G2 Vendor Directory

Carta Equity Suite vs. Carta Fund ERP

A side-by-side comparison based on G2 review data.

MetricCarta Equity Suite

by Carta

Carta Fund ERP

by Carta

Overall rating4.34.2
Review count23264
Ease of use8.88.9
Ease of setup8.28.3
Quality of support8.58.4
Meets requirements8.98.8
NPS64.22413853.968254
Small Business44.8%84.1%
Mid-Market49.6%15.9%
Enterprise5.7%0.0%
Total page views2,157493
Total LLM citations3,7141,043

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.

Pros

  • Ease of Use
  • Equity Management
  • User Interface
  • Cap Table Management
  • Simple
  • Transparency

Carta Fund ERP

From transactions to distributions, harness a unified suite of tools and services to run your fund with complete control. Carta Fund Management is a comprehensive fund management platform designed to streamline and elevate the way firms manage their investments, from capital calls to investor reporting. Trusted by over 8,800 venture firms with over $200B in assets trust Carta to take care of their fund administration needs, Carta transforms the complexities of private capital operations into an efficient, user-friendly experience.

Pros

  • Ease of Use
  • User Interface
  • Navigation Ease
  • User Experience
  • Features
  • Investment Management