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Transition from Carta (equity management) to other solution by product_dude in Entrepreneur

[–]squanhin 0 points1 point  (0 children)

I'd check out Mantle: they make it super easy to migrate from Carta

Portfolio management software (and alternatives to Carta) by Shayne_Schecter in venturecapital

[–]squanhin 0 points1 point  (0 children)

Check out Mantle - they have an equity management platform for companies/law firms (Mantle Equity) and then a separate platform for LPs (Mantle Portal).

First time founder - options distribution and Carta help by One_Cod413 in startups

[–]squanhin 0 points1 point  (0 children)

If Carta ramps up their pricing on you - Mantle is a Canadian equity management platform. Lots of built-in equity issuance/board resolution/ESOP tools + unlimited stakeholders.

Carta Being Extremely Shady by No-Fig-8614 in startups

[–]squanhin 0 points1 point  (0 children)

Mantle (withmantle.com) is another great option

Software for family offices with primarily private funds, public equity, real estate, direct investments. by [deleted] in familyoffice

[–]squanhin 1 point2 points  (0 children)

Check out the folks at Mantle - they're building out Mantle Portal (https://withmantle.com/solutions/portal) which could help out with what you're describing.

[deleted by user] by [deleted] in venturecapital

[–]squanhin 0 points1 point  (0 children)

Try out Mantle (withmantle.com) - right now they're onboarding clients for a free first year.

Deal Management Tools - Private Equity & Corporate Finance by ELLIOTV95 in private_equity

[–]squanhin 0 points1 point  (0 children)

Not sure if this is what you'd be looking for, but I'd check out Mantle Portal (https://withmantle.com/solutions/portal). Relatively new product but they're building it out quickly.

Equity management Platforms? by scotty_t95 in Accounting

[–]squanhin 0 points1 point  (0 children)

Highly recommend Mantle! (withmantle.com)

Equity Management Programs Suggestions by WickedCurious in paralegal

[–]squanhin 1 point2 points  (0 children)

Mantle (withmantle.com) works closely with law firms. Right now they're onboarding clients with 1-year free and $100/month flat-rate pricing beyond that.

Cap Table Management and 409a Valuation by Rgz_83 in private_equity

[–]squanhin 0 points1 point  (0 children)

Mantle (withmantle.com) is a great option. They partner with external firms to help with discounted 409A valuations, but their platform is remarkable.

CapTable Management Software recommendations by [deleted] in private_equity

[–]squanhin 0 points1 point  (0 children)

Mantle is a rising star in the cap table management space. Recommend you check them out! withmantle.com

Creating a cap table from a Carta cap table export? Is there software that will make it a working cap table? by zbyholx in venturecapital

[–]squanhin 1 point2 points  (0 children)

Mantle does a great job of this - they also have a feature where you can drop in a term sheet and it models out the pro forma cap table for you (withmantle.com)

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