"When we switched to quarterly 409A valuations and a Big 4 auditor, there were more questions and tighter turnaround times. Carta provides a seamless process with exceptional service to address our growing requirements."

"Carta has definitely given me peace of mind, knowing that all of the logistics around the deal closing were in one central location. Carta provides a single source of truth."

“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 …

“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."

"The platform and team were the big selling points, and they delivered. I can’t say enough about the quality of support we got from the team. Everything from the first call to the close of the tender [offer] was a close partnership. The platform being connected to the cap table …