Carta vs Ledgy vs NaviPlan

Carta

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Ledgy

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NaviPlan

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Description

Carta

Carta

Carta is a software platform designed to make managing equity and ownership simpler for companies, investors, and employees. Originally focused on helping businesses keep track of their cap tables, Ca... Read More
Ledgy

Ledgy

Ledgy is a comprehensive platform designed to help businesses manage their equity and cap tables with ease. Whether you are a startup or a growing company, Ledgy simplifies the process of tracking sha... Read More
NaviPlan

NaviPlan

NaviPlan is a software designed to help financial advisors provide comprehensive and personalized financial planning to their clients. It works by allowing advisors to create detailed financial plans ... Read More

Contact Info

Year founded :

2007

Not Available

Not Available

Canada

http://www.linkedin.com/company/carta

Year founded :

2017

+41 44 585 21 23

Not Available

United Kingdom

http://www.linkedin.com/company/ledgy

Year founded :

Not Available

Not Available

Not Available

Not Available

Not Available

Features

Fundraising Tools

Investor Updates
Online Deal Closings

Equity Management

409A Valuations
Scenario Modeling
Cap Table Management
Valuation Services
Cap Table Management
Employee Equity Plans

Compliance and Reporting

ASC 718 Reporting
Audit Support
Tax and Legal Compliance
Custom Reporting
Audit Readiness

Employee Management

Option Exercises
Employee Portal

Employee Engagement

Self-Service Portal
Equity Education
Onboarding Support

Investor Relations

Document Sharing
Funding Round Support
Investor Updates

Fundraising and Investor Relations

Investor Reporting
Fundraising Tracker

Equity Management

Cap Table Management
ESOP Management

Compliance and Reporting

Automated Compliance
Financial Reporting

Risk Management

Scenario Analysis
Risk Assessment Tools

Data Integration

API Integration
Import Financial Data

Client Interaction

Interactive Client Portal
Plan Presentation Tools

Financial Planning

Goal-Based Planning
Comprehensive Plan Creation

Reporting and Compliance

Customizable Reports
Regulatory Compliance

Pricing

Carta logo

Pricing Not Available

Ledgy logo

Pricing Not Available

NaviPlan logo

Pricing Not Available

Metrics History

Metrics History

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