--- 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 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.) 3/29/2023 "Super software, excellent support" 5/5 What do you like best about Carta Equity Suite? Carta just helped our organization raise the bar for equity management; it simpliefies cap table complexity in a user friendly package; their support team is also always available and solves problems quickly. I would recommend Carta to any company. Additionally, their knowledge base resources are great for those that are missing the specific techinical background about equity management. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? The new interface for assigning securities can be improved to more easily provide multiple lines input within the web without the need to do a spreadsheet input. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Managing a cap table with 100+ stakeholders and several differnt type of securities, including common & preferred, ISO, NSO, warrants, etc. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Joseph S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joseph S.") JS Joseph S. Small-Business (50 or fewer emp.) 4/27/2023 "A critical tool for any startup" 5/5 What do you like best about Carta Equity Suite? Carta is one of the essential tools for any startup to be able to manage your cap table, investor relationships, and employee stock options. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? I wish the calculator for projected future rounds was more sophisticated and allowed you to plug in warrants and other vehicles. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? It solves cap table management in all areas. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic DB David B. Small-Business (50 or fewer emp.) 4/19/2023 "Donating for Girls Who Code" 5/5 What do you like best about Carta Equity Suite? The Carta platform and Carta representatives have been a pleasure to work with. The Platform is user friendly. Brianna has always been very responsive to all my questions when using Carta. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? I can say there are any downsides to using Carta. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Carta handles all of our Stock Option management and our 409A reporting. 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.) 8/17/2023 "Easy to use, Informational Materials" 4/5 What do you like best about Carta Equity Suite? The easy-to-use and navigate user interface coupled with a plethora of educational materials to cater to a wide range of knowledge sets when working with stocks, investments, etc Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? It would be helpful to have links, tool-tips, etc throughout the app so that for users with minimal knowledge, don't have to search around to understand what different components mean Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? We use it more for stock management than compensation management. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services") IL Verified User in Legal Services Small-Business (50 or fewer emp.) 8/23/2023 "My private company clients need Carta" 5/5 What do you like best about Carta Equity Suite? They automate a lot of the more ministerial services that I manually perform for my clients at great expense. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? For early stage companies, it's expensive. Some of my clients have a lot of stakeholders. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Just having accurate records is a major benefit. Consistent and verifiable stakeholder communications is another. Plus, we''ve used the data room capability and, of course, their 409A valuation service. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Wine and Spirits](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Wine and Spirits") EW Verified User in Wine and Spirits Small-Business (50 or fewer emp.) 4/5/2023 "Great product" 5/5 What do you like best about Carta Equity Suite? I find this product extremely helpful in understanding our cap table, how scenarios will impact it in the future, etc. Highly recommended solution for managing a cap table. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? I don't really have much to report on this side. I do think for certain features the learning curve can be steep for investors who may or may not be familiar with it. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? In general it helps us understand the cap table, allocation of shares, percentage of ownership as well as potential dilution over time. This benefits us also as we help update our users. 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") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 4/27/2023 "Finance Manager" 5/5 What do you like best about Carta Equity Suite? The portal is straightforward to navigate and the Support team is very knowledgeable and easy to reach. It is the best support team I ever had to deal with. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Very happy with our experience. I did not have any problems. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Carta is taking care of all our Equity Management needs. As an administrator, I found Carta's team extremely helpful. I am not very tech savvy, but I am always able to do what I need, thanks to a fantastic support team. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CM Conner M. CEO Small-Business (50 or fewer emp.) 4/30/2023 "Makes it easy and keeps getting better" 5/5 What do you like best about Carta Equity Suite? Pretty intuitive, new (valuable) features constantly getting added, and 409a valuations included. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? I wish it was easier to modify standard docs (though it is better now than a year ago). Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Valuations, single source for equity docs and cap table. Review collected by and hosted on G2.com. Show More 6/2/2024 Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Mid-Market (51-1000 emp.) 4/5/2023 "Carta - easy to navigate" 5/5 What do you like best about Carta Equity Suite? Carta is great, especially for a small to a midsized private company. The platform is easy to navigate, with helpful resources. The customer support team is always able to resolve my requests. The exercise simulator is a great feature to use before exercising your options. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? Sometimes support can take long to respond back to email requests. When importing draft options, it would be nice to include the cost center field instead of having to do a separate import. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? Cap Table Management, Tax Form 3921 and 409A Valuation Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Elicia R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elicia R.") ER Elicia R. Small-Business (50 or fewer emp.) 4/5/2023 "Great tool for equity management and reporting" 5/5 What do you like best about Carta Equity Suite? Carta is an all in one solution for equity management and reporting. The platform is easy to use and meets all of our needs. Review collected by and hosted on G2.com. What do you dislike about Carta Equity Suite? There aren't any downsides other than pricing for smaller companies is high. Review collected by and hosted on G2.com. What problems is Carta Equity Suite solving and how is that benefiting you? 409A, Equity management, stock option accounting, financial reporting 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) ![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) ![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) [ 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(69) [ 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);)