“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. …

“Providing clean financial updates and being able to forecast future fundraises for all our shareholders really helps make them happy with us and the way we run Umami. That’s always a good thing, in case we want to ask them to support us in future fundraises or help open doors. …

"Carta Total Comp has been a huge help in creating base levels to build our processes on. Before we onboarded, the company didn’t have official levels for each employee. By using Total Comp, we were able to create that process and scale a lot faster."

"Tactyc has data points that we have always reported but are now there in an easier-to-access, more consolidated way. I can respond way more quickly to questions that we get frequently from both our GPs and LPs."

"We doubled the number of LPs largely because we won their trust and respect using Carta."

"[With Carta] we can pursue a greater number of value-add LPs without dealing with all the processes of onboarding and managing."

“The time savings from things like having templates ready to go—instead of creating our own capital calls and individually emailing and tracking them—is difficult to quantify, but is certainly substantial.”

“We weren’t sure we would have had the bandwidth along with our regular day-to-day to start this off. We were surprised at how daunting the legwork would be to run two selection processes simultaneously along with the data management and cleanup we needed to do.”

“Having simple ways to provide information to our friends and family investors is really cool. A lot of platforms that compete with Carta are built to be almost entirely institutional, but they lack flexibility. I really like that Carta allows 1up to work with experienced investors and people who may …

“When it comes to due diligence and audit season, it’s a headache to know which is actually right with different versions of spreadsheets. But with Carta, it’s easy."

"In the beginning, there were many unknowns, because we were used to having an in-house finance team. We launched during Covid, so we didn’t have our usual daily interactions, which added question marks for us, We were fortunate to have our team at Carta. That same team is still with …

“LPs view Carta as the standard platform in this space. Even if they’re not familiar with it, it’s easy for them to get up to speed."

“The self-service nature of the platform is really helpful. If we make a new investment, all I have to do is upload the documents quickly and easily, In many cases, the Carta system is intelligent enough to extract information from the documents right into the form—and it’s accurate across new …

"Carta makes it a lot easier to build and scale. We don’t have to go back and forth or keep track of emails. Everything is available in the portal’s navigation.”

“We tried for months to retrofit our new equity structure into Shareworks. We filed several customer support tickets with them. We spent a lot of money with outside accountants, but it didn’t work."