Case studies from Carta customers

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
Explore case studies
Startup QSBS taxes
How Mezcalum leverages Carta and QSBS to reduce capital gains taxes for shareholders
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Venture Capital Cap table private equity
How Kayne Anderson uses Carta to manage its private equity portfolio
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Startup Cap table financial reporting international Pulley scenario modeling Singapore
Why Umami Bioworks chose Carta over Pulley for its international startup
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Startup Cap table renewables SAFEs Spain
How DiCaprio-backed SolarMente uses Carta SAFEs to leverage opportunities
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Startup Cap table onboarding
Onboarding made easy: How Carta streamlined the process for these company leaders
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Startup Carta Launch seed stage
How Coffee Resurrect uses Carta Launch to get ready for its seed round
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Startup 409A valuation AngelList Cap table
Why Mivien chose Carta over AngelList to prepare for fundraising
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Startup board consents Cap table Pulley
How Aervivo picked ‘more mature’ Carta over Pulley to support company growth
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Venture Capital APAC fund administration venture capital
Ascend Vietnam Ventures partners with Carta for APAC fund admin solution
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Startup 409A valuation Cap table Carta Total Comp
Why talent-acquisition startup Guide switched from Pulley to ‘industry standard’ Carta
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Startup Cap table equity Europe Fintech Valuations
How fintech startup Codat uses Carta to keep employee equity in check
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Startup APAC Healthcare
Why Singapore-based Mito Health believes Carta is necessary for any startup
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Startup APAC Cap table Fintech
How Carta helped Indonesian startup Pintu scale efficiently
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Startup APAC Cap table Fintech
How Endowus expanded to Hong Kong, using Carta to streamline regulatory compliance
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Startup equity Fintech options
How Vested uses Carta APIs to streamline employee stock option funding
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Startup general counsel law firms pro forma
How Carta makes pro formas painless for this general counsel
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Venture Capital APAC Early-stage Fintech venture capital
How VC firm Vectr Fintech grew with the help of Carta Fund Admin
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Startup LLC phantom equity
How Carta makes phantom equity simple for Athena LLC
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Venture Capital API fund administration software-as-a-service venture capital
How Valor VC uses Carta APIs to streamline portfolio reporting and audits
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Startup Advertising E-commerce Fintech
How Perkville uses Carta to automate equity and compensation management
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Startup Fintech
How StellarFi leverages the Carta platform for cap table, compensation, and equity advisory
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Startup B2B SaaS
How Carta helps Streamline manage equity, make hires, and save on taxes
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Venture Capital Early-stage
How Carta helps first-time fund manager at Rarebreed VC focus on founders
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Venture Capital Fintech Upmarket
How QED Investors leveraged Carta technology to keep up with growth
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Startup Early-stage SaaS
Luminary Cloud chooses Carta for Qualified Small Business Stock (QSBS) attestation letter and Equity Advisory
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Startup E-commerce rfid
RADAR and Carta: Empowering equity ownership with QSBS and early exercise
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Startup B2B
Relativity chose Carta LLC platform to help manage its equity program
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Venture Capital Consumer Femtech Healthcare
How Emmeline Ventures uses Carta’s operational planning model to break into VC
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Venture Capital Biotech Healthtech
Rising biotech VC partners with Carta for fund administration
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Startup Early-stage SaaS
StreetMetrics invests in its employees’ well-being with personalized equity and tax education
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Venture Capital Late-stage
How High Circle Ventures used SPVs to launch a VC firm
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Venture Capital Late-stage
How NLVC manages funds and works with LPs in China and the US
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Startup Early-stage SaaS
VEERUM prepares for future business growth with Carta
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Venture Capital Early-stage
Carta enables better LP communication for M13’s unique strategy
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Venture Capital Early-stage
How Kapor Capital uses Carta to advance its socially conscious investment thesis
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Venture Capital Late-stage
How VCFA Group scaled their secondaries strategy with Carta
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Venture Capital Early-stage
How Las Olas uses Carta to manage their back office
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Venture Capital Early-stage
How Carta helps Harlem Capital invest in diversity
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Venture Capital Late-stage
How Xenon uses Carta to help more founders
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Venture Capital Early-stage
How Sinai Ventures got a dozen more founder meetings each month
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Startup Enterprise Late-stage
PandaDoc uses Carta to streamline board consents
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Startup Early-stage Media
Canada-based Wattpad manages equity with US investors
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Startup IT Late-stage
Puppet switches to Carta for a modern, trusted platform
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Startup Biotech Early-stage
lmmunomedics manages their equity through key milestones on Carta
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Startup AI Early-stage
Lightning AI hires transparently with Carta Total Comp data
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Startup Early-stage Web3
Gauntlet uses Carta Total Comp to hire competitively in the surging Web3 industry
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Startup B2B Early-stage
From 409As to SAFEs, Double A Labs uses Carta to scale
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Startup Consumer Early-stage
How Day Trippers doubled their valuation after using Carta
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Startup Late-stage SaaS
How Calendly improved their 409A process with Carta
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Startup Biotech Early-stage
Brickell Biotech manages their equity from private to public on Carta
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Startup Healthtech
How H1 partnered with Carta to offer liquidity through a tender offer
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Carta, Inc. Carta Cross
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EquipmentShare Carta Cross
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