--- title: "Carta Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Carta the right Equity Management solution for you? Explore 66 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/220278/Carta/reviews/" page_type: "reviews" language: "en" --- Carta 4.2 (66) [View alternatives](https://www.capterra.com/p/220278/Carta/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 29th, 2026 # Reviews of Carta Ease of use 4.0 Customer Service 3.8 ## Pros and Cons in Reviews Aleah H OSSFood & Beverages, 501 - 1,000 employeesUsed the software for: More than 2 years. “The interface was clean, user-friendly, and made what can sometimes feel like a complicated process much more approachable.“ July 7, 2026 SK Sarah K People Ops ManagerComputer Software, 201 - 500 employeesUsed the software for: More than 2 years. “Equity administration can be very confusing, and I sometimes find myself getting lost in the admin portal.“ July 10, 2025 Tyra O People Operations Specialist IIComputer Software, 201 - 500 employeesUsed the software for: More than 2 years. “Their reporting, data management, and customer support are all outstanding.“ May 20, 2026 SR Samuel R Head of Business DevelopmentFinancial Services, 2 - 10 employeesUsed the software for: Less than 6 months. “Overall toxic firm that should be avoided at all cost“ May 14, 2025 Tyra O People Operations Specialist IIComputer Software, 201 - 500 employeesUsed the software for: More than 2 years. “It's such a complex topic, but Carts breaks it down in a way that is so easy to understand.“ May 20, 2026 SR Samuel R Head of Business DevelopmentFinancial Services, 2 - 10 employeesUsed the software for: Less than 6 months. “Horrible experience - incompetent staff with no interest in trying to help“ May 14, 2025 JL Joon L COOOnline Media, 51 - 200 employeesUsed the software for: More than 2 years. “As start up COO, Carta has been saving lots of time to grant stocks or stock options.“ March 10, 2025 Ed Emily d HR DirectorHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: Less than 6 months. “it was extremely slow to get a response.“ December 20, 2022 ## Showing most helpful reviews Showing 1-25 of 66 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Aaron D. QA Analyst Leisure, Travel & Tourism Used the software for: 2+ years ### "Great for users" November 20, 2018 5.0 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. Review Source VR Verified Reviewer Editor Media Production Used the software for: 2+ years ### "Simple But Gets the Job Done" April 14, 2022 4.0 Pros If you're looking for a simple piece of software to track employees' options and their vesting schedules, Carta gets the job done. Employees will be notified as options vest over time, and can even simulate exercising their vested options. Cons The average person does not understand what options are, or how vesting schedules or exercising options works. Carta could improve this experience for users by perhaps incorporating basic explanations of terminology into the software (ie: with info buttons next to certain terms). This would certainly give users an increased understanding of and sense of control over their financial assets. Review Source SL Sho L. Corporate Counsel Information Services Used the software for: 6-12 months ### "Love-Hate Relationship with Carta" January 10, 2021 3.0 I have nothing else to compare Carta to, so I don't even know how to respond. On a positive note, I suppose I can list 'Carta' as a skill on my resume, though I don't know whether I would want to deal with Carta ever again if I seek different employment. Pros When I have issues with this software (which is often), Carta's support team is usually very responsive and will work with me on the issue. The software itself works fine, I guess, as it rarely has technical problems. The offered tutorial does help, and I appreciate the Carta team for putting the tutorial together. Cons Not very intuitive to use! A major part is requiring a good foundation in securities and stock options knowledge, which I clearly do not have. One HUGE gripe I have with Carta is that there is no quick way to bulk update a set of option grants, but rather I have to go into EACH option grant, upload the document I need to upload, add a note of what I am updating, wait for 5 seconds for the update to occur, and repeat with the rest of the 1000+ option grants. I have been uploading/updating these option grants for a few days now while trying to do my other work, and I am still updating as I write this review on a Saturday evening. I don't know whether to keep on updating while cursing at the Carta screen, or just call it quits for the day. Also, the update generates an email notification for the option holders, and of course a good amount of them send me questions afterwards despite our team having already prepared a mass message for our Chief Sales Officer to send out that explains these notifications. I'm at the point where I'm inclined to curse out the next sales employee that asks me what these Carta notifications are for. Review Source VR Verified Reviewer Recruiting Manager Computer Software Used the software for: 2+ years ### "Great tool, however one flaw" June 3, 2024 5.0 Pros I love how we can get updates based on several other clients' comp data. This allows us to remain competitive. Cons I would love to see historical data. Ie: With existing employees who are brought in at an IC\_ or MGR\_ level, a couple of years ago, it would be helpful to see where they were brought in within the band (XX%ile) back when the market was showing that historical data. Review Source VR Verified Reviewer Senior Staff Accountant Internet Used the software for: 2+ years ### "Once top shop for cap table management" July 12, 2018 5.0 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 Review Source VR Verified Reviewer Director, People Operations Consumer Goods Used the software for: 2+ years ### "Stock Options Made Easy" November 14, 2018 4.0 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. Review Source Jon D. Senior Recruiter Computer Software Used the software for: 1-2 years ### "Great Equity Management" July 18, 2019 5.0 We use Carta to manage our company equity and stock options. Pros Easy and efficient way to check on equity status. I also like the language / articles that Carta provides about stocks and stock options. Cons The platform is straightforward and easy to use I have no complaints Review Source JC John C. Business Development Marketing and Advertising Used the software for: 2+ years ### "Carta Review" April 22, 2019 5.0 I enjoy using Carta, and hope I can continue to use it and continue to grow equity. Pros I love having everything in one place, and easy to use, purchase and organize all of my grants and vested stock. Cons I 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. Review Source Michael L. Head of Customer Service Ops Financial Services Used the software for: 6-12 months ### "Carta keeps me in the loop" July 18, 2019 4.0 Pros I love their communications skills aka the emails they send out when I've vested shares. Cons I have no qualms or issues with Carta at this time. Review Source Taddes K. Software Engineer Computer Software Used the software for: Less than 6 months ### "A clean and efficient way to manage stocks" November 21, 2018 5.0 We use this for managing equity 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 Review Source Freweini T. Segreteria Mechanical or Industrial Engineering Used the software for: 1-2 years ### "indispensabile per la gestione delle cap table" August 27, 2026 4.0 Carta è lo standard di fatto per le startup che devono gestire quote societarie, option pool e round di finanziamento. È un software potente che fa risparmiare migliaia di euro in spese legali, anche se richiede una curva di apprendimento non indifferente. Pros Semplifica radicalmente la gestione delle cap table, la valutazione 409A e l'emissione di equity. Automatizza processi legali complessi, offrendo la massima trasparenza sia per i fondatori sia per i dipendenti e gli investitori. Cons Il costo dei piani a pagamento cresce rapidamente con l'aumentare dei dipendenti o degli azionisti. L'interfaccia può risultare macchinosa per i non addetti ai lavori e il supporto clienti è talvolta lento. Switched from [Easy Captable](https://www.capterra.com/p/10033400/Easy-Captable/)[Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) Per la gestione automatizzata delle valutazioni 409A, l'emissione legale di opzioni e l'esigenza di uno standard riconosciuto dagli investitori istituzionali. Review Source JL Joon L. COO Online Media Used the software for: 2+ years ### "Great, but it can scale up more" March 10, 2025 4.0 Overall experience with Carta is great, but it would be great if Carta becomes more than just tracking stocks/stock options tool Pros As start up COO, Carta has been saving lots of time to grant stocks or stock options. Before using Carta, we always had to go through the attorney and it was hard to track. Cons It would be great if Carta has option to sell or exercise stock options directly. Then, it automatically sends the emails to existing shareholders and among them, if there are who are interested, they have options to purchase Review Source VR Verified Reviewer CEO Computer Software Used the software for: 2+ years ### "Carta does everything to avoid providing service and still charges a premium" October 13, 2022 1.0 Most of the time I don't know they're there, because I don't need them. When I do need them, it is a consistently horrible experience. Pros I don't find the software to be very intuitive or helpful. It does appear that the people behind it know the business domain, but beyond that I can't say much for it. Cons Their customer service is impossible to reach, and when you reach them very unhelpful. They clearly don't value their customer relationships. They check in periodically to see if they can upsell me to add-on products that aren't useful to our business. Review Source CD Carolyn D. CEO Fund-Raising Used the software for: 1-2 years ### "Avoid at all cost" December 23, 2022 1.0 Terrible. Pros I do not like anything about this software. Cons 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. I have reached out to the "success manager" assigned to our account to refund our money since we cancelled and she just doesn't respond to my emails. I have called the support line but they just redirect us to our "success manager." They are an unethical nightmare. Avoid at all cost. Review Source ED Emily D. HR Director Health, Wellness and Fitness Used the software for: Less than 6 months ### "Best in class?" December 20, 2022 3.0 For how large and popular Carta software is, I expect a higher level of support and functionality. Pros Carta is very convenient if you want your employees (and ex employees) to be able to track their vesting over time. Cons We've had issues with several aspects of Carta:-onboarding - we were not set up with the right vesting schedule and several employees that were terminated in our system are now showing as continuously vesting-customer support - when these issues were brought to Carta (and in our eyes, fairly urgent) it was extremely slow to get a response. Our issue took several weeks to resolve - even though employees had access to the system and could see incorrect shares.-functionality - I would love the ability to input more information on our equity program for employees, but the system is not as customizable as we'd like. Review Source BB Ben B. Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Easy way to monitor employee stock options" November 8, 2019 5.0 Overall, Carta has been a useful tool for managing and visualizing my employee stock benefits. Pros I'm not a finance expert, nor a lawyer. That's why I like Carta so much for managing my employee stock benefits. It keeps all the records and information in a single place that I can access easily, along with helpful guides and tutorials for what everything means. I also really like the interactive vesting schedule/option exercise calculator. They are both quite helpful in visualizing stock benefits. Cons I don't really have a complaint about Carta other than I wish it integrated with other employee benefits platforms, like Justworks. Obviously Carta is much more specialized than Justworks, and there are probably legal/security reasons it is separate, but it would be cool to have everything in one place. Review Source VR Verified Reviewer Account Executive Information Technology and Services Used the software for: Less than 6 months ### "All in one platform" October 18, 2020 4.0 Overally, it's been a few months but good experience nonetheless. Pros Never knew such platforms existed until we started using one. It's a nice, easy to use platform, allowing us information about everything ESOP's and the related terms for us within the organization. Cons It would have been great had there been more information on how to actually navigate through the platform. Review Source VR Verified Reviewer Marketing Manager, Communications & Content Computer Software Used the software for: 6-12 months ### "The beautifully simple way to manage equity" December 9, 2018 5.0 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. Review Source JS John S. Operations Manager E-Learning Used the software for: 6-12 months ### "Carta Cap Table Management for Startups" May 25, 2021 5.0 We have been happy with Carta and will likely continue to use them for our cap table management and valuations. Pros Carta made the implementation easy and the ongoing maintenance has been a breeze. I really like that not only does Carta manage my cap table but that 409A valuations are included in my plan so when we're ready to kick that off I just have to press a button. Cons I have found it a bit difficult to add new users, debt issuances etc. and my customer service rep has generally pushed me toward recordings of user Q&A sessions rather than answer my questions. Review Source Sonya I. Scientist Biotechnology Used the software for: Less than 6 months ### "Very simple interface for viewing, managing, and monitoring my stock options" December 20, 2019 5.0 We started using it this year to manage stock option paperwork and vesting schedules. Pros No hassle, very easy to use. It has a clean layout and makes it easy to view all your paperwork. It sends me an email each time more stock options vest. Cons I haven't hand any issues with it so far. My only complaint is that it's a very specific tool for what amounts to legal document management and those documents could be shared and managed another way. But it works well and has a clear goal, so it's fine. Review Source JK Jeremy K. Operations Manager Internet Used the software for: 1-2 years ### "Great solution for sharing equity numbers with employees" August 11, 2018 5.0 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. Review Source MS Manali S. Sr. Accounting Specialist Computer Software Used the software for: 1-2 years ### "Best to Keep track" July 16, 2021 5.0 Pros The app for user is great and super transparent and easy to understand Cons Reporting wise its confusing sometimes which report to get to get the desired data Review Source Aleah H. OSS Food & Beverages Used the software for: 2+ years ### "A great user friendly platform" July 7, 2026 5.0 Overall, I had a very positive experience with Carta. The platform felt reliable, professional, and easy to navigate, and it helped simplify information that might otherwise be overwhelming. I found it to be a valuable tool for staying informed and organized, and overall I really enjoyed using it. Pros What I liked most about Carta was how intuitive and streamlined the platform felt. It made managing equity information much easier to understand, and I appreciated having everything organized in one place. The interface was clean, user-friendly, and made what can sometimes feel like a complicated process much more approachable. Cons If I had to point to one downside, it would be that some features can take a little time to fully understand if you’re new to equity management. While the platform is overall very polished, there are moments where a bit more guidance or explanation within certain sections would make the experience even better. Review Source Tyra O. People Operations Specialist II Computer Software Used the software for: 2+ years ### "LOVE Carta!!" May 20, 2026 5.0 Pros What I love most about Carta is that it tells a comprehensive story about my growth in equity over time with my company. It's such a complex topic, but Carts breaks it down in a way that is so easy to understand. Their reporting, data management, and customer support are all outstanding. Cons Truly, I have yet to have a bad experience with Carta, and I don't expect I'll have one. I've been using them for 5.5 years, and they have cared for me with the same accuracy and security throughout. That dependability has earned them my trust. Review Source MR Mohammed R. Technical Engineer Computer & Network Security Used the software for: 6-12 months ### "Easy Investor Tracking and Reporting" September 22, 2026 4.0 Pros What I liked most about Carta is how it simplifies and makes it easier for investor management and reporting in one place. Cons I also feel the pricing could be more competitive, especially for smaller teams and customer support could be more responsive. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.