Carta Reviews & Product Details

I’ve used all parts of Carta, from being a founder managing my equity, to an investor who is able to track their investments through the platform. Recently, however, I used their liquidity solutions and enjoyed the overall process of being able to buy and sell shares of private companies.

Having to setup a separate brokerage account.

I remember starting my first company before Carta existed - and the challenges still haunt me to this day. Managing cap tables, working with lawyers, using paper stock certificates – it was a painful process. Carta solves this pain.

The tool has made it really easy to issue and manage equity. It's also the same tool that my investors use with their other portfolio companies which streamlines reporting.

I'm a fan of the product, have no complaints as of now.

I've started previous companies before Carta existed and the process of managing equity was incredibly tedious. Carta has made this much simpler.

Carta is awesome!!! As an employee at a startup, Carta allows me to easily view and exercise my stock options and even transfer funds to pay for my shares when I exercise right through their platform! The UX is super simple and easy to use. They also have a great resource and help center, and their chat support is awesome if you get stuck. I LOVE getting my monthly vesting notifications with the confetti celebration from them. I just recently exercised some stock options and did the entire thing from my phone - money transfer and all! Super simple and easy!!! Another amazing new feature I saw that was just announced was that can now file your 83b elections electronically through Carta --- This is game-changing!!! Super excited about this! From an investor's perspective, I honestly cringe when I make an investment in a company and they are not set up on Carta. Carta makes it so simple and easy to accept my shares on their platform as an investor and I love having everything in one place where I can easily manage it all. They make the entire process extremely easy on investors and the companies issuing the shares. As a founder, I love the free Carta launch plan! It is free for companies that have raised $1M or less and makes it easy to impress potential investors by modeling out your potential funding rounds, etc. It also makes it super easy to issue SAFEs and they have a pre-money SAFE template you can use. Their new compensation benchmarking tools are amazing as well to help out as well! LOVE, LOVE, LOVE!!!

I honestly can't think of much I dislike about Carta. They work with so many startup companies - perhaps they could provide more resources for founders on suggestions for how to save more money for bootstrapping founders -- recommendations for other products and services that help out founders.

Carta makes managing equity easy for founders and their employees. It also makes it some much easier for employees to understand the benefits of receiving equity from the companies they work for. With Carta, it is easy to issue new shares or stock options, and Carta automatically updates the company's cap table every time new shares are issued. Carta also has different tools for founders like SAFEs, Carta total comp for compensation that is really helpful in helping you come up with a compensation strategy for a team. As an investor, Carta makes it so simple to manage my different investments. I wish every company I invested in used Carta -- It should be a requirement!!! :)

my relationship manager is always quick at responding and resolves all my problems.

At the beggining had to play with the UX/UI to figure out where to find what.

Time management and taking pain away if document updating when it comes to captables and thing like American compliance with taxes and issuance of securities. LOVE!

Easy navigation around the website gives an enjoyable and quick learning exeprience

The support ticket channel is a long process in order tor receive a response

Simplifying my understanding on how I can achieve my investment goals

How easy it is to view my shares and their vesting schedule.

There isn't anything I dislike with Capdesk

It is helping me stay organised and have one place to easily view my shares

Capdesk is a super simple way to manage our cap table. As a first time founder, questions about cap tables can be mind bending, but Capdesk has made it super simple to understand, model and report our shareholder relationships.

There is so much functionality, that I don't truly believe we using Capdesk to its full capability.

Reporting cap tables is a huge pain. Capdesk enables us to report effectively and actually model out our future rounds to estimate what we should be giving away. It has saved us ALOT of time.

Carta does a great job of solving a complex need while making everything feel simple - the UI and reports are intuitive and powerful with the right info easy to find.

As someone without a background in equity, I'm likely not using it to its potential.

Carta is our SEC Transfer agent and our source of truth of ownership - they make that so easy it is easy to forget how powerful what they do is.

As both an administrator and option holder, the user experience offered by the platform is top quality. Naturally, the setup process can be painful if you are migrating everything from excel and need to triple-check, but once it's in and you've gone live, everything runs smoothly. And on the rare times that it doesn't, the customer support team are responsive and helpful. Processing new grants and seeing the company overview through reports is quick & easy, I definitely recommend trying Capdesk if you're looking for a new cap-table solution.

While the interface continues to improve, there still isn't a feature to bulk-add/import new options, so adding the annual company-wide incentives is still a time-consuming process. Very much looking forward to this being corrected, once it has been the product will be superior in my view.

Our previous cap-table was held entirely in excel, which was error-prone and introduced unnecessary risk to the process. These problems and more are solved by Capdesk, for instance every grant document is held by the platform directly after uploading once, so there's no risk of losing track of any old documents.

Since I moved into my new role, I have really seen the upside of the reporting that Capdesk offers. It is a great way to check the details of employee options on a grant basis, an employee basis and as a high level summary.

Sometimes you have to extract data from different resources and combine them together to find what you are looking for. Everybody has unique uses for data but it would be great if the experience could be customised.

It is allowing us to give an improved employee experience as employees can quickly gain insight into the details of their options. Additionally, the leaver/exercise process has now been automised, saving our People Ops team a lot of manual work.