--- description: Tudo sobre Carta: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Carta - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Software de Gestão do Patrimônio Líquido](/directory/31561/equity-management/software) > [Carta](/software/176931/carta) # Carta Canonical: https://www.capterra.pt/software/176931/carta Page: 1 / 4\ Seguinte: [Next page](https://www.capterra.pt/software/176931/carta?page=2) > A Carta é a plataforma de gestão de propriedade para empresas, investidores e funcionários. > > Verdict: Rated **4.2/5** by 62 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa Carta? A Carta administra ações em mais de dez mil empresas, ajudando empresas como Slack, Tilray e August Capital a gerenciarem suas respectivas cap tables, avaliações, investimentos em portfólio e planos de ações. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.2/5** | 62 Avaliações | | Praticidade | 4.0/5 | Based on overall reviews | | Suporte ao cliente | 3.7/5 | Based on overall reviews | | Relação qualidade/preço | 3.6/5 | Based on overall reviews | | Recursos | 4.1/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Carta - **Location**: Palo alto, EUA - **Founded**: 2012 ## Commercial Context - **Modelo de preços**: (Free version available) - **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+ - **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: inglês - **Available Countries**: Alemanha, Austrália, Canadá, Emirados Árabes Unidos, Estados Unidos, Filipinas, França, Irlanda, Itália, México, Nova Zelândia, Países Baixos, Reino Unido, Singapura, África do Sul, Índia ## Recursos - Armazenamento de documentos - Assinatura eletrônica - Benchmarking - Controles/permissões de acesso - Diretório de associados - Geração de relatórios financeiros - Gerenciamento de documentos - Gestão de Cap Tables - Gestão de aquisição - Gestão de carteira - Gestão de conformidade - Gestão de valuation - Gestão do risco - Importação/exportação de dados - Indicadores de desempenho - Modelagem financeira - Orçamentos/Previsões - Painel de atividades - Private Equity - Programas de premiação de funcionários - Rastreamento de conformidade - Rastreamento de investimentos - Razão geral - Registro de auditoria - Relatórios de investidores ## Integrations (4 total) - Deel - QuickBooks Online Advanced - Rippling - Xero ## Opções de suporte - Email/Help Desk - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Software de Gestão do Patrimônio Líquido](https://www.capterra.pt/directory/31561/equity-management/software) ## Categorias relacionadas - [Software de Gestão do Patrimônio Líquido](https://www.capterra.pt/directory/31561/equity-management/software) - [Sistemas de Gestão de Risco Financeiro](https://www.capterra.pt/directory/20009/financial-risk-management/software) - [Ferramentas de Relatórios Financeiros](https://www.capterra.pt/directory/30050/financial-reporting/software) - [Software de Gestão de Remuneração](https://www.capterra.pt/directory/30667/compensation-management/software) - [Software de Gestão de Conselho de Administração](https://www.capterra.pt/directory/30899/board-management/software) ## Alternativas 1. [Certent Equity Management](https://www.capterra.pt/software/130772/certent-equity-management) — 4.6/5 (85 reviews) 2. [Vestd](https://www.capterra.pt/software/207791/vestd) — 4.9/5 (97 reviews) 3. [QuickBooks Online](https://www.capterra.pt/software/141374/quickbooks-online) — 4.3/5 (8393 reviews) 4. [Xero](https://www.capterra.pt/software/169561/xero) — 4.4/5 (3273 reviews) 5. [Sage Intacct](https://www.capterra.pt/software/76/intacct) — 4.3/5 (608 reviews) ## Avaliações ### "Great Equity Management" — 5.0/5 > **Jon** | *18 de julho de 2019* | Software | Recommendation rating: 8.0/10 > > **Vantagens**: Easy and efficient way to check on equity status. I also like the language / articles that Carta provides about stocks and stock options. > > **Desvantagens**: The platform is straightforward and easy to use I have no complaints > > We use Carta to manage our company equity and stock options. ----- ### "Great tool, however one flaw" — 5.0/5 > **Avaliador Verificado** | *3 de junho de 2024* | Software | Recommendation rating: 9.0/10 > > **Vantagens**: I love how we can get updates based on several other clients' comp data. This allows us to remain competitive. > > **Desvantagens**: I would love to see historical data. Ie: With existing employees who are brought in at an IC\_ or MGR\_ level, a couple of years ago, it would be helpful to see where they were brought in within the band (XX%ile) back when the market was showing that historical data. ----- ### "Love-Hate Relationship with Carta" — 3.0/5 > **Sho** | *10 de janeiro de 2021* | Serviços de informação | Recommendation rating: 6.0/10 > > **Vantagens**: When I have issues with this software (which is often), Carta's support team is usually very responsive and will work with me on the issue. The software itself works fine, I guess, as it rarely has technical problems. The offered tutorial does help, and I appreciate the Carta team for putting the tutorial together. > > **Desvantagens**: Not very intuitive to use\! A major part is requiring a good foundation in securities and stock options knowledge, which I clearly do not have. One HUGE gripe I have with Carta is that there is no quick way to bulk update a set of option grants, but rather I have to go into EACH option grant, upload the document I need to upload, add a note of what I am updating, wait for 5 seconds for the update to occur, and repeat with the rest of the 1000+ option grants. I have been uploading/updating these option grants for a few days now while trying to do my other work, and I am still updating as I write this review on a Saturday evening. I don't know whether to keep on updating while cursing at the Carta screen, or just call it quits for the day. Also, the update generates an email notification for the option holders, and of course a good amount of them send me questions afterwards despite our team having already prepared a mass message for our Chief Sales Officer to send out that explains these notifications. I'm at the point where I'm inclined to curse out the next sales employee that asks me what these Carta notifications are for. > > I have nothing else to compare Carta to, so I don't even know how to respond. On a positive note, I suppose I can list 'Carta' as a skill on my resume, though I don't know whether I would want to deal with Carta ever again if I seek different employment. ----- ### "Simple But Gets the Job Done" — 4.0/5 > **Avaliador Verificado** | *14 de abril de 2022* | Produção audivisual | Recommendation rating: 5.0/10 > > **Vantagens**: If you're looking for a simple piece of software to track employees' options and their vesting schedules, Carta gets the job done. Employees will be notified as options vest over time, and can even simulate exercising their vested options. > > **Desvantagens**: The average person does not understand what options are, or how vesting schedules or exercising options works. Carta could improve this experience for users by perhaps incorporating basic explanations of terminology into the software (ie: with info buttons next to certain terms). This would certainly give users an increased understanding of and sense of control over their financial assets. ----- ### "Once top shop for cap table management" — 5.0/5 > **Avaliador Verificado** | *12 de julho de 2018* | Internet > > **Vantagens**: Very easy to use Option grants to employees are all done through the software There are reports for all our needs, from stock based comp calculations, min disclosure for financial statement audits, etc... Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time. > > **Desvantagens**: Reports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's ----- Page: 1 / 4\ Seguinte: [Next page](https://www.capterra.pt/software/176931/carta?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/176931/carta) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ko | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data