required
- <20 shareholders
- Cap Table & ESOP management
Free Trial
Carta
Free Trial is available
Eqvista
Free Trial is available
Ratings
Meets Requirements
8.8
161
9.7
75
Ease of Use
8.6
173
9.9
75
Ease of Setup
7.9
132
9.9
73
Ease of Admin
8.4
104
8.8
16
Quality of Support
8.3
143
9.7
74
Has the product been a good partner in doing business?
8.4
98
9.0
15
Product Direction (% positive)
8.1
154
10.0
74
Features by Category
Platform Basics
8.2
107
9.9
73
Platform Data
8.3
113
9.6
73
8.0
104
9.5
73
8.7
114
9.8
73
Platform Content
8.1
90
9.1
73
Platform Additional Functionality
8.9
105
9.7
73
8.7
88
9.8
73
8.7
96
9.6
73
Agentic AI - Equity Management
7.6
26
9.4
47
Platform - Compensation Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Additional Features - Compensation Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Plan Management - Stock Plan Administration
Not enough data
9.0
14
Not enough data
8.7
13
Not enough data
9.6
13
Not enough data
9.7
12
Not enough data
9.2
13
Compliance - Stock Plan Administration
Not enough data
9.4
13
Not enough data
9.4
11
Employee Self-Service - Stock Plan Administration
Not enough data
8.2
13
Not enough data
8.2
13
Analytics & Data Management - Stock Plan Administration
Not enough data
9.4
13
Not enough data
9.5
13
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Carta and Eqvista are categorized as Equity Management
Unique Categories
Carta is categorized as Compensation Planning
Eqvista is categorized as Stock Plan Administration
Reviews
Reviewers' Company Size
Carta
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Eqvista
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
29.5%
Financial Services
12.9%
Information Technology and Services
8.3%
Internet
5.5%
Accounting
5.1%
Other
38.7%
Computer Software
28.2%
Retail
10.3%
Consumer Goods
9.0%
Financial Services
7.7%
Manufacturing
6.4%
Other
38.5%
Alternatives
Discussions
How much does Carta cost?
2 Comments
Official Response from Carta
Pricing depends on which plan you choose. For company products, it will also depend on the number of stakeholders on the cap table. For investor products, it...Read more
What was your experience during the public listing event (IPO)? Any issues with the platform?
1 Comment
PN
No issues whatsoever.Read more
What does Carta company do?
1 Comment
YK
The platform helps to allocate the stock option execution timeline, schedule, and amount, as well as execute options on the end of the recipient, by paying...Read more
Eqvista has no discussions with answers
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