--- 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 ![Verified User in Individual & Family Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Individual & Family Services") AI Verified User in Individual & Family Services Mid-Market (51-1000 emp.) 9/14/2023 "Capdesk takes away the pain of managing various types of funding and serves stakeholders immediately" 5/5 What do you like best about Carta Equity Suite? The fact I can run a cap table so simply at a given date and have all the customisation I need to generate the results that are needed. Also I like the vesting charts which make explaining EMI easier when talking to non-experts. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Some of the setting feel hidden in the UI but once you know where everything is it isn't too much of a hinderance. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? It really helps to maintain an accurate cap table and allow admins who own different areas to make the changes they need but keep everyone else up. It helps answer queries from stakeholders quickly and effectively Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller KS Kristin S. Small-Business (50 or fewer emp.) 12/14/2023 "Carta is Great!" 5/5 What do you like best about Carta Equity Suite? I like how user firenedly Carta is and the cap table management. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? I dislike that Carta it is really expensive. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Carta is providing us with a cap table management solution for our shareholders so that eveyrne can go on and see thier holdings on an individual basis. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Akilesh M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Akilesh M.") AM Akilesh M. Mid-Market (51-1000 emp.) 8/19/2023 "Simplifies esop and everything around it" 5/5 What do you like best about Carta Equity Suite? As a first time user and new to the world of espos it has made it much easier and simpler to understand terminologies and navigating through the complexities of Esops. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? nothing that comes to my mind at the moment Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? transparent tracking of esops and timely notifications and reminders of credits and vesting information and last but not the least simple and modern UI in the app. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Vladimir L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vladimir L.") VL Vladimir L. Co CEO Small-Business (50 or fewer emp.) 4/21/2023 "Pretty good product but bad customer service + expect them to to crank up your rates" 2.5/5 What do you like best about Carta Equity Suite? The product is comprehensive and powerful - as far as I know, you can do anything you want to when it comes to your cap table, whether you're a small startup or a larger business. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? We've been long-term customers (7+ years) and they recently increased our rate 4x+ for the same features that we had previously, while our stakeholder count only went up less than 2x. They also botched our migration from one account to another, to the point where we had to painstakingly do it ourselves. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Managing our cap table Review collected by and hosted on G2.com. Show More 4/25/2023 Current UserValidated ReviewerSource: Organic ![Divyank M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Divyank M.") DM Divyank M. Manager, Product Analytics & Innovation Mid-Market (51-1000 emp.) 10/10/2023 "LG Ad Solutions" 4/5 What do you like best about Carta Equity Suite? It keeps the vesting and exercising updates up to date and is user-friendly Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? It lacks in some informations and don't keep the track of historical vesting price and all Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? For me, it keep track of my vested and unvested equity and gives me easy option to exercise that Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![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.) 8/22/2023 "Decent software but horrendous customer success full of billing errors and blind handoffs" 0/5 What do you like best about Carta Equity Suite? The software works okay for cap table management - no problems there. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Every interaction with sales and CS has been a massive cluster and nightmare. I've sunk hours into finding past emails to share with them when they accidentally billed me over 2x our contract cost. They aren't supportive when you have issues, are slow to reply, and now, 2 years in, with no changes to our contract or number of stakeholders, they're trying to increase our subscription cost by 250%. It has been an egregiously bad experience. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? The need to consolidate equity holder contracts and manage equity grants. Review collected by and hosted on G2.com. Show More 5/20/2024 Validated ReviewerSource: Organic ![Jerry C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jerry C.") JC Jerry C. VP, Corporate Controller Mid-Market (51-1000 emp.) 3/31/2023 "Easy to use equity tracking software" 5/5 What do you like best about Carta Equity Suite? Carta makes the challenging job of tracking equity ownership easy. The support team is always extremely helpful. This product is the leader in the equity tracking category. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Carta is great. Its not great when the data is input incorrectly but Carta does a good job educating users. The data warnings could be better if they differentiated between critical and not critical warnings. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? I have received a lot of benefits from the software by using the stock options and equity accounting and disclosures. The results give management and our auditor's confidence in the accounting. Review collected by and hosted on G2.com. Show More 9/14/2024 Current UserValidated ReviewerSource: Organic ![Jonathan K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jonathan K.") JK Jonathan K. Mid-Market (51-1000 emp.) 10/14/2023 "Carta simplifies the founder and investor experience" 4.5/5 What do you like best about Carta Equity Suite? Straightforward UI in front of a complex process Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? pricing is not as competitive as others, but the value is still there. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Managing multiple investments in a single environment and experience Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic HO Henryy O. Small-Business (50 or fewer emp.) 8/21/2023 "Amazing experience! Thank you Capdesk!" 5/5 What do you like best about Carta Equity Suite? The support. The support continued throughout the entire process. I had an amazing experience. The entire onboarding team went above and beyond to ensure a seamless onboarding. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? I a yet to find anything that I dislike. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Simplifying equit management for my startup Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic MS Matt S. Small-Business (50 or fewer emp.) 4/5/2023 "The best thing you can do for investor relations" 5/5 What do you like best about Carta Equity Suite? Carta tells our investors that we are organized and professional. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Tasks aren't always super intuitive (to me at least). That said, the online help and help from people at Carta always answer my questions quickly. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Carta took a big pain point away from me. I used to track everything in Excel, which took a ton of time and was less credible than a 3rd party managing it. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## 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);)