What is Carta used for?

Carta is renowned for making equity and cap table management a seamless affair, serving as the go-to platform for companies aiming to manage their equity more efficiently and transparently.

Use cases

Equity and cap table management

Carta excels in simplifying the management of equity and cap tables, ensuring accuracy and transparency for both employers and employees.

Investor relations and scenario analysis

The platform facilitates robust investor relations and scenario analysis, enabling simulations of financing outcomes to assess their impact on equity.

Integration and usability

With its user-friendly interface and integration capabilities, Carta streamlines equity management, making complex processes more navigable.

Carta main features

• Cap table management simplified
  Offers precise tracking of stock and equity grants.
• 409A valuations for compliance
  Provides valuation services to ensure tax compliance.
• SAFE financing tools
  Supports efficient management of SAFE financings.
• Comprehensive financial reporting
  Enables clear and compliant financial reporting.
• Equity plan advisory services
  Offers expert guidance on equity plan management.
• Liquidity solutions for stakeholders
  Facilitates liquidity events for company stakeholders.
• Total compensation analysis
  Delivers insights into overall employee compensation.

What do people think of Carta?

We aggregated reviews from various sources to compile feedback that accurately reflects Carta’s user experience and satisfaction levels.

View on G2 (4.5 stars) View on Capterra (4.3 stars)

Carta highlights

• Integration with HRIS Systems
  This integration is crucial as it potentially simplifies how HR departments manage equity compensation, a critical part of total rewards in tech and other sectors.
• User-friendly interface
  Users find it straightforward to navigate, which lowers the barrier for employees and management to access and understand their equity information. This ease of use extends from viewing vesting schedules to managing complex equity transactions, making it accessible for users with varying levels of financial expertise.
• Equity management tools
  These tools are designed to centralize and streamline the process of equity management, making it easier for companies to maintain accurate and up-to-date records. The clear display of grants and vesting schedules further enhances the tool's utility.

Carta concerns

• Pricing
  There are instances where long-term customers have experienced substantial rate hikes, which seems disproportionate to the scale of their user or feature expansion. This can be a particular pain point for smaller companies or startups with tight budgets who may find these increases challenging to absorb.
• Customer service
  While some users report positive interactions and prompt support, others indicate that the transition to automated systems and chat functions has decreased the quality of support received. Difficulties in dealing with more complex issues or getting personalized assistance are commonly cited issues, which could be frustrating for users needing immediate and specific help.
• Functionality
  While Carta is strong in basic and intermediate equity management functions, it seems to struggle with more complex scenarios like detailed financial simulations and specific reporting needs. Users have reported errors and inadequacies in simulation tools and expressed a desire for greater transparency and access to underlying data and assumptions in reporting outputs.