I like that we have everything in one place, with easy access to documents and useful dashboards. Another highlight for me is the support from the Carta team. And, most importantly for us, we really value all the work they do on the accounting side, preparing the fund financials and coordinating the work with the auditors. Pricing is a bit steep for a Latam fund because the local options (accountants and administrators). Intergrations are good but we do not use them very mucho because of how we work Performance is great, everything is ready when we need and the system is always up AI could be better, a chat UX would be nice

I really appreciate having a dedicated person on the Carta team that I can reach out to whenever I have a question or concern, and they’re always available to help clarify things.

It’s easy to track my shares across multiple companies and follow how they change over time.