Carta Reviews & Product Details

It is super user friendly and simple to navigate

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

Helped me accept and manage my unit grants and view documentation

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

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

Investor management, options management and fundraising support

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.

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.

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

One stop shop for all my options even across companies

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

Options documentation storage and distribution, signing etc.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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

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

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

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

Many, cap table management is easily.

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.

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.

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.

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

Incremental cost for certain features...

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

-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

There is nothing we dislike so far with the product.

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

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

Implementation took a little longer than expected.

Equity administration

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.

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

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