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Carta Logo
Carta
4.4
(191)
(Formerly eShares)
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Carta Reviews & Product Details

Carta Overview
What is Carta?

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.

Company eShares, Inc. dba Carta, Inc.
Year founded 2012
Company size 501-1000 employees
Headquarters Palo Alto, California, United States
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Ask Questions about Carta
What Carta is best for?
How does Carta compare to Pulley?
What are the pros and cons of Carta?
Carta Product Details
Capabilities
API
Segment
Small Business
Enterprise
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Training Documentation
Languages English
Carta Features
409A Valuation
API Integration
Audit Trail
Cap Table Management
Compliance management
Custom Reporting
Data Import/Export
Dividend Tracking
Document Management
ESPP Management
Email Notifications
Employee Portal
Equity Plan Administration
Exit Modeling
Financial Reporting
Grant Management
Investor Relations
KPI Dashboard
Liquidity Event Planning
Mobile Access
Multi-Currency Support
Role-Based Access Control
Scenario Analysis
Scenario Modeling
Shareholder Communications
Stakeholder Management
Stock Option Tracking
Tax Reporting
Valuation Tracking
Vesting Schedule Management
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: December 09, 2024
Carta Logo
191 Carta Reviews
4.4 out of 5
Small Business (50 or fewer emp.)
Mar 04, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Easy platform to manage RSU"
What do you like best about Carta?

It is super user friendly and simple to navigate

What do you dislike about Carta?

So far I just started so it's hard to say. Nothing yet!

What problems is Carta solving and how is that benefiting you?

Helped me accept and manage my unit grants and view documentation

Mid Market (51-1000 emp.)
Mar 01, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Excellent product"
What do you like best about Carta?

Once you've learned the navigation, there are a lot of very useful tools to manage fundraising rounds, investors, and options.

What do you dislike about Carta?

Sometimes it can be challenging to work out where things are. However, the helpdesk is very useful and often as the answer described in an easy and concise way

What problems is Carta solving and how is that benefiting you?

Investor management, options management and fundraising support

Mid Market (51-1000 emp.)
Feb 13, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Positive Review for Carta"
What do you like best about Carta?

Carta provides a seamless UX/UI and easily keeps track of your options, equity, etc. Beyond just the service it provides itself, Carta has amazing content and research to help answer any and all questions you may have about the difference between certain option types, strike vs. exercise price, etc.

What do you dislike about Carta?

Honestly, there isn't anything I don't like about Carta. Big picture, long-term - it might be cool if Carta also doubled as a marketplace to possibly buy/sell options & equity.

What problems is Carta solving and how is that benefiting you?

We're solving the problem of how to easily track and maintain equity and options that have accrued over time in one, clean place.

Mid Market (51-1000 emp.)
Jan 26, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Easy to use options management software and storage"
What do you like best about Carta?

One stop shop for all my options even across companies

What do you dislike about Carta?

nothing specific - there was a phase where some companies I worked at didn't use Carta yet but no longer the case

What problems is Carta solving and how is that benefiting you?

Options documentation storage and distribution, signing etc.

Small Business (50 or fewer emp.)
Jan 26, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"perfect tool to assign and purchase your ISO"
What do you like best about Carta?

Easiness to set up, to have allocation by employees, and timeline setting. Also, easiness to purchase them as they become available. Upon purchase, you get a nice eCertificate. Option to add beneficiary.

What do you dislike about Carta?

As of now nothing I can think of. So far looks good, good to see yearly evaluation. so to understand if there is any progress on those non-IPO stocks.

What problems is Carta solving and how is that benefiting you?

Logistics, eliminating all the paperwork and timely notice and execution.

Mid Market (51-1000 emp.)
Jan 25, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great for stock options"
What do you like best about Carta?

Carta allows me to view all my stock options from the company I work for. Not only that, but the interface is so simple and easy to use. My favorite feature is the mobile app. It's super handy to have on my phone.

What do you dislike about Carta?

If I had to choose something I dislike about Carta, it would be that I hope there were more available resources that educate about stock options and finances in general. Not everyone is well-versed when it comes to this type of thing.

What problems is Carta solving and how is that benefiting you?

Carta allows us to view all our stock options and grants. Right in the mobile app, you can choose to exercise your options and view everything all in one place.

Mid Market (51-1000 emp.)
Dec 28, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great for handling company benefits"
What do you like best about Carta?

I like that Carta tells me what my benefits are, how long it will take to fully vets, and details exactly what I need to do to take advantage of my set strike price.

What do you dislike about Carta?

Not anything to dislike here about the software. My only challenge with using Carta was making sure I understood what my company's policy was with acquiring my vested shares.

What problems is Carta solving and how is that benefiting you?

Solving a problem of knowing exactly what my benefits are with my company and when I will be able to take advantage of those benefits and how/when to take advantage of them.

Mid Market (51-1000 emp.)
Oct 19, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Everything you need for cap table management"
What do you like best about Carta?

Carta was very easy to set up and then to use. We were live in 2 weeks, and the software is so intuitive that no training is even needed. My finance team immediately saved 10-15 hours a month from reconciling our excel cap table, and employees loved having more clarity on their equity holdings. The reporting is also straightforward so its always easy to review and fix if there were some issues.

What do you dislike about Carta?

Some deal modeling tools cost additional money, but I found these to be pretty useless. Also, the ASC718 calculations are not easy to use, but I am not sure there is any tool that does an excellent job of automating that.

What problems is Carta solving and how is that benefiting you?

We spent a lot of time reconciling our cap table in excel, and we still made errors. Carta eliminated those issues almost immediately.

Mid Market (51-1000 emp.)
Mar 09, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Very user friendly!"
What do you like best about Carta?

User interface is easy to navigate & excel imports are easy to use.

What do you dislike about Carta?

I wish it offered more assistance and education to employees on stock options.

What problems is Carta solving and how is that benefiting you?

It's a big time saver and requires less involvement from an administrative perspective.

Small Business (50 or fewer emp.)
Feb 04, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Fantastic"
What do you like best about Carta?

Easy to use as cap table manager. Love the free 409a.

What do you dislike about Carta?

Nothing. I think it is hard to figure out how to terminate employees.

What problems is Carta solving and how is that benefiting you?

Many, cap table management is easily.

Small Business (50 or fewer emp.)
Feb 03, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"User Friendly"
What do you like best about Carta?

Carta has been extremely simple to setup and use. Implementation Specialist walked me through the cap table and input form to ensure the information prepared would be easily uploaded onto their system without issue. I enjoy the fact that someone was available via phone or email and quickly responded to my questions as I was completing the data input sheet.

What do you dislike about Carta?

I wasn't too keen that additional features cost more money where I thought it would standard. Since we fundraise, we had expected to be able to run different fundraising scenarios on Carta to generate what the cap table would look like post fundraising. Pro forma reports were not part of the package purchased and thought this would be a basic report available.

What problems is Carta solving and how is that benefiting you?

Carta customer service team has been very responsive when I have questions and concerns. We had changed company name and my request was quickly addressed.

Mid Market (51-1000 emp.)
Jan 30, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great equity administration"
What do you like best about Carta?

Ease of use. Able to provide legal counsel and auditors with login.

What do you dislike about Carta?

Incremental cost for certain features...

What problems is Carta solving and how is that benefiting you?

Saving time and effort. Ease of audit. Working with external partners. Reducing paperwork associated with equity grants and option exercises.

Mid Market (51-1000 emp.)
Jan 30, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great experience so far"
What do you like best about Carta?

-It makes it incredibly easy to issue options and maintain our cap table -Our attorneys and investors are extremely familiar with it, which makes it simple and easy to use

What do you dislike about Carta?

There is nothing we dislike so far with the product.

What problems is Carta solving and how is that benefiting you?

-It saves us a ton of time when it comes to calculating anything regarding our cap table

Mid Market (51-1000 emp.)
Jan 30, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Best in Class"
What do you like best about Carta?

Customer service is best in class. Responds super fast and always has the right answers.

What do you dislike about Carta?

Implementation took a little longer than expected.

What problems is Carta solving and how is that benefiting you?

Equity administration

Mid Market (51-1000 emp.)
Jan 30, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Accounting Manager"
What do you like best about Carta?

Carta is a very tech-friendly and intuitive tool to use from both an administrative and end-user perspective, which has significantly helped our team in administering equity compensation. Additionally, the support team whether it's via a chat, email or phone-call has always been quick and efficient.

What do you dislike about Carta?

We haven't utilized the 3921 support due to the high pricing.

What problems is Carta solving and how is that benefiting you?

We are able to easily administer our equity compensation, quickly run cap tables, and ensure compliance through the expense accounting and 409a valuations.

Small Business (50 or fewer emp.)
Jan 30, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Carta Is A Lifesaver"
What do you like best about Carta?

The user interface is simple and easy, so managing our securities, cap table, etc. has been far less stressful than it otherwise would be.

What do you dislike about Carta?

The platform could use more inline user support -- e.g. tooltips, links to support or informational documentation. I am managing equity and cap table process for the first time, and extra information is helpful to be confident everything is accurate.

What problems is Carta solving and how is that benefiting you?

Carta has simplified an otherwise complicated and intricate set of processes and documents.

Small Business (50 or fewer emp.)
Jan 30, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Takes the headache out of cap table management"
What do you like best about Carta?

We've used Carta since the beginning for cap table management and can see a growing number of use cases coming down the pipe for us, as well. In short, the product is thoughtfully designed and handles the complexity of a cap table with ease and makes it all easier to understand.

What do you dislike about Carta?

Only downside so far would be cost - it can be a non-trivial expense in the very early days. Still probably pays itself off with attorney time likely being a lot less along the way.

What problems is Carta solving and how is that benefiting you?

Cap table management, fundraising scenario modeling, allowing stockholders to easily manage and understand their options, grants, and agreement documents in one place.

Mid Market (51-1000 emp.)
Oct 03, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great solution for managing/viewing your stock options"
What do you like best about Carta?

I really like the vesting schedule that is visible on Carta. It is clear, easy to understand and very detailed. I like that it breaks it down on a monthly basis to see how much you've vested already and you can also see what remains. The mobile app is great, as well! Works so well that I find that I rarely need to log onto the desktop version of Carta. Very well done with the app.

What do you dislike about Carta?

As states previously, I almost exclusively use the app and not the desktop version It has what I need, but it does seem kind of bare (almost too bare bones). But, I like the simplicity, so it's a trade-off, I suppose.

What problems is Carta solving and how is that benefiting you?

Previously, it was not easy to find out information on our vesting schedule. Carta has solved all of those issues and we are very happy with it.

Small Business (50 or fewer emp.)
Apr 25, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Best way to keep track of equity"
What do you like best about Carta?

As a new employee, it was difficult for me to understand my stock options. And I didn't want to have to wade through my offer letter and google every little term, or ask my boss to go into too much detail. Carta made this easy and explained my options very clearly.

What do you dislike about Carta?

No complaints from me. I'm not a "power user" but Carta solved all my problems.

What problems is Carta solving and how is that benefiting you?

Carta helps me track my stock options and keep my related documents organized.

Mid Market (51-1000 emp.)
Feb 10, 2023
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Easy to use with all the required features"
What do you like best about Carta?

I have found that everything is very intuitive and Carta always presents the appropriate amount of information. I also like that I can see investments from various companies easily

What do you dislike about Carta?

I do have multiple accounts (different email addresses) for other investments/companies and have to switch between them to see them. Although it hasn't been a significant problem, I wonder if there is a more user-friendly way to handle this problem.

What problems is Carta solving and how is that benefiting you?

Carta has provided a straightforward way of managing Cap table and employee stock options. It makes it so much easier than managing with a spreadsheet.