128 Carta Testimonials

“I was able to offer to my employees the chance to hear from a CPA, explaining the value of their equity and how it works, and to book individual appointments. I had multiple employees be like, my personal accountant didn’t understand this half as well as the Carta advisor did. And they saved hundreds, if not thousands, in hourly fees with their own accountants.”

“If I were to advise a company, I’d make equity 101 something that every employee has to go through as part of onboarding.”

"Carta removes a lot of concerns from my life. The process allows us to have one central resource for all items related to our Option Plan."

"Our investor asked if we had an updated cap table to share, and I went to Carta’s dashboard and downloaded it in under one minute. That was amazing."

"Our primary firm had heard of AngelList but really just kind of assumed that we would have everything in Carta."

"We didn’t have a lot of trust in (Pulley’s) advice or compliance. I just viewed Carta as having more expertise."

"Our LPs provide fund managers the fuel to survive, thrive, and grow. So we give them the information they need, and Carta’s software is a core component of that work for us."

"We were looking at Pulley, but we were going to close the round and we just looked at it on a feature-for-feature basis, and Carta was so much more mature."

"The CartaX team worked with us from the start to ensure we had a solid plan to meet our goal. We were happy to offer our employees an opportunity to realize some of the value of their shares, while also bringing on an additional strategic investor."

"Putting a solid employee compensation program in place, backed by the equity data available to us in Carta, has allowed us to become more precise and efficient than we originally anticipated."

"Carta helps us innovate on how we manage our financials so that we can provide a great return on investment to our investors."

"Carta has definitely given me peace of mind, knowing that all of the logistics around the deal closing were in one central location. Carta provides a single source of truth."

“I had a decent understanding of what it takes to go through a closing, but some entrepreneurs may be like, ‘Oh, a platform versus doing it myself? I’m going to save myself money or I’ll have my lawyer do it.’ They may not realize it could cost thousands of dollars just for lawyers to update signature blocks and then track the signatures.”

"Tactyc demystifies the complexities of fund construction—it’s been incredibly helpful for us to model out our first fund and track performance."

"Tactyc was light years ahead of our prior Excel-based solution, or anything we had seen in the market."