--- title: Carta Equity Suite Reviews meta\_title: 'Carta Equity Suite Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 233 reviews by the users' company size, role or industry to find out how Carta Equity Suite works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 233 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Carta Equity Suite Reviews & Product Details Visit Website Carta is the ERP for private capital, connecting the entire ecosystem—from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines every ownership workflow, making it easier to understand, manage, and grow equity. With cutting-edge AI and human services built to scale, Carta empowers you to build, invest, and grow with confidence. Carta’s Fund Administration platform supports 8,800+ funds and SPVs, representing more than $203B in assets under management, with tools designed to enhance the strategic impact of Fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is transforming how private capital operates. * * * Product Website Carta Equity Suite Seller [Carta](https://www.g2.com/sellers/carta) Discussions [Carta Equity Suite Community](https://www.g2.com/products/carta-equity-suite/discuss) Languages Supported English Solution Type Best-of-Breed Show More ## Pricing Pricing provided by Carta Equity Suite. ### Carta Launch Free 25 Stakeholders Per Year [ View More Pricing Information ](https://www.g2.com/products/carta-equity-suite/pricing) ## Carta Equity Suite Integrations (3) What do users say about integrations? Verified by Carta Equity Suite [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Ashby ](https://www.g2.com/products/ashby-ashby/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Greenhouse ](https://www.g2.com/products/greenhouse/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Rippling ](https://www.g2.com/products/rippling/reviews) Show More MH Melanie H. Mid-Market (51-1000 emp.) 4/3/2023 "Keeps our cap table buttoned up" 5/5 What do you like best about Carta Equity Suite? Carta makes managing our cap table incredibly simple and efficient. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Entering large financings with multiple shareholders can be tedious. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Allows me to manage cap table and issuances as well as run pro formas of proposed financings. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Biotechnology](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Biotechnology") AB Verified User in Biotechnology Small-Business (50 or fewer emp.) 6/26/2023 "Carta Equity Platform" 5/5 What do you like best about Carta Equity Suite? Great platform for keeping track of Company shareholders Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Don't have any dislikes about the Carta website Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Being able to communicate their equity holdings of all of our shareholders (over 100) Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Euan C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Euan C.") EC Euan C. CEO and Co-Founder Small-Business (50 or fewer emp.) 8/9/2022 "A brilliantly simple way to organise our cap-table. We keep our investors and employees in the loop." 5/5 What do you like best about Carta Equity Suite? The most helpful thing about Capdesk for me is the ability to jump in at any time and see exactly who owns what, when options vest etc. We also use the email feature each month to send investor updates. And the new dashboard which has been redesigned is a great source of information during fundraising (I often screenshot the charts - maybe a download PNG button would be nice at some point - and maybe Capdesk branded?) Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Nothing really, at the very beginning it was a bit of a headache setting things up as we had already been through 2 fundraises so things needed imported and setup correctly. But once you're setup and going its great. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? We wanted to find a way to keep our investors and employees in the loop with ultimate transparency. And we also did NOT want to rely on a Google Sheet like we had done in the past! I can now be confident that our investors and employees can log in at any time and see the most up-to-date information about their shareholding. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Small-Business (50 or fewer emp.) 4/5/2023 "All the functionality I need - especially for startups" 5/5 What do you like best about Carta Equity Suite? Ease of use and comprehensive. Good customer service. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Pricing is starting to creep up - especially for startups that are looking to pinch pennies. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? (1) Previously, I had multiple, huge spreadsheets that I used for cap table management. Maintaining them took a lot of time, resulting in a lot of grunt work. Carta has reduced it by over 90%. (2) Getting valuations done was a headache, but not anymore. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer & Network Security](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer & Network Security") EC Verified User in Computer & Network Security Small-Business (50 or fewer emp.) 5/28/2023 "They were very helpful with onboarding and answering our questions!" 5/5 What do you like best about Carta Equity Suite? I like that all of the sharholder information nis in one place - it really helps us to communicate to the interested parties. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? I would like to see an easy way to calculate "what-if" scenarios Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Communicating shareholder equity and issuing share options Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Law Practice](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Law Practice") AL Verified User in Law Practice Enterprise (\> 1000 emp.) 4/5/2023 "Fantastic cap table software" 5/5 What do you like best about Carta Equity Suite? Carta is great because it provides a single platform for all users, and is generally very fast. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? The stakeholder upload page needs to be de-bugged. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Carta issues e-certificates , so we no longer spend time printing, mailing, cancelling hard copy stock certificates. It has become more user-friendly over the years which means that more users can access and update it, which is a good thing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 4/11/2023 "Helpful for tracking ESO investments" 4/5 What do you like best about Carta Equity Suite? We use Carta for our stocks, rewards, and overall ESO tracking for part of our total compensation benefits. It's handy to log in and quickly see where you are tracking on vesting and market growth. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? It could be easier to track performance over time to see if exercising options makes sense. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? It tracks and facilitates our stock rewards. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Craig H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Craig H.") CH Craig H. VP Finance & Operations Mid-Market (51-1000 emp.) 8/26/2022 "Saves a lot of time" 4.5/5 What do you like best about Carta Equity Suite? The Cap Table, Round Modelling and HMRC exports save a lot of time when needing to file/share info with 3rd parties. The dashboards give a clear view of ownership both fully diluted and undiluted. The process of issuing option grants is easy and the ability to send an email update to all shareholders instead of emailing is also a great time saver. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? The integration with Docusign has woeful support. We ended up having to disconnect it because we were stuck between Capdesk and Docusign when it wouldn't work and so now we pay for each envelope despite having our own Docusign account which is annoying. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Having to manually track the cap table, and execute share option agreements. Review collected by and hosted on G2.com. Show More Response from Caroline Joseph of Carta Equity Suite [Editedit](https://www.g2.com/survey_responses/carta-equity-suite-review-7036989/official_response/edit) Hi Craig, We're really glad that the reports and exports are saving you time and equipping you well to share the right information. With Capdesk, you can control what each user can view and modify with granular authorisation settings as well as tailor access for every employee, lawyer, accountant, board member and investor. The platform keeps your data secure. Thanks for flagging the trouble you've been having with DocuSign! It's really important for us to receive this kind of feedback so that we can continue to improve our user experience. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") EC Verified User in Computer Software Small-Business (50 or fewer emp.) 10/22/2022 "Get ready for price gouging..." 1/5 What do you like best about Carta Equity Suite? Carta is a cap table management platform. It's something that can be relatively well done using even a simple excel spreadsheet and dropbox folder. However, Carta does candidly make it easier to manage (and importantly for employees) to view your equity within the business. It's a safe go-to for Cap Table, but now there are dozens of others, including Pulley that offer a near identical service. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? After a "teaser" price for 1 year, Carta representative reached out saying they're tripling (3x) the cost of our license for the subsequent year. It's not impossible, but definitely inconvenient to transition. We will be offboarding, but it's been a headache. My recommendation: start with someone else. Carta ethics and price gouging are far from acceptable. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Cap table management. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic MP Matt P. Share Plan Administrator Mid-Market (51-1000 emp.) 8/10/2022 "Ex-employee and active Capdesk user" 5/5 What do you like best about Carta Equity Suite? Since I moved into my new role, I have really seen the upside of the reporting that Capdesk offers. It is a great way to check the details of employee options on a grant basis, an employee basis and as a high level summary. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Sometimes you have to extract data from different resources and combine them together to find what you are looking for. Everybody has unique uses for data but it would be great if the experience could be customised. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? It is allowing us to give an improved employee experience as employees can quickly gain insight into the details of their options. Additionally, the leaver/exercise process has now been automised, saving our People Ops team a lot of manual work. Review collected by and hosted on G2.com. Show More Response from Caroline Joseph of Carta Equity Suite [Editedit](https://www.g2.com/survey_responses/carta-equity-suite-review-6964998/official_response/edit) Thanks for sharing your feedback with us Matt and glad you're still able to keep Capdesk's mission alive from the other side! Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign ## Questions about Carta Equity Suite? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Carta Equity Suite ](https://www.g2.com/products/carta-equity-suite/discussions/new) ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • Last activity almost 5 years ago How much does Carta cost? 1 Upvote 2 [ Join the conversation ](https://www.g2.com/discussions/pricing-341d6925-e7fb-45cb-b809-15b4448e29f0) ![Daniel A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel A.") DA Daniel Anjos • Last activity almost 5 years ago What was your experience during the public listing event (IPO)? Any issues with the platform? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/what-was-your-experience-during-the-public-listing-event-ipo-any-issues-with-the-platform) [ View all Discussions ](https://www.g2.com/products/carta-equity-suite/discuss) ## Pricing Options Pricing provided by Carta Equity Suite. ### Carta Launch Free 25 Stakeholders Per Year ### Build Contact Us Per Year ### Grow Contact Us Per Year [ View More Pricing Information ](https://www.g2.com/products/carta-equity-suite/pricing) Carta Equity Suite Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d27d69a25ad09dd1554abd72a251af49/pulley-pulley.png "Product Avatar Image") Pulley 4.7/5(135) [ Compare Now ](https://www.g2.com/compare/carta-equity-suite-vs-pulley-pulley) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_71549dbcb4447493dab8b26e302c891f/shareworks-by-morgan-stanley.png "Product Avatar Image") Shareworks by Morgan Stanley 3.8/5(32) [ Compare Now ](https://www.g2.com/compare/carta-equity-suite-vs-shareworks-by-morgan-stanley) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b00ff6c0b84afa38d2e078caedc78b3a/ledgy.png "Product Avatar Image") Ledgy 4.6/5(70) [ Compare Now ](https://www.g2.com/compare/carta-equity-suite-vs-ledgy) ##### ##### Carta Equity Suite Features Platform Basics Reporting Platform Data Visualization Platform Search Dashboard Platform Content File Sharing Platform Additional Functionality Cap Table 409a Public Equity [ View More Features ](https://www.g2.com/products/carta-equity-suite/features) ## Top-Rated Alternatives [ ![Qapita](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Qapita") Qapita 4.6/5(324) ](https://www.g2.com/products/qapita/reviews) [ ![Certent](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Certent") Certent 4.4/5(117) ](https://www.g2.com/products/certent/reviews) [ ![Astrella](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Astrella") Astrella 4.5/5(51) ](https://www.g2.com/products/astrella/reviews) [ View All Alternatives ](https://www.g2.com/products/carta-equity-suite/competitors/alternatives) ##### Categories on G2 [Compensation Planning](https://www.g2.com/categories/compensation-planning)[Compensation Management](https://www.g2.com/categories/compensation-management)[Equity Management](https://www.g2.com/categories/equity-management) [Compensation Planning](https://www.g2.com/categories/compensation-planning)[Compensation Management](https://www.g2.com/categories/compensation-management)[Equity Management](https://www.g2.com/categories/equity-management)[Salary Benchmarking](https://www.g2.com/categories/salary-benchmarking)[Venture Capital Management](https://www.g2.com/categories/venture-capital-management) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What productivity bot platforms offer the most predictable pricing as automation task volume scales so a growing company is not suddenly hit with a huge bill?](https://www.g2.com/discussions/what-productivity-bot-platforms-offer-the-most-predictable-pricing-as-automation-task-volume-scales-so-a-growing-company-is-not-suddenly-hit-with-a-huge-bill)[HubSpot Marketing Hub vs Google Analytics: which is better for mid-market B2B teams proving pipeline ROI?](https://www.g2.com/discussions/hubspot-marketing-hub-vs-google-analytics-which-is-better-for-mid-market-b2b-teams-proving-pipeline-roi)[Top-rated platforms for mentoring and coaching programs](https://www.g2.com/discussions/top-rated-platforms-for-mentoring-and-coaching-programs) [Which meeting room booking system offers the most intuitive interface?](https://www.g2.com/discussions/which-meeting-room-booking-system-offers-the-most-intuitive-interface)[What is the best website builder for e-commerce stores?](https://www.g2.com/discussions/what-is-the-best-website-builder-for-e-commerce-stores)[Pros and Cons Details](https://www.g2.com/products/carta-equity-suite/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)