CUSTOMER TESTIMONIALS

Creating more owners

Over 15,000 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

Industry: Internet and Direct Marketing Retail

Public listing date: March 2021

Company overview: Thredup operates online resale platforms that allows consumers to buy and sell secondhand women’s and kids’ apparel, shoes, and accessories. The company was founded in 2009 and is based in Oakland, California.

Alon Rotem, Chief Legal Officer, Thredup 1

“The Carta valuation team consistently delivered a great experience in our several years working with their team. Their team’s ability to provide thoughtful analysis in compressed timeframes was tremendously helpful for us and our auditors as we prepared for our IPO in early 2021.”

Alon Rotem, Chief Legal Officer, Thredup
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Industry: Interactive Media and Services

Public listing date: March 2021

Company overview: Trustpilot operates a review platform for businesses and consumers in the United Kingdom, North America, and internationally. Its online review platform that enables consumers to make purchasing decisions, and businesses to showcase their service. The company was founded in 2007 and is headquartered in Copenhagen, Denmark.

Hanno M. Damm, Chief Financial Officer, Trustpilot 2

“[We had worked] with the Carta team for our 409A valuations for several years and [were] very satisfied with the results. The team is very easy to work with and the process [was] seamless as we [were] already storing so much of the relevant information in Carta directly.”

Hanno M. Damm, Chief Financial Officer, Trustpilot
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Industry: Pharmaceuticals

Public listing date: February 2021

Company overview: Nuvation Bio, a clinical-stage biopharmaceutical company, focuses on the development of therapeutic candidates for oncology. The company was incorporated in 2018 and is headquartered in New York, New York.

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Industry: Biotechnology

Public listing date: February 2021

Company overview: NexImmune, a clinical-stage biotechnology company, engages in developing therapies with curative potential for patients with cancer and other life-threatening immune-mediated diseases. The company was incorporated in 2011 and is headquartered in Gaithersburg, Maryland.

John Trainer, Chief Financial Officer, NexImmune 3

“We greatly appreciated that Carta provided a consistent, experienced team for each of our 409A engagements, especially as we approached our IPO. The Carta team was a valuable partner in working through multiple scenarios and sensitivities around the timing and value of our IPO which was critical for the comfort of our Board and partners as we went through our preparation.”

John Trainer, Chief Financial Officer, NexImmune
NexImmune

Industry: Agricultural and Farm Machinery

Public listing date: January 2021

Company overview: Agrify Corp develops precision hardware and software grow solutions for the indoor agriculture marketplace primarily in the United States. It offers vertical farming units, integrated grow racks, and LED grow lights; and non-proprietary products designed, engineered, and manufactured by third parties, such as air cleaning systems and pesticide-free surface protection products. The company was incorporated in 2016 and is based in Burlington, Massachusetts.

agrify

Industry: Data Processing and Outsourced Services

Public listing date: January 2021

Company overview: Affirm operates a platform for digital and mobile-first commerce in the United States and Canada. The company’s platform includes point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. Its payments network and partnership with an originating bank, enables consumers to pay for a purchase over time with terms ranging from one to forty-eight months. The company was founded in 2012 and is headquartered in San Francisco, California.

affirm

Industry: Interactive Home Entertainment

Public listing date: December 2020

Company overview: Skillz operates a mobile games platform that connects players worldwide. Its platform hosts casual esports tournaments. The company was founded in 2012 and is headquartered in San Francisco, California.

skillz

Industry: Consumer Finance

Public listing date: December 2020

Company overview: Upstart operates a cloud- based artificial intelligence (AI) lending platform. The company’s platform aggregates consumer demand for loans and connects it to its network of the company’s AI-enabled bank partners. Its platform connects consumers, banks, and institutional investors through a shared AI lending platform. The Company was incorporated in 2012 and is headquartered in San Mateo, California.

upstart

Industry: Life Sciences Tools and Services

Public listing date: December 2020

Company overview: AbCellera Biologics develops antibody discovery platforms. Its full-stack, AI-powered drug discovery platform searches and analyzes the database of natural immune systems to find antibodies that can be developed as drugs. The Company was founded in 2012 and is headquartered in Vancouver, Canada.

Andrew Booth, Chief Financial Officer, AbCellera Biologics 4

“The [409A] report looked great to us, but more importantly, when we submitted it to the lawyers, underwriters, accountants, and everyone who would eventually pore over it, not once did we have to answer questions or go back and forth with our analyst to make changes – it was all there. This report was also completed under a very demanding timeline.”

Andrew Booth, Chief Financial Officer, AbCellera Biologics
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Industry: Automobile Manufacturers

Public listing date: October 2020

Company overview: Fisker focuses on design, development, manufacture, and sale of electric vehicles. The company was founded in 2016 and is headquartered in Manhattan Beach, California.

Dr. Geeta Gupta-Fisker, Co-Founder and Chief Financial Officer, Fisker 5

“The Carta team is amazing. Very efficient, knowledgeable and responsive.”

Dr. Geeta Gupta-Fisker, Co-Founder and Chief Financial Officer, Fisker
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Industry: Pharmaceuticals

Public listing date: October 2020

Company overview: Tarsus Pharmaceuticals, a clinical-stage biopharmaceutical company, focuses on the development and commercialization of novel therapeutic candidates for ophthalmic conditions. The company was incorporated in 2016 and is headquartered in Irvine, California.

Leo Greenstein, Chief Financial Officer, Tarsus Pharmaceuticals 6

“The Carta valuation team was extremely helpful and professional in working with our Tarsus team as we prepared for our IPO; they were very responsive and proactive during this time with multiple calls to ensure alignment of valuation information with our finance team.”

Leo Greenstein, Chief Financial Officer, Tarsus Pharmaceuticals
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Industry: Biotechnology

Exit date: October 2020

Company overview: Spruce Biosciences, a biopharmaceutical company, focuses on developing and commercializing novel therapies for rare endocrine disorders. The company was incorporated in 2014 and is headquartered in Daly City, California.

Samir Gharib, Chief Financial Officer, Spruce Biosciences 7

“Carta played an important role in the work leading up to our initial public offering in 2020. The valuations were well prepared and aligned with expectations from all key stakeholders.”

Samir Gharib, Chief Financial Officer, Spruce Biosciences
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“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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Why Carta?

Read about how Carta can help

Customer Testimonials 19
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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