--- description: ¿Qué es y para qué sirve Carta? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es Carta? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Software de inversión](/directory/31561/equity-management/software) > [Carta](/software/176931/carta) # Carta Canonical: https://www.capterra.mx/software/176931/carta Página: 1 de 4\ Siguiente: [Página siguiente](https://www.capterra.mx/software/176931/carta?page=2) > Carta es una plataforma de gestión de propiedad para empresas, inversores y empleados. > > Veredicto: 62 usuarios lo han valorado con **4.2/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Carta? Carta gestiona los fondos en más de diez mil empresas. Ayuda a empresas como Slack, Tilray y August Capital a gestionar sus tablas de capitalización, valoraciones, inversiones de cartera y planes de capital. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.2/5** | 62 Opiniones | | Facilidad de uso | 4.0/5 | Basado en las opiniones generales | | Asistencia al cliente | 3.7/5 | Basado en las opiniones generales | | Relación calidad-precio | 3.6/5 | Basado en las opiniones generales | | Funciones | 4.1/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 70% | (7/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Carta - **Ubicación**: Palo alto, EE. UU. - **Constitución**: 2012 ## Contexto comercial - **Modelo de precios**: (versión gratuita disponible) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Alemania, Australia, Canadá, Emiratos Árabes Unidos, Estados Unidos, Filipinas, Francia, India, Irlanda, Italia, México, Nueva Zelanda, Países Bajos, Reino Unido, Singapur, Sudáfrica ## Funciones - Almacenamiento de documentos - Benchmarking - Capital privado - Controles o permisos de acceso - Creación de informes de inversores - Creación de informes financieros - Directorio de miembros - Firma electrónica - Gestión de adquisiciones - Gestión de carteras - Gestión de documentos - Gestión de la conformidad - Gestión de riesgos - Gestión de tasación - Importación y exportación de datos - Libro general - Modelización financiera - Métricas de rendimiento - Panel de actividades - Presupuestos/previsiones - Programas de recompensas de empleados - Registro de auditoría - Seguimiento de inversiones - Seguimiento de la conformidad - Tabla de capitalización ## Integraciones (en total: 4) - Deel - QuickBooks Online Advanced - Rippling - Xero ## Opciones de asistencia - E-mail/Help Desk - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software de inversión](https://www.capterra.mx/directory/31561/equity-management/software) ## Categorías relacionadas - [Software de inversión](https://www.capterra.mx/directory/31561/equity-management/software) - [Software de gestión de riesgos financieros](https://www.capterra.mx/directory/20009/financial-risk-management/software) - [Software de informes financieros](https://www.capterra.mx/directory/30050/financial-reporting/software) - [Sistema de compensación](https://www.capterra.mx/directory/30667/compensation-management/software) - [Programas para reuniones de junta directiva](https://www.capterra.mx/directory/30899/board-management/software) ## Alternativas 1. [Certent Equity Management](https://www.capterra.mx/software/130772/certent-equity-management) — 4.6/5 (85 reviews) 2. [Vestd](https://www.capterra.mx/software/207791/vestd) — 4.9/5 (97 reviews) 3. [QuickBooks Online](https://www.capterra.mx/software/141374/quickbooks-online) — 4.3/5 (8393 reviews) 4. [Xero](https://www.capterra.mx/software/169561/xero) — 4.4/5 (3273 reviews) 5. [Sage Intacct](https://www.capterra.mx/software/76/intacct) — 4.3/5 (608 reviews) ## Opiniones ### "Great Equity Management" — 5.0/5 > **Jon** | *18 de julio de 2019* | Software informático | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: Easy and efficient way to check on equity status. I also like the language / articles that Carta provides about stocks and stock options. > > **Puntos en contra**: 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 > **Usuario verificado** | *3 de junio de 2024* | Software informático | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: I love how we can get updates based on several other clients' comp data. This allows us to remain competitive. > > **Puntos en contra**: 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 enero de 2021* | Servicios de información | Valoración de la recomendación: 6.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 > **Usuario verificado** | *14 de abril de 2022* | Producción audiovisual | Valoración de la recomendación: 5.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 > **Usuario verificado** | *12 de julio de 2018* | Internet > > **Puntos a favor**: 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. > > **Puntos en contra**: Reports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's ----- Página: 1 de 4\ Siguiente: [Página siguiente](https://www.capterra.mx/software/176931/carta?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/176931/carta) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados