"Carta provided excellent guidance around all aspects of fund set up and did the vast majority of the legwork involved, saving me time to focus on LP outreach. They have also been an invaluable resource for thinking through more strategic topics like budgeting and allocation."

“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.”

"The benefit of a QSBS exemption can be huge for founders. From my perspective, founders should have their QSBS attestations done as early as possible."

“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.”

"Teaming up with Carta enabled us to focus on our core competencies and scale faster as a firm."

"Total Comp helps us look at data from companies in our valuation range to make sure our compensation philosophy is competitive and fair. It has become integrated into every stage of the employee life cycle at Lightning AI."

"Carta Total Comp has been a huge help in creating base levels to build our processes on. Before we onboarded, the company didn’t have official levels for each employee. By using Total Comp, we were able to create that process and scale a lot faster."

"Carta is the first thing anyone I know recommends when talking about equity management. Not only was it easy to use for setting up our equity program and SAFEs, but it also helps us keep our data clean and reliable."

“Carta’s LLC platform made it easy for us to offer a consistent equity experience to our employees around the world."

“For any questions that we have specific contacts. Or we just email the support address. The responses have been quick and helpful.”

"Now, it takes seconds to link their grants and makes the application process seamless."