Carta Reviews & Product Details

Carta makes it simple to manage our equity, cap tables, and employee option grants in one place. The UI is clean and easy for us to navigate. I also appreciate how quickly we can issue grants, track vesting, and maintain accurate ownership records without relying on manual spreadsheets. Review collected by and hosted on G2.com.

Not being able to receive termination notifications is a bit unusual. There are times when certain workflows feel less automated than they could be, and support responses vary depending on complexity. Review collected by and hosted on G2.com.

Carta is simple to use and easy to navigate, with clear steps and minimal back-and-forth over email — something I really appreciated. I did have a few issues at the beginning when connecting my Portuguese bank to purchase equity, which caused some unnecessary expenses. Once that was resolved, though, everything worked seamlessly. Overall, a straightforward and efficient experience. Review collected by and hosted on G2.com.

The only challenge I faced was during an equity purchase, as my Portuguese bank had difficulties connecting to Carta’s payment system, leading to some avoidable extra costs on my end. Review collected by and hosted on G2.com.

I truly appreciate how Carta makes managing equity and ownership structures smooth and straightforward. As a freelancer, Carta's easy organization of cap tables and the ability to share precise reports is immensely beneficial. I like its clean interface, which simplifies the tracking of ownership changes and offers clear, professional-looking automated reports. Carta's secure and reliable platform enhances confidence in the management of equity, especially with its effective document and notifications management features that keep information up-to-date. Additionally, Carta integrates smoothly with tools like Excel and Google Drive, improving my data management capabilities with minimal hassle. The transition from using spreadsheets to Carta was a positive move as it reduces manual errors and automates my equity tracking efficiently. The initial setup was intuitive, and most of the features are well-organized, while understanding all equity terms took some time. Review collected by and hosted on G2.com.

I find the loading speed to be slow, particularly when the dashboard takes time to refresh while switching between clients. The experience can be quite confusing when setting up new equity plans due to the abundance of options and terms that aren’t immediately clear. Additionally, for newcomers, the platform might appear complex, and I think some quick tutorials would be beneficial to make the onboarding process smoother. Review collected by and hosted on G2.com.

1. Most people know about Carta investors are comfortable with this

2. Carta has a good community to reach out to

3. That's all apart from the reach there is nothing more about it Review collected by and hosted on G2.com.

1. Very complicated to use as compared to the other competitors

2. Bad practices of onboarding customers such as if there are mutual investors then Carta is mandatory as a captable platform (if you are raising funds be sure to negotiate and not have Carta in the Term Sheets etc.)

3. Very expensive as compared to the competitrs

4. No Customer Support for smaller clients what so ever and the customer success is really rude.

5. Not recommended to a mid sized companies Review collected by and hosted on G2.com.

What I appreciate most about Carta is the way it streamlines complex equity management. The platform brings clarity and transparency to ownership for everyone involved—employees, founders, and investors alike. Its intuitive design and practical tools help save time and minimize confusion, allowing companies to concentrate more on growth rather than getting bogged down by paperwork. Review collected by and hosted on G2.com.

At times, the platform may seem somewhat complicated for newcomers, particularly when it comes to navigating in-depth equity reports or grasping specific terminology. Introducing a more straightforward onboarding guide or providing clearer explanations in certain areas would greatly enhance the overall experience. Review collected by and hosted on G2.com.

I really appreciate how straightforward Carta makes equity management. The dashboard is clean and intuitive, making it easy for me to navigate and keep track of vesting schedules and ownership structures without any confusion. It has saved me considerable time during audits and fundraising processes. Generating reports and documentation is also very simple. Overall, I think it’s an excellent platform for startups and companies that are expanding. Review collected by and hosted on G2.com.

While Carta generally performs well, I have noticed that it can be sluggish when handling large datasets or generating reports. Additionally, the response time from customer support could be improved. The pricing may seem somewhat steep for smaller teams, but overall, the value provided by the platform remains strong. Review collected by and hosted on G2.com.

The Cap Table Management tool is the core of the platform and it's fantastic. I get real-time visibility into our equity structure, and issuing grants, options, and transfers is now fast and painless. Everything is stored securely, and the automated audit trails mean I don't have to chase down documents. The fact that employees and investors can see and manage their own holdings directly through their Carta accounts is a huge time-saver. We also rely heavily on their services for 409A Valuations and structuring our SAFE Financings, which keeps us compliant without having to juggle multiple external firms. Review collected by and hosted on G2.com.

Carta isn't just software; it's the gold standard for the private market ecosystem. It gives me peace of mind knowing our equity is accurate, our company is compliant, and our investors and employees have a professional, transparent experience. If you're running a startup or a fund, this tool is worth every penny , it's the definitive single source of truth. Review collected by and hosted on G2.com.

The simplicity of the platform is a welcome change for this type of product. I am not au-fait with stocks and shares but Carta makes it incredibly easy for me to keep track of tasks assigned to me by my previous employer. Review collected by and hosted on G2.com.

Nothing as yet, given there are only a couple of pages that I have access to, it is very hard to get lost or stuck! I can see the Tasks and Documents tabs. Review collected by and hosted on G2.com.

What I like best about Carta is how easy it makes equity management. Instead of dealing with confusing spreadsheets or paperwork, everything is in one place and clearly laid out. I can quickly see ownership details, track grants, and understand my position without having to dig through documents. The platform feels intuitive, which makes something that’s usually complex much more straightforward. Review collected by and hosted on G2.com.

What I dislike about Carta is that some of the features can feel a bit overwhelming at first. There are so many options and details that it takes a little time to get comfortable navigating everything. Occasionally, certain pages also load slower than I’d expect. It’s not a dealbreaker, but there’s definitely room for smoother performance and a more streamlined experience. Review collected by and hosted on G2.com.

I really appreciate how Carta makes equity management easier and helps both companies and employees understand ownership more clearly. The company culture encourages innovation, teamwork, and personal development, which makes it truly motivating to be involved in their mission. Review collected by and hosted on G2.com.

While Carta offers an exciting work environment, the company's fast-paced and ever-changing nature can lead to rapidly shifting priorities. This sometimes makes it difficult to maintain clarity or achieve a healthy work-life balance. Nevertheless, these challenges are indicative of the company’s growth phase and its dedication to ongoing innovation. Review collected by and hosted on G2.com.