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

“Carta is kind of a one-stop-shop solution for companies, especially companies that are within our niche. I think Carta offers a solution that encompasses everything they need from a capitalization management perspective.”

“The team’s proactive and solution-focused approach made the process smooth and successful.”

"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."