That I can easily understand my cap table & model scenarios for future fundraising, taking care of all the details like employee vesting schedules & note conversions. It makes it simple to communicate to investors their ownership stakes and simple to share with potential investors what their investment would achieve. Setup (after needing our law firm to do the work) was pretty easy to use. I'd like to find more ways to use it to manage corp dev strategic aspects of my business Review collected by and hosted on G2.com.
UI is still non-intuitive in many cases, requiring me to hunt through menus & try things. 409a process feels cumbersome & expensive, it would be great to automate this & make it cheaper. I feel the cash management and accounting integration weren't that useful, and the dashboard didn't really tell me anything too valuable Review collected by and hosted on G2.com.
Video Reviews
Carta: Make your equity management easy!
194 out of 195 Total Reviews for Carta
Overall Review Sentiment for Carta
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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.
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.
Carta makes equity management a breeze -- both from the admin side, but also as an employee. Review collected by and hosted on G2.com.
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.
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.
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.
The tool itself works well and has extensive functions. Review collected by and hosted on G2.com.
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.
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.
I currently do not have any dislikes regarding Carta. Review collected by and hosted on G2.com.
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.
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.
The features and capability of the product to manage equity Review collected by and hosted on G2.com.
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.
Cap table management, IR functions. The employee-related capabilities are excellent. Review collected by and hosted on G2.com.
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.
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.
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.
