128 Carta Testimonials

“Carta helps employees that have stock options for the very first time understand what their equity means and what it’s worth. And it also has the tools necessary for more sophisticated users and stakeholders.”

"With Carta, we automated all that work, which easily paid for itself—even at an early stage."

"The platform and team were the big selling points, and they delivered. I can’t say enough about the quality of support we got from the team. Everything from the first call to the close of the tender [offer] was a close partnership. The platform being connected to the cap table is a huge plus, and the portal’s design was simple and as straightforward as you can make something as complicated as a tender offer."

"The eShares reporting is a game changer. We can filter by things like security type, ownership percentage, and acceptance status, and all of the formulas are included in the reports. That gives us the flexibility we need to get useful data from our cap table.“

"The exercising process was a nightmare before eShares. Employees had to ask for their strike price, calculate the cost to exercise, write a check, and then we could start on the administrative work. Now it’s all automated, including 83 elections, and that saves our legal and finance teams a ton of time.“

"Our employees like eShares because they have instant access to their ownership information. They can log in any time to see tranche by tranche views of their vesting schedules, and relevant grant details like strike prices, grant dates, and share counts. They can even exercise options directly on the platform."

"We uploaded our original option documents to eShares. This was a huge help in keeping a single repository for all historical paperwork."

"The eShares UI is impressive. It is so much more intuitive and user friendly than the system we were using before."

"We had a large cap table with years of transactional history. As we cleaned up our data, our Account Manager was very knowledgeable and responsive. That made it easy to onboard and reconcile the data."

"The people who work at Carta are really what set it apart. Yes, they have the best software. Yes, their software is the most user friendly we have seen. Yes, they have scale and more than half of our 70+ portfolio companies were already using them. But, it's really the quality of the people there that has made everything from our onboarding to daily usage feel 10x easier than we could have ever expected."

"We used [Carta] to get board approval for the financing round. After having used it once, our law firm and board members are fully bought in. It feels like the way board approvals should have worked all along. It just makes sense to have everything on platform."

"With Carta, we didn’t need to bill our law firm at every step of the financing process. They had complete visibility and control the whole time, but we were able to take on the clerical work. That allowed them to focus on more strategic, compliance-related issues."

"The value of Carta was its visibility into the cap table for employees, investors, and administrators; it mitigated any uncertainty with respect to the cap table."

"I used Carta’s waterfall tool to calculate our substantial equity payouts. The stock-based calculations were invaluable, and the benefits would have been more dramatic if we were on the platform for 2-3 more years."

"We are Connecticut’s only unicorn, and we had over one thousand individual option grants at the time of the transaction, including a very complex cap table. The Carta platform helped us manage that, and Carta’s customer support through the process was exceptional."