Computershare GEMSᵖᵐ (OPTRACK) vs. Carta

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Computershare GEMSᵖᵐ (OPTRACK)
Score 6.0 out of 10
N/A
Computershare's GEMSᵖᵐ (formerly known as OPTRACK) is a stock option plan administration solution. It includes wizard-based data entry, which is designed for usability from a junior administrator to the Chief Financial Officer. GEMSᵖᵐ's financial reporting capabilities are comprehensive, including ASC-718 and IFRS-2 reporting compliance, drill-down auditing capabilities, and fair value models (Monte Carlo, Lattice, and Black Scholes). GEMSᵖᵐ is used for both public and private equity…N/A
Carta
Score 9.4 out of 10
N/A
Carta is an equity management platform that helps private companies manage their cap tables and issue securities electronically. Carta's tools help companies with valuations, tax filings, and equity compliance. Most recently, Carta launched Total Comp—a compensation management suite that offers benchmarking, leveling, scorecards, total rewards statements, and other tools used to forecast, hire, and retain…N/A
Pricing
Computershare GEMSᵖᵐ (OPTRACK)Carta
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Computershare GEMSᵖᵐ (OPTRACK)Carta
Free Trial
YesNo
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Computershare GEMSᵖᵐ (OPTRACK)Carta
User Ratings
Computershare GEMSᵖᵐ (OPTRACK)Carta
Likelihood to Recommend
-
(0 ratings)
9.5
(10 ratings)
Usability
-
(0 ratings)
9.5
(2 ratings)
Support Rating
-
(0 ratings)
9.6
(2 ratings)
User Testimonials
Computershare GEMSᵖᵐ (OPTRACK)Carta
Likelihood to Recommend
Computershare
No answers on this topic
Carta
Carta is perfect for any sized organization when shares and stock options are in the picture for new/seasoned employees alike. If a company does not provide these benefits to employees, it may not be the best fit for them unless there are other value-adds the tool can provide in other areas.
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Pros
Computershare
No answers on this topic
Carta
  • Expense Reporting - GAAP compliant and easy to manage, a report is run monthly and provides all the details needed to book the expense.
  • Equity Manageent - All stock certificates for our investors are held in Carta making Equity easy to manage.
  • Stock Option Issuance - Options are issued in Carta and the entire option life cycle from issuance, approval, and exercising is handled in Carta.
  • User Interface is very easy to follow.
  • Support is very responsive and helpful.
  • Numerous education articles available to all users.
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Cons
Computershare
No answers on this topic
Carta
  • Still some issues with the auto-generated Excel file for stock calculations that required correction by technical support.
  • Could offer integration into accounting platforms or HR/payroll platforms to further cut down on manual input.
  • It should allow for custom user creation to allow for varying levels of access based on role in the company; currently, all security roles in the platform are out of the box without any modification allowed.
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Usability
Computershare
No answers on this topic
Carta
Because it is simple to use, I have never experienced any issues or bugs while using it and I have not heard anyone else having issues with it either. It simply works.
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Support Rating
Computershare
No answers on this topic
Carta
Every time I have sent a message to Carta's support team, they've responded within 2 business days. The support team is very helpful and always has answered my questions competently and professionally. Many of my questions have also been answered through their extensive support articles. Carta makes available a lot of information that has helped reduce te administrative work of answering questions for our employees as they are able to get most of the information they need through Carta's website.
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Alternatives Considered
Computershare
No answers on this topic
Carta
I was not personally involved in choosing Carta over any other platforms. However, I can say I'm very happy with Carta. Carta allows for a central place to manage stock options from multiple companies and is extremely user-friendly and intuitive. With Carta being a market leader, it's nice to find new employers already using it as well.
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Return on Investment
Computershare
No answers on this topic
Carta
  • If a company's cap table is wrong that is legally considered fraud ( yes, a capital F fraud ), as in there could be criminal repercussions, and almost assuredly whatever transaction that requires it to be accurate will be canceled.
  • Compliance is a major factor when it comes to having a stock option plan. Carta is the best I've seen at keeping a company in compliance.
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ScreenShots

Carta Screenshots

Screenshot of the company dashboard that provides a comprehensive view of tasks and recommended next steps.Screenshot of a company's detailed cap table breakdown by share class, providing vital insights into authorized shares, ownership percentages, dilution effects, and funds raised, accessible at a glance.Screenshot of the equity awards management interface featuring visibility into options holders, exercise prices, vesting schedules, and remaining allocation from an equity plan.Screenshot of the shareholder information and certificate interface where edits are incorporated into the cap table automatically.Screenshot of Carta's interface to create, track, and receive funding.