"We used [Carta] to get board approval for the financing round. After having used it once, our law firm and board members are fully bought in. It feels like the way board approvals should have worked all along. It just makes sense to have everything on platform."

"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."

“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.”

"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."

"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."

"Carta helps us find the right numbers. Total Compensation has paid for itself. It’s a huge value."

"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."

"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."

"We can integrate some of Carta’s technology through the use of APIs to make our operational processes more standardized."

“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.”

“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. …

"Carta feels like it’s the standard."

“It was incredibly helpful to have (our implementation manager) walk us through the product."

“The team’s proactive and solution-focused approach made the process smooth and successful.”

“There’s a lot to learn and Carta makes it easy to get up to speed.”