Carta Fund Management Pricing Overview

We use the platform everyday. From capital calls to submitting fund documents we actively use it to manage our LP experience. The ease of use and fund info is easy to find as well as a great record of the funds activity that we can access instantly. Review collected by and hosted on G2.com.

The GP experience is much better then what the LP sees on the platform. Though I would want to see more information available to LPs, most LPs only access the platform to download documents. Review collected by and hosted on G2.com.

The UI of the analytics dashboard is nice Review collected by and hosted on G2.com.

We've been customers since 2021 and have used Angellist for our second fund. The difference is NIGHT AND DAY. Carta fund admin is garbage and needs to be sunset as a product.

- The Carta fund admin product is a thin software layer on top of a shitty support ticket system. It's a service more than it is software. This would be fine if the service was good. But they sell you personalized help and a dedicated account manager, and then you are literally put in a queue with every question you have, and after 24-48 hours you get random replies from what seems like junior support agents with no context on your account. For a high 5-figure ACV, I'd expect a lot more.

- Investments get logged incorrectly, they add documentation to the wrong company records... the lack of organization and training of their support agents who deliver the actual "service" make it a nightmare to stay organized as a GP.

- Additionally, they are effectively the same price as Angellist, so it's not even like this is the "cheap" off-brand option.

If you are the product leader for Carta Fund Admin, feel free to reach out. I have given the feedback to your team a couple times and have seen no improvement. Service only getting worse as you continue to try to cut costs and outsource your core service to junior support agents. Review collected by and hosted on G2.com.