Who Uses This Software?

Carta serves; accelerators, small and large venture capital funds, and limited partners.


Average Ratings

13 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Version
    Yes
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Carta
  • carta.com/investor_products
  • Founded 2012
  • United States

About Carta for Investors

Carta is building the global ownership management platform, and in the process, mapping the ownership network for companies, investors, and employees. Founded in 2012, Carta started by helping private companies manage their cap tables. Since then Carta has expanded into valuations, investor services, and public markets. We now support 8,000+ companies, 500,000+ unique stakeholders, & have valued over $200B in private assets.


Carta for Investors Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks
  • Accounts Payable
  • Accounts Receivable
  • Activity Tracking
  • Asset Management
  • Bank Reconciliation
  • Budgeting & Forecasting
  • Compliance Management
  • Donor Management
  • General Ledger
  • Partnership Accounting
  • Purchasing & Receiving

Carta for Investors Reviews Recently Reviewed!


Once top shop for cap table management

Jul 12, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Very easy to use

Option grants to employees are all done through the software

There are reports for all our needs, from stock based comp calculations, min disclosure for financial statement audits, etc...

Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time.

Cons: Reports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's

Capterra loader

Eshares to Carta

Aug 29, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ease with which data can be entered

Cons: Reports for Audit purposes can be painful

Overall: We started with Carta when it was Eshares. Prior to using this software we were tracking everything in an excel spreadsheet which was a complete cluster. Now we can easily pull reports for information on the shareholders. The only difficulty I have encountered is the lack of a report that my auditors will accept without manipulation from myself. Still way better than manual tracking.

Stock Options Made Easy

Nov 14, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Carta helps us track all of our company's stock options in one place, providing simple reports and instant changes to our cap table.

Cons: Changes to Stakeholders now require more steps than they did in the previous format, it is a bit more time consuming when making a lot of changes.

For a Start-up, this is a great tool to manage your equity

Nov 13, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Carta is fairly easy to navigate, as the administrator I can answer questions employees may have as far as vesting and their options.

Cons: Some of the reports are not easily identifiable, you have to select the options you want when running the report.

Overall: Overall, Carta Equity Management allows us to track and record equity along with sharing the information with the employees. It also provides us the reports to book the quarterly stock based compensation.

Step by step and very informative

Jul 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like how for every piece of information, Carta has detailed explanations for it. It's great for new people who are not familiar with how option grants work.

Interface is clean, and I like the different animations when you sign or purchase grants.

Also like the monthly email about the vesting progress.

Cons: Don't really have any problems with the software. I am just a user of the tool with very limited permissions. There is not much I can do on the site.

User friendly

Nov 19, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I was able to buy stocks through my company with just a couple of e-signatures.

Cons: It was lacking in some features. The time it took to get my stocks was a couple of days but that may have been on my HR side.

Very Easy Management of Company Shares

Jan 13, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love being able to go in and see how many shares I have, how many have vested, and when the next shares will vest. It has a portfolio section as well that shows how many shares will vest and on what day those shares vest. Overall, it is a very simple program for the user and (from what I have heard) very easy to set everything up on as a company.

Cons: I hope that one day Carta will get into other markets to allow you to invest in other private companies. I feel like they have a great platform and would be good at adding a feature like this.

Overall: I have loved that I can see all of my equity in the company and when the stock vests.

Capterra loader

Great for users

Nov 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easily see all investments with my current company. Easy to read and understand. I get an email each month with updated vested shares.

Cons: None that I can think of at this time. Will see when I am fully vested.

Great solution for sharing equity numbers with employees

Aug 10, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: I really like the email updates when options vest. It keeps the employees engaged and interested in seeing their vested equity grow.

Cons: It was a bit of work for our finance manager to get setup but all is well now and no issues to report from the employees.

Onboarding Nightmare

Nov 13, 2018
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: Software is very pretty. Our rep is available consistently for phone calls to discuss onboarding.

Cons: If you have any non-standard options, Carta is probably not for you. We have been onboarding for months now, and our account rep has done almost nothing. We gave him the information we had, but he doesn't seem to grasp the spreadsheets so we've basically had to do the uploading ourselves. Now that we are almost ready for go-live, I still can't find information in the system that I am looking for. Additionally, the software doesn't make up agreements (for example, if you loaded up a template). You just upload your agreements into the system after they are made on another platform. So basically it's a hosted skin for shares reporting? Not sure, and not happy.

Overall: Our company has been managing equity via Excel spreadsheets and have grown to the point that we need something better. Once we have Carta up, we are hoping to spend far less time updating spreadsheets. Should just be enter the information once and all the reports update.

The beautifully simple way to manage equity

Dec 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: As a user, it made managing, accepting, and understanding equity stakes easy-and the UI was very intuitive.

Cons: Some features were still under construction. While they looked exciting, it was frustrating to think I could use them, then not have access.

Capterra loader

A clean and efficient way to manage stocks

Nov 21, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: By far, the user interface is excellent and allows for a great deal of visualizations that help you manage and understand stocks. It's built using React and is a stellar example of component-based design at its best. It's clean and clear.

Cons: It is a bit unintuitive and complicated for the uninitiated, which is a common thing whenever you're dealing with stocks and finance, but the user interface is clean and there is plenty of support

Overall: We use this for managing equity

Really simple setup

Sep 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Carta was the easiest setup I've ever had for any financial app or solution.

Cons: Setup was fairly painless so I don't have any true negatives.

Overall: Great UI and application!