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Carta Reviews & Product Details
Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to create more owners. Carta manages over two trillion dollars in equity for nearly two million people globally. The company is trusted by more than 30,000 companies, over 5,000 investment funds, and half a million employees for cap table management, compensation management, liquidity, venture capital solutions, and more.
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| Capabilities |
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|---|---|
| Segment |
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| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Training | Documentation |
| Languages | English |
Compare Carta with other popular tools in the same category.
We use Carta as both our admin and for our holding co (and as a user invested in the Funds). Technology is great - the only admin in the VC space IMHO! Staff and service are great - always knowledgable and efficient.
No downsides unless you don't want to embrace technology and prefer an old-school admin system
Manages our VC funds, all tech, accounting, LP portal. On the equity mgmt side, manages the company, equity, board approvals etc.
Carta makes managing our cap table incredibly simple and efficient.
Entering large financings with multiple shareholders can be tedious.
Allows me to manage cap table and issuances as well as run pro formas of proposed financings.
The technical support for onboarding was great.
More detailed tutorials would be welcome.
We're very early stage, so the most helpful use it generating cap tables.
Carta makes the challenging job of tracking equity ownership easy. The support team is always extremely helpful. This product is the leader in the equity tracking category.
Carta is great. Its not great when the data is input incorrectly but Carta does a good job educating users. The data warnings could be better if they differentiated between critical and not critical warnings.
I have received a lot of benefits from the software by using the stock options and equity accounting and disclosures. The results give management and our auditor's confidence in the accounting.
Easy-to-use platform. Very efficient for investor relations management.
You can't exercise options automatically in Mexico.
Investor Relations Management and Stock Options Administration.
Carta just helped our organization raise the bar for equity management; it simpliefies cap table complexity in a user friendly package; their support team is also always available and solves problems quickly. I would recommend Carta to any company. Additionally, their knowledge base resources are great for those that are missing the specific techinical background about equity management.
The new interface for assigning securities can be improved to more easily provide multiple lines input within the web without the need to do a spreadsheet input.
Managing a cap table with 100+ stakeholders and several differnt type of securities, including common & preferred, ISO, NSO, warrants, etc.
Managing share and options issues relationships with stakeholders
That not all of the full legal documentation is contained here (e.g. stock purchase agreements)
Single source of information for all stakeholders
The support team that Carta offers from the technical side all the way to the customer support side!
Carta's current reporting functionality is being updated
Cap table administration.
It's a nice way to manage stock accounts
Filling out all these setup questions. ok
helping to manage SKUx cap table and managing stock ownership.
Easy interface, simple to use. I like that Carta has pages explaining exactly what stock options are and how you can vest them.
There aren't many downsides that I've noticed.
Helping me carry out exercising stocks that my company has given me the right to buy.