Carta Reviews & Product Details

I like to have the information at my fingertips, whether via reports or drilling down in individual sections.

It takes some knowledge you might not have on the top of your head in order to set it up, but after that it's gravy.

Carta primarily helps me track rounds and investors and also value options.

The ability to review one's equity grants, the price and vesting schedule. The information is set out straight forward and you can look at each grant and its vesting easily.

There really isn't anything I don't like. The additional features added have resolved my dislikes.

The learn the basics of equity is awesome, as it allowed me to direct employees to a creditable site to gain information and thereby freeing up my time.

Ease of use and managing valuation of ESOPs is just at the click of a button

Nothing, in particular, I found the software easy and effective

ESOP vesting and subscription

The ease of use from setting up my SAFE to understanding the waterfall for my business. I love Carta email followups with the investors letting me be the good guy.

Occasionally hard to find resources as their helpful articles are not always on their software site.

Carta allows my company stock options and investors to be on one site and, I can see additional investments I make in other companies on the site as well. Saves me money and time the one thing a founder never has enough of.

my relationship manager is always quick at responding and resolves all my problems.

At the beggining had to play with the UX/UI to figure out where to find what.

Time management and taking pain away if document updating when it comes to captables and thing like American compliance with taxes and issuance of securities. LOVE!

Carta is awesome!!! As an employee at a startup, Carta allows me to easily view and exercise my stock options and even transfer funds to pay for my shares when I exercise right through their platform! The UX is super simple and easy to use. They also have a great resource and help center, and their chat support is awesome if you get stuck. I LOVE getting my monthly vesting notifications with the confetti celebration from them. I just recently exercised some stock options and did the entire thing from my phone - money transfer and all! Super simple and easy!!! Another amazing new feature I saw that was just announced was that can now file your 83b elections electronically through Carta --- This is game-changing!!! Super excited about this! From an investor's perspective, I honestly cringe when I make an investment in a company and they are not set up on Carta. Carta makes it so simple and easy to accept my shares on their platform as an investor and I love having everything in one place where I can easily manage it all. They make the entire process extremely easy on investors and the companies issuing the shares. As a founder, I love the free Carta launch plan! It is free for companies that have raised $1M or less and makes it easy to impress potential investors by modeling out your potential funding rounds, etc. It also makes it super easy to issue SAFEs and they have a pre-money SAFE template you can use. Their new compensation benchmarking tools are amazing as well to help out as well! LOVE, LOVE, LOVE!!!

I honestly can't think of much I dislike about Carta. They work with so many startup companies - perhaps they could provide more resources for founders on suggestions for how to save more money for bootstrapping founders -- recommendations for other products and services that help out founders.

Carta makes managing equity easy for founders and their employees. It also makes it some much easier for employees to understand the benefits of receiving equity from the companies they work for. With Carta, it is easy to issue new shares or stock options, and Carta automatically updates the company's cap table every time new shares are issued. Carta also has different tools for founders like SAFEs, Carta total comp for compensation that is really helpful in helping you come up with a compensation strategy for a team. As an investor, Carta makes it so simple to manage my different investments. I wish every company I invested in used Carta -- It should be a requirement!!! :)

Easy navigation around the website gives an enjoyable and quick learning exeprience

The support ticket channel is a long process in order tor receive a response

Simplifying my understanding on how I can achieve my investment goals

Capdesk is a super simple way to manage our cap table. As a first time founder, questions about cap tables can be mind bending, but Capdesk has made it super simple to understand, model and report our shareholder relationships.

There is so much functionality, that I don't truly believe we using Capdesk to its full capability.

Reporting cap tables is a huge pain. Capdesk enables us to report effectively and actually model out our future rounds to estimate what we should be giving away. It has saved us ALOT of time.

Carta does a great job of solving a complex need while making everything feel simple - the UI and reports are intuitive and powerful with the right info easy to find.

As someone without a background in equity, I'm likely not using it to its potential.

Carta is our SEC Transfer agent and our source of truth of ownership - they make that so easy it is easy to forget how powerful what they do is.

Since I moved into my new role, I have really seen the upside of the reporting that Capdesk offers. It is a great way to check the details of employee options on a grant basis, an employee basis and as a high level summary.

Sometimes you have to extract data from different resources and combine them together to find what you are looking for. Everybody has unique uses for data but it would be great if the experience could be customised.

It is allowing us to give an improved employee experience as employees can quickly gain insight into the details of their options. Additionally, the leaver/exercise process has now been automised, saving our People Ops team a lot of manual work.

The most helpful thing about Capdesk for me is the ability to jump in at any time and see exactly who owns what, when options vest etc. We also use the email feature each month to send investor updates. And the new dashboard which has been redesigned is a great source of information during fundraising (I often screenshot the charts - maybe a download PNG button would be nice at some point - and maybe Capdesk branded?)

Nothing really, at the very beginning it was a bit of a headache setting things up as we had already been through 2 fundraises so things needed imported and setup correctly. But once you're setup and going its great.

We wanted to find a way to keep our investors and employees in the loop with ultimate transparency. And we also did NOT want to rely on a Google Sheet like we had done in the past! I can now be confident that our investors and employees can log in at any time and see the most up-to-date information about their shareholding.

Not having to manage a cap table in a spreadsheet; turnkey cap table management with an awesome support team.

I dislike not having a nice modern interface to manage our cap table - which is what Carta fixes.

Huge time and legal cost saver, confusion reduction.

The customer service team is easy to access and remarkably helpful. The actual system is pretty easy to use.

Sometimes the prompts are confusing, let alone the ramifications of the choices.

Helps guide the documents needed to keep things official and in order; keeps track of the cap table.

1)Carta comp allows us to ensure we are paying team members fairly 2)Carta tax services allow team members to understand their equity 3)The account and tech teams are extremely helpful

Nothing to note. The program is overall great.

1) Explaining equity 2) Fair compensation 3) Tax consequences of equity 4) Cap table management

Simple user flows and help tools to navigate for your equity needs

ACH transaction not made available for investors but wire transfers

Shows transparency in your need for Capitol, especially when presenting your company to others