Carta Fund Management has greatly simplified the administration of our funds. The platform provides real-time visibility into capital calls, investor communications and performance metrics. I especially appreciate how intuitive the LP portal is, which has made reporting much easier. The integration with Carta's broader capital management tools is a big plus if you're already part of their ecosystem.

The customer service team has been incredibly helpful: responsive, knowledgeable and quick to resolve any questions. Their help has made the implementation process much easier. Once you become familiar with the platform, it becomes more intuitive and easy to use, which naturally makes you want to use it more often. Review collected by and hosted on G2.com.

Pricing can be high for small or emerging funds, especially when you factor in onboarding fees. There is a bit of a learning curve with some of the reporting features, and I think their UX could be improved in some areas to make navigation more fluid. Review collected by and hosted on G2.com.

I like how easy it is to access key fund documents, track capital calls, and get clear visibility into fund performance. The platform is user-friendly and keeps everything well-organized for both fund managers and investors. Review collected by and hosted on G2.com.

Occasionally, navigation can feel a bit clunky, especially when switching between different funds. Also, some report downloads take longer than expected. Review collected by and hosted on G2.com.

Simple and Easy to use. I can easily track my portfolio growth. In a real time i can transact company equity easily and very secure. It’s is full of knowledge about equity and tax Review collected by and hosted on G2.com.

As for now there is nothing i can say as i dislike it. But yes, Cost are little high but still very very reliable i must say. It’s very accurate but yes Review collected by and hosted on G2.com.

One-stop storage for all private equity positions. The interface seems secure but it also is difficult to get things resolved if there's a problem with my account. Review collected by and hosted on G2.com.

The interface is not entirely user-friendly. Sometimes difficult to get what you need in a straightforward way. Then, difficult to get help with the program Review collected by and hosted on G2.com.

Ease of access and good user experience. I can quickly navigate to whatever I need with minimal effort and not a lot of learning to get familiar with platform Review collected by and hosted on G2.com.

I don't really have many negative comments to make regarding Carta. I think it serves me well and I'm able to accomplish everything I need without much issue. Review collected by and hosted on G2.com.

The UI of the analytics dashboard is nice Review collected by and hosted on G2.com.

We've been customers since 2021 and have used Angellist for our second fund. The difference is NIGHT AND DAY. Carta fund admin is garbage and needs to be sunset as a product.

- The Carta fund admin product is a thin software layer on top of a shitty support ticket system. It's a service more than it is software. This would be fine if the service was good. But they sell you personalized help and a dedicated account manager, and then you are literally put in a queue with every question you have, and after 24-48 hours you get random replies from what seems like junior support agents with no context on your account. For a high 5-figure ACV, I'd expect a lot more.

- Investments get logged incorrectly, they add documentation to the wrong company records... the lack of organization and training of their support agents who deliver the actual "service" make it a nightmare to stay organized as a GP.

- Additionally, they are effectively the same price as Angellist, so it's not even like this is the "cheap" off-brand option.

If you are the product leader for Carta Fund Admin, feel free to reach out. I have given the feedback to your team a couple times and have seen no improvement. Service only getting worse as you continue to try to cut costs and outsource your core service to junior support agents. Review collected by and hosted on G2.com.

The onboarding process was organized, and communication with the team has been professional. It helped streamline LP communications and made tracking fund activity more efficient. Review collected by and hosted on G2.com.

There were a few minor delays early on, but nothing that seriously impacted our operations.There were also occasional support delays during busier times, but nothing major. Review collected by and hosted on G2.com.

Carta is helpful with accounting related services to assist with financial planning. Review collected by and hosted on G2.com.

I have used Carta a couple of times and have found it very user friendly and nothing I disliked. 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.

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.

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.