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Carta

Carta is an all-in-one equity management platform that streamlines stock option administration, compliance, and tax. It provides a secure and scalable solution for companies to manage their cap table, automate equity tasks, and ensure accurate accounting. The software caters to private companies, VCs, and investors, simplifying the complexities of equity ownership and related financial reporting.

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Reviews and Ratings of Carta

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G2 Rating

4.4 (194 Reviews)

SaasGuro Rating

Overall 4.3 (262 Reviews)
Value for Money
Ease of Use
Support

Capterra Rating

4.2 (58 Reviews)

What verified reviews from expects say about
Carta

Insights from field experts about Carta from first hand

C. Lee

I've had a fantastic experience using Carta - their user-friendly interface and seamless integration with my existing financial tools have saved me so much time. The automated dividend tracking and real-time portfolio valuations are incredibly accurate, giving me peace of mind. Highly reco...

M. King

I've been impressed with Carta's ease of use and intuitive interface, which allowed me to quickly navigate their comprehensive equity management system. Their features for cap table management, 409A calculations, and investor reporting have streamlined our company's operations, saving us t...

A. Taylor

I've had the pleasure of using Carta's equity management software and I'm thoroughly impressed. The user interface is clean and intuitive, making it a breeze to track and manage my company's cap table. Carta's automation features have saved me countless hours, streamlining processes and re...

J. Knight

I was extremely disappointed with Carta's equity management software. The user interface is clunky and outdated, making it a chore to navigate and find what I need. The reporting features are limited and do not provide the level of detail that our company requires. We experienced multiple ...

S. Stewart

I was underwhelmed by Carta's complexity and steep learning curve despite its supposed user-friendliness. Its features felt cluttered and often didn't deliver on promises of streamlining company management, leaving me frustrated with its overall performance.

D. Collins

I've had the pleasure of using Carta's software for equity management and I must say it's been a game-changer. The user interface is intuitive and easy to navigate, making it simple for me to track and manage my company's cap table. The software also provides real-time updates and alerts, ...

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Frequently asked questions about Carta

Find answers to the most relevant queries to be able to make decisions right away.

What is Carta?

Carta is a leading equity management platform that helps companies manage their cap table, equity grants, and ownership structure.

How does Carta help with equity administration?

Carta streamlines the process of issuing and managing equity, including options, restricted stock units (RSUs), and other types of equity awards.

Can I use Carta for both private and public companies?

Yes, Carta supports both private and public companies, with features tailored to the specific needs of each type of organization.

Is Carta compliant with relevant regulations?

Carta is designed to ensure compliance with relevant laws and regulations, including SOX, GDPR, and other industry-specific requirements.

How does Carta integrate with other tools and systems?

Carta integrates with a wide range of third-party tools and systems, including HRIS, accounting, and payroll platforms.

What kind of support does Carta offer to its customers?

Carta provides dedicated customer support, including online resources, email support, and phone support for users with more complex needs.

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