Customer case studies & Testimonials

Featured case study:
Brickell Biotech

Brickell Biotech manages their equity from private to public on Carta.

Customer stories - Case studies & testimonials 1

More featured case studies

Private company, SaaS

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Wattpad

Canada-based Wattpad manages equity online with US investors

Venture capital

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NLVC

How NLVC works with LPs in China and the US

Public companies, healthcare

Customer stories - Case studies & testimonials 2

Immunomedics

Immunomedics manages their equity through key milestones on Carta

Customer stories - Case studies & testimonials 3
Private Company
SaaS

How Calendly improved their 409A process by teaming up with Carta's in-house experts

Customer stories - Case studies & testimonials 4
Venture capital

How Harlem Capital invests in diversity

Customer stories - Case studies & testimonials 5
Venture capital

How Las Olas uses Carta to manage their back office

Customer stories - Case studies & testimonials 6
Venture capital

Carta enables better LP communication for M13's unique strategy

Customer stories - Case studies & testimonials 7
Venture capital

How CVCs can set themselves up for continued success

Customer stories - Case studies & testimonials 8
Private company
Saas, Finance

PandaDoc uses Carta to streamline board consents

Customer stories - Case studies & testimonials 9
Private Company, SaaS

Puppet switches to Carta for a modern, trusted platform

Customer stories - Case studies & testimonials 10
Venture capital

How to add unique value as a small VC fund

Customer stories - Case studies & testimonials 11
Private company
Saas

VEERUM prepares for future business growth with Carta

Customer stories - Case studies & testimonials 12
Private equity

How Xenon Partners keeps startups' doors open

CUSTOMER TESTIMONIALS

What other 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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