Carta Reviews & Product Details

It is simple to configure, use and export reports from. Overall, it has been a tremendous and seamless experience working with Carta and using their software for over two years.

Sometimes, a few queries don't get resolved from the Help menu, and it takes time to get the correct response from the support team. Further, given that our team is in India and Carta's team is only on the west coast, it sometimes becomes challenging to find common time slots.

It is helping us in record keeping of all ESOP grants and communicating with all ESOP holders. Without Carta, this would have to be managed through spreadsheets, which may lead to errors.

I love the one-stop-shop for equity on Carta. I can see all my options inclusive of contracts, vesting information, and purchase simulators.

Minor UX items on the exercise simulator. Honestly, they are just finesse items.

Easy place to manage options that you have.

I appreciate the simplicity of the vesting schedule and the exercise simulator that allows me to make the right decision on exercise timing. I also appreciate the milestone emails with confetti. It makes me even more excited to be part of my company and contribute to its long-term growth.

I wish more manager reporting were available for my team, whereby I understand if anyone was granted equity. For example, I would get a notification if he/she/they didn't accept the grant, or I could see my team's equity distribution. I can only see and manage information for myself.

Carta supports transparency on my personal equity vesting schedule and its value.

My favorite is getting emails from Carta that my stocks have vested. They always make my day! Before my company used Carta, I didn't think much about equity as part of my total compensation. Carta is great for visual learners.

I haven't fully explored the projections of what stock could be worth, so I can't really speak to that part. I would also like to know what access to Carta may look like when you leave your company, when decisions about stockpurchases need to be made.

Carta helps me understand how much of my stock has vested and my overall possible stock over a set timeline.

Consolidation on the platform. Ease of use and sensitivity analysis capabilities.

The onboarding was not as intuitive as I was expecting. The help from the Carta team made all the difference

I now don't have to manage our cap table via excel.

Carta is the best equity management platform I've used through an employer. The design is simple and intuitive, which is much appreciated when dealing with complex topics like equity. There's a high-touch feel to the digital experience on both the web front and app (I loved the confetti when I accepted a grant offer). Finding explanations/further resources to understand better what I was consenting to through each step was extremely helpful. I also love how easy it is to see your information on demand.

I don't have a lot of critical feedback at this point, but I think one potentially great feature they might consider is gathering a baseline for new users via a questionnaire. For those new to equity, Carta could first direct them to several intro videos/reading material to set them up for success. Those who indicate they're more experienced might get to bypass some of those things, etc.

Carta is solving easy equity management. There's so much gatekeeping around finances in general, so having a very user friendly platform to manage, learn and engage with equity is empowering.

Cap table management and issuing options is very easy. The reporting makes audit, tax and other types of requests very easy to pull, review and send a breeze.

When dealing with complex issues (complex exercises, stock compensation expense, pourovers, etc.), there can be a bit of a learning curve, and sometimes support isn't always the most helpful. It may take a few iterations to get it correct, or it may take some manual manipulation of reports to make sure things are right.

Cap table management and issuing options took a lot of time. With Carta, it makes it very easy and efficient.

It has brilliant tools to automate the process for granting, exercising options and generating share certificates. The reporting functionality is great and the support team are very helpful.

There are minimal issues but it would be great to find even more ways to automate the process!

Saving time along the equity journey for granting and exercising options, and ensuring the quality of data is accurate for audit purposes.

Online issuances, online management, everything in one place

Recent price increase, lack of customer support on the telephone (that said, via email they are very helpful)

Management of employee share options plan and online issuance of documents

It works well for tracking my options and their vested status

Other than the number of shares and their status, it doesn't give you a huge amount of additional information

It tells me about my share options

Easy to navigate user interface......................................

Not much, it works well for us.....................................

We have a complex cap table with over 70 investors and have mutliple financing rounds with convertible notes and warrants. Carta helps us stay on top of all this.

The support team and account mgmt team respond very quickly, resolving any issues within hours or, tops, a few days. They always make you feel like your questions/issues are important, which generates a strong sense of trust. I trust that Capdesk will look after our needs.

The site doesn't have all the bells and whistles that some of the bigger providers would, however this means the product is more focussed and thus navigation is tighter, less clunky. This is great, but it means that occasionally there in missing functionality which you'd prefer to have.

Improving the reporting suite to deliver a single report with all pertinent award details, rather than one for each equity class. This will speed up analysis for us. Equally, the new front end makes the user experience far better.

Automated process for new joiners and leavers regarding options and excercises. Solid help from the team for solving issues as they arise. Great onboarding with no errors found on the info that we submitted at Go Live.

Lack of a central reporting menu and lack of "super" admin control to be able to undo errors (Although back end support staff at Capdesk are great to help with this)

Fast growing headcount, meaning need to automate as much of the equity side of onboarding new employees. Clear and instant CapTable reporting that is accurate. Yearend Share Based Payment reporting.

Speed, reliability, everything in one place, gives me reassurance that nothing is being missed. Continually adding new products and features to improve the experience

That I can't just have it live for options....but they are working on this so I'm very happy about that! There are a few other minor things that I would prefer in a slightly different way, but overall they don't materially diminish the experience

We have a huge captable. This can be both a challenge from a management perspective, but also a problem from a corporate perspective as new investors or acquirers worry about the size. This is overcome with capdesk.

I like how clear Carta makes it for employees to understand the value of their equity grants

I can't think of anything! Carta has made the process so easy for me

Carta is helping me to dive deep into learning about equity grants and how their value changes over time. Carta is helping our company make the process as easy and enjoy as possible for employees.

Carta is the only tool out there that has helped me manage company stock options and understand my taxes upon exercise. I don't think there is anything else out there on the market that makes this really complex process easier.

The one thing I find lacking is reporting capabilities. I have not found a way to pull a report on past transactions. I have never had to use their support so I am not sure what is available.

Equity Management as an employee.

It's easy to issue grants and do 409a evals

Some of the functionality can be confusing, some investors find it confusing

Helpful to have 3d party holding corporate securities

Takes all the headache out of managing a cap table and makes 409A valuations less costly.

It is expensive and needs a competitor to keep pricing in check.

It saves a lot of time for my finance department.

The online interfacing and the mobile functionality. I am able to perform tasks through my phone which is very convenient.

I need better customizable reporting features. there are lots of pre-filled reports but it is difficult to navigate through them and decide which one I need.

Ability to quickly visualize what is happening to the cap table. Able to solve for things like notifying pending option holders of actions they need to take. Analyzing questions as a administration that I get from plan participants.

get's rid of need for complicated spreadsheets.

I am pretty happy with the tool and customer support, no complaints

Saves a lot of time, and allows investors to access most updated cap table themselves which helps stop incoming questions.