128 Carta Testimonials

“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 exercising process was a nightmare before eShares. Employees had to ask for their strike price, calculate the cost to exercise, write a check, and then we could start on the administrative work. Now it’s all automated, including 83 elections, and that saves our legal and finance teams a ton of time.“

"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.”

"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. And they saved hundreds, if not thousands, in hourly fees with their own accountants.”

"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 is a huge plus, and the portal’s design was simple and as straightforward as you can make something as complicated as a tender offer."

"Carta has been a game-changer for our fund. From the instant access to fund performance numbers to the incredibly responsive staff, Carta Fund Administration has allowed us to spend more time investing in companies, supporting founders, and engaging with our investors."