About Carta Equity Management

Trusted by more than 14,000 companies, Carta is a cloud-based equity management solution that is designed to help private and public companies, law firms and investors with streamlining equity management and improving back-office operations. With one centralized platform, Carta is able to provide companies and stakeholders with the tools to manage cap tables, investments, and equity plans. Key features include cap table management, 409A valuations, board management, electronic securities, scenario modeling, fund administration, portfolio dashboards and ASC 820s.

Carta allows users to view equity information such as number of stakeholders, cap tables, and latest transactions from one centralized dashboard. Carta's cap tables will automatically update in real-t...


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Supported Operating System(s):

Web browser (OS agnostic)

38 Reviews of Carta Equity Management

Average User Ratings

Overall

4.50 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(24)

24

4 stars

(10)

10

3 stars

(3)

3

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 38 results

December 2019

Mallory from Lucid Software

Verified Reviewer

Company Size: 501-1,000 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

December 2019

Super easy to keep track of my stock options

Overall it is simple and easy to use and makes it easy for a company with a large number of employees to keep track of which people have which vested stock options.

Pros

Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.

Cons

No complaints but I probably haven't used this software at a deep enough level to truly find anything difficult or something to dislike about this software.

July 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

July 2018

Once top shop for cap table management

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

January 2021

Sho from A Place for Mom, Inc.

Company Size: 501-1,000 employees

Industry: Information Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Functionality

3.0

January 2021

Love-Hate Relationship with Carta

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.

October 2020

Adam from porch.com

Company Size: 501-1,000 employees

Industry: Internet

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

October 2020

I like Carta

Understanding my options and RSU holding, their vesting schedules

Pros

Carta is easy to understand, find information, and understand where you are in the vesting process.

Cons

I think the vesting informaiton needs to be presented in not only column format but graphically represented also

August 2018

Zeah from BridgeHealth Medical, Inc.

Verified Reviewer

Company Size: 11-50 employees

Industry: Hospital & Health Care

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

August 2018

Eshares to Carta

We started with Carta when it was Eshares. Prior to using this software we were tracking everything in an excel spreadsheet which was a complete cluster. Now we can easily pull reports for information on the shareholders. The only difficulty I have encountered is the lack of a report that my auditors will accept without manipulation from myself. Still way better than manual tracking.

Pros

The ease with which data can be entered

Cons

Reports for Audit purposes can be painful