Equity and cap table · Documentation review and CFO selection criteria
Carta review: limits, prices and integration
Editorial analysis by Benjamin Ziza · updated on
Carta should be examined for the management of shareholding and the capitalization table. The decisive question is the coverage of your company's legal instruments and countries, with validation by your advisors.
Carta : the essentials for deciding
Carta presents a capital and shareholder management offer. For a French or international company, start by taking care of the legal instruments concerned and by the traceability of capital operations.
For which companies to choose Carta ?
A startup with multiple capital transactions can study Carta to track holders, instruments and dilution scenarios. The software must be powered from acts and decisions actually signed, with an identified update responsibility.
Use cases to assess
- Capitalization and shareholding table
Project requirements
- Countries and legal instruments to be confirmed
Strengths, limitations and cases to exclude
Do not infer support for a French instrument from coverage for a closely related American instrument. BSPCEs, valuations and local bonds require precise confirmation. A readable table does not replace the legal validation of history.
The data and controls of this journey must be validated by the business manager before the changeover.
Price of Carta : think in total cost
The price depends on the number of holders, the plan and the options, with an annual minimum for paid offers. The free Launch offer is subject to eligibility.
Distinguish between holders, instruments, administration, valuation and subscribed services.
Pricing Source Carta · last price check: . Request a current quote for the same scope.
Integration and deployment: tests to prepare
Reconstruct a past transaction from the acts, then simulate a raising with conversion and dilution. Compare the results to the model validated by your advisors. Have exports, investor rights and exit conditions confirmed before integrating the platform into your governance.
A startup prepares a financing operation and must explain the dilution of each holder. Proposed protocol, without measured customer results.
1. Rebuild the table on a date
Reconcile securities, documents and holders with your registers, distinguishing issued capital and dilutive instruments.
2. Simulate a capital transaction
Check dilution, vesting and exercise conditions with legal advice on the instruments actually used.
What alternatives or complements to Carta ?
Compare the solutions based on the need covered and the scenario of your business.
- Equify
Capital and profit-sharing: reconcile operations with signed documents.
Frequently asked questions about Carta
Who is Carta for?
A startup with multiple capital transactions can study Carta to track holders, instruments and dilution scenarios. The software must be powered from acts and decisions actually signed, with an identified update responsibility.
What limits should you consider before choosing Carta?
Do not infer support for a French instrument from coverage for a closely related American instrument. BSPCEs, valuations and local bonds require precise confirmation. A readable table does not replace the legal validation of history.
What budget should you plan for Carta?
Distinguish between holders, instruments, administration, valuation and subscribed services.
Does Carta cover all French instruments?
Request confirmation for each instrument and each jurisdiction. A cap table tool does not replace the validation of applicable acts and rules by legal counsel.
What test should you ask to evaluate Carta?
A startup prepares a financing operation and must explain the dilution of each holder.
Sources and methodology
Documentation: official source Carta, last documentary review on . The selection criteria constitute an editorial analysis; they are not a certification of the publisher.
Connect tools to your finance organization
A choice of software must result in reliable data and clear responsibilities.