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Carta Reviews & Product Details - Page 2

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
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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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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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G2 reviews are authentic and verified.
KS
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Carta?

I like how user firenedly Carta is and the cap table management. Review collected by and hosted on G2.com.

What do you dislike about Carta?

I dislike that Carta it is really expensive. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Vladimir L.
VL
Co CEO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Carta?

The product is comprehensive and powerful - as far as I know, you can do anything you want to when it comes to your cap table, whether you're a small startup or a larger business. Review collected by and hosted on G2.com.

What do you dislike about Carta?

We've been long-term customers (7+ years) and they recently increased our rate 4x+ for the same features that we had previously, while our stakeholder count only went up less than 2x. They also botched our migration from one account to another, to the point where we had to painstakingly do it ourselves. Review collected by and hosted on G2.com.

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

Managing our cap table Review collected by and hosted on G2.com.

Divyank M.
DM
Manager, Product Analytics & Innovation
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Carta?

It keeps the vesting and exercising updates up to date and is user-friendly Review collected by and hosted on G2.com.

What do you dislike about Carta?

It lacks in some informations and don't keep the track of historical vesting price and all Review collected by and hosted on G2.com.

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

For me, it keep track of my vested and unvested equity and gives me easy option to exercise that Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Carta?

The software works okay for cap table management - no problems there. Review collected by and hosted on G2.com.

What do you dislike about Carta?

Every interaction with sales and CS has been a massive cluster and nightmare. I've sunk hours into finding past emails to share with them when they accidentally billed me over 2x our contract cost. They aren't supportive when you have issues, are slow to reply, and now, 2 years in, with no changes to our contract or number of stakeholders, they're trying to increase our subscription cost by 250%. It has been an egregiously bad experience. Review collected by and hosted on G2.com.

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

The need to consolidate equity holder contracts and manage equity grants. Review collected by and hosted on G2.com.

Jerry C.
JC
VP, Corporate Controller
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Carta?

Carta makes the challenging job of tracking equity ownership easy. The support team is always extremely helpful. This product is the leader in the equity tracking category. Review collected by and hosted on G2.com.

What do you dislike about Carta?

Carta is great. Its not great when the data is input incorrectly but Carta does a good job educating users. The data warnings could be better if they differentiated between critical and not critical warnings. Review collected by and hosted on G2.com.

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

I have received a lot of benefits from the software by using the stock options and equity accounting and disclosures. The results give management and our auditor's confidence in the accounting. Review collected by and hosted on G2.com.

Jonathan K.
JK
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Carta?

Straightforward UI in front of a complex process Review collected by and hosted on G2.com.

What do you dislike about Carta?

pricing is not as competitive as others, but the value is still there. Review collected by and hosted on G2.com.

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

Managing multiple investments in a single environment and experience Review collected by and hosted on G2.com.

Melanie A.
MA
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Carta?

We use Carta as both our admin and for our holding co (and as a user invested in the Funds). Technology is great - the only admin in the VC space IMHO! Staff and service are great - always knowledgable and efficient. Review collected by and hosted on G2.com.

What do you dislike about Carta?

No downsides unless you don't want to embrace technology and prefer an old-school admin system Review collected by and hosted on G2.com.

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

Manages our VC funds, all tech, accounting, LP portal. On the equity mgmt side, manages the company, equity, board approvals etc. Review collected by and hosted on G2.com.

HO
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

What do you dislike about Carta?

I a yet to find anything that I dislike. Review collected by and hosted on G2.com.

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

Simplifying equit management for my startup Review collected by and hosted on G2.com.

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

Carta tells our investors that we are organized and professional. Review collected by and hosted on G2.com.

What do you dislike about Carta?

Tasks aren't always super intuitive (to me at least). That said, the online help and help from people at Carta always answer my questions quickly. Review collected by and hosted on G2.com.

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

Carta took a big pain point away from me. I used to track everything in Excel, which took a ton of time and was less credible than a 3rd party managing it. Review collected by and hosted on G2.com.

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

Carta just helped our organization raise the bar for equity management; it simpliefies cap table complexity in a user friendly package; their support team is also always available and solves problems quickly. I would recommend Carta to any company. Additionally, their knowledge base resources are great for those that are missing the specific techinical background about equity management. Review collected by and hosted on G2.com.

What do you dislike about Carta?

The new interface for assigning securities can be improved to more easily provide multiple lines input within the web without the need to do a spreadsheet input. Review collected by and hosted on G2.com.

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

Managing a cap table with 100+ stakeholders and several differnt type of securities, including common & preferred, ISO, NSO, warrants, etc. Review collected by and hosted on G2.com.