Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"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.

Joseph S.
JS
Joseph S.
Small-Business (50 or fewer emp.)
"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.

DB
David B.
Small-Business (50 or fewer emp.)
"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.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"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.

Verified User in Legal Services
IL
Verified User in Legal Services
Small-Business (50 or fewer emp.)
"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.

Verified User in Wine and Spirits
EW
Verified User in Wine and Spirits
Small-Business (50 or fewer emp.)
"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.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"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.

CM
Conner M.
CEO
Small-Business (50 or fewer emp.)
"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.

Verified User in Accounting
AA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"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.

Elicia R.
ER
Elicia R.
Small-Business (50 or fewer emp.)
"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.