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
Collect metrics via Excel Add-in
Sync portfolio KPIs with Xero / Quickbooks
DIY Custom Report Design
Unlimited Users
Investor allocations Only on Commitments
Distribution Waterfall Advanced

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
Collect metrics via Excel Add-in
Sync portfolio KPIs with Xero / Quickbooks
Model Convertible Notes/SAFEs
Portfolio IRR Forecaster
Exit Waterfall
Venture Debt
Loan Amortization Schedules
Captables
Multi-currency support
Invest Europe Compliant Reporting
DIY Custom Portfolio Report Design
Custom Branding
Fund administration1
Capital Calls & Distributions Only on Commitments
Investor Closes/Rebalancing
Commitment Transfers
Management Fees
Distribution Waterfall
Carry Forecaster
Fund Accounting
DIY Custom Investor Report Design
Compliant Reporting (IFRS, ILPA)
Mini CRM - Emails to LPs
Investor Portal
Beautiful Dashboards
Secure Datarooms
Self Service for Investors
Sign documents via DocuSign
Custom Branding
Dealflow
Unlimited deals
Custom pipeline stages
Integrate with Gmail/Outlook
Collect documents
Sync with Dropbox/Google Drive/Onedrive
Task management
Dealflow Analysis
Controls
Audit Trail
Unlimited Users
Four eyes check
Private Cloud
Customer Experience
Transparent Pricing
Legendary Support

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 June 2020. To report any incorrect or outdated information, please get in touch with us. All product names are trademarks of their respective owners.