Alaa I.
AI
Alaa I.
Small-Business (50 or fewer emp.)
"expensive"
0/5
What do you like best about Carta Fund ERP?

All info in one place. Employees can see their stock options and the cab table online for partners. Review collected by and hosted on G2.com.

What do you dislike about Carta Fund ERP?

expensive and they are not supporting startups like other companies with discount Review collected by and hosted on G2.com.

Jeff E.
JE
Jeff E.
Director of Strategic Partnerships
Small-Business (50 or fewer emp.)
"Carta Raving Fan!!! πŸ™Œ"
5/5
What do you like best about Carta Fund ERP?

Carta is awesome!!! As an employee at a startup, Carta allows me to easily view and exercise my stock options and even transfer funds to pay for my shares when I exercise right through their platform! The UX is super simple and easy to use. They also have a great resource and help center, and their chat support is awesome if you get stuck. I LOVE getting my monthly vesting notifications with the confetti celebration from them. I just recently exercised some stock options and did the entire thing from my phone - money transfer and all! Super simple and easy!!! Another amazing new feature I saw that was just announced was that can now file your 83b elections electronically through Carta --- This is game-changing!!! Super excited about this!

From an investor's perspective, I honestly cringe when I make an investment in a company and they are not set up on Carta. Carta makes it so simple and easy to accept my shares on their platform as an investor and I love having everything in one place where I can easily manage it all. They make the entire process extremely easy on investors and the companies issuing the shares.

As a founder, I love the free Carta launch plan! It is free for companies that have raised $1M or less and makes it easy to impress potential investors by modeling out your potential funding rounds, etc. It also makes it super easy to issue SAFEs and they have a pre-money SAFE template you can use. Their new compensation benchmarking tools are amazing as well to help out as well!

LOVE, LOVE, LOVE!!! Review collected by and hosted on G2.com.

What do you dislike about Carta Fund ERP?

I honestly can't think of much I dislike about Carta. They work with so many startup companies - perhaps they could provide more resources for founders on suggestions for how to save more money for bootstrapping founders -- recommendations for other products and services that help out founders. Review collected by and hosted on G2.com.

Verified User in Computer Software
EC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Easy to use with all the required features"
4.5/5
What do you like best about Carta Fund ERP?

I have found that everything is very intuitive and Carta always presents the appropriate amount of information. I also like that I can see investments from various companies easily Review collected by and hosted on G2.com.

What do you dislike about Carta Fund ERP?

I do have multiple accounts (different email addresses) for other investments/companies and have to switch between them to see them. Although it hasn't been a significant problem, I wonder if there is a more user-friendly way to handle this problem. Review collected by and hosted on G2.com.

Teresa L.
TL
Teresa L.
Head of Finance and Operation
Small-Business (50 or fewer emp.)
"Makes Equity Management Much easiler"
4.5/5
What do you like best about Carta Fund ERP?

Carta is easy to adopt and user-friendly. I appreciate the simplicity of the vesting schedule and the exercise simulator that allows me to make the right decision on exercise timing. Review collected by and hosted on G2.com.

What do you dislike about Carta Fund ERP?

1. It supports only US regulation. For startup setup in Cayman, Carta cannot issue shares.

2. The shareholders' emails are shown in the captable by default and cannot be removed. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Super easy cap table management"
5/5
What do you like best about Carta Fund ERP?

Managing share and options issues relationships with stakeholders Review collected by and hosted on G2.com.

What do you dislike about Carta Fund ERP?

That not all of the full legal documentation is contained here (e.g. stock purchase agreements) Review collected by and hosted on G2.com.

Amber A.
AA
Amber A.
CEO
Small-Business (50 or fewer emp.)
"Time and Money saved - what is better in a product"
5/5
What do you like best about Carta Fund ERP?

The ease of use from setting up my SAFE to understanding the waterfall for my business. I love Carta email followups with the investors letting me be the good guy. Review collected by and hosted on G2.com.

What do you dislike about Carta Fund ERP?

Occasionally hard to find resources as their helpful articles are not always on their software site. Review collected by and hosted on G2.com.

Wilkenson F.
WF
Wilkenson F.
President and Founder
Small-Business (50 or fewer emp.)
"With Carta, it’s easy to follow their Simple Agreement for Future Equity (SAFE)."
5/5
What do you like best about Carta Fund ERP?

Simple user flows and help tools to navigate for your equity needs Review collected by and hosted on G2.com.

What do you dislike about Carta Fund ERP?

ACH transaction not made available for investors but wire transfers Review collected by and hosted on G2.com.

Verified User in Financial Services
EF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Carta takes care of all of you Cap Table management needs"
4.5/5
What do you like best about Carta Fund ERP?

Easy to navigate user interface...................................... Review collected by and hosted on G2.com.

What do you dislike about Carta Fund ERP?

Not much, it works well for us..................................... 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.)
"Better for people who don't need much help onboarding"
0/5
What do you like best about Carta Fund ERP?

Sales process was smooth. The fact that you get an onboarding person is helpful in theory. I don't know what else I would like about it, since we haven't been able to get past onboarding! Review collected by and hosted on G2.com.

What do you dislike about Carta Fund ERP?

The required templates are inscrutable and the onboarding help is inadaquate to get through their template. Review collected by and hosted on G2.com.

Parrish N.
PN
Parrish N.
CEO and Managing Attorney
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Excellent corporate organization, less anxiety, expert equity and cap table management."
5/5
What do you like best about Carta Fund ERP?

As a Registered Patent Attorney, I like having my clients' corporations all on one platform, and there are never any questions about accuracy or mismanagement. Everything is taken care of, and this allows my clients to grow, scale, and fund their businesses at a much faster and efficient pace. Review collected by and hosted on G2.com.

What do you dislike about Carta Fund ERP?

I'm not too fond of the number of required documents and information that I am required to provide to set up a new business/corporate account, but in the end, it is worth having that required information. Review collected by and hosted on G2.com.