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Carta

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296 reviews
  • 3 profiles
  • 11 categories
Average star rating
4.3
Serving customers since
2007
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213
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17

Carta Reviews

Review Filters
Profile Name
Star Rating
213
56
9
2
17
Verified User in Venture Capital & Private Equity
UV
Verified User in Venture Capital & Private Equity
07/08/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

A Huge Time-Saver for Quarterly Reporting and Fund Performance Analysis

The ability to pull quarterly data directly into our briefings instead of entering it manually has been the biggest win. It's saved us real time. Analyzing investments and pulling performance data across funds using simple, natural language has also been huge. We're still finding new applications for it
Verified User in Venture Capital & Private Equity
AV
Verified User in Venture Capital & Private Equity
07/06/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Promising One-Stop Shop for Fund Admin, Accounting, Tax, and LP Reporting

the idea that it could be a one-stop shop for fund admin, accounting, tax, LP comms, etc (think the reality isn't quite there yet though - or at least not as easy / streamlined as it could be)
Verified User in Venture Capital & Private Equity
AV
Verified User in Venture Capital & Private Equity
07/01/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Fast Support, Continuous Updates, and Everything We Need in One Back Office

Very quick responses to any questions - extremely easy to work with. Software functions as desired with continuous updates and upgrades. Everything we need for back office in one place.

About

Contact

HQ Location:
San Francisco, California

Social

@cartainc

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