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  • Reference Rating
    4.7 / 5.0
    Customer References213 total
    About

    Carta build software to help companies, investors, law firms, and employees modernize the way they manage ownership. Carta is modernizing and revolutionizing the way private companies manage and interact with their share and option holders. They are bringing stock certificates and options onto the cloud and into the 21st century. Companies can easily issue stock certificates individually or in bulk, and shareholders can receive and view their shareholdings across all private companies on one screen.

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    4.7 / 5.0
    Customer References6 total
    About

    EquityEffect is now Diligent Equity offering the same great product and services for private companies and their investors and service providers with a new name and new logo. Further integrating within Diligent enables them to broaden the support they offer you from seed to IPO supporting strong governance foundations for being deal-ready, raising capital and achieving a seamless IPO and beyond!

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    4.7 / 5.0
    Customer References6 total
    About

    OptionTrax is the market's most intuitive, comprehensive equity plan and securities tracking software platform. Their equity platform makes it easy to manage vesting, track participants and meet all of your disclosure and financial reporting requirements. Their cap table module software is a full featured investment and shareholder management and record keeping system perfectly suited to private companies. And if you need a little extra help, they're here! The OptionTrax support team is staffed by Certified Equity Professionals that can help you navigate the complex rules and regulations related to equity compensation and securities governance.

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