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Carta
4.4

( 191 )

(Formerly eShares)
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Carta Reviews & Product Details

Carta Overview
What is Carta?

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.

Company eShares, Inc. dba Carta, Inc.
Year founded 2012
Company size 501-1000 employees
Headquarters Palo Alto, California, United States
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Ask Questions about Carta
What Carta is best for?
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What are the pros and cons of Carta?
Carta Product Details
Capabilities
API
Segment
Small Business
Enterprise
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Training Documentation
Languages English
Carta Features
409A Valuation
API Integration
Audit Trail
Cap Table Management
Compliance management
Custom Reporting
Data Import/Export
Dividend Tracking
Document Management
ESPP Management
Email Notifications
Employee Portal
Equity Plan Administration
Exit Modeling
Financial Reporting
Grant Management
Investor Relations
KPI Dashboard
Liquidity Event Planning
Mobile Access
Multi-Currency Support
Role-Based Access Control
Scenario Analysis
Scenario Modeling
Shareholder Communications
Stakeholder Management
Stock Option Tracking
Tax Reporting
Valuation Tracking
Vesting Schedule Management
Carta Media
Carta - Carta Homepage
Carta Screenshots
Carta Homepage
Carta Homepage
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: September 13, 2025
Carta Logo
191 Carta Reviews
4.4 out of 5
Enterprise (> 1000 emp.)
Dec 19, 2023
 Source
Overall Rating:
5.0
Abhideep J. avatar
Abhideep J.
Senior Consultant
Share
"Equity ownership simplified for your employees"
What do you like best about Carta?

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

What do you dislike about Carta?

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.

What problems is Carta solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Dec 14, 2023
 Source
Overall Rating:
5.0
KS
Kristin S.
Founder
Share
"Carta is Great!"
What do you like best about Carta?

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

What do you dislike about Carta?

I dislike that Carta it is really expensive.

What problems is Carta solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Dec 06, 2023
 Source
Overall Rating:
5.0
NB
Nicole B.
Founder
Share
"Easy to use, great integration."
What do you like best about Carta?

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.

What do you dislike about Carta?

I currently do not have any dislikes regarding Carta.

What problems is Carta solving and how is that benefiting you?

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

Mid Market (51-1000 emp.)
Sep 14, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Capdesk takes away the pain of managing various types of funding and serves stakeholders immediately"
What do you like best about Carta?

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.

What do you dislike about Carta?

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

What problems is Carta solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Aug 23, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"My private company clients need Carta"
What do you like best about Carta?

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

What do you dislike about Carta?

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

What problems is Carta solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Aug 21, 2023
 Source
Overall Rating:
5.0
HO
Henryy O.
Founder
Share
"Amazing experience! Thank you Capdesk!"
What do you like best about Carta?

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.

What do you dislike about Carta?

I a yet to find anything that I dislike.

What problems is Carta solving and how is that benefiting you?

Simplifying equit management for my startup

Small Business (50 or fewer emp.)
Jun 26, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Carta Equity Platform"
What do you like best about Carta?

Great platform for keeping track of Company shareholders

What do you dislike about Carta?

Don't have any dislikes about the Carta website

What problems is Carta solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
May 28, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"They were very helpful with onboarding and answering our questions!"
What do you like best about Carta?

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

What do you dislike about Carta?

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

What problems is Carta solving and how is that benefiting you?

Communicating shareholder equity and issuing share options

Mid Market (51-1000 emp.)
May 01, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"I find Carta to be a powerful tool for cap table management and communication."
What do you like best about Carta?

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

What do you dislike about Carta?

Chat function is not usually helpful for questions I have.

What problems is Carta solving and how is that benefiting you?

Effective management of cap table and equity grant info.

Small Business (50 or fewer emp.)
Apr 30, 2023
 Source
Overall Rating:
5.0
CM
Conner M.
Founder
Share
"Makes it easy and keeps getting better"
What do you like best about Carta?

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

What do you dislike about Carta?

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

What problems is Carta solving and how is that benefiting you?

Valuations, single source for equity docs and cap table.