Why Fundwave is a better alternative to Carta
Customize Everything
From KPIs to quarterly reports,
customize everything easily to suit your purposes.
All the pieces, together
Fund Administration. Portfolio. Dealflow. Investor Portal. We've got 'em all.
Transparent Pricing
Unlimited users. Free product updates.
No hidden costs.
Fundwave vs Carta - A snapshot
| Fundwave | Carta | |
|---|---|---|
| Dedicated Online Portal for portfolio companies | ||
| Exit Waterfall | ||
| Distribution Waterfall | Advanced | Via Tactyc |
| J-Curve Projections | Via Tactyc | |
| Collect metrics via Excel Add-in | ||
| Sync portfolio KPIs with Xero / Quickbooks | ||
| DIY Custom Report Design | ||
| Unlimited Users | ||
| Investor allocations | Only on Commitments |
Give Fundwave a spin, today.
Detailed feature comparison
| Fundwave | Carta |
Portfolio Management
| Record portfolio investments and valuations | ||
| Dedicated Online Portal | ||
| - Track Metrics | ||
| - Collect Documents (Eg: Cap Table) | ||
| - Collect Portfolio Text Commentary | Via Tactyc | |
| Automatic Reminders | ||
| Collect metrics via Excel Add-in | ||
| Sync portfolio KPIs with Xero / Quickbooks | ||
| Model Convertible Notes/SAFEs | ||
| Portfolio IRR Forecaster | ||
| Exit Waterfall | ||
| Drag and Drop Dashboards | ||
| Venture Debt | ||
| Loan Amortization Schedules | ||
| Captables | ||
| Round Projections | Via Tactyc | |
| Cross-border investments | Via Tactyc | |
| Invest Europe Compliant Reporting | ||
| DIY Custom Portfolio Report Design | ||
| Live Reporting | ||
| Custom Branding |
Fund administration1
| Capital Calls & Distributions | Only on Commitments | |
| Investor Closes/Rebalancing | ||
| Commitment Transfers | ||
| Management Fees | ||
| Distribution Waterfall | Via Tactyc | |
| Carry Forecaster | ||
| Fund Accounting | ||
| DIY Custom Investor Report Design | ||
| Live Reporting | ||
| Compliant Reporting (IFRS, ILPA) | ||
| Mini CRM - Emails to LPs |
Investor Portal
| Beautiful Dashboards | ||
| Secure Datarooms | ||
| Self Service for Investors | ||
| Sign documents via DocuSign | ||
| SmartMatch Investor and Documents | ||
| Custom LP Notifications | ||
| Custom Branding |
Dealflow
| Unlimited deals | ||
| Custom pipeline stages | ||
| Integrate with Gmail/Outlook | ||
| Collect documents | ||
| Sync with Dropbox/Google Drive/Onedrive | ||
| Task management | ||
| Dealflow Analysis | ||
| Forecast rounds for deals | ||
| Deal Captables | ||
| AI Data Extraction | ||
| Pitch Page | ||
| Shared Inbox | ||
| Data Enrichment via Crunchbase and Pitchbook |
Controls
| Audit Trail | ||
| Unlimited Users | ||
| Four eyes check | ||
| Private Cloud |
Customer Experience
| Integrations with Slack, Zapier, Airtable, Google Sheets, Excel and more | ||
| Transparent Pricing | ||
| Legendary Support | ||
| Latest Technology |
1 Carta provides most fund admin services via a back-office team, unlike Fundwave which is a DIY SaaS platform.
2 All information, prices, and data estimates as on Nov 2024. To report any incorrect or outdated information, please get in touch with us. All product names are trademarks of their respective owners.