“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 …

"When I was starting the firm, we needed a fund administration platform that provided great value to our investors, Carta’s former chief strategy officer is one of our first limited partners [LPs], so he showed us Fund Administration. It gives all of our partners transparency over the processes involved in …

"Tactyc has data points that we have always reported but are now there in an easier-to-access, more consolidated way. I can respond way more quickly to questions that we get frequently from both our GPs and LPs."

“The team is so responsive in looking around corners and coming back to us with solutions before we even have problems. It feels like they are a part of our team in a very embedded way.”

“LPs can go to the site and log in, get all data in real time on the platform, and download reports themselves. That’s a huge time saver for us.”

"Carta offers us a streamlined platform for various essential tasks."

"It’s an important thing for people in Athena to see that they are really valued."

"Carta is basically a requirement. If we are going to invest in a company, we expect them to be on Carta."

"With Carta, we automated all that work, which easily paid for itself—even at an early stage."

"Managing a cap table, issuing options, managing funding rounds—they’re all simple with Carta."

“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. …

"The way [Carta shows] performance the way they do capital calls the ease of finding tax documents. These are little things that take stuff off my to-do list."

"I don’t think we can imagine being anywhere else. We love the fact that so many of our companies also use Carta. It really does create a lot of synergies."

"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 think within two days of hearing about Carta Equity Advisory, we signed up and were onboarded quickly. We’ll never go back. It was one of the easiest software decisions we’ve ever made."