Carta Reviews & Product Details

It's a boon for the employer as well as the employee and creates a well regulated and transparent environment between the two.

It took a lot of time to onboard Carta as a vendor and we had to engage a small team around ESOPs from our side but that was not a major problem and I think it is the process for every company.

Helps me view my ESOPs details - how much awarded, how much vested, related certificates, strike price, etc.

I like how user firenedly Carta is and the cap table management.

I dislike that Carta it is really expensive.

Carta is providing us with a cap table management solution for our shareholders so that eveyrne can go on and see thier holdings on an individual basis.

I like that it integrates with our HRIS system Rippling. This makes it easy to keep track of stock for our employees and they enjoy being able to see everything in one place.

I currently do not have any dislikes regarding Carta.

Carta allows for us to accurately track stock for our employees.

The support. The support continued throughout the entire process. I had an amazing experience. The entire onboarding team went above and beyond to ensure a seamless onboarding.

I a yet to find anything that I dislike.

Simplifying equit management for my startup

Pretty intuitive, new (valuable) features constantly getting added, and 409a valuations included.

I wish it was easier to modify standard docs (though it is better now than a year ago).

Valuations, single source for equity docs and cap table.

Carta is one of the essential tools for any startup to be able to manage your cap table, investor relationships, and employee stock options.

I wish the calculator for projected future rounds was more sophisticated and allowed you to plug in warrants and other vehicles.

It solves cap table management in all areas.

The Carta platform and Carta representatives have been a pleasure to work with. The Platform is user friendly. Brianna has always been very responsive to all my questions when using Carta.

I can say there are any downsides to using Carta.

Carta handles all of our Stock Option management and our 409A reporting.

Carta tells our investors that we are organized and professional.

Tasks aren't always super intuitive (to me at least). That said, the online help and help from people at Carta always answer my questions quickly.

Carta took a big pain point away from me. I used to track everything in Excel, which took a ton of time and was less credible than a 3rd party managing it.

Carta is an all in one solution for equity management and reporting. The platform is easy to use and meets all of our needs.

There aren't any downsides other than pricing for smaller companies is high.

409A, Equity management, stock option accounting, financial reporting

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.

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.

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.

Everything. Easy to use and simple to figure it out. Great UX. All of the features one needs. Ability to leverage data for compensation, can manage Board resolutions and fundraise.

Nothing. I like it all. It's a great product. The value is there.

Full cap table and fundraise management plus compensation benchmarking.