--- 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 ![Lynzi C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lynzi C.") LC Lynzi C. Head of Finance Small-Business (50 or fewer emp.) 7/8/2025 "Great platform and experience for our start up." 5/5 What do you like best about Carta Equity Suite? The ease of the platform. Customer Service. It was a vital piece in the organization of our cap table and equity. We couldn't have raised our rounds and kept up on equity issuance without it. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? I don't have any complaints about Carta. Chat support is always available and it has given our team a resource to contact with questions lessening my liability. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Cap table and equity issuance. We have raised 3 rounds with multiple investors, keeping equity on a spreadsheet would have been really hard. This has simplified it so much for us. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Max L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Max L.") ML Max L. Product Manager Small-Business (50 or fewer emp.) 6/24/2025 "Carta Review" 4.5/5 What do you like best about Carta Equity Suite? I like how everything is user-friendly and intuitive. It made me wish I starting using Carta earlier. Getting support on any questions or issues is simple and I always received help quickly. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? There is not much that I can complain about since I have only started using Carta recently. The team has done a good job at releasing new feature so it will be a matter of time to see how seamlessly they will work. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Carta simplifies equity management, improves cap table accuracy, and reduces manual work—saving time and ensuring transparency for internal teams and investors. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Human Resources](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Human Resources") UH Verified User in Human Resources Small-Business (50 or fewer emp.) 9/10/2025 "Easy to use platform and fantastic customer service!" 5/5 What do you like best about Carta Equity Suite? Carta is very easy to use, it keeps us organized and the customer service is fantastic. The teams assigned to our accounts are helpful and easy to work with. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? No Carta dislikes to date. Any questions/issues are quickly addressed by the Carta team. It seems like Carta is continually working towards new and improved solutions as well. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Carta helps keep us organized! We used to work within spreadsheets and it wasn't efficient or ideal. Carta helps keep us on task and organized as a team, and to our investors and partners. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 9/3/2025 "ESOPs Management" 5/5 What do you like best about Carta Equity Suite? Is well designed tool. Easy to share ESOPs related things to employees. User Friendly. Reports: can download all types of Equity related reports. Has Liquidity,Buybacks solutions. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Sometime feels more finance heavy or legal heavy. Can integrate Whatsapp system. Include TDS feature for more countries. Pricing can be improved, currently feels over-priced. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? 1) ESOPs distribution to employee. 2) All docs are signed on it self. 3) Get Liquidity and Buyback feature on the same. 4) Data security is there. 5) One tool to manage all Equity related things. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 7/9/2025 "All-in-one platform to manage equity and fundraising" 5/5 What do you like best about Carta Equity Suite? Carta makes it easy to manage our cap table, fundraising rounds, ESOP, and SAFEs all in one place. The UI is intuitive, and investor access is seamless. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Some functionalities would benefit from having more help articles and/or guides for beginners. Pricing can be high for a new startup but you pay for what you get. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Shareholder and cap table management, ESOP, fundraising,Comprehensive management of shareholder records and cap table, including tracking ownership changes and equity allocations. Full support for ESOP (Employee Stock Option Plan) design and administration. Streamlined tools and workflows to manage fundraising rounds, from SAFEs to priced equity rounds, ensuring accuracy and compliance throughout the process. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Nelson N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nelson N.") NN Nelson N. Ceo Small-Business (50 or fewer emp.) 6/3/2025 "Carta is really good for new start ups" 5/5 What do you like best about Carta Equity Suite? The free starting package contains all you need to launch a new startup and it is totally free! Support is good, the webinars Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Sometimes it is not intuitive to find the different menus Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Cap table management, stock option agreements, safe etc. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Aviation & Aerospace](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Aviation & Aerospace") UA Verified User in Aviation & Aerospace Small-Business (50 or fewer emp.) 7/8/2025 "Orbit Fab review of Carta" 4/5 What do you like best about Carta Equity Suite? The information for all of our equity is stored in one location and fairly easy to navigate and access. I also really like the total compensation tool. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Some of the more recent UI changes and navigation have been a bit confusing, making it a bit challenging to find what I'm looking for compared to the prior design. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? It's making it easy to track all of our equity. It is also helpful for issuing and tracking stock option grants to our employees. I think the employees have a fairly easy time seeing and understanding their awards. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 7/8/2025 "Gets the job done, very well." 4.5/5 What do you like best about Carta Equity Suite? Clean interface. Automation of many tedious tasks, which cuts down significantly on legal costs. For example, I can self serve option grants, board consents, etc. Cap table visualization and scenario modeling is useful. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? It's an expensive product, and I don't particularly love pricing based on number of stakeholders. If you have a lot of angels in your round, you end up paying a lot - when in reality they are just small checks. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Cap table management: tracking option pool use, regulatory filings for shareholders, vesting management, board consents, some dilution calculations are useful Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Yale R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yale R.") YR Yale R. Account Manager Mid-Market (51-1000 emp.) 6/5/2025 "Easy way to get real time insights on your equity" 4/5 What do you like best about Carta Equity Suite? Platform was quite easy and was something I would routinely check every few months. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Nothing, it just wasnt something as an employee I was looking into that often. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Actual tangible value of our equity in the business YTD. Seems like before you'd need to talk to HR or nobody would know. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 8/1/2025 "User-Friendly Equity Management with Strong UI" 5/5 What do you like best about Carta Equity Suite? I appreciate the user-friendly admin interface, which makes it easy to view and manage my equity. The quarterly email alerts are also beneficial for staying updated. I would rate my likelihood to recommend Carta a 10, indicating a strong satisfaction with its services. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Nothing Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? I use Carta to manage my equity, with user-friendly admin features and helpful quarterly email alerts. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ## 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(68) [ 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 are the most trusted financial data API providers by developers and data teams based on user reviews?](https://www.g2.com/discussions/what-are-the-most-trusted-financial-data-api-providers-by-developers-and-data-teams-based-on-user-reviews)[What platform provides advanced PDF form creation tools?](https://www.g2.com/discussions/what-platform-provides-advanced-pdf-form-creation-tools)[What are the highest rated automotive digital retailing platforms for dealership sales teams managing multiple customer conversations simultaneously?](https://www.g2.com/discussions/what-are-the-highest-rated-automotive-digital-retailing-platforms-for-dealership-sales-teams-managing-multiple-customer-conversations-simultaneously) [Which 3D modeling software is best for 3D printing miniatures at home where detail accuracy and export quality actually matter?](https://www.g2.com/discussions/which-3d-modeling-software-is-best-for-3d-printing-miniatures-at-home-where-detail-accuracy-and-export-quality-actually-matter)[Which C/C++ integrated development environments (IDEs) offer the most responsive debugging experience with variable inspection and breakpoint control?](https://www.g2.com/discussions/which-c-c-integrated-development-environments-ides-offer-the-most-responsive-debugging-experience-with-variable-inspection-and-breakpoint-control)[Pros and Cons Details](https://www.g2.com/products/carta-equity-suite/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)