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Carta

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202 reviews
  • 4 profiles
  • 6 categories
Average star rating
4.4
Serving customers since
2007
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Category
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Sharesight

1 review

Product Description

Sharesight is an award-winning investment portfolio tracker used by thousands of DIY investors and finance professionals. Sharesight leverages 20 years of historical data and syncs with brokers to track trades, dividends, and corporate actions automatically. You can use Sharesight to run performance and tax reports in one click, and connect to Xero via an award-winning add-on integration. Plus, you can share access unlimited access with anyone you wish.

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Star Rating

159
26
3
2
13

Carta Reviews

Review Filters
Profile Name
Star Rating
159
26
3
2
13
Frank F.
FF
Frank F.
12/14/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Equity Management made easy

Anything a startup needs to do for equity management, Carta is built for it. Reporting is easy. Issuing options is easy. Board approvals are easy. 409As are easy.
Samantha S.
SS
Samantha S.
12/07/2021
Validated Reviewer
Review source: Organic

Carta Total Compensation: great potential but not there yet

Being that this tool is under the umbrella of Carta, it has a ton of potential as it aggregates and slices data from largely tech companies nationwide. It's phenomenal to see equity data!
DB
Dave B.
Documentation & Knowledge Management
11/30/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Carta: Stock options and holdings for the not-necessarily-investing-fluent

Carta is a clean UI with simple navigation to find what you need quickly and without confusion. I can log in at any moment and (after 2FA) view my stock options grant.

About

Contact

HQ Location:
San Francisco, California

Social

@cartainc

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.

Details

Year Founded
2007