I currently use Carta for share and options management, and having these two areas consolidated in one place is really helpful. It’s also relatively easy to bulk upload changes, such as a new options award across multiple employees. The support team is very responsive and will help work through any problems until they’re fully resolved. I also think their pricing is quote competitive, compared to others in the market.

Very easy to use. The supporting documentation is great and makes financial decisions and planning much easier to understand.

Transparent and elegantly simple design allows me to track where/how all of my options are doing in a single quick dashboard.