Carta Equity Suite Reviews & Product Details

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.

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.

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.

I can say there are any downsides to using Carta. Review collected by and hosted on G2.com.

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.

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.

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.

For early stage companies, it's expensive. Some of my clients have a lot of stakeholders. Review collected by and hosted on G2.com.

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.

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.

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.

Very happy with our experience. I did not have any problems. Review collected by and hosted on G2.com.

Pretty intuitive, new (valuable) features constantly getting added, and 409a valuations included. Review collected by and hosted on G2.com.

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.

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.

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.

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.

There aren't any downsides other than pricing for smaller companies is high. Review collected by and hosted on G2.com.

Carta makes managing our cap table incredibly simple and efficient. Review collected by and hosted on G2.com.

Entering large financings with multiple shareholders can be tedious. Review collected by and hosted on G2.com.