--- title: Carta Equity Suite Reviews meta_title: 'Carta Equity Suite Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 232 reviews by the users' company size, role or industry to find out how Carta Equity Suite works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 232 scale: '5' date_modified: '2026-09-28' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

Carta Equity Suite Reviews & Product Details

Pricing

Pricing provided by Carta Equity Suite.

Carta Launch

Free
25 Stakeholders Per Year

Carta Equity Suite Reviews (232)

View 1 Video Reviews
Reviews

Carta Equity Suite Reviews (232)

View 1 Video Reviews
4.3
232 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise Carta for its intuitive interface and ease of use, which simplifies complex equity management tasks like cap table tracking and option grants. The platform's ability to provide clear visibility into ownership and streamline administrative processes is highly valued, although some users note that it can become expensive as teams grow.

Pros & Cons

Generated from real user reviews
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KS
Kristin S.
Small-Business (50 or fewer emp.)
"Carta is Great!"
5/5
What do you like best about Carta Equity Suite?

I like how user-friendly Carta is and the cap table management. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

I dislike that Carta it is really expensive. Review collected by and hosted on G2.com.

Akilesh M.
AM
Akilesh M.
Mid-Market (51-1000 emp.)
"Simplifies esop and everything around it"
5/5
What do you like best about Carta Equity Suite?

As a first time user and new to the world of espos it has made it much easier and simpler to understand terminologies and navigating through the complexities of Esops. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

nothing that comes to my mind at the moment Review collected by and hosted on G2.com.

Vladimir L.
VL
Vladimir L.
Co CEO
Small-Business (50 or fewer emp.)
"Pretty good product but bad customer service + expect them to to crank up your rates"
2.5/5
What do you like best about Carta Equity Suite?

The product is comprehensive and powerful - as far as I know, you can do anything you want to when it comes to your cap table, whether you're a small startup or a larger business. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

We've been long-term customers (7+ years) and they recently increased our rate 4x+ for the same features that we had previously, while our stakeholder count only went up less than 2x. They also botched our migration from one account to another, to the point where we had to painstakingly do it ourselves. Review collected by and hosted on G2.com.

Divyank M.
DM
Divyank M.
Manager, Product Analytics & Innovation
Mid-Market (51-1000 emp.)
"LG Ad Solutions"
4/5
What do you like best about Carta Equity Suite?

It keeps the vesting and exercising updates up to date and is user-friendly Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

It lacks in some informations and don't keep the track of historical vesting price and all 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.)
"Decent software but horrendous customer success full of billing errors and blind handoffs"
0/5
What do you like best about Carta Equity Suite?

The software works okay for cap table management - no problems there. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

Every interaction with sales and CS has been a massive cluster and nightmare. I've sunk hours into finding past emails to share with them when they accidentally billed me over 2x our contract cost. They aren't supportive when you have issues, are slow to reply, and now, 2 years in, with no changes to our contract or number of stakeholders, they're trying to increase our subscription cost by 250%. It has been an egregiously bad experience. Review collected by and hosted on G2.com.

Jerry C.
JC
Jerry C.
VP, Corporate Controller
Mid-Market (51-1000 emp.)
"Easy to use equity tracking software"
5/5
What do you like best about Carta Equity Suite?

Carta makes the challenging job of tracking equity ownership easy. The support team is always extremely helpful. This product is the leader in the equity tracking category. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

Carta is great. Its not great when the data is input incorrectly but Carta does a good job educating users. The data warnings could be better if they differentiated between critical and not critical warnings. Review collected by and hosted on G2.com.

Jonathan K.
JK
Jonathan K.
Mid-Market (51-1000 emp.)
"Carta simplifies the founder and investor experience"
4.5/5
What do you like best about Carta Equity Suite?

Straightforward UI in front of a complex process Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

pricing is not as competitive as others, but the value is still there. Review collected by and hosted on G2.com.

HO
Henryy O.
Small-Business (50 or fewer emp.)
"Amazing experience! Thank you Capdesk!"
5/5
What do you like best about Carta Equity Suite?

The support. The support continued throughout the entire process. I had an amazing experience. The entire onboarding team went above and beyond to ensure a seamless onboarding. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

I am yet to find anything that I dislike. Review collected by and hosted on G2.com.

MS
Matt S.
Small-Business (50 or fewer emp.)
"The best thing you can do for investor relations"
5/5
What do you like best about Carta Equity Suite?

Carta tells our investors that we are organized and professional. Review collected by and hosted on G2.com.

What do you dislike about Carta Equity Suite?

Tasks aren't always super intuitive (to me at least). That said, the online help and help from people at Carta always answer my questions quickly. Review collected by and hosted on G2.com.

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.

Questions about Carta Equity Suite? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

Verified User
G2
Verified User
•
Last activity almost 5 years ago

How much does Carta cost?

Daniel A.
DA
Daniel Anjos
•
Last activity almost 5 years ago

What was your experience during the public listing event (IPO)? Any issues with the platform?

Pricing Options

Pricing provided by Carta Equity Suite.

Carta Launch

Free
25 Stakeholders Per Year

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Carta Equity Suite Comparisons
Carta Equity Suite Features
Reporting
Visualization
Platform Search
Dashboard
File Sharing
Cap Table
409a
Public Equity