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Carta Reviews & Product Details

Carta Overview

What is Carta?

Carta is the leading, all-in-one equity management platform that drives the venture ecosystem forward. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue securities electronically. Carta is always evolving and has built cutting edge tools that grow with your company and help with valuations, tax filings, and equity compliance. In 2021, Carta joined the fund administration space and proudly services investors and public markets. Most recently, Carta launched Total Comp—a compensation management platform that offers benchmarking, leveling, scorecards, total rewards statements, and other tools to help you forecast, hire, and retain talent. Carta’s equity management solutions extend beyond private corporations to a diverse range of equity structures and distributions rules for limited liability companies (LLCs) and private equity firms. Learn more about Carta for LLCs here: https://carta.com/llc/ and Private Equity solutions here: https://carta.com/partners/private-equity/ Carta is committed to helping founders grow. Learn more about Carta Launch, a free fundraising and equity management tool for early-stage founders: https://carta.com/private-companies/launch/. Today, Carta supports more than 40,000 companies and 2.3M+ equity holders. They have valued over $2.5T in private assets.

Carta Details
Product Website
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Carta Community
Languages Supported
English
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Product Description

Carta is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders.

How do you position yourself against your competitors?

The venture ecosystem runs on Carta cap tables. The Carta cap table is the foundation of equity management. When companies build their cap table on Carta, they gain a source of truth for who owns what at their company and set themselves up with the equity, compliance, legal and compensation infrastructure they need to scale.


Seller Details
Seller
Carta
Company Website
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@cartainc
28,074 Twitter followers
LinkedIn® Page
www.linkedin.com
1,983 employees on LinkedIn®
Description

Carta is the leading, all-in-one equity management platform that drives the venture ecosystem forward. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue securities electronically.


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Overview Provided by:

Recent Carta Reviews

Shiraz S.
SS
Shiraz S.Mid-Market (51-1000 emp.)
3.5 out of 5
"Carta review"
Simple and straight forward, once I was able to log in and got use to the app.
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Make Equity Management Easier"
Carta makes equity management a breeze -- both from the admin side, but also as an employee.
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Carta review"
Carta is a very strong platform for startups, offering an intuitive user experience and a wide range of features that support efficient management ...
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Carta Media

Carta Demo - Main Dashboard for Companies
Start by accessing your company dashboard which provides a comprehensive view of your tasks and recommended next steps.
Carta Demo - Cap Table Management
Explore your company's detailed cap table breakdown by share class, providing vital insights into authorized shares, ownership percentages, dilution effects, funds raised, and more—all conveniently accessible at a glance.
Carta Demo - Equity Management
Easily manage all equity awards in one place, with clear visibility into options holders, exercise prices, vesting schedules, and remaining allocation from your equity plan to stay on track.
Carta Demo - Stakeholder Management
Easily manage shareholder information and certificates with our user-friendly interface. All of your edits are seamlessly incorporated into your cap table automatically.
Carta Demo - Fundraise with SAFEs
​​Create, track, and receive funding securely through SAFEs on Carta's all-in-one platform.
Carta Demo - Model your Fundraise
Quickly assess the impact of different funding scenarios on dilution, valuation, and ownership, with pro-level tools and comprehensive forecasting for every stage of your company's journey.
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Official Downloads

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Video Reviews

195 Carta Reviews

4.4 out of 5
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195 Carta Reviews
4.4 out of 5
195 Carta Reviews
4.4 out of 5

Carta Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for CartaQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Carta?

Carta is a very strong platform for startups, offering an intuitive user experience and a wide range of features that support efficient management of equity, cap tables, and compliance. For our team, the platform is relatively easy to use and has simplified several administrative processes. However, the lack of localized data and specific resources for Romania limits our ability to leverage the platform to its full potential. Having more regional insights and tools would significantly enhance its value and help us manage our operations more effectively Review collected by and hosted on G2.com.

What do you dislike about Carta?

However, the lack of localized data and specific resources for Romania limits our ability to leverage the platform to its full potential. Having more regional insights and tools would significantly enhance its value and help us manage our operations more effectively Review collected by and hosted on G2.com.

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

Managing ESOP which is critical for attracting and retaining talent Review collected by and hosted on G2.com.

Shiraz S.
SS
FinCrime Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Carta?

Simple and straight forward, once I was able to log in and got use to the app. Review collected by and hosted on G2.com.

What do you dislike about Carta?

Log in was always an issue. and could be more user friendly Review collected by and hosted on G2.com.

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

Showing me my equity and balances. Review collected by and hosted on G2.com.

Verified User in Food & Beverages
AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Carta?

Carta makes equity management a breeze -- both from the admin side, but also as an employee. Review collected by and hosted on G2.com.

What do you dislike about Carta?

Carta is world's better than my last platform (true nightmare!), so I don't have anything negative to say about it. It does exactly what my team needs it to do! Review collected by and hosted on G2.com.

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

Carta manages our equity program. It also makes the buying stock option process easy for our team members, both past and present. I've used it at several companies as an admin and used it myself as an employee who has outstanding options. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Carta?

I appreciate the simplicity of the vesting schedule and the exercise simulator that allows me to make the right decision on exercise timing. I also appreciate the milestone emails with confetti. It makes me even more excited to be part of my company and contribute to its long-term growth. Review collected by and hosted on G2.com.

What do you dislike about Carta?

I wish more manager reporting were available for my team, whereby I understand if anyone was granted equity. For example, I would get a notification if he/she/they didn't accept the grant, or I could see my team's equity distribution. I can only see and manage information for myself. Review collected by and hosted on G2.com.

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

Carta supports transparency on my personal equity vesting schedule and its value. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
EI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Carta?

The tool itself works well and has extensive functions. Review collected by and hosted on G2.com.

What do you dislike about Carta?

Avoid this predatory company. We have been working to cancel our service for months, and they keep trying to give us hurdles to keep the account alive and sending us bills. They wanted $8,000 per year for our startup, and we are now working with a competitor for just a few hundred dollars. I suspect they will be bankrupt soon. Avoid at all cost. They overplayed their hand in the market, and now they're panicking, trying to hold onto revenue. Review collected by and hosted on G2.com.

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

Any cap table management software is useful and there are many choices in the market today. Review collected by and hosted on G2.com.

Nicole B.
NB
People Operations Associate
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

What do you dislike about Carta?

I currently do not have any dislikes regarding Carta. Review collected by and hosted on G2.com.

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

Carta allows for us to accurately track stock for our employees. Review collected by and hosted on G2.com.

Abhideep J.
AJ
Senior Consultant
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

HK
Founder & CEO
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Carta?

The features and capability of the product to manage equity Review collected by and hosted on G2.com.

What do you dislike about Carta?

Account support, the Account executive is rude and lacks empathy for a paying customer, and customer service manager has never responded to any email in 2 months Review collected by and hosted on G2.com.

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

Carta is making the management of start-up equity easier, it also has features that help with compensation, Review collected by and hosted on G2.com.

Verified User in Consumer Services
EC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Carta?

Cap table management, IR functions. The employee-related capabilities are excellent. Review collected by and hosted on G2.com.

What do you dislike about Carta?

No real downside, but the ability to run simulations is rife with errors. For example, the tool does not accurately reflect waterfalls under the conditions noted in the title (and I have confirmed this with Carta support). In addition, Carta should export, or at least display, the underlying assumptions and formulas when exporting reports - the inability to see "under the hood," per se, effectively requires customers to replicate the functionality in order to confirm results (which in our case was how we found the simulation errors). Granted, we will check your math in most cases, but confirming assumptions is tedious and needlessly time-consuming. In addition, without seeing the calculations, we are again left to build from the ground up to make more elaborate assumptions. Lastly, Carta would benefit from Review collected by and hosted on G2.com.

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

Management of information for investors, equity incentive plan management, IR communications, general cap table management. Review collected by and hosted on G2.com.

Verified User in Individual & Family Services
AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.