---
description: Carta : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Carta - Avis, notes, prix et abonnements - Capterra Canada 2026
---

Breadcrumb: [Accueil](/) > [Plateformes pour investisseurs](/directory/31561/equity-management/software) > [Carta](/software/176931/carta)

# Carta

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> Carta est une plateforme de gestion de propriété pour les entreprises, les investisseurs et les employés.
> 
> Conclusion : 62 utilisateurs lui ont donné la note de **4.2/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**.

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## Présentation

### Qui utilise Carta?

Carta gère les capitaux propres de plus de 10 000 entreprises et aide des entreprises comme Slack, Tilray et August Capital à gérer leurs tableaux de structure du capital, leurs évaluations, leurs investissements de portefeuille et leurs régimes d'actions.

## Statistiques et notes

| Métrique | Notation | En détail |
| **Note globale** | **4.2/5** | 62 Avis |
| Simplicité | 4.0/5 | D'après l'ensemble des avis |
| Support client | 3.7/5 | D'après l'ensemble des avis |
| Rapport qualité-prix | 3.6/5 | D'après l'ensemble des avis |
|  Fonctionnalités | 4.1/5 | D'après l'ensemble des avis |
| Pourcentage de recommandation | 70% | (7/10 Probabilité de recommander le produit) |

## À propos du vendeur

- **Entreprise**: Carta
- **Pays**: Palo alto, É.-U.
- **Fondé**: 2012

## Contexte commercial

- **Type de licence**:  (Version gratuite disponible)
- **Public cible**: Travailleur autonome, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Déploiement et plateformes**: Cloud, SaaS, web, Mac (ordinateur), Windows (ordinateur), Android (mobile), iPhone (mobile), iPad (mobile)
- **Langues**: anglais
- **Pays disponibles**: Afrique du Sud, Allemagne, Australie, Canada, France, Inde, Irlande, Italie, Mexique, Nouvelle-Zélande, Pays-Bas, Philippines, Royaume-Uni, Singapour, Émirats arabes unis, États-Unis

##  Fonctionnalités

- Benchmarking
- Budgétisation et prévision
- Capital privé
- Comptes rendus financiers
- Contrôles/Permissions d'accès
- Gestion de l'évaluation
- Gestion de la conformité
- Gestion de la table de capitalisation
- Gestion des acquisitions
- Gestion des documents
- Gestion des portefeuilles
- Gestion des risques
- Grand livre général
- Importation et exportation de données
- Mesure des performances
- Modélisation financière
- Piste d'audit
- Programmes de récompenses des employés
- Reporting des investisseurs
- Répertoire de membres
- Signature électronique
- Stockage de documents
- Suivi de la conformité
- Suivi des investissements
- Tableau de bord d'activités

## Intégrations (4 au total)

- Deel
- QuickBooks Online Advanced
- Rippling
- Xero

## Ressources d'aide

- Service client/courriel
- Base de connaissances
- Support téléphonique
- Chat/Clavardage

## Category

- [Plateformes pour investisseurs](https://fr.capterra.ca/directory/31561/equity-management/software)

## Catégories connexes

- [Plateformes pour investisseurs](https://fr.capterra.ca/directory/31561/equity-management/software)
- [Logiciels de gestion des risques financiers](https://fr.capterra.ca/directory/20009/financial-risk-management/software)
- [Logiciels de comptes rendus financiers](https://fr.capterra.ca/directory/30050/financial-reporting/software)
- [Systèmes de paie](https://fr.capterra.ca/directory/30667/compensation-management/software)
- [Logiciels de gestion des conseils d'administration](https://fr.capterra.ca/directory/30899/board-management/software)

##  Logiciels similaires

1. [Xero](https://fr.capterra.ca/software/169561/xero) — 4.4/5 (3273 reviews)
2. [Sage Intacct](https://fr.capterra.ca/software/76/intacct) — 4.3/5 (608 reviews)
3. [Certent Equity Management](https://fr.capterra.ca/software/130772/certent-equity-management) — 4.6/5 (85 reviews)
4. [Vestd](https://fr.capterra.ca/software/207791/vestd) — 4.9/5 (97 reviews)
5. [SeedLegals](https://fr.capterra.ca/software/172337/seedlegals) — 4.9/5 (83 reviews)

## Avis

### "Great Equity Management" — 5.0/5

> **Jon** | *18 juillet 2019* | Logiciels | Taux de recommandation : 8.0/10
> 
> **Avantages**: Easy and efficient way to check on equity status. I also like the language / articles that Carta provides about stocks and stock options.
> 
> **Inconvénients**: The platform is straightforward and easy to use I have no complaints
> 
> We use Carta to manage our company equity and stock options.

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### "Great tool, however one flaw" — 5.0/5

> **Utilisateur vérifié** | *3 juin 2024* | Logiciels | Taux de recommandation : 9.0/10
> 
> **Avantages**: I love how we can get updates based on several other clients' comp data. This allows us to remain competitive.
> 
> **Inconvénients**: 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 janvier 2021* | Services d'information | Taux de recommandation : 6.0/10
> 
> **Avantages**: 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. &#10;&#10;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.
> 
> **Inconvénients**: 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.&#10;&#10;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.

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### "Simple But Gets the Job Done" — 4.0/5

> **Utilisateur vérifié** | *14 avril 2022* | Production audiovisuelle | Taux de recommandation : 5.0/10
> 
> **Avantages**: 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.
> 
> **Inconvénients**: 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.

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### "Once top shop for cap table management" — 5.0/5

> **Utilisateur vérifié** | *12 juillet 2018* | Internet
> 
> **Avantages**: Very easy to use&#10;Option grants to employees  are all done through the software&#10;There are reports for all our needs, from stock based comp calculations, min disclosure for financial statement audits, etc...&#10;Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time.
> 
> **Inconvénients**: Reports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's

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## Liens

- [Afficher sur Capterra](https://fr.capterra.ca/software/176931/carta)

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