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