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Carta manages equity for 40,000+ customers, helping companies manage their cap tables, valuations, portfolio investments, and equity plans.
Portfolio management software for venture capital, private equity firms, family offices & startups.
It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.
Carta is awful, bottom line. We cancelled our account on November 6th, 2022 but they went ahead and charged us nearly $5k on December 18th.
Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.
The interface and experience are terrible. It is clunky and not intuitive.
Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.
I believe that Affirm no longer works with Carta as a result. Every employee’s sell order was accidentally canceled on the day of the equity release.
I also really like the interactive vesting schedule/option exercise calculator. They are both quite helpful in visualizing stock benefits.
Sometime difficult to understand the workflow required to accomplish a task. There are multiple ways to do the same thing, which can leave the user feeling a bit lost at times.
The support team is amazing and the product team takes the time to understand client needs and how they can improve the product.
Sometimes numbers disappear that have been put in manually but appear when I've refreshed the page, or there is a bit of a lag when logging on, switching between pages.
The most important feature in my opinion is the KPIs table, it's what I use most of the time on Rundit, I like it.
Low level of dashboard customization, lack of possibility to co-manage portfolio companies profiles.
It is okey, way better than Excel and seems to have great potential.
It's hard to incentivise portfolio companies to use it.
Gives better reliability of the numbers of the portfolio companies.
It is still hard to get companies to use this platform.
Sho L.: My name is Sho, I am corporate counsel and I give my Carta rating a four out of five and for more reviews like this, please see below. So currently, I use Carta to help administer equity awards on behalf of the company for our employees. What I like best about Carta, it's definitely a very streamlined process for when I want to administer equity awards for the company's employees. So this includes stock options, R issues and shares of stock. I will also say that they're really good at assisting you if you have any issues. So they have a list of articles for when you need to troubleshoot and those are helpful for the most part but when they're not as helpful, you can always reach out to Carta, their Help Support Center and somebody will either get ahold of you via email or you can talk to them live. And all the representatives that I've worked with have been very helpful if I have any issues or problems that I need to take care of in the Carta platform. What I like least about Carta, it's a very specific issue, is that when we request a repricing of some of the stock options, they actually end up getting canceled and showing up as canceled instead of just amending. And so whenever that happens, we often get a lot of questions from employees saying and wondering, "Oh, why is my stock options canceled?" And so I think that's just a functionality with Carta that I don't know if they're able to change.
Carta
Rundit
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