Carta

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307 reviews
  • 3 profiles
  • 11 categories
Average star rating
4.3
#1 in 1 categories
Grid® leader
Serving customers since
2007
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Carta Reviews

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Profile Name
Star Rating
217
62
9
2
17
Verified User
U
Software Engineer 2
Small-Business (50 or fewer emp.)
Originally submitted 11/7/2026
4/5

Carta effectively consolidates all equity holdings, making it easier for startups to manage grants and ownership records. The user interface is intuitive, and single sign-on integration with HRMIS enhances accessibility.

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BT R.
BR
BT R.
SR DevOps EngineerMid-Market (51-1000 emp.)
11/06/2026
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
Translated Using AI

Simplified Equity Management with Carta Equity Suite

What I like best about Carta Equity Suite is its ability to bring the entire equity management process into one centralized platform. Here are the five standout features: Centralized cap table management: Makes it easy to track ownership, shares, stock options, and equity grants without relying on complicated spreadsheets. Automation: Streamlines equity issuance, vesting schedules, stakeholder updates, and reporting, reducing manual administrative work. Compliance and valuations: Provides access to 409A valuations, financial reporting, and compliance tools. Scalability: Supports companies throughout their growth journey, from early-stage fundraising to IPO preparation. Better visibility: Gives founders, finance teams, employees, and investors a clearer picture of equity ownership.
Verified User
U
Program Manager
Mid-Market (51-1000 emp.)
4.5/5

The app features an intuitive user interface that simplifies navigation, making it easy to manage ESOPs effectively. Users appreciate its functionality, although there are occasional concerns about insufficient notifications regarding changes.

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HQ Location:
San Francisco, California

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What is Carta?

The new standard in fund administration. From transactions to distributions, Carta's unified suite of tools and services helps you run your fund with complete control. Experience the only fully connected platform that unifies portfolio management, fund administration, and LP comms.

Details

Year Founded
2007
Website
www.carta.com