Carta Reviews in February 2025: User Ratings, Pros & Cons

chaos and intelligence…

the chaos is a sign of intelligence they say hence I have carta all around me

Great intuitive and comprehensive tool for both the experienced and first time tech entrepreneur!

What do you like best? It was so intuitive that we were able to get it stood and operational in less than a day. In addition, it is the good standard for accessing and using company 'data rooms' in all due diligence efforts within the investor community. What do you dislike? Hard to say. The tool is still emerging an and will likely improve. Recommendations to others considering the product: This is the second startup as CEO where I've used Carta. Great product! What ...

Limited product, terrible customer service, pricing and billing

What do you like best? Free 409a for portfolio companies, simplifies equity tracking when many stakeholders What do you dislike? Massive pricing increasing, pricing mistakes versus agreed pricing, major technical issues (unable to support EUR denominated share prices), lack of clarity on roadmap (operational metric reporting), complete lack of accountability by customer success and support team, poor onboarding. Recommendations to others considering the product: Look at ...

Carta: Make your equity management easy!

Good experience as a stock management software for the company

What do you like best? Classification of all the data, ability to generate various views per needs of reporting and integrated site for employees What do you dislike? Have not tested the integration with payment system. Unclear on how Carta arrives at 409A valuation Recommendations to others considering the product: Good stock management software that provides an unified interface to everything relating to stock and awards in the company. What problems are you solving with ...

User Friendly

What do you like best? Carta has been extremely simple to setup and use. Implementation Specialist walked me through the cap table and input form to ensure the information prepared would be easily uploaded onto their system without issue. I enjoy the fact that someone was available via phone or email and quickly responded to my questions as I was completing the data input sheet. What do you dislike? I wasn't too keen that additional features cost more money where I thought it would ...

Essential for scaling shareholder management

What do you like best? Incredibly simple platform to manage option grants and board approvals. What do you dislike? We use Carta as our online board book. The investor update and minute documentation is still nascent but getting better all the time. Would love to see them partner with a minute transcription service. What problems are you solving with the product? What benefits have you realized? Simple cap table management and centralized documentation for board management. ...

Huge Carta fan

What do you like best? This is easily one of the best SaaS products that I have ever purchased. Not only does it do exactly what you need it to do but it has a tremendous ability to report and provide details and insights on our cap table. It is consistently one of the most reliable tools that I have. The level of detail and ability to customize plans and reports are unparalleled. This was something that I had to manage through spreadsheets in previous roles which was a nightmare. I ...

Favorite software we use

What do you like best? Intuitive interface. Ability to roll back cap table in time. Always an accurate source of truth that our legal team can help manage. Can handle several special capitalization scenarios we've encountered. We use Carta for 409A valuations as well. What do you dislike? Seems like they have a number of features that you have to purchase above and beyond a base subscription (e.g., liquidation modeling) What problems are you solving with the product? What ...

Carta review

What do you like best? Super easy to keep track of employee stock option grants, vesting, exercise, etc. Annual 409A valuation report included in the annual fee. One central database for all your investor and investment information. What do you dislike? As a Canadian based company, as of this writing, we cannot make use of the full financing functionality of issuing securities and collecting funds via the Carta platform. Data room folder updates and file manipulation is ...