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"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.“
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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 …
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“Managing multiple stakeholders with different equity plans is much easier with a centralized database like Carta. Administrators can edit and input stakeholders’ information in real time and employees can keep track of their share ownership in the company.”
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"The biggest benefits have been getting rid of all the paper, not having to track down information, and not needing to get people to physically sign documents."
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"At the end of the year, I can do our stock option accounting with the push of a button."
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"Our LPs have much higher satisfaction, they can self-help by logging in and find what they want, get what they want, and discover it faster."
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"Whether it's a board member or staff member, if they come with an issue or question, we need to make sure they have a good user experience. That is where Carta has helped out."
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"The process was quick and painless, with very little work needed on my end."
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"There was literally no downside to switching to Carta. It actually might have been riskier to stay with our previous firm, who may go out of business because Carta is so much better."
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"Carta is our fund admin and capital call line provider, so everything is in one place."
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"With Carta Fund Admin, no problems pop up, LP's questions get answered, documents get distributed, and audits get done on time."
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"Carta is the market standard. All of our portfolio companies were already using Carta, and it allowed us to focus our time on what matters most, our founders."
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"It's tremendously streamlined and reduces errors. When you make errors with people's compensation, it gets messy. We try to make sure that doesn't happen, and Carta helps us do that."
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"No doubt, when you add it all up, Carta is the best overall platform."
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"We needed to build for the future. We could have continued on the path we were continuing on before for a couple years, but made the switch to Carta for the future of the business."