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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Carta

    Score9 out of 10
    N/ACarta 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

    Factiva

    Score8 out of 10
    N/AFactiva from Dow Jones is a data service that helps companies identify opportunities, accelerate decisions and manage a business's reputation, that includes global news and data accessible via the Dow Jones' research platform, on mobile devices or integrated via advanced feeds and APIs.N/A
    Pricing
    CartaFactiva
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    CartaFactiva
    Free Trial
    NoNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    CartaFactiva
    Considered Both Products
    Carta
    No answer on this topic
    Dow Jones
    No answer on this topic
    Key User Insights
    Would buy again
    83%
    Would buy again
    5 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    5 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    6 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Best Alternatives
    CartaFactiva
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    No answers on this topic
    HG Insights Platform
    Score9.2 out of 10
    Enterprises
    No answers on this topic
    HG Insights Platform
    Score9.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CartaFactiva
    Likelihood to Recommend
    9.5
    (10 ratings)
    9.0
    (5 ratings)
    Usability
    9.5
    (2 ratings)
    -
    (0 ratings)
    Support Rating
    9.6
    (2 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    2.0
    (3 ratings)
    Data Sources
    -
    (0 ratings)
    9.0
    (3 ratings)
    User Testimonials
    CartaFactiva
    Likelihood to Recommend
    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.
    Incentivized
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    Dow Jones
    A large part of our work depends on the ability to source quality media content from a breadth of dependable sources globally. This is Factiva's bread and butter: it has a very comprehensive list of 'quality' media sources such as nationals, dailies, business journals and magazines from around the world that are easily mined for the content they hold. If you're thinking about anything other than these 'traditional' media sources then Factiva probably isn't your thing. It doesn't do social media.
    Incentivized
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    Pros
    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.
    Incentivized
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    Dow Jones
    • Factiva offers excellent search builders so that I am able to narrow my search to specific companies or topics very easily.
    • Factiva combines a large number of credible sources into one place and allows me to search all of these sources.
    • Factiva's use of timestamps helps me understand when the news was known by the market which allows me to analyze how (if at all) that particular piece of news impacted the company's stock price.
    • Provides an excellent starting place for learning about a company and/or industry.
    Incentivized
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    Cons
    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.
    Incentivized
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    Dow Jones
    • The UX leaves room to be desired
    • There are often repetitive entries
    • The functionality can be confusing
    Incentivized
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    Usability
    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.
    Incentivized
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    Dow Jones
    No answers on this topic
    Support Rating
    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.
    Incentivized
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    Dow Jones
    No answers on this topic
    Alternatives Considered
    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.
    Incentivized
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    Dow Jones
    At the time, Factiva was already being used by the company I worked for - they had developed procedures specifically for using Factiva, so there wasn't really an option. I've used Lexis, Westlaw and Bloomberg exclusively for legal research, so there wasn't really an overlap with Factiva.
    Incentivized
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    Return on Investment
    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.
    Read full review
    Dow Jones
    No answers on this topic
    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.