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Carta manages equity at more than ten thousand companies, helping companies like Slack, Tilray, and August Capital manage their cap tables, valuations, portfolio investments, and equity plans.

Product Details

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.

Contact Details

Carta

https://carta.com/

Founded in 2012

Located in United States

Starting Price

  • $2100.00/year
  • Pricing is based on stakeholder count, complexity, and plan.

Free Demo

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Carta Equity Management Features

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning
Access Controls/Permissions
Approval Process Control
Calendar Management
Collaboration
Document Management
Electronic Signature
Member Directory
Minutes Management
Non-profit
Polls / Voting
CRM
Cap Table Management
Deal Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Carta Equity Management Reviews

Overall
4.5/5
Ease of Use
4.5/5
Customer Service
4.5/5

Showing Most Helpful

Showing 24 of 24 reviews

Showing Most Helpful

Showing 24 of 24 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Rob P.
CFO
Financial Services, 501-1000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
June 21, 2019

“Huge timesaver, great value and has improved continuously over time”

ProsIt solved a hugely expensive problem very easily (I used to have to manage our cap table in excel, print out paperwork and issue my own stock certificates. However, every time I look at software options, I was stuck going back to the same system. Using lawyers is truly insane cost-wise, so we manged it in-house. I talked to users of all competitive products and every single one noted errors in those products that led to board-level action and highly expensive fixes. This is NOT something you want to mess around with. Carta, however, was FAR superior to all other options in ease-of-use, accuracy of data, security, rapidity of product development, and ability to scale along with our company. They could make any adjustments needed without the needs for costly external counsel or board interaction.
ConsWhen we first started using it (nearly 5 years ago), we found a few bugs in accounting reporting on edge cases (we had a couple outlier cases unusual for a company of our size at the time ). The Carta team quickly made adjustments to their software to resolve the problems however (and have continued to respond quickly to feedback).
Reviewer Source 
Source: Capterra
June 21, 2019
Verified Reviewer
Internet, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Reviewer Source 
Source: Capterra
July 12, 2018

“Once top shop for cap table management”

ProsVery 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.
ConsReports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's
Reviewer Source 
Source: Capterra
July 12, 2018
Avatar Image
Zeah S.
Controller
Hospital & Health Care, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
3/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
August 29, 2018

“Eshares to Carta”

OverallWe 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.
ProsThe ease with which data can be entered
ConsReports for Audit purposes can be painful
Reviewer Source 
Source: Capterra
August 29, 2018
Verified Reviewer
Consumer Goods, 201-500 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
November 14, 2018

“Stock Options Made Easy”

ProsCarta helps us track all of our company's stock options in one place, providing simple reports and instant changes to our cap table.
ConsChanges 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.
Reviewer Source 
Source: Capterra
November 14, 2018
Enrique F.
Accounting Manager
Consumer Electronics, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
November 13, 2018

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

OverallOverall, 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.
ProsCarta is fairly easy to navigate, as the administrator I can answer questions employees may have as far as vesting and their options.
ConsSome of the reports are not easily identifiable, you have to select the options you want when running the report.
Reviewer Source 
Source: Capterra
November 13, 2018
Verified Reviewer
Computer Software, 51-200 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
July 29, 2019

“Simple way to manage equity in a startup.”

ProsIt's easy to see when I can exercise shares, and it's easy to see my current holdings.
ConsIt's such a bare website. I would like some more features, maybe educationally-focused links and ways to track the value of the shares, if there is any information.
Reviewer Source 
Source: Capterra
July 29, 2019
Jeff L.
Software Engineer
Financial Services, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 17, 2018

“Step by step and very informative”

ProsI 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.
ConsDon'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.
Reviewer Source 
Source: Capterra
July 17, 2018
Theodore B.
Financial Analyst
Real Estate, 11-50 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
3/5
Features
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
February 26, 2019

“Good Cap Table Management Software”

ProsCarta is a very cool cap table management software with various functionality answering the majority of the needs of a startup for this kind of software. The UX is very nice and easy to use.
ConsOne of the downside of Carta is its CS. As long as everything is working it's perfect but when you need their CS you will have to wait a long time before your problem is resolved
Reviewer Source 
Source: Capterra
February 26, 2019
Molly R.
SDR
Leisure, Travel & Tourism, 201-500 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
November 19, 2018

“User friendly ”

ProsI was able to buy stocks through my company with just a couple of e-signatures.
ConsIt 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.
Reviewer Source 
Source: Capterra
November 19, 2018
Tanner W.
Account Development Rep
Computer Software, 201-500 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
2/5
Features
2/5
Likelihood to Recommend
5/10
Reviewer Source 
Source: Capterra
April 25, 2019

“Not sure how I should be using except once a year...”

OverallVery nice UI. Seems intuitive.
ProsThe UI is very slick. Easy to navigate. I'm sure when Carta is relevant to me, it will be easy to use.
ConsDon't really know how I'm supposed to interact with it. Not sure if that's my company's fault or Carta's customer success team... All I know is one day I'll have RSU's in there and it will become more relevant.
Reviewer Source 
Source: Capterra
April 25, 2019
John C.
Business Development
Marketing and Advertising, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
April 22, 2019

“Carta Review”

OverallI enjoy using Carta, and hope I can continue to use it and continue to grow equity.
ProsI love having everything in one place, and easy to use, purchase and organize all of my grants and vested stock.
ConsI wish that I could use some sort of market value prediction tool, as well as have deductions from my paycheck taken out to be used for stock.
Reviewer Source 
Source: Capterra
April 22, 2019
Verified Reviewer
Computer Software, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
January 13, 2019

“Very Easy Management of Company Shares”

OverallI have loved that I can see all of my equity in the company and when the stock vests.
ProsI 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.
ConsI 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.
Reviewer Source 
Source: Capterra
January 13, 2019
Verified Reviewer
Telecommunications, 51-200 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
July 16, 2019

“Stocks in One Place!”

OverallOverall, no major issues with Carta. Makes the stock options piece of my job easier to manage and communicate.
ProsI really like using Carta to manage our stock options for employees. I find it simple to use both for administrators as well as employees who are creating accounts and reviewing options.
ConsSometimes I find the reports are tedious to complete because there are many options to select. Sometimes it does take some time to make multiple changes.
Reviewer Source 
Source: Capterra
July 16, 2019
Avatar Image
Aaron D.
QA Analyst
Leisure, Travel & Tourism, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
November 20, 2018

“Great for users”

ProsEasily see all investments with my current company. Easy to read and understand. I get an email each month with updated vested shares.
ConsNone that I can think of at this time. Will see when I am fully vested.
Reviewer Source 
Source: Capterra
November 20, 2018
Avatar Image
Jon D.
Senior Recruiter
Computer Software, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
July 18, 2019

“Great Equity Management”

OverallWe use Carta to manage our company equity and stock options.
ProsEasy and efficient way to check on equity status. I also like the language / articles that Carta provides about stocks and stock options.
ConsThe platform is straightforward and easy to use I have no complaints
Reviewer Source 
Source: Capterra
July 18, 2019
Verified Reviewer
Insurance, 201-500 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
April 29, 2019

“We use this to distribute/organize stocks”

ProsOur company gives employees stock options and we use Carta to organize/distribute/view your stock options. It is pretty helpful and easy to use. You can check out each stock option separately so you know exactly when you received each amount and when it vests and such
ConsI don't have anything I don't like about it, I guess I just wish I knew what else the website can do, I only really know about accepting/viewing my stock options.
Reviewer Source 
Source: Capterra
April 29, 2019
Jeremy K.
Operations Manager
Internet, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Features
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
August 10, 2018

“Great solution for sharing equity numbers with employees”

ProsI really like the email updates when options vest. It keeps the employees engaged and interested in seeing their vested equity grow.
ConsIt 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.
Reviewer Source 
Source: Capterra
August 10, 2018
Verified Reviewer
Computer & Network Security, 1001-5000 employees
Used the software for: Less than 6 months
Overall Rating
3/5
Ease of Use
2/5
Customer Service
3/5
Features
3/5
Value for Money
2/5
Likelihood to Recommend
3/10
Reviewer Source 
Source: Capterra
November 13, 2018

“Onboarding Nightmare”

OverallOur 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.
ProsSoftware is very pretty. Our rep is available consistently for phone calls to discuss onboarding.
ConsIf 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.
Reviewer Source 
Source: Capterra
November 13, 2018
Verified Reviewer
Computer Software, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
December 8, 2018

“The beautifully simple way to manage equity”

ProsAs a user, it made managing, accepting, and understanding equity stakes easy-and the UI was very intuitive.
ConsSome features were still under construction. While they looked exciting, it was frustrating to think I could use them, then not have access.
Reviewer Source 
Source: Capterra
December 8, 2018
Verified Reviewer
Internet, 501-1000 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 29, 2019

“Carta Review”

ProsVery easy to set up and to use I can track my stock options very easily and see when I can exercise.
ConsNo cons that I can think of, it's pretty basic but works very well.
Reviewer Source 
Source: Capterra
August 29, 2019
Avatar Image
Michael L.
Head of Customer Service Ops
Financial Services, 51-200 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
3/5
Value for Money
1/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
July 18, 2019

“Carta keeps me in the loop”

ProsI love their communications skills aka the emails they send out when I've vested shares.
ConsI have no qualms or issues with Carta at this time.
Reviewer Source 
Source: Capterra
July 18, 2019
Avatar Image
Taddes K.
Software Engineer
Computer Software, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
4/5
Features
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
November 21, 2018

“A clean and efficient way to manage stocks”

OverallWe use this for managing equity
ProsBy 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.
ConsIt 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
Reviewer Source 
Source: Capterra
November 21, 2018
Verified Reviewer
Computer Software, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
April 11, 2019

“Wow, finally an easy way to see your equity”

ProsIt's so easy to use and see how my shares I have, what they're worth, and it feels really secure. Spoiler alert, but whenever you accept your shares, you get this cool little congratulations screen that makes you go "YAAY!" even though you already knew you were getting them. Stuff like that makes my day a little better.
ConsNothing yet! It is really straightforward.
Reviewer Source 
Source: Capterra
April 11, 2019
Verified Reviewer
Computer Software, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 25, 2018

“Really simple setup”

OverallGreat UI and application!
ProsCarta was the easiest setup I've ever had for any financial app or solution.
ConsSetup was fairly painless so I don't have any true negatives.
Reviewer Source 
Source: Capterra
September 25, 2018