--- title: "Carta Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Carta. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Carta is a good fit for you!" source_url: "https://www.softwareadvice.com/investment-management/carta-for-investors-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) / [Carta](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/) / Carta Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/) Reviews [Alternatives](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/alternatives/) # Carta User Reviews ## Reviews summary - Overall rating: 4.2/5 - Total reviews: 66 ### Secondary ratings - Ease of use: 4.0/5 - Customer support: 3.8/5 - Value for money: 3.7/5 - Functionality: 4.2/5 ### Rating distribution - 5 stars: 38 reviews (58%) - 4 stars: 17 reviews (26%) - 3 stars: 4 reviews (6%) - 2 stars: 1 reviews (2%) - 1 star: 6 reviews (9%) ### Most mentioned pros - What I love most about Carta is that it tells a comprehensive story about my growth in equity over time with my company. - The platform felt reliable, professional, and easy to navigate, and it helped simplify information that might otherwise be overwhelming. - Carta has been the only equity administration tool we've used as a startup for nearly 10 years, and our finance team and employees have been extremely satisfied. ### Most mentioned cons - They are the worst at client service, show no interest in providing reporting or answer any questions. - Carta has the most disregard for their clients. - We've had issues with several aspects of Carta:-onboarding - we were not set up with the right vesting schedule and several employees that were terminated in our system are now showing as continuously vesting-customer support - when these issues were brought to Carta (and in our eyes, fairly urgent) ## Carta customer reviews Showing reviews 1-25 of 66 (page 1). ### A great user friendly platform - Overall rating: 5/5 - Reviewer: Aleah H. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 501-1000 employees - Product usage: Used monthly for more than 2 years - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, I had a very positive experience with Carta. The platform felt reliable, professional, and easy to navigate, and it helped simplify information that might otherwise be overwhelming. I found it to be a valuable tool for staying informed and organized, and overall I really enjoyed using it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I liked most about Carta was how intuitive and streamlined the platform felt. It made managing equity information much easier to understand, and I appreciated having everything organized in one place. The interface was clean, user-friendly, and made what can sometimes feel like a complicated process much more approachable. #### Cons If I had to point to one downside, it would be that some features can take a little time to fully understand if you’re new to equity management. While the platform is overall very polished, there are moments where a bit more guidance or explanation within certain sections would make the experience even better. --- ### Essential Tool in Equity Management - Overall rating: 5/5 - Reviewer: Joe O. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: January 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. - Investor equity management - Employee equity option management - Cap table management - 409A valuation #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros - In-depth knowledge database that gets you started quickly - Easy to use interface that allows for efficient navigation - Carta combines equity and salary compensation benchmarks and adjusts for size, location, industry - Well structured reports, funding overviews, cap tables, and ability to create a data room for investors - Free annual 409A valuation report #### Cons - Expensive for startups - Salary compensation tool should be included in base subscription - More comparative details with similar companies (benchmarking functions) #### Reasons for choosing Carta - Ease of use of the platform / knowledge database for employees - Industry leader - Recommended by legal team and investors --- ### Easy Investor Tracking and Reporting - Overall rating: 4/5 - Reviewer: Mohammed R. - Verified reviewer: Yes - Industry: Computer & Network Security - Company size: 11-50 employees - Product usage: Used weekly for less than 12 months - Reviewed: September 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros What I liked most about Carta is how it simplifies and makes it easier for investor management and reporting in one place. #### Cons I also feel the pricing could be more competitive, especially for smaller teams and customer support could be more responsive. --- ### Avoid Carta at all cost - Overall rating: 1/5 - Reviewer: Samuel R. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used monthly for less than 6 months - Reviewed: May 2025 - Review source details: This review was submitted organically. No incentive was offered Horrible experience - incompetent staff with no interest in trying to help #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Nothing to like about this firm. Avoid at all cost. Toxic firm #### Cons Carta has the most disregard for their clients. They are the worst at client service, show no interest in providing reporting or answer any questions. Overall toxic firm that should be avoided at all cost --- ### Carta - all-in-one Equity management for privately held companies - Overall rating: 5/5 - Reviewer: James M. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: January 2023 - Review source details: This review was submitted organically. No incentive was offered 5-star. I have a been a Corporate Securities Attorney for 20+ years (15+ years in house) and Carta is my favorite application for privately held entities. It has saved countless hours in spreadsheets, providing a turnkey solution that is accurate and easy to administer for the Board, Investors, and Employees. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Equity management is turnkey. Ability to share with our Attorneys and Accountants. Ability to quickly pull data and reports for outside Funds and Auditors. Self-serve option portal for Employees. #### Cons Some of the nuances are complex, but the Software works. It takes some training, but the effort is worth the time to keep all your Equities in a single ledger. #### Reasons for choosing Carta Familiarity with Carta as the leading provider. #### Reasons for switching to Carta Size and scale demanded a more robust Equity management solution. --- ### LOVE Carta!! - Overall rating: 5/5 - Reviewer: Tyra O. - Verified reviewer: Yes - Industry: Computer Software - Company size: 201-500 employees - Product usage: Used monthly for more than 2 years - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I love most about Carta is that it tells a comprehensive story about my growth in equity over time with my company. It's such a complex topic, but Carts breaks it down in a way that is so easy to understand. Their reporting, data management, and customer support are all outstanding. #### Cons Truly, I have yet to have a bad experience with Carta, and I don't expect I'll have one. I've been using them for 5.5 years, and they have cared for me with the same accuracy and security throughout. That dependability has earned them my trust. --- ### Carta review - Overall rating: 5/5 - Reviewer: Luke T. - Verified reviewer: Yes - Industry: Oil & Energy - Company size: 51-200 employees - Product usage: Used monthly for less than 12 months - Reviewed: January 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Very positive, I would recommend this to other users looking for something similar to help out their organisation #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Very useful tool for any kind of meeting management, the learning curve is present but not too demanding #### Cons Essentially, it is a very useful platform but the learning curve takes some getting used to, but help through the platform improves this --- ### Super easy to keep track of my stock options - Overall rating: 5/5 - Reviewer: Mallory R. - Verified reviewer: Yes - Industry: Computer Software - Company size: 501-1000 employees - Product usage: Used other for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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. --- ### Eshares to Carta - Overall rating: 5/5 - Reviewer: Zeah S. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 11-50 employees - Product usage: Used other for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The ease with which data can be entered #### Cons Reports for Audit purposes can be painful --- ### Easy way to manage stock options - Overall rating: 5/5 - Reviewer: Alan C. - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used other for less than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall I have had a positive experience with Carta and am glad it exists to easily manage stock options. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Their documentation and blog are very helpful in understanding all the terms and nuance of stock options. #### Cons There is nothing that I don't like - the software does a solid job servicing our need for managing stock options. --- ### Really thorough tool, but sometimes get lost in the weeds - Overall rating: 4/5 - Reviewer: Sarah K. - Verified reviewer: Yes - Industry: Computer Software - Company size: 201-500 employees - Product usage: Used monthly for more than 2 years - Reviewed: July 2025 - Review source details: This review was submitted organically. No incentive was offered Carta has been the only equity administration tool we've used as a startup for nearly 10 years, and our finance team and employees have been extremely satisfied. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros The employee experience in Carta is really straightforward (and offers educational resources we love), and the reporting functionality for administrators is very thorough. #### Cons Equity administration can be very confusing, and I sometimes find myself getting lost in the admin portal. Additionally, the Rippling integration is helpful but not quite as flushed out as I think it could be. --- ### Huge timesaver, great value and has improved continuously over time - Overall rating: 5/5 - Reviewer: Rob P. - Verified reviewer: Yes - Industry: Financial Services - Company size: 501-1000 employees - Product usage: Used weekly for more than 2 years - Reviewed: June 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It solved a hugely expensive problem very easily (I used to have to manage our cap table in excel, print out paperwork and issue my own stock certificates. However, every time I look at software options, I was stuck going back to the same system. Using lawyers is truly insane cost-wise, so we manged it in-house. I talked to users of all competitive products and every single one noted errors in those products that led to board-level action and highly expensive fixes. This is NOT something you want to mess around with. Carta, however, was FAR superior to all other options in ease-of-use, accuracy of data, security, rapidity of product development, and ability to scale along with our company. They could make any adjustments needed without the needs for costly external counsel or board interaction. #### Cons When we first started using it (nearly 5 years ago), we found a few bugs in accounting reporting on edge cases (we had a couple outlier cases unusual for a company of our size at the time ). The Carta team quickly made adjustments to their software to resolve the problems however (and have continued to respond quickly to feedback). #### Reasons for choosing Carta See above --- ### IPO was a debacle - Overall rating: 1/5 - Reviewer: Luke F. - Verified reviewer: Yes - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: Used other for less than 2 years - Reviewed: May 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 3/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros The pages were easy to navigate and well laid out. #### Cons Carta’s handling of the Affirm IPO was a debacle. I believe that Affirm no longer works with Carta as a result. Every employee’s sell order was accidentally canceled on the day of the equity release. Carta did not have any alerts system, and did not notify affected employees for a month. Some employees were left tens of thousands of dollars worse off than had the error not occurred. I would generally be concerned about the quality of their software. Amusingly, one employee had $50K worth of stocks go missing from their account. Carta’s software engineers had to deploy a bug fix for these stocks to be visible again! --- ### Great Program - Overall rating: 5/5 - Reviewer: Adam G. - Verified reviewer: Yes - Industry: Internet - Company size: 501-1000 employees - Product usage: Used weekly for more than 2 years - Reviewed: June 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I use for equity tracking for grants of RSUs and options #### Ratings breakdown - Ease of use: 3/5 - Functionality: 5/5 #### 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 --- ### Step by step and very informative - Overall rating: 5/5 - Reviewer: Jeff L. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used monthly for more than 2 years - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like how for every piece of information, Carta has detailed explanations for it. It's great for new people who are not familiar with how option grants work. Interface is clean, and I like the different animations when you sign or purchase grants. Also like the monthly email about the vesting progress. #### Cons Don't really have any problems with the software. I am just a user of the tool with very limited permissions. There is not much I can do on the site. --- ### For a Start-up, this is a great tool to manage your equity - Overall rating: 5/5 - Reviewer: Enrique F. - Industry: Consumer Electronics - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, Carta Equity Management allows us to track and record equity along with sharing the information with the employees. It also provides us the reports to book the quarterly stock based compensation. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Carta is fairly easy to navigate, as the administrator I can answer questions employees may have as far as vesting and their options. #### Cons Some of the reports are not easily identifiable, you have to select the options you want when running the report. --- ### Not sure how I should be using except once a year... - Overall rating: 5/5 - Reviewer: Tanner W. - Verified reviewer: Yes - Industry: Computer Software - Company size: 201-500 employees - Product usage: Used other for less than 12 months - Reviewed: April 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Very nice UI. Seems intuitive. #### Ratings breakdown - Ease of use: 2/5 - Functionality: 2/5 #### Pros The UI is very slick. Easy to navigate. I'm sure when Carta is relevant to me, it will be easy to use. #### Cons Don't really know how I'm supposed to interact with it. Not sure if that's my company's fault or Carta's customer success team... All I know is one day I'll have RSU's in there and it will become more relevant. --- ### Clunky, Inefficient, and Expensive - Overall rating: 1/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 2-10 employees - Product usage: Used monthly for free trial - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered Terrible. The product reminds me of the archaic Quickbooks. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros Carta allows you to store all your financial investment documents. #### Cons The interface and experience are terrible. It is clunky and not intuitive. It is very expensive and the customer support is not as attentive as they should be. There is no easy ability to forecast and project. #### Reasons for choosing Carta I did not. I ended up switching from Carta to Pulley. --- ### Carta Review - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Internet - Company size: 501-1000 employees - Product usage: Used other for less than 6 months - Reviewed: August 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Very easy to set up and to use I can track my stock options very easily and see when I can exercise. #### Cons No cons that I can think of, it's pretty basic but works very well. --- ### Great Product! - Overall rating: 5/5 - Reviewer: Tatiana S. - Verified reviewer: Yes - Industry: Media Production - Company size: 11-50 employees - Product usage: Used monthly for more than 2 years - Reviewed: April 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This product is easy to use and we are very happy with it. #### Cons I can't think of anything that can be improved as of now. --- ### Horrible experience so far. - Overall rating: 1/5 - Reviewer: James W. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: July 2022 - Review source details: This review was submitted organically. No incentive was offered They don't seem to be competent and want to charge me $500 to make a copy of a stock certificate I've had for 15 years. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros I have found nothing so far to like about it. #### Cons Their emails seem a lot like the spam I get which does not inspire confidence. --- ### Really simple setup - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used monthly for less than 6 months - Reviewed: September 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great UI and application! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Carta was the easiest setup I've ever had for any financial app or solution. #### Cons Setup was fairly painless so I don't have any true negatives. --- ### indispensabile per la gestione delle cap table - Overall rating: 4/5 - Reviewer: Freweini T. - Verified reviewer: Yes - Industry: Mechanical or Industrial Engineering - Company size: 51-200 employees - Product usage: Used monthly for less than 2 years - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered Carta è lo standard di fatto per le startup che devono gestire quote societarie, option pool e round di finanziamento. È un software potente che fa risparmiare migliaia di euro in spese legali, anche se richiede una curva di apprendimento non indifferente. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros Semplifica radicalmente la gestione delle cap table, la valutazione 409A e l'emissione di equity. Automatizza processi legali complessi, offrendo la massima trasparenza sia per i fondatori sia per i dipendenti e gli investitori. #### Cons Il costo dei piani a pagamento cresce rapidamente con l'aumentare dei dipendenti o degli azionisti. L'interfaccia può risultare macchinosa per i non addetti ai lavori e il supporto clienti è talvolta lento. #### Reasons for switching to Carta Per la gestione automatizzata delle valutazioni 409A, l'emissione legale di opzioni e l'esigenza di uno standard riconosciuto dagli investitori istituzionali. --- ### Great, but it can scale up more - Overall rating: 4/5 - Reviewer: Joon L. - Verified reviewer: Yes - Industry: Online Media - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: March 2025 - Review source details: This review was submitted organically. No incentive was offered Overall experience with Carta is great, but it would be great if Carta becomes more than just tracking stocks/stock options tool #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros As start up COO, Carta has been saving lots of time to grant stocks or stock options. Before using Carta, we always had to go through the attorney and it was hard to track. #### Cons It would be great if Carta has option to sell or exercise stock options directly. Then, it automatically sends the emails to existing shareholders and among them, if there are who are interested, they have options to purchase --- ### Love-Hate Relationship with Carta - Overall rating: 3/5 - Reviewer: Sho L. - Verified reviewer: Yes - Industry: Information Services - Company size: 501-1000 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### 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. ## More reviews [Next reviews](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/reviews/?page=2) --- Carta Reviews, Pros and Cons - 2026 Software Advice