Carta Equity Suite Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Grant access to select data, features, objects, etc. based on the users, user role, and groups.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Use a dashboard to view benefits that are selected by employees or offered by employers

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Tools to find, assess, and hire suitable candidates for a job within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Track employee/learner's progression through training programs

Track and manage schedules and meetings via an integrated calendar

Track employee schedules, availability, and performance across projects and tasks

Create orientation programs for new employees or students

Create, manage and track all task activities and progression

Automates core HR functions such as talent management, employee evaluation and learning management

Managing service requests, incidents, IT issues & support with a ticketing system

Access software remotely via mobile devices

Manage employee salary processes, data, taxes, and records administration efficiently

Store, manage, and track all electronic documents in a centralized location

Create, share, and manage the distribution of job descriptions/duties

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Creation, administration, and evaluation of assessments or tests

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Addition of necessary external data, applications, tools, or features

Create and manage internal campaigns to improve company culture or business strategy.

Create, design and manage workflows for repetitive tasks

Enable students, customers or employees to engage with each other in a particular space online or offline

Manage and track employee referrals for open job positions

Build, track, and maintain relationships with candidates

Create, design and manage workflows for repetitive tasks

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage advertising space and its sales within your network or publication

Track, manage and store the applications of potential future members, customers or candidates

Manage, store and organize emails within the system or via third-party apps

Manage and track all job information and associated tasks

Track products that are for sale at a reduced price or part of coupon promotions

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, save, and store files

Manage and track all job information and associated tasks

Manage and store data in a database

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee schedules, availability, and performance across projects and tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Catalog, manage, and develop employee skill sets

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage adherence to policies for any service, product, process, or supplier

Create, share, and manage the distribution of job descriptions/duties

Create, share, and manage the distribution of job descriptions/duties

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Set up connections to third-party platforms to improve business processes

Define compensation packages and allowance plans within the system. Specify the various components of compensation, including base pay, bonuses, and equity. Structure compensation pools and hierarchies for continual planning.

Coordinate new hire, transfer, promotion, and termination events within the system using rules to automatically facilitate the associated compensation adjustments.

Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.

Access employee compensation history and talent records when evaluating compensation adjustments to inform decision making.

Maintain compliance with corporate policies, state mandates, and federal regulations regarding compensation with built in compliance features, including automated identification and flagging of unapproved behaviors.

Integrate employee performance data from a third-party performance management solution to supplement compensation history and establish pay-for-performance compensation structures.

View budgetory allocations across the organization, compensation information related to individual employees or departments, and underlying compensation trends in analytics dashboards embedded in the system.

Create standard and ad-hoc reports of compensation data within the system. Trends and other graphical representations of data displayed by analytics dashboards can be included in reports.

Easily import data into or export data from the system, and access employee compensation data quickly within the system. Create compensation hierarchies so that managers can access relevant team information.

Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system.

Set up bonus schemes and plans in line with corporate and regulatory guidelines and calculate bonus payouts

Receive data and information in real time

View and track pertinent metrics to find patterns and gain insights from data

Record employee's benefit plans and selections throughout career progression

Tracking, calculating, and paying commissions and earnings to employees

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Manage employee salary processes, data, taxes, and records administration efficiently

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Organize and manage the accomplishments and development of employees or performance of applications or systems

Store, manage, and track all electronic documents in a centralized location

Track employee schedules, availability, and performance across projects and tasks

Provides analytics tools that reveal important business metrics and track progress.

Compile and report on all investor activities

Contains tools to visalize data sets or workflows

Find important content or files using keywords, metadata, tags, etc.

Has a centralized dashboard for users to interact with

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides robust sharing options for communication with both internal and external stakeholders.

Contains cap table management capabilities

Provides 409a valuation centered features

Shares and stocks owned by individuals in a company that is not trading publicly in the stock market

Organizes, tracks, and reports on the portfolio of investments.

Provides analytics tools that reveal important portfolio metrics and track progress.

Produces reports on deal flows and current assets.

Provides tools to track and analyze companies' equity capitalization.

Manages deals throughout the entire deal lifecycle, from sourcing to completion.

Contains a dashboard designed to track and manage limited partners' workflow.

Provides fund administration functionality.

Displays and compares pay equity information, comparing the parity of pay across demographics.

Comes with native pay equity module or capabilities.

Facilitates organizing workers into salary bands and comparing or contrasting across different levels in the organization.

Presents customizable compensation dashboards with data visualizations.

Sets compensation benchmarks based on data from industry competitors.

Includes pay or crediting rules to organize salary structure into relevant hierarchy.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Enables users to create customized reports on compensation packages for auditing purposes.

Checks accuracy and transparency of data for auditing purposes.

Includes pay rules to organize salary structure into relevant hierarchy.

Automaticaly generates an offer letter or autofills an offer letter template containing appropriate salary and benefits details.

Generates internal or external surveys for organizations to conduct indepedent salary reach when determing benchmarks.

Provides equity benchmarking for organizations that offer such benefits.

Uses AI to project an appropriate salary based on job description or other datasets.

Use AI to generate content in the form of text, images, videos, etc.

Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization.

Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses.

Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management.

Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors.

Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity.

Accesses employee compensation history and talent records when evaluating compensation planning strategies.

Planning, tracking and developing internal talent for future key position filling

Budgets, benchmarks and tracks all salary processes and associated costs

Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards.

Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required.

Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Manage the process of evaluating documents or requests submitted for approval

Compare new data with existing records to detect duplicate entries

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-designed layouts that can be customized to match preferences and requirements

Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits

Establish measurable goals and objectives and track their progress over a specific period of time

Match digital receipt images or data with corresponding expense entries

Diagram that shows the structure of an organization and the relationships between parts

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Online portal where employees can access and track their own information

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Electronic storage of staff/employee contact information and job status in a centralized repository

A record of all activities within the system, including user access, changes made, etc.

Manage the process of evaluating documents or requests submitted for approval

Compare new data with existing records to detect duplicate entries

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-designed layouts that can be customized to match preferences and requirements

Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits

Establish measurable goals and objectives and track their progress over a specific period of time

Match digital receipt images or data with corresponding expense entries

Diagram that shows the structure of an organization and the relationships between parts

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Online portal where employees can access and track their own information

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Electronic storage of staff/employee contact information and job status in a centralized repository

A record of all activities within the system, including user access, changes made, etc.

Manage the process of evaluating documents or requests submitted for approval

Compare new data with existing records to detect duplicate entries

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-designed layouts that can be customized to match preferences and requirements

Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits

Establish measurable goals and objectives and track their progress over a specific period of time

Match digital receipt images or data with corresponding expense entries

Diagram that shows the structure of an organization and the relationships between parts

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Online portal where employees can access and track their own information

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Electronic storage of staff/employee contact information and job status in a centralized repository

A record of all activities within the system, including user access, changes made, etc.

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company

Create, design and manage workflows for repetitive tasks

Form predictions based on past and present data/trends

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A record of all activities within the system, including user access, changes made, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Application programming interface that allows for integration with other systems/databases

Set up connections to third-party platforms to improve business processes

Develop potential scenarios to identify risks and opportunities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitor application statuses, proposals and award funds

Track and manage adherence to policies for any service, product, process, or supplier

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Manage and handle various international currencies

Decision-making process using businesses past, present and forecasted future operations.

Plan, manage, and track the financial activities of an individual or organization

Receive data and information in real time

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Defines specific deal parameters to negotiate and secure deals

Use AI to generate content in the form of text, images, videos, etc.

Store, manage, and track all electronic documents in a centralized location

Assessment technique to estimate the current worth of an asset or company

Alter the layout and content of reports

Analyze and gain insights into data in real-time

Store and organize documents in a centralized system

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and document all activities across devices, networks, and other systems