Customer stories - Case studies & testimonials | Carta

Case studies from Carta customers

Kapor-Capital

Puppet

Sinai-Ventures

Case studies from Carta customers

Learn how startups and VC firms use our solutions to solve problems, save time, and scale.

The startup ecosystem runs on Carta

$2.5T

Assets on platform

30,000

Companies

$100B

Assets under administration

Teaming up with Carta enabled us to focus on our core competencies and scale faster as a firm.

David Tom

Co-President, VCFA

As we plan for growth, I’m thrilled to have a partner like Carta that really scales with my startup and its needs.

Amber Allen

Founder & CEO, Double A Labs

At the end of the day, I can do our stock option accounting with the push of a button.

Dan Budlovsky

CFO, Wattpad

Explore case studies

Startup Early-stage SaaS

Luminary Cloud chooses Carta for Qualified Small Business Stock (QSBS) attestation letter and Tax Advisory

Startup e-commerce rfid

RADAR and Carta: Empowering equity ownership with QSBS and early exercise

Startup B2B LLC

Relativity chose Carta LLC platform to help manage its equity program

Venture Capital Consumer Femtech Healthcare

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How Emmeline Ventures uses Carta’s operational planning model to break into VC

Venture Capital Biotech Healthtech

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Rising biotech VC partners with Carta for fund administration

Startup Biotech

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Xcell Biosciences partners with Carta Tax Advisory to educate and empower employees around their equity compensation

Startup Early-stage SaaS

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StreetMetrics invests in its employees’ well-being with personalized equity and tax education

Venture Capital Late-stage

How High Circle Ventures used SPVs to launch a VC firm

Venture Capital Late-stage

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How NLVC manages funds and works with LPs in China and the US

Startup Early-stage SaaS

VEERUM prepares for future business growth with Carta

Venture Capital Early-stage

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Carta and Okta Ventures: how CVCs use Carta

Venture Capital Early-stage

Carta enables better LP communication for M13’s unique strategy

Venture Capital Early-stage

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How Kapor Capital uses Carta to advance its socially conscious investment thesis

Venture Capital Late-stage

How VCFA Group scaled their secondaries strategy with Carta

Venture Capital Early-stage

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How Las Olas uses Carta to manage their back office

Venture Capital Early-stage

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How Carta helps Harlem Capital invest in diversity

Venture Capital Late-stage

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How Xenon uses Carta to help more founders

Venture Capital Early-stage

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How Sinai Ventures got a dozen more founder meetings each month

Startup Enterprise Late-stage

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PandaDoc uses Carta to streamline board consents

Startup Early-stage Media

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Canada-based Wattpad manages equity with US investors

Startup IT Late-stage

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Puppet switches to Carta for a modern, trusted platform

Startup Biotech Early-stage

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lmmunomedics manages their equity through key milestones on Carta

Startup AI Early-stage

Lightning AI hires transparently with Carta Total Comp data

Startup Early-stage Web3

Gauntlet uses Carta Total Comp to hire competitively in the surging Web3 industry

Startup B2B Early-stage

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From 409As to SAFEs, Double A Labs uses Carta to scale

Startup Consumer Early-stage

How Day Trippers doubled their valuation after using Carta

Startup Late-stage SaaS

How Calendly improved their 409A process with Carta

Startup Biotech Early-stage

Brickell Biotech manages their equity from private to public on Carta

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