128 Carta Testimonials

"I really wish every company we invest in would use cartainc. They just make it so easy. No hard copies of stock certificates. No tracking through our own Excel spreadsheets/models."

"With Carta, we didn’t need to bill our law firm at every step of the financing process. They had complete visibility and control the whole time, but we were able to take on the clerical work. That allowed them to focus on more strategic, compliance-related issues."

"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."

“[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 of our Board and partners as we went through our preparation.”

“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 there. This report was also completed under a very demanding timeline.”

“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.”

"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."

“It really matters who you partner with to get it right out of the gate. We’re really happy that we went with Carta.”

“Being able to educate LPs, especially new ones, about what it means to invest and what their expectations around capital can look like—that’s what enabled us to bring on the best investors. And we were able to do this because of the conversation we had with Carta.”

“I’d been using Carta for many years. It is the gold standard. And I thought, if they’re creating this fund administration and user interface for LPs, it could really be a game-changer that sets us apart from legacy firms.”

"Before Carta Tax Advisory, we didn’t offer equity education because of the liability we could incur for giving tax advice."

“For all of our employees to have access to a tax advisor’s calendar where they can set up a meeting to get all their questions answered is incredible. It feels good knowing we can provide personalized equity and tax advice to all employees as we scale.”