151 Carta Testimonials

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  • "Carta helps us innovate on how we manage our financials so that we can provide a great return on investment to our investors."

  • "Tactyc was light years ahead of our prior Excel-based solution, or anything we had seen in the market."

  • "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."

  • "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 …

  • "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."

  • "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."

  • "The first time I saw my ESOP in a legitimate platform like Carta made all the difference in my employer’s credibility to me and making me feel like an owner."

  • “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 report is incredibly clear, with plenty of data points and evidence. I’m confident in the valuation provided by Carta.”

  • "We use Carta as our primary equity management platform, and our experience with their products and services has been nothing short of exceptional."

  • "Using Carta helps us across a broad-spectrum shareholder base. It helps facilitate communication and meet our different compliance requirements."

  • “Tactyc is a really helpful tool that has the right level of flexibility and customization with an ease of use. It’s a rare combination where it’s easy to use and highly customizable in a way that you’re pretty much getting exactly what you need in an effective and efficient way. …

  • "Carta’s price point was really promising, especially because I knew we’d need HMRC and 409A valuations on a regular basis. Most other providers charge per valuation, so the cost would have really ramped up."

  • "Carta has streamlined our equity management processes by automating many of the manual tasks, reducing the risk of errors, and saving us significant time."