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Customer case studies & Testimonials

Featured case study:
Brickell Biotech

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

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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

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Venture capital

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NLVC

How NLVC works with LPs in China and the US

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Public companies, healthcare

Customer stories - Case studies & testimonials 2

Immunomedics

Immunomedics manages their equity through key milestones on Carta

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Customer stories - Case studies & testimonials 3
Private Company
SaaS

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

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Private company
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How Day Trippers doubled their valuation after using Carta

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Private company
Web3

How Gauntlet uses Carta Total Comp to hire competitively

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Venture capital

How Harlem Capital invests in diversity

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Venture capital

How High Circle Ventures used SPVs to launch a VC firm

Customer stories - Case studies & testimonials 8
Venture capital

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

Customer stories - Case studies & testimonials 9
Venture capital

How Las Olas uses Carta to manage their back office

Customer stories - Case studies & testimonials 10
Venture capital

How Carta enables better LP communication for M13's unique strategy

Customer stories - Case studies & testimonials 11
Venture capital

How CVCs can set themselves up for continued success

Customer stories - Case studies & testimonials 12
Private company
Saas, Finance

How PandaDoc uses Carta to streamline board consents

Customer stories - Case studies & testimonials 13
Private Company
SaaS

How Puppet switched to Carta for a modern, trusted platform

Customer stories - Case studies & testimonials 14
Venture capital

How to add unique value as a small VC fund

Customer stories - Case studies & testimonials 15
Private equity

How VCFA Group scaled their secondaries strategy

Customer stories - Case studies & testimonials 16
Private company
Saas

How VEERUM prepares for future business growth with Carta

Customer stories - Case studies & testimonials 17
Private equity

How Xenon Partners keeps startups' doors open

CUSTOMER TESTIMONIALS

What other customers are saying

  • Agrify

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
  • Affirm

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
  • Skillz

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
  • Upstart

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

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eShares, Inc. DBA Carta, Inc. is registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.