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

CFO

What do you like best? User interface, ease of use. Secondary functionality. What do you dislike? Reporting could be better. New chat isn’t nearly as good. It seems you’ve reduced your service hours or levels. Recommendations to others considering the product: None What problems are you solving with the product? What benefits have you realized? Cap table management and conducting secondaries.

Carta: Make your equity management easy!

What do you like best? Carta has saved us thousands of dollars and hours of time by streamlining our stock option grant and cap table administration. If you are still using excel spreadsheets you are wasting time and money! What do you dislike? Can't think of anything, but if I must pick something I'd say the reporting is robust but sometimes hard to figure out. What problems are you solving with the product? What benefits have you realized? Stock Option grants, BOD consents, ...

Takes the headache out of cap table management

What do you like best? We've used Carta since the beginning for cap table management and can see a growing number of use cases coming down the pipe for us, as well. In short, the product is thoughtfully designed and handles the complexity of a cap table with ease and makes it all easier to understand. What do you dislike? Only downside so far would be cost - it can be a non-trivial expense in the very early days. Still probably pays itself off with attorney time likely being a ...

Carta gives me visibility into my investors both past, present & future, as well as employee vesting

What do you like best? That I can easily understand my cap table & model scenarios for future fundraising, taking care of all the details like employee vesting schedules & note conversions. It makes it simple to communicate to investors their ownership stakes and simple to share with potential investors what their investment would achieve. Setup (after needing our law firm to do the work) was pretty easy to use. I'd like to find more ways to use it to manage corp dev strategic aspects of ...

Amazing tool that takes out all the pain out of managing your cap table

What do you like best? The easy-to-use and intuitive interface as well as the wide variety of reporting functionality. Also, it seems like Carta really listens to customer feedback and continues to implement new features that really add value. What do you dislike? I really can't think of anything I don't like. What problems are you solving with the product? What benefits have you realized? We do our whole equity management in Carta, i.e. stakeholder management, cap table ...

Carta is a life saver!

What do you like best? I love Carta because it makes the stock option exercise process for employees seamless. It is all done through the Carta portal. No physical cash or documents are required, it is all done electronically. Drafting new employee stock options is a breeze too. You can bulk import new option grants by filling out an import template that you can download from the Carta website. Carta's 3921 reporting feature is also incredible. I used to use another website to ...

Accounting Manager

What do you like best? Carta is a very tech-friendly and intuitive tool to use from both an administrative and end-user perspective, which has significantly helped our team in administering equity compensation. Additionally, the support team whether it's via a chat, email or phone-call has always been quick and efficient. What do you dislike? We haven't utilized the 3921 support due to the high pricing. Recommendations to others considering the product: Easy tool to implement ...

Carta Is A Lifesaver

What do you like best? The user interface is simple and easy, so managing our securities, cap table, etc. has been far less stressful than it otherwise would be. What do you dislike? The platform could use more inline user support -- e.g. tooltips, links to support or informational documentation. I am managing equity and cap table process for the first time, and extra information is helpful to be confident everything is accurate. Recommendations to others considering the product: ...

Best in Class

What do you like best? Customer service is best in class. Responds super fast and always has the right answers. What do you dislike? Implementation took a little longer than expected. What problems are you solving with the product? What benefits have you realized? Equity administration

Great cap table management and more

What do you like best? Management of stock certificates, cap table management and options management. What do you dislike? Some investors had issues accepting stock certificates although that was uncommon What problems are you solving with the product? What benefits have you realized? Centralized cap table data saved me time with spreadsheets. I didn’t have coat or management complications in managing stock certificates which saved me time. Confidence that I had data correct.