# Carta Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Carta the right Equity Management solution for you? Explore 63 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/220278/Carta/reviews --- Carta 4.2 (63) [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 March 13th, 2026 # Reviews of Carta Ease of use 4.0 Customer Service 3.8 ## Pros and Cons in Reviews 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 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. “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. “Overall toxic firm that should be avoided at all cost“ May 14, 2025 LT Luke T EngineerOil & Energy, 51 - 200 employeesUsed the software for: 6-12 months. “Very useful tool for any kind of meeting management“ January 18, 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 JW James W PresidentEnvironmental Services, 2 - 10 employeesUsed the software for: Less than 6 months. “They don't seem to be competent and want to charge me $500 to make a copy of a stock certificate I've had for 15 years.“ July 10, 2022 ## Showing most helpful reviews Showing 1-25 of 63 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 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 VR Verified Reviewer DevOps Engineer Computer Software Used the software for: 2+ years ### "Simple way to manage equity in a startup." July 30, 2019 4.0 Pros It's easy to see when I can exercise shares, and it's easy to see my current holdings. Cons It'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. 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 VR Verified Reviewer Management Accountant Financial Services Used the software for: 1-2 years ### "Work on the ease of completing deals" December 11, 2022 4.0 Pros It saves time and effort by giving up tiring spreadsheets that consume a lot of time and require a lot of manual operations. When I encounter a problem, Carta support team is usually quick to respond and works with me to solve the problem and is also easy to use, which makes work on developing data with high accuracy Cons I don't really have a complaint about Carta other than that it's hard to back up Review Source MD Margaret D. VP Finance Computer Software Used the software for: 2+ years ### "Great tool for equity management" November 15, 2022 4.0 Great for cap table management. Customer service is also excellent. Pros I like that it is commonly used in tech companies so many investors are already comfortable with it. Cons Some functionality is difficult to locate and the help function references a different version of the software than i have. Reason for choosing Carta Our attorney recommended it. Review Source KC Kevin C. Business Operations Manager Information Technology and Services Used the software for: 1-2 years ### "Great App for Managing Private Equity" December 4, 2019 5.0 Overall, it's been awesome using Carta. It's a great tool to manage private equity. I'd highly recommend this. Pros \- Keeps track of multiple companies in a singular account - Great data visualization tools for exercised vs. vested, etc. - Repository for pertinent documentation Cons \- Mobile application is lacking some features that the web app has (i.e. documentation repo). - 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. Review Source FT Frank T. CFO Retail Used the software for: 6-12 months ### "Great Cap Table Management and Scenario Modeling" April 29, 2020 5.0 Overall, I am very happy with Carta. Pros I love having an up-to-date Cap Table at all times and being able to model exit and funding round scenarios quickly. Integrated stock ledger and 409A valuations are a plus, too. I plan to implement investor and board communication into the platform this year. Cons I wish the scenario modeling provided optionality around convertible notes. But the file outputs allowed me to manipulate the data once in excel very easily. And they were presentation ready. Review Source TB Theodore B. Financial Analyst Real Estate Used the software for: 6-12 months ### "Good Cap Table Management Software" February 26, 2019 4.0 Pros Carta 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. Cons One 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 Review Source TW Tanner W. Account Development Rep Computer Software Used the software for: 6-12 months ### "Not sure how I should be using except once a year..." April 25, 2019 5.0 Very nice UI. Seems intuitive. Pros The UI is very slick. Easy to navigate. I'm sure when Carta is relevant to me, it will be easy to use. Cons Don'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. Review Source VR Verified Reviewer CEO Hospital & Health Care Used the software for: I used a free trial ### "Clunky, Inefficient, and Expensive" April 22, 2021 1.0 Terrible. The product reminds me of the archaic Quickbooks. Pros Carta allows you to store all your financial investment documents. Cons The interface and experience are terrible. It is clunky and not intuitive. It is very expensive and the customer support is not as attentive as they should be. There is no easy ability to forecast and project. Reason for choosing Carta I did not. I ended up switching from Carta to Pulley. Review Source VR Verified Reviewer Technical Recruiter Internet Used the software for: Less than 6 months ### "Carta Review" August 29, 2019 5.0 Pros Very easy to set up and to use I can track my stock options very easily and see when I can exercise. Cons No cons that I can think of, it's pretty basic but works very well. Review Source TS Tatiana S. Controller Media Production Used the software for: 2+ years ### "Great Product!" April 29, 2020 5.0 Pros This product is easy to use and we are very happy with it. Cons I can't think of anything that can be improved as of now. Review Source JW James W. President Environmental Services Used the software for: Less than 6 months ### "Horrible experience so far." July 10, 2022 1.0 They don't seem to be competent and want to charge me $500 to make a copy of a stock certificate I've had for 15 years. Pros I have found nothing so far to like about it. Cons Their emails seem a lot like the spam I get which does not inspire confidence. Review Source VR Verified Reviewer Business Development Computer Software Used the software for: Less than 6 months ### "Really simple setup" September 25, 2018 5.0 Great UI and application! 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. 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 SK Sarah K. People Ops Manager Computer Software Used the software for: 2+ years ### "Really thorough tool, but sometimes get lost in the weeds" July 10, 2025 4.0 Carta has been the only equity administration tool we've used as a startup for nearly 10 years, and our finance team and employees have been extremely satisfied. Pros The employee experience in Carta is really straightforward (and offers educational resources we love), and the reporting functionality for administrators is very thorough. Cons Equity administration can be very confusing, and I sometimes find myself getting lost in the admin portal. Additionally, the Rippling integration is helpful but not quite as flushed out as I think it could be. Review Source LT Luke T. Engineer Oil & Energy Used the software for: 6-12 months ### "Carta review" January 18, 2026 5.0 Very positive, I would recommend this to other users looking for something similar to help out their organisation Pros Very useful tool for any kind of meeting management, the learning curve is present but not too demanding Cons Essentially, it is a very useful platform but the learning curve takes some getting used to, but help through the platform improves this 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 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.