Carta Alternatives

Streamline equity management, compensation, and venture capital operations with real-time market intelligence and automated back-office workflows.
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VentureInsights.ai

If you're looking for a Carta alternative, VentureInsights.ai is worth a look. The AI-powered investment and fundraising platform matches startups with investors and offers tools for deal pipeline management, fundraising CRM and smart investor reporting. It also offers benchmarking tools and venture debt solutions, so it's a good all-purpose tool for fundraising and investment management.

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Dili

Another good option is Dili, an AI-powered deal platform for venture funds and private equity. It automates analyst work and offers a single source of truth for deal data. Dili combines data from multiple sources, creates deal comps and custom reports with ML models and raises red flags for due diligence. It's SOC2 Type II certified for strong data security.

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Intapp

If you need more features, Intapp is an AI-powered software suite that helps accounting, consulting, investment banking and private capital professionals. Its tools include DealCloud for relationship and pipeline management, Compliance for evaluating new business, and Collaboration for modern work. Intapp also offers AI tools for automating tasks like document creation and timekeeping.

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AlphaSense

Last, AlphaSense is a market intelligence and search tool that uses AI and NLP to help you find what you need in a mammoth library of documents. It cuts down on manual research time and lets you track market information in real time. Financial services companies, corporate strategy teams and consulting firms use it for data-driven decision making. It offers market intelligence and enterprise intelligence tools, and you can try it out for free without a credit card.

More Alternatives to Carta

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AlphaWatch

Combines human oversight with AI-driven workflows to enhance decision-making and efficiency in financial services, with features like multilingual models and self-improving accuracy.

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Appian

Automate and optimize complex business processes with integrated RPA, AI, and API integrations, and deploy faster with low-code development.

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Automation Anywhere

Combines AI, automation, and RPA to create custom agentic automations, speeding up the automation lifecycle and optimizing processes across multiple systems.

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Workato

Automate complex workflows with AI-driven pre-built connectors and accelerators, integrating over 1200 applications to streamline business processes and boost efficiency.

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UiPath

Automate and optimize knowledge work processes with AI-powered tools, including process mining, task mining, and document understanding, to drive efficiency and innovation.

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Alpaca

Provides a single platform for investing, brokerage, custody, and post-trade processing, enabling commission-free stock, options, and crypto trading with advanced strategy support.

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Avanzai

Automate middle office workflows with AI agents that generate real-time insights and risk alerts, and take actions to maintain balanced and compliant portfolios.

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Tracxn

Analyze 2.5 million+ innovative companies and 55,300 taxonomies, uncovering deal sourcing and business development opportunities with precision and human expertise.

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Zapier

Automate tasks and workflows across 7,000+ apps with AI-powered technology, customizing your workflow to focus on high-priority business tasks.

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Fintool

Accurately answers complex financial questions by analyzing SEC filings, earnings calls, and conference transcripts, providing pinpoint insights for informed investment decisions.

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CaptivateIQ

Automate commissions with high accuracy and speed, providing real-time insights and motivating reps with transparent earnings data to drive revenue growth.

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ABBYY

Automates document-based processes with 90%+ recognition accuracy, extracting insights from any document to inform real-time business decisions.

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Adaapt

Automate complex, multi-department processes, centralize control, and accelerate digital transformation with AI-powered insights and real-time task management.

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Eightfold

Unlock workforce potential with a skills-based approach, breaking down silos and making better talent decisions through deep-learning AI-driven insights.

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Veritone

Automate manual tasks and unlock team potential across industries with customizable AI solutions, maximizing productivity and delivering impactful results.

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Finpilot

Automates financial analysis workflows, providing direct answers to questions, simplifying data analysis, and visualizing trends, all linked to source documents for verification.

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Nanonets

Automate data extraction from unstructured sources, leveraging AI-driven workflows to extract, enrich, and validate information, freeing employees from repetitive tasks.

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FinChat

Combines institutional-quality financial data with advanced analytics and conversational AI to accelerate investment research, providing consistent rigor and detail.

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Relevance AI

Assemble and deploy autonomous AI teams to automate tasks and processes, freeing up time for more strategic work, without requiring coding expertise.

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Avature

Unifies the entire talent lifecycle with a seamless user experience, advanced automation, and transparent AI-driven decision-making to find, hire, and retain top talent.