Carta Equity Suite Reviews & Product Details

I like how everything is user-friendly and intuitive. It made me wish I starting using Carta earlier. Getting support on any questions or issues is simple and I always received help quickly. Review collected by and hosted on G2.com.

There is not much that I can complain about since I have only started using Carta recently. The team has done a good job at releasing new feature so it will be a matter of time to see how seamlessly they will work. Review collected by and hosted on G2.com.

Carta is very easy to use, it keeps us organized and the customer service is fantastic. The teams assigned to our accounts are helpful and easy to work with. Review collected by and hosted on G2.com.

No Carta dislikes to date. Any questions/issues are quickly addressed by the Carta team. It seems like Carta is continually working towards new and improved solutions as well. Review collected by and hosted on G2.com.

Is well designed tool.

Easy to share ESOPs related things to employees.

User Friendly.

Reports: can download all types of Equity related reports.

Has Liquidity,Buybacks solutions. Review collected by and hosted on G2.com.

Sometime feels more finance heavy or legal heavy.

Can integrate Whatsapp system.

Include TDS feature for more countries.

Pricing can be improved, currently feels over-priced. Review collected by and hosted on G2.com.

Carta makes it easy to manage our cap table, fundraising rounds, ESOP, and SAFEs all in one place. The UI is intuitive, and investor access is seamless. Review collected by and hosted on G2.com.

Some functionalities would benefit from having more help articles and/or guides for beginners. Pricing can be high for a new startup but you pay for what you get. Review collected by and hosted on G2.com.

The free starting package contains all you need to launch a new startup and it is totally free! Support is good, the webinars Review collected by and hosted on G2.com.

Sometimes it is not intuitive to find the different menus Review collected by and hosted on G2.com.

The information for all of our equity is stored in one location and fairly easy to navigate and access. I also really like the total compensation tool. Review collected by and hosted on G2.com.

Some of the more recent UI changes and navigation have been a bit confusing, making it a bit challenging to find what I'm looking for compared to the prior design. Review collected by and hosted on G2.com.

Clean interface. Automation of many tedious tasks, which cuts down significantly on legal costs. For example, I can self serve option grants, board consents, etc. Cap table visualization and scenario modeling is useful. Review collected by and hosted on G2.com.

It's an expensive product, and I don't particularly love pricing based on number of stakeholders. If you have a lot of angels in your round, you end up paying a lot - when in reality they are just small checks. Review collected by and hosted on G2.com.

Platform was quite easy and was something I would routinely check every few months. Review collected by and hosted on G2.com.

Nothing, it just wasnt something as an employee I was looking into that often. Review collected by and hosted on G2.com.

I appreciate the user-friendly admin interface, which makes it easy to view and manage my equity. The quarterly email alerts are also beneficial for staying updated. I would rate my likelihood to recommend Carta a 10, indicating a strong satisfaction with its services. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

Cap table management & audit/compliance support are two features I utilize the most, Love the interface and super easy to navigate shareholder details and real time reporting. Review collected by and hosted on G2.com.

It is pretty expensive. I would like more upgrades to the reporting feature - just continue to tweak and improve the several main reports would be nice. Review collected by and hosted on G2.com.