151 Carta Testimonials

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  • “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 …

  • “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."

  • “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. …

  • "When you think of everything that we do, Carta has automated it in a way that saves us time and allows us to focus on delivering value to our portfolio companies and investors.”

  • “We were very dissatisfied with our prior fund admin provider and were looking for options, We knew about Carta before it was even available in APAC [Asia Pacific], and so when Carta officially launched in Singapore, we were quickly trying to figure out how we could work together.”

  • "We will definitely lean on Carta for our next round of funding.”

  • "Carta has been seamless to work with—the team is professional, responsive and investor-focused. The platform is intuitive, streamlining both our investor experience and internal workflows."