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Carta Reviews & Product Details
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.
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| Segment |
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| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Training | Documentation |
| Languages | English |
Compare Carta with other popular tools in the same category.
It has brilliant tools to automate the process for granting, exercising options and generating share certificates. The reporting functionality is great and the support team are very helpful.
There are minimal issues but it would be great to find even more ways to automate the process!
Saving time along the equity journey for granting and exercising options, and ensuring the quality of data is accurate for audit purposes.
The Cap Table, Round Modelling and HMRC exports save a lot of time when needing to file/share info with 3rd parties. The dashboards give a clear view of ownership both fully diluted and undiluted. The process of issuing option grants is easy and the ability to send an email update to all shareholders instead of emailing is also a great time saver.
The integration with Docusign has woeful support. We ended up having to disconnect it because we were stuck between Capdesk and Docusign when it wouldn't work and so now we pay for each envelope despite having our own Docusign account which is annoying.
Having to manually track the cap table, and execute share option agreements.
Online issuances, online management, everything in one place
Recent price increase, lack of customer support on the telephone (that said, via email they are very helpful)
Management of employee share options plan and online issuance of documents
It works well for tracking my options and their vested status
Other than the number of shares and their status, it doesn't give you a huge amount of additional information
It tells me about my share options
Easy to navigate user interface......................................
Not much, it works well for us.....................................
We have a complex cap table with over 70 investors and have mutliple financing rounds with convertible notes and warrants. Carta helps us stay on top of all this.
The support team and account mgmt team respond very quickly, resolving any issues within hours or, tops, a few days. They always make you feel like your questions/issues are important, which generates a strong sense of trust. I trust that Capdesk will look after our needs.
The site doesn't have all the bells and whistles that some of the bigger providers would, however this means the product is more focussed and thus navigation is tighter, less clunky. This is great, but it means that occasionally there in missing functionality which you'd prefer to have.
Improving the reporting suite to deliver a single report with all pertinent award details, rather than one for each equity class. This will speed up analysis for us. Equally, the new front end makes the user experience far better.
Excellent system for organising and administering a Cap Table, with multiple shareholders
Absence of full document signing & storage functionality.
Administering complicated and large Cap Table
Automated process for new joiners and leavers regarding options and excercises. Solid help from the team for solving issues as they arise. Great onboarding with no errors found on the info that we submitted at Go Live.
Lack of a central reporting menu and lack of "super" admin control to be able to undo errors (Although back end support staff at Capdesk are great to help with this)
Fast growing headcount, meaning need to automate as much of the equity side of onboarding new employees. Clear and instant CapTable reporting that is accurate. Yearend Share Based Payment reporting.
Capdesk has been super instrumental in helping us scale our share options scheme and helping employees gain insights & values out of it. Capdesk is simple to use and quite intuitive. The most recent dashboard release has been a cool feature that has helped a lot of our employees gain a lot of value.
Capdesk is still reasonably early in its journey but building a great platform. From an admin perspective, some of the reporting functionalities can be improved, and the admin user journey
Capdesk has helped us automate the end-to-end option grant and exercise process, which will scale with us as we continue to grow & expand as a company.
Speed, reliability, everything in one place, gives me reassurance that nothing is being missed. Continually adding new products and features to improve the experience
That I can't just have it live for options....but they are working on this so I'm very happy about that! There are a few other minor things that I would prefer in a slightly different way, but overall they don't materially diminish the experience
We have a huge captable. This can be both a challenge from a management perspective, but also a problem from a corporate perspective as new investors or acquirers worry about the size. This is overcome with capdesk.