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Carta description
Carta is an all-in-one equity management platform designed for private companies, particularly startups and venture capital funds. It helps you manage employee stock options, fundraising, valuations, and investor relations. Carta aims to streamline equity-related tasks, increase transparency for your stakeholders, and provide data-driven insights to help your company grow. They offer tools for everything from issuing digital share certificates to managing your cap table as your company scales. Carta is widely recognized in the industry, supporting thousands of companies and trillions of dollars in assets.
Who is Carta best for
Carta offers comprehensive equity management for private companies. Users praise its user-friendly interface and comprehensive features, from cap table management to option exercises. However, some users have noted high subscription costs and occasional slow customer support. Carta is ideal for startups and VCs seeking a robust, industry-recognized platform.
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Ideal for small to enterprise-level private companies, particularly startups and VCs.
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Best for high-growth companies focused on equity management, fundraising, and investor relations.
Carta features
| Supported Carta supports deal tracking through its Deal Closings feature. |
| Supported Carta supports cap table management, enabling companies to manage their capitalization tables effectively. |
| Supported Carta supports the ability to track shareholder information and ownership through its cap table management and equity management features. |
| Supported Carta supports the ability to issue equity, including shares and stock options. |
| Supported Carta supports the management of employee stock ownership plans (ESOPs) through its equity management features. |
| Supported Carta generates 409A valuation reports. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Carta reviews
We've summarised 192 Carta reviews (Carta G2 reviews) and summarised the main points below.
- User-friendly interface for both administrators and employees, making equity management straightforward.
- Comprehensive equity management, handling everything from cap table management to option exercises.
- Highly regarded in the industry, providing a sense of trust and credibility for companies and investors.
- Regular updates and new feature additions based on user feedback.
- High subscription costs, with some users experiencing increases up to 250% after the first year.
- Some find the pricing opaque and unclear, especially regarding additional features.
- Customer support, while generally helpful, can be slow and unresponsive, especially for complex issues.
- Limited functionality for managing non-US regulations and international transactions.
Carta pricing
The commentary is based on 17 reviews from Carta G2 reviews.
Carta offers robust equity management, but reviews frequently cite its high cost, especially for startups. While users value the software's comprehensive features and streamlined processes, pricing increases and perceived lack of transparency are common concerns.
Users sentiment
See the Carta pricing page.
Carta alternatives
CapboardGrows much faster. Better for startups and growing businesses wanting better value.Read more
EquityListBetter for startups focused on India, Singapore, and the US. More user-friendly with highly-rated customer support. Offers transparent and flexible pricing. Carta alternative; EquityList competitor.Read more
AumniBetter for venture capital firms needing portfolio management and investment analysis. A strong Carta competitor for investor relations and reporting automation.Read more
NMI MRMBetter for payment processors seeking to manage merchant relationships. Focuses on merchant onboarding, automated underwriting, and CRM tools. Higher G2 rating.Read more
Fidelity Private SharesBetter customer support and easier to use. Specifically designed for startups, streamlining fundraising and legal tasks. Growing faster than Carta. A strong Carta competitor and alternative.Read more
WOWS ESOPBetter for managing ESOPs, with features for tracking ownership, vesting schedules, and buybacks. Higher rated by users. Positive pricing sentiment. Serves a wider range of industries like Healthcare, Education, and Media.Read more
Carta FAQ
What is Carta and what does Carta do?
Carta is an equity management platform for private companies and venture capital funds. It streamlines cap table management, valuations, fundraising, and investor relations. Carta offers digital share certificates, 409A valuations, and tools to manage equity as your company grows.
How does Carta integrate with other tools?
Carta integrates with several tools, including payroll providers, HR systems, and accounting software. This streamlines data entry and ensures information consistency across platforms. It also offers API access for custom integrations.
What the main competitors of Carta?
Carta's main competitors include Aumni, EquityList, Cake Equity, and Qapita. These platforms offer similar equity management solutions, catering to startups, growing businesses, and venture capital firms. They often differentiate themselves through specific features, pricing models, or regional focus.
Is Carta legit?
Yes, Carta is a legitimate and widely recognized equity management platform. It's known for its comprehensive features and user-friendly interface, making it a safe and popular choice for managing equity, especially for startups. However, be aware of potential cost increases and occasional customer support delays.
How much does Carta cost?
Carta does not publicly disclose pricing information. Contact Carta directly to obtain product pricing details and determine if Carta is worth the investment for your needs.
Is Carta customer service good?
Carta's customer service receives mixed reviews. While many users praise the helpful and knowledgeable support team, others have experienced slow response times and difficulty resolving complex issues. Some users also report unhelpful chat support and reduced service levels.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.