Carta Equity Suite Reviews & Product Details

It is easy to see how many options are granted and how many of them are vested. You can see the price and can exercise the vested options. It is handy to have all these details on an app. Review collected by and hosted on G2.com.

It has a two-factor login option but requires entering the pin every 30 days. I usually login the app every two months or so. This actually means that I need to swap between the app and the authenticator every time I login. Review collected by and hosted on G2.com.

Carta makes it incredibly easy to understand and manage equity. The interface is clean and intuitive, even for those who aren’t finance experts. I really appreciate how transparent it is when it comes to vesting schedules, option grants, and ownership percentages. It helps employees feel more informed and involved in their company’s growth. Notifications and document storage are also well-handled. Overall, it's a reliable, centralized place for all equity-related details. Review collected by and hosted on G2.com.

While Carta is helpful, it can sometimes be a little slow to load, especially when accessing detailed reports or historical grant documents. Additionally, some of the more advanced features aren’t explained well within the platform, which could be a challenge for first-time users. A more guided onboarding or help tool would be great. Lastly, customer support could be more responsive at times—especially during high-volume periods like tax season or fundraising rounds. Review collected by and hosted on G2.com.

Easy to use and Complete information and easy to make changes. The way my team has used it, they have found it very flexible and reporteable. So i will definitely recommend it. Review collected by and hosted on G2.com.

Nothing to be very honest.my team did not find any difficulty while navigating to the platform. It provides concise information on the data provided to it. Review collected by and hosted on G2.com.

I like that everything related to equity and ownership is in one place. The interface is clean and simple, and I get notified when something needs my attention. Signing documents is fast, and I don’t have to chase people for updates. It’s great for companies with multiple stakeholders. Review collected by and hosted on G2.com.

Some features are locked behind expensive plans. Also, the mobile version isn’t as smooth as the desktop one — it can take time to find what you need. Would be helpful to have more tooltips or guidance in-app. Review collected by and hosted on G2.com.

Cap table management is what Carta excels at. I love this tool and how I can record my share certificates as well as share it with investors. We recommend this to all of our portfolio companies Review collected by and hosted on G2.com.

I would love to see cash management and financial accounting like what the fund admin platform has. If you can =pull this together that would be huge! Review collected by and hosted on G2.com.

What I like best about Carta is how effortlessly it simplifies complex cap table management and equity tracking, giving both founders and employees clear, real-time visibility into ownership. It brings transparency and structure to startup equity. Review collected by and hosted on G2.com.

What I dislike about Carta is that its pricing can be high for early-stage startups, and some of its advanced features can feel overwhelming or require onboarding support to navigate effectively. Review collected by and hosted on G2.com.

I really liked Carta’s interface. I had no prior knowledge of how equity or stocks work, but I found Carta very helpful for beginners to understand the basics. I haven’t explored all the features yet, but I can confidently say that the platform is very convenient and user-friendly, even for someone new to this. Review collected by and hosted on G2.com.

Nothing as of now. Maybe one suggestion would be for Carta to include a graph showing the quantity invested versus the current fair market value. It could display the value at the time of investment compared to its current value for better visibility. Review collected by and hosted on G2.com.

Easy to use, straightforward and user friendly. Customer service is pretty good as well. The company is well established and onboarding employees on the platform is of ease Review collected by and hosted on G2.com.

For people that do not understand carts it can be overwhelming so it does take time to get used to read over the terms and conditions. Carts does make it easier though Review collected by and hosted on G2.com.

Everything I have done on Carta has been easy to understand and accomplish. I had never used a company like this before so my knowledge has been based on the guidance given and it has been fantastic. Review collected by and hosted on G2.com.

I have not seen any downside using Carta. It is a useful tool to keep track of these financial pieces during my employment with Aledade. It is not difficult to use or understand. Review collected by and hosted on G2.com.

What I like best about Carta is its intuitive platform that simplifies equity management and cap table tracking. It provides real-time updates, clear visibility into ownership stakes, and streamlines complex processes like stock option management and fundraising rounds. The user-friendly interface and robust reporting tools make it easy for companies and investors to stay organized and informed. Review collected by and hosted on G2.com.

One downside of Carta is that the pricing can be a bit high for smaller startups or early-stage companies. Additionally, some users have mentioned that the customer support response times can sometimes be slower than expected. A few features could also be more customizable to better fit unique company needs, but overall, the platform remains very effective. Review collected by and hosted on G2.com.