Carta makes it really easy to track my equity and quickly see what’s actually vested, without having to dig through old emails or PDF agreements. The dashboard lays everything out clearly—my options, exercise price, and vesting schedule—so I always know where I stand and what’s available to me. My only small gripe is that estimating hypothetical tax impacts when thinking about an exercise can still feel a bit confusing. Still, for day-to-day equity tracking, it’s been reliable, straightforward, and basically painless to use.

I like that Carta Equity Suite shows me in one pane how many options I have, how many have vested, and what they’re worth today. I also like the historical log of all my grants, and that my options, their strike prices, and the current FMV are all consolidated in one place so I don’t have to check multiple places.

Nice to see all of my holdings as well as getting my private equity investments in one place