Basis vs Carta Fund Management
| Basis | Carta Fund Management | |
|---|---|---|
| Free plan | No | No |
| Free trial | No | No |
| Paid from | — | — |
| Open source | No | No |
| Platforms | Web | Web |
| Investor portal | Yes | Yes |
| Capital account tracking | Yes | Yes |
| NAV workflows | Yes | — |
| Capital call workflows | Yes | Yes |
| Free plan | — | No |
| Allocation waterfalls | — | Yes |
Both are listed in Best Fund Administration Software. On Samsung Mobile US Press, Carta Fund Management scores higher on our published basis.