Charlotte M.
CM
Charlotte M.
Head of Specialist Projects
Insurance
Small-Business (50 or fewer emp.)
"Effortlessly Simple Platform for Managing Tasks"
3.5/5
What do you like best about Carta Equity Suite?

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.

What do you dislike about Carta Equity Suite?

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.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Easy Share Tracking Across Multiple Companies"
4/5
What do you like best about Carta Equity Suite?

It’s easy to track my shares across multiple companies and follow how they change over time. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

You don’t have much ownership over the data, and changes made on the company’s side can alter what you see on your end without showing the historical changes. Review collected by and hosted on G2.com.

Milovan C.
MC
Milovan C.
Partnership Agent
Mid-Market (51-1000 emp.)
"User-Friendly"
5/5
What do you like best about Carta Equity Suite?

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 do you dislike about Carta Equity Suite?

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.

YASH A.
YA
YASH A.
Associate Functional Consultant
Small-Business (50 or fewer emp.)
"Empowering Equity Management with a Dynamic, Fast-Paced Culture"
5/5
What do you like best about Carta Equity Suite?

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.

What do you dislike about Carta Equity Suite?

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.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Clean UI, Easy to Use, and Feature-Rich"
4/5
What do you like best about Carta Equity Suite?

I like its clean UI, ease of use and the features it comes with. Customer support is good and i use it once in a month to check on current status. I was able to integrate it with my other data sources where i track and impleantation of it was straight forward. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

Accessing certain information is little tricky. Review collected by and hosted on G2.com.

KM
Kerri M.
HR
Logistics and Supply Chain
Mid-Market (51-1000 emp.)
"A Clear, Reliable Source of Truth for Equity Ownership"
4.5/5
What do you like best about Carta Equity Suite?

Provides a clear, reliable source of truth for equity ownership, which is critical for leadership, finance, and the board. Having confidence in the data matters more than anything else here Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

Cost as complexity grows. Carta becomes more expensive as the equity program scales Review collected by and hosted on G2.com.

MD D.
MD
MD D.
QA
Computer Software
Small-Business (50 or fewer emp.)
"Legendary Feelings"
5/5
What do you like best about Carta Equity Suite?

What I admire most about Carta is how it transforms something as complex as equity, ownership, and company growth into something beautifully transparent and empowering. Carta doesn’t just provide a platform—it provides clarity, confidence, and a sense of ownership to everyone involved, from founders to employees to investors.

It feels legendary because Carta isn’t just solving today’s problems—it’s shaping the future of how people build, own, and share value. That ability to simplify the complicated, while giving power back to people in a fair and inspiring way, is what I love best. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

Honestly, it’s hard to find anything to dislike about Carta. The platform has redefined how ownership and equity are managed, turning a complicated process into something clear and empowering. If anything, the only “downside” is that I wish I had discovered Carta even earlier in my journey—it’s that impactful. Review collected by and hosted on G2.com.

Verified User in Logistics and Supply Chain
UL
Verified User in Logistics and Supply Chain
Mid-Market (51-1000 emp.)
"Great Equity Management Platform with Helpful HRIS Integrations"
4/5
What do you like best about Carta Equity Suite?

Carta is a great equity management platform. It also offers multiple integration options with HRIS platforms making it easier to have access to the data and over all compensation package. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

Carta is more focused for the US market. Our company is global and often we have issues getting employees signed up for the platform, or Review collected by and hosted on G2.com.

Ali H.
AH
Ali H.
Implementation Specialist
Mid-Market (51-1000 emp.)
"Transparent, easy way to understand my options!"
4/5
What do you like best about Carta Equity Suite?

Carta makes it easy to understand and track my equity. I can log in anytime to see my vesting schedule, option grants, and ownership details without having to dig through old documents or email HR. The interface is clean, the info is clearly presented, and I appreciate getting real-time updates when anything changes—like a new grant or when shares vest. It takes the guesswork out of managing my equity. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

While Carta is generally easy to use, some of the equity terms and details can be confusing if you’re not familiar with startup equity. It would be helpful to have more in-platform education or plain-language explanations, especially when reviewing grant agreements or tax implications. Occasionally, notifications can feel unclear or overly technical without enough context. A bit more guidance for first-time equity holders would go a long way. Review collected by and hosted on G2.com.

Selcan T.
ST
Selcan T.
Sr.Budget & Reporting Specialist
Mid-Market (51-1000 emp.)
"Sr. Budget & Reporting Specialist"
5/5
What do you like best about Carta Equity Suite?

Option Grant process is so easy to complete, very user friendly interfaces. Sending reminders to shareholders can be completed in seconds. Exercise process is very professional. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

Carta should update the product to show cap table with warrant and without warrant. Some of the analysis we need to see warrants but some of them we don't. If they can update the product features with that way this will be very helpful. Review collected by and hosted on G2.com.