Average Ratings

5 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Support
    Online
    Business Hours

Vendor Details

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

About Carta Equity Management

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 Equity Management 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.

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.

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.

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!