"A lot of places were asking $20,000 just for the QSBS attestation letter, which didn’t seem to offer much value when we still had to field all the employee questions."

“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. …

"Carta has streamlined our equity management processes by automating many of the manual tasks, reducing the risk of errors, and saving us significant time."

"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."

"Carta offers a product-first approach paired with phenomenal service to give us freedom to help more founders. They’re patient, they’re approachable, and they’re high-integrity.”

“I would have never thought that as part of an acquisition. Let us into your cap table directly we will just do our due diligence there.’ Carta was always the source of truth.”

“The Carta valuation team consistently delivered a great experience in our several years working with their team. Their team’s ability to provide thoughtful analysis in compressed timeframes was tremendously helpful for us and our auditors as we prepared for our IPO in early 2021.”

“[We had worked] with the Carta team for our 409A valuations for several years and [were] very satisfied with the results. The team is very easy to work with and the process [was] seamless as we [were] already storing so much of the relevant information in Carta directly.”

“We greatly appreciated that Carta provided a consistent, experienced team for each of our 409A engagements, especially as we approached our IPO. The Carta team was a valuable partner in working through multiple scenarios and sensitivities around the timing and value of our IPO which was critical for the comfort …

“The [409A] report looked great to us, but more importantly, when we submitted it to the lawyers, underwriters, accountants, and everyone who would eventually pore over it, not once did we have to answer questions or go back and forth with our analyst to make changes – it was all …

“The Carta team is amazing. Very efficient, knowledgeable and responsive.”

“The Carta valuation team was extremely helpful and professional in working with our Tarsus team as we prepared for our IPO; they were very responsive and proactive during this time with multiple calls to ensure alignment of valuation information with our finance team.”

“Carta played an important role in the work leading up to our initial public offering in 2020. The valuations were well prepared and aligned with expectations from all key stakeholders.”

"Our relationship was already good, But when I moved over to Carta Launch, I could feel it actually changed the dynamic. It’s professional. It’s streamlined. It makes investors feel secure. That investor came back with double the original investment in a pre-seed round.”

"High Circle Ventures could not have grown exponentially in just six or seven months if it hadn’t been for the Carta platform."