Carta Equity Suite Reviews & Product Details

Very convenient and transparent unlike other competitors (I would not like to take name) and also I would say that carta is going to help may founders in many ways....must use Review collected by and hosted on G2.com.

There is no any such specific and significant thing or bug that I would like to mention why carta is not good...but on time update of data is something that they can do Review collected by and hosted on G2.com.

Easy to use. Great capability. Full functionality.

we moved to Carta after being unsatisfied with another provider. The implementation was easy and we are very happy with the overall experience. since, we have also started using the comp benchmarking tool. Review collected by and hosted on G2.com.

Nothing really. we like all features. customer service through email can be a little bit better as many times we receive AI drive responses that dont properly capture the questions asked. Review collected by and hosted on G2.com.

Carta provides a centralized and intuitive platform that makes it easy for Legal and Finance teams to collaborate on equity-related matters. The user interface is clean and accessible, which simplifies tasks like cap table management, option grants, and tracking equity events. As internal counsel, I appreciate how it enables cross-functional visibility without requiring constant back-and-forth. It’s become a reliable operational backbone for equity administration. Customer support always come through and helps as needed. Review collected by and hosted on G2.com.

Despite its usefulness, Carta often falls short when it comes to handling nuanced legal mechanics around equity administration. The platform tends to oversimplify certain legal structures, which can create friction or require manual workarounds to stay compliant. There are occasional misalignments between what the tool assumes and what the law actually requires. Review collected by and hosted on G2.com.

I really like that between the Carta cap table tools and my lawyer (who has access to Carta), I feel really confident that the complexities of managing a cap table are taken care of. I also find Carta's fundraising modeling tools super helpful, and it great they rely on the actuals in the cap table. Their Total Comp tool gives me a lot of confidence that I am offering candidates and my team fair equity and cash comp. Review collected by and hosted on G2.com.

You really have to have a lawyer manage the cap table part of it, I would not feed confident managing that on my own. Also I'm not always sure how to use the comp levers. Review collected by and hosted on G2.com.

I like Carta because its simple, very easy to use, love the UI, and never ran into any tech/systems issues. Its very intuitive to navigate as a user and I like the feature of being able to calculate the value of your shares. Review collected by and hosted on G2.com.

From a user perspective, I do not really have any dislikes from user Carta. However, from what i hear from my peers, whom are admins, it may take a while to download reports. Review collected by and hosted on G2.com.

The user experience of the product is complete and easy to understand. It makes complex topics easy to understand. I have not been an active and continuous user though. Review collected by and hosted on G2.com.

Not sure if it is a limitation from my organisation, there are manual actions that are required that do not show the taxation and other details immediately. Review collected by and hosted on G2.com.

Carta makes it easy to manage equity plans with new grants, exercises, and terminations. Their 409a and valuation team makes it very easy to get your annual valuation. The cap table easily feeds into their financial reporting/disclosure module. Review collected by and hosted on G2.com.

They make interface changes that make things clunkier and harder to use. Some of their recent updates to the financial reporting module has made it harder to use than it was before. Review collected by and hosted on G2.com.

Relatively easy to use. Used to be good. Review collected by and hosted on G2.com.

Too expensive, bad support. Hard to get a human. Review collected by and hosted on G2.com.

the features & ease of use. The interface is intuitive, making it easy to track equity, vesting schedules, and cap tables without needing complex spreadsheets Review collected by and hosted on G2.com.

its complicated sometimes. The platform can feel a bit complex for first-time users, and certain advanced features require a learning curve. Pricing can be high for small startups compared to alternatives. Review collected by and hosted on G2.com.

The ease of the platform. Customer Service. It was a vital piece in the organization of our cap table and equity. We couldn't have raised our rounds and kept up on equity issuance without it. Review collected by and hosted on G2.com.

I don't have any complaints about Carta. Chat support is always available and it has given our team a resource to contact with questions lessening my liability. Review collected by and hosted on G2.com.