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"Our primary firm had heard of AngelList but really just kind of assumed that we would have everything in Carta."
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"Managing a cap table, issuing options, managing funding rounds—they’re all simple with Carta."
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“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.”
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"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."
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"It was actually very easy, because you just need to share the Excel file with [Carta’s] onboarding team and they’ll take care of it."
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"We compared a few options and decided on Carta because we believe that the services provided are the most complete and comprehensive across all providers."
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"Carta helps us find the right numbers. Total Compensation has paid for itself. It’s a huge value."
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"Carta provides transparency into all of our data. I can look at any given second and know that it’s up to date in real time, not from three months ago or the last quarter-end."
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"The benefit of a QSBS exemption can be huge for founders. From my perspective, founders should have their QSBS attestations done as early as possible."
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"We can integrate some of Carta’s technology through the use of APIs to make our operational processes more standardized."
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“Carta is kind of a one-stop-shop solution for companies, especially companies that are within our niche. I think Carta offers a solution that encompasses everything they need from a capitalization management perspective.”
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“Providing clean financial updates and being able to forecast future fundraises for all our shareholders really helps make them happy with us and the way we run Umami. That’s always a good thing, in case we want to ask them to support us in future fundraises or help open doors. …
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"Carta feels like it’s the standard."
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“It was incredibly helpful to have (our implementation manager) walk us through the product."
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“The team’s proactive and solution-focused approach made the process smooth and successful.”