Explore all of our case studies
Software company case studies
Private Company
SaaS
How Calendly improved their 409A process by teaming up with Carta's in-house experts
Private company
Saas, Finance
PandaDoc uses Carta to streamline board consents
Private Company, SaaS
Puppet switches to Carta for a modern, trusted platform
Private company
Saas
VEERUM prepares for future business growth with Carta
CUSTOMER TESTIMONIALS
What other customers are saying
- Acquired, Early Stage, SaaS
“I used Carta’s waterfall tool to calculate our substantial equity payouts. The stock-based calculations were invaluable, and the benefits would have been more dramatic if we were on the platform for 2-3 more years.”
Angiras Koorapaty, CFO, VisualIQ
- Acquired, Featured, Late Stage, SaaS
“The biggest benefit was being able to pick up the phone or send an email and receive an immediate response from Carta. Not many software providers have that level of customer service.”
Mike McMahon, Corporate Controller, WePay
- Acquired, Early Stage, SaaS
“The value of Carta was its visibility into the cap table for employees, investors, and administrators; it mitigated any uncertainty with respect to the cap table.”
Brian Schmidt, former General Counsel, Trello
- Acquired, Late Stage, SaaS
“We are Connecticut’s only unicorn, and we had over one thousand individual option grants at the time of the transaction, including a very complex cap table. The Carta platform helped us manage that, and Carta’s customer support through the process was exceptional.”
James McLaughlin, Corporate Counsel, Datto
