Carta Reviews & Product Details

Continuous improvements to financial reporting to meet customers' needs.

Wait time for callbacks sometimes takes more than one business day.

Equity disclosures in the financial statements.

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 portal is straightforward to navigate and the Support team is very knowledgeable and easy to reach. It is the best support team I ever had to deal with.

Very happy with our experience. I did not have any problems.

Carta is taking care of all our Equity Management needs. As an administrator, I found Carta's team extremely helpful. I am not very tech savvy, but I am always able to do what I need, thanks to a fantastic support team.

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.

I find this product extremely helpful in understanding our cap table, how scenarios will impact it in the future, etc. Highly recommended solution for managing a cap table.

I don't really have much to report on this side. I do think for certain features the learning curve can be steep for investors who may or may not be familiar with it.

In general it helps us understand the cap table, allocation of shares, percentage of ownership as well as potential dilution over time. This benefits us also as we help update our users.

Carta is great, especially for a small to a midsized private company. The platform is easy to navigate, with helpful resources. The customer support team is always able to resolve my requests. The exercise simulator is a great feature to use before exercising your options.

Sometimes support can take long to respond back to email requests. When importing draft options, it would be nice to include the cost center field instead of having to do a separate import.

Cap Table Management, Tax Form 3921 and 409A Valuation

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

Ease of use and comprehensive. Good customer service.

Pricing is starting to creep up - especially for startups that are looking to pinch pennies.

(1) Previously, I had multiple, huge spreadsheets that I used for cap table management. Maintaining them took a lot of time, resulting in a lot of grunt work. Carta has reduced it by over 90%. (2) Getting valuations done was a headache, but not anymore.

Carta is great because it provides a single platform for all users, and is generally very fast.

The stakeholder upload page needs to be de-bugged.

Carta issues e-certificates , so we no longer spend time printing, mailing, cancelling hard copy stock certificates. It has become more user-friendly over the years which means that more users can access and update it, which is a good thing.