Carta Reviews & Product Details

The fact I can run a cap table so simply at a given date and have all the customisation I need to generate the results that are needed. Also I like the vesting charts which make explaining EMI easier when talking to non-experts.

Some of the setting feel hidden in the UI but once you know where everything is it isn't too much of a hinderance.

It really helps to maintain an accurate cap table and allow admins who own different areas to make the changes they need but keep everyone else up. It helps answer queries from stakeholders quickly and effectively

They automate a lot of the more ministerial services that I manually perform for my clients at great expense.

For early stage companies, it's expensive. Some of my clients have a lot of stakeholders.

Just having accurate records is a major benefit. Consistent and verifiable stakeholder communications is another. Plus, we''ve used the data room capability and, of course, their 409A valuation service.

Great platform for keeping track of Company shareholders

Don't have any dislikes about the Carta website

Being able to communicate their equity holdings of all of our shareholders (over 100)

I like that all of the sharholder information nis in one place - it really helps us to communicate to the interested parties.

I would like to see an easy way to calculate "what-if" scenarios

Communicating shareholder equity and issuing share options

Strong tool for cap table, option grants and equity plan management and liquidity transactions.

Chat function is not usually helpful for questions I have.

Effective management of cap table and equity grant info.

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.

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.

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.

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.

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

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 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.

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.

This software is very user-friendly. Equity, stock options, etc. is a topic a lot of people are not familiar with. Carta does a great job of bridging that gap.

Nothing comes to mind at the moment. This product does what I need it to.

Helps me manage my stock options in an easy and seamless fashion.

It's simple to use and shows information clearly.

Nothing comes to mind. I use it about once a month basically to check the status of my stock options.

It makes it easy for me to keep up with my stock options information

The upsides are that they have a dedicated support staff and a robust package. Additionally, they are great for sharebased compensation exercises.

The downside is that sometimes updates can be made that disturb workflows and require customiztion.

Carta is allowing us to track equity in a platform that is less fickle than a excel spread sheet - adding a layer of security. Additionally Carta helps keep team members engaged with their equity offering.

Carta has successfully created a solution that is simple for organizations to manage their cap table/equity as well as for their employees to manage stock options. Additionally, for simple 409a Valuations, their service is quick and easy.

There have been a couple of instances where we upgraded a new feature and the post-contracting process (implementation) was mishandled. However, I would not say it was generally representative of my experience with Carta.

Carta has helped us manage multiple rounds of financing, stock option plan implementation, employee option grants and exercises, 409a valuation, and stock comp expense. Most importantly, we were able to do so in a way that maintained the confidence of shareholders.