128 Carta Testimonials

"Before Carta Tax Advisory, we didn’t offer equity education because of the liability we could incur for giving tax advice."

"I’ve got to imagine Carta will save us tens of thousands of dollars in the years to come. It’s such a time saver."

"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."

"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. That part is very impressive. It was built in a very smart 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."

“We have certain SPVs with three to four dozen investors. The thought of managing agreements and wires overwhelms me, but our investors are used to the process with Carta. Most people sign their partnership agreements in under five minutes. They get their wire instructions from Carta and they know how to do it. Knowing how easy Carta is has actually allowed me to drop my minimums and include more people in my deals.”

"Sikich recognized that this innovative approach could not only transform the company’s talent strategy but potentially influence industry-wide practices in employee compensation and engagement."

"When we raised our Series B round, using Carta made it so much easier to pull all of the information together for investor reporting and due diligence."