Carta Equity Suite vs. Affinity
A side-by-side comparison based on G2 review data.
| Metric | Carta Equity Suite | Affinity |
|---|---|---|
| Overall rating | 4.3 | 4.4 |
| Review count | 232 | 73 |
| Ease of use | 8.8 | 8.9 |
| Ease of setup | 8.2 | 8.4 |
| Quality of support | 8.5 | 8.9 |
| Meets requirements | 8.9 | 8.6 |
| NPS | 64.224138 | 71.641791 |
| Small Business | 44.8% | 80.8% |
| Mid-Market | 49.6% | 16.4% |
| Enterprise | 5.7% | 2.7% |
| Total page views | 2,157 | 962 |
| Total LLM citations | 3,714 | 8,877 |
Carta Equity Suite
Carta is the ERP for private capital, connecting the entire ecosystem—from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines every ownership workflow, making it easier to understand, manage, and grow equity. With cutting-edge AI and human services built to scale, Carta empowers you to build, invest, and grow with confidence. Carta’s Fund Administration platform supports 8,800+ funds and SPVs, representing more than $203B in assets under management, with tools designed to enhance the strategic impact of Fund CFOs.
- Ease of Use
- Equity Management
- User Interface
- Cap Table Management
- Simple
- Transparency
Affinity
Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. Ascend, Affinity’s agent platform, handles the procedural work at every deal stage so teams can focus on the judgment-intensive work that drives returns. Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage.