"Carta is the market standard. All of our portfolio companies were already using Carta, and it allowed us to focus our time on what matters most, our founders."
"Our investor asked if we had an updated cap table to share, and I went to Carta’s dashboard and downloaded it in under one minute. That was amazing."
"We can integrate some of Carta’s technology through the use of APIs to make our operational processes more standardized."
"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."
"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.”