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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 5

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 6

Immunomedics

Immunomedics manages their equity through key milestones on Carta

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Customer stories - Case studies & testimonials 7
Private Company
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How Calendly improved their 409A process by teaming up with Carta's in-house experts

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How Day Trippers doubled their valuation after using Carta

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How Gauntlet uses Carta Total Comp to hire competitively

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Venture capital

How Harlem Capital invests in diversity

Customer stories - Case studies & testimonials 11
Venture capital

How High Circle Ventures used SPVs to launch a VC firm

Customer stories - Case studies & testimonials 12
Venture capital

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

Customer stories - Case studies & testimonials 13
Venture capital

How Las Olas uses Carta to manage their back office

Customer stories - Case studies & testimonials 14
Venture capital

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

Customer stories - Case studies & testimonials 15
Venture capital

How CVCs can set themselves up for continued success

Customer stories - Case studies & testimonials 16
Private company
Saas, Finance

How PandaDoc uses Carta to streamline board consents

Customer stories - Case studies & testimonials 17
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How Puppet switched to Carta for a modern, trusted platform

Customer stories - Case studies & testimonials 18
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How to add unique value as a small VC fund

Customer stories - Case studies & testimonials 19
Private equity

How VCFA Group scaled their secondaries strategy

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How VEERUM prepares for future business growth with Carta

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How Xenon Partners keeps startups' doors open

CUSTOMER TESTIMONIALS

What other customers are saying

  • AbCellera

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 1

“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
abcellera
  • Fisker

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 2

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

Dr. Geeta Gupta-Fisker, Co-Founder and Chief Financial Officer, Fisker
fisker
  • Tarsus

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 3

“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
tarsus
  • Spruce Biosciences

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 4

“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
spruce

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