About Carta

Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture capitalists to review evolving Internal Rate of Returns (IRR) on a centralized dashboard.

Carta allows supervisors to view important information based on raised cash or last preferred valuation and request access to investors' capitalization table. It lets businesses store paper certificates in a secured vault, eliminating the risk of theft or loss. Additionally, investors can utilize mobile applications on Android and iOS devices to track investment ownership and assets’ performance in real-time.

C...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

45 Reviews of Carta

Average User Ratings

Overall

4.38 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.5

Ratings Snapshot

5 stars

(28)

28

4 stars

(11)

11

3 stars

(3)

3

2 stars

(1)

1

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 45 results

December 2019

User Profile Picture

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.

August 2018

User Profile Picture

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

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.

June 2021

Adam from PORCH.COM

Company Size: 501-1,000 employees

Industry: Internet

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Functionality

5.0

June 2021

Great Program

I use for equity tracking for grants of RSUs and options

Pros

Love this to track options, RSUs and shares. Support is also helpful and does its best to answer questions.

Cons

The commissions on sales are a bit over the norm for a retail brokerage-type program. Especially bad if you have small lot sizes

November 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Functionality

4.0

November 2018

Stock Options Made Easy

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.