Carta Fund Management vs Fundwave
Carta Fund Management
carta.com
Fundwave
fundwave.comSide by side
| Figure | Carta Fund Management | Fundwave |
|---|---|---|
| Price from | — | $800/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 6 |
| Spec score · Fund Administration Software | 7.5 (#16) | 7.7 (#10) |
| Headquarters | San Francisco, California, United States | Singapore |
| Integrations | Fund Management lists Ramp for expense management and supports banking connections through direct and indirect APIs. | The maker lists Slack, Dropbox, Google Drive, OneDrive, Zapier, DocuSign, Excel, QuickBooks, Xero, and European Central Bank exchange rates as integrations. |
| Purpose | Carta Fund Management is an end-to-end suite for managing fund operations from transactions to distributions. | Fundwave is an all-in-one fund management platform for venture capital, private equity, SPV, family office, impact fund, and fund-of-funds operations. |
| Support | Fund Management customers can work with a dedicated team of experienced fund accountants for advice and support. | The maker provides a help center with documentation for fund management and dealflow, plus support contact options. |
Plans
Carta Fund Management
- Advanced ERPPriced on request
- Standard ERPPriced on request
Fundwave
- Fund Admin Seed$800 a month
- Fund Admin Growth$1,200 a month
- Fund Admin Enterprise$1,800 a month
- All Products Seed$1,400 a month
- All Products Growth$2,250 a month
- All Products Enterprise$3,400 a month
In their own words
Carta Fund Management
Carta Fund Management has no write-up on Specifiction yet; its figures are above.
Fundwave
Fundwave is a fund management platform for venture capital, private equity, SPVs, family offices, impact funds and fund-of-funds operations. Its administration tools cover investor closes, performance and management fees, automated journals, trial balances and financial statements. Portfolio features track investments, valuations, custom KPIs, co-investors, cashflows, IRRs and MOICs. Dealflow tools include a shared inbox, team tasks, pipeline analytics, round forecasts, deal captables and custom investment filters. Listed integrations include Slack, Dropbox, Google Drive, OneDrive, Zapier, DocuSign, Excel, QuickBooks and Xero. The maker says connections use HTTPS and TLS with 128-bit AES encryption, and that it undergoes annual SOC 2 audits. Backups are usually made each business day, with encrypted copies retained for 90 or 365 days depending on plan or product. Fund Admin Seed is $800 a month and allows up to $50 million AUM and 100 investors per fund. Growth is $1,200 a month, while Enterprise is $1,800 a month onwards and lists unlimited AUM and investors. All Products plans have separate onboarding fees.