CUSTOMER TESTIMONIALS

Creating more owners

Over 14,000 customers rely on Carta’s equity management platform, valuations, and services. We work with every customer to find a price, plan, and solution that fits your business.
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CUSTOMER TESTIMONIALS

What our customers are saying

“When we switched to quarterly 409A valuations and a Big 4 auditor, there were more questions and tighter turnaround times. Carta provides a seamless process with exceptional service to address our growing requirements.”

Paul Bergholm, Chief Administrative Officer, Personal Capital
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“Carta removes a lot of concerns from my life. The process allows us to have one central resource for all items related to our Option Plan.”

John McKenna, VP Finance, Verde Farms, LLC
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“Investors want a clean cap table, and most of them expect it to be through Carta.”

Samantha Scott, General Counsel, Savvi Legal
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“Even if you’re a one-person company, it’s worth getting on Carta Launch. The longer you wait to get properly organized, the harder it becomes.”

George Simons, Co-Founder, SoloSuit
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“Very simple interface for viewing, managing, and monitoring my stock options. No hassle, very easy to use. It has a clean layout and makes it easy to view all your paperwork.”

Sonya Iverson, Scientist, Sana Biotechnology
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“[Carta] solves a massive problem and has been easy to use thus far. Keep up the great work!”

Myles Grote, Co-Founder and Head of Product, Upper Hand
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“I signed some documents and now everything is automated. I feel very safe knowing our equity is being processed and managed through Carta.”

Jaleh Rezaei, Co-Founder/CEO of Mutiny
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“I really wish every company we invest in would use @cartainc. They just make it so easy. No hard copies of stock certificates. No tracking through our own Excel spreadsheets/models.” @bryantabarr

Bryant Barr, President, SC30
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“Carta is one of those purchases where your only regret is that you didn’t do it sooner. They helped my business get organized and compliant with our cap table. On-boarding was easy and our rep was very informed and patient as we gathered signatures. Total no-brainer for the business.”

Ethan Linkner, Board of Directors, Screencastify
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“I can’t begin to count the hours of effort and frustration that Carta has saved my team. As a growing company, it’s so important that we have an accurate, up-to-date 409A valuation, and Carta makes it easy.”

Uli Riebe, Head of Finance, Rothy’s
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“TL;DR: Just use Carta, and spend your time on more important questions.”

[SIlicon Hills Lawyer, 2019] 

José Ancer, Partner, Egan Nelson
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“[Carta] is so well done. Such a great interface and product. Really enjoy using it with our portfolio companies.”

Steven McKie, Founding Partner, Amentum Capital
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“[I] actually found the new ‘scenario modeling’ functionality to be quite helpful. Worth a look!”

Nick Candito, Angel Investor
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“Carta has been a total game changer for my Co-Founder and I the last few years. Thanks to the powerful tools and functionality that Carta has brought to the table, we can devote every ounce of our focus and energy to accomplishing our mission while keeping every investor and supporter looped in every step of the way!”

Michael Walsh, CEO, Cariloop
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“Coming from the world of spreadsheets, I was unprepared for the amount of legal overhead required to actually administer equity compensation to our employees and unfortunately, made a few costly mistakes in the early days.  Carta helps me keep a consistent process through their workflows as well as centralize all equity information into one source of truth.”

Mark Schopmeyer, Co-Founder/Co-CEO, CaptivateIQ
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“Carta keeps building stuff that we care about. It always feels like they can anticipate and know what is needed.”

Sarah Kamp, Accounting Manager, Affirm
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“The initial public company implementation was a great experience. The Carta team handled the majority of the work. They flipped us over to the public company instance [of the product] without there being a lot of touch on my side.”

Tom McGaugh, Director of Finance, Tilray
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“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.”

Jeff Lipp, COO, ArtKive
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“I’ve also had the pleasure of meeting @henrysward – he’s brilliant. Carta employees with whom I’ve spoken rave about the whole management team.

And being a customer, I can comfortably say I’m VERY bullish on that company.” @JohnZettler

John Zettler, Founder/CEO, R.A.R.E Labs
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“Have you come across any companies intentionally not using Carta? It’s nearing ubiqutiy within my portfolio. Not an investor or anything, but damn does it spare everyone, founders and investors, a ton of administrative hassle.” @sacca

Chris Sacca, Founding Partner, Lowercase Capital
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“I am so excited that all of our funds and SPVs now have the same clean, clear, and consistent reporting framework.”

Jason Portnoy, Managing Partner, Oakhouse Partners
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“I have been very impressed with Carta fund admin. Everyone has been insanely helpful and responsive.”

Jonathon Triest, Managing Partner, Ludlow Ventures
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“Our Carta fund administrator feels like a part of our team. He’s easy to work with, highly available, and very responsive.”

Joel Martin, VP of Operations, HealthX Ventures
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“We are Connecticut’s only unicorn, and we had over one thousand individual option grants at the time of the transaction, including a very complex cap table. The Carta platform helped us manage that, and Carta’s customer support through the process was exceptional.”

James McLaughlin, Corporate Counsel, Datto
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“The value of Carta was its visibility into the cap table for employees, investors, and administrators; it mitigated any uncertainty with respect to the cap table.”

Brian Schmidt, former General Counsel, Trello
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“The biggest benefit was being able to pick up the phone or send an email and receive an immediate response from Carta. Not many software providers have that level of customer service.”

Mike McMahon, Corporate Controller, WePay
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“I used Carta’s waterfall tool to calculate our substantial equity payouts. The stock-based calculations were invaluable, and the benefits would have been more dramatic if we were on the platform for 2-3 more years.”

Angiras Koorapaty, CFO, VisualIQ
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“With Carta, we didn’t need to bill our law firm at every step of the financing process. They had complete visibility and control the whole time, but we were able to take on the clerical work. That allowed them to focus on more strategic, compliance-related issues.”

Rob Eanes, Co-founder, Pingboard
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“The Carta reporting is a game changer. We can filter by things like security type, ownership percentage, and acceptance status, and all of the formulas are included in the reports. That gives us the flexibility we need to get useful data from our cap table.”

Dennis Yang, CEO, Udemy
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“We were fielding 10 employee questions per week on equity. Now the Carta support team handles almost all of them. It’s everything from the design of the product to the language they use – Carta is the equity platform for this generation, and every other software out there feels like it was built in ’98.”

Alexandra Sepulveda, General Counsel, Udemy
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“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.”

Bill Boebal, CEO, Pingboard
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“The people who work at Carta are really what set it apart. Yes, they have the best software. Yes, their software is the most user friendly we have seen. Yes, they have scale and more than half of our 70+ portfolio companies were already using them. But, it’s really the quality of the people there that has made everything from our onboarding to daily usage feel 10x easier than we could have ever expected.”

Oscar Adelman, Associate, Sinai Ventures
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Why Carta?

Read about how Carta can help

Customer Testimonials 12
Partner stories

Early-stage company advice from a serial entrepreneur

As George Simons has studied and worked with a bunch of companies, he’s seen his fair share of mistakes and is continually using what he’s seen to inform how he runs his company, SoloSuit. Here’s what he says companies should think about in their early stages.

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