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
Private equity private equity SPV
How PE firm Bochi Investments leverages Carta SPVs to capture ‘compelling’ new opportunities
Learn more
Private equity
How professional services firm Sikich leveraged Carta to power its employee ownership expansion
Learn more
Startup Cap table Employee Equity equity Europe
Equity for everyone: how Carta benefits investors and employees at HelloSelf
Learn more
Startup Cap table Fintech Singapore
How Carta helped Singapore-based iPiD fundraise with confidence while scaling
Learn more
Startup
Astro is revolutionizing quick commerce in Jakarta with Carta
Learn more
Startup CTC
How Dynasty builds a strong startup team with Carta Total Compensation
Learn more
Venture Capital APAC
Agfunder’s Asia director: Why we became a Carta customer (video)
Learn more
Venture Capital APAC
Feedback Ventures: Why we became a Carta customer (video)
Learn more
Venture Capital fund administration venture capital
How Base10 turns fund admin into a strategic advantage with Carta
Learn more
Startup QSBS taxes
How Mezcalum leverages Carta and QSBS to reduce capital gains taxes for shareholders
Learn more
Venture Capital Cap table private equity
How Kayne Anderson uses Carta to manage its private equity portfolio
Learn more
Startup Cap table financial reporting international Pulley scenario modeling Singapore
Why Umami Bioworks chose Carta over Pulley for its international startup
Learn more
Startup Cap table renewables SAFEs Spain
How DiCaprio-backed SolarMente uses Carta SAFEs to leverage opportunities
Learn more
Startup Cap table onboarding
Onboarding made easy: How Carta streamlined the process for these company leaders
Learn more
Startup Carta Launch seed stage
How Coffee Resurrect uses Carta Launch to get ready for its seed round
Learn more
Startup 409A valuation AngelList Cap table
Why Mivien chose Carta over AngelList to prepare for fundraising
Learn more
Startup board consents Cap table Pulley
How Aervivo picked ‘more mature’ Carta over Pulley to support company growth
Learn more
Venture Capital APAC fund administration venture capital
Ascend Vietnam Ventures partners with Carta for APAC fund admin solution
Learn more
Startup 409A valuation Cap table Carta Total Comp
Why talent-acquisition startup Guide switched from Pulley to ‘industry standard’ Carta
Learn more
Startup Cap table equity Europe Fintech Valuations
How fintech startup Codat uses Carta to keep employee equity in check
Learn more
Startup APAC Healthcare
Why Singapore-based Mito Health believes Carta is necessary for any startup
Learn more
Startup APAC Cap table Fintech
How Carta helped Indonesian startup Pintu scale efficiently
Learn more
Startup APAC Cap table Fintech
How Endowus expanded to Hong Kong, using Carta to streamline regulatory compliance
Learn more
Startup equity Fintech options
How Vested uses Carta APIs to streamline employee stock option funding
Learn more
Startup general counsel law firms pro forma
How Carta makes pro formas painless for this general counsel
Learn more
Venture Capital APAC Early-stage Fintech venture capital
How VC firm Vectr Fintech grew with the help of Carta Fund Admin
Learn more
Startup LLC phantom equity
How Carta makes phantom equity simple for Athena LLC
Learn more
Venture Capital API fund administration software-as-a-service venture capital
How Valor VC uses Carta APIs to streamline portfolio reporting and audits
Learn more
Startup Advertising E-commerce Fintech
How Perkville uses Carta to automate equity and compensation management
Learn more
Startup Fintech
How StellarFi leverages the Carta platform for cap table, compensation, and equity advisory
Learn more
Startup B2B SaaS
How Carta helps Streamline manage equity, make hires, and save on taxes
Learn more
Venture Capital Early-stage
How Carta helps first-time fund manager at Rarebreed VC focus on founders
Learn more
Venture Capital Fintech Upmarket
How QED Investors leveraged Carta technology to keep up with growth
Learn more
Startup Early-stage SaaS
Luminary Cloud chooses Carta for Qualified Small Business Stock (QSBS) attestation letter and Equity Advisory
Learn more
Startup E-commerce rfid
RADAR and Carta: Empowering equity ownership with QSBS and early exercise
Learn more
Startup B2B
Relativity chose Carta LLC platform to help manage its equity program
Learn more
Venture Capital Consumer Femtech Healthcare
How Emmeline Ventures uses Carta’s operational planning model to break into VC
Learn more
Venture Capital Biotech Healthtech
Rising biotech VC partners with Carta for fund administration
Learn more
Startup Early-stage SaaS
StreetMetrics invests in its employees’ well-being with personalized equity and tax education
Learn more
Venture Capital Late-stage
How High Circle Ventures used SPVs to launch a VC firm
Learn more
Venture Capital Late-stage
How NLVC manages funds and works with LPs in China and the US
Learn more
Startup Early-stage SaaS
VEERUM prepares for future business growth with Carta
Learn more
Venture Capital Early-stage
Carta enables better LP communication for M13’s unique strategy
Learn more
Venture Capital Early-stage
How Kapor Capital uses Carta to advance its socially conscious investment thesis
Learn more
Venture Capital Late-stage
How VCFA Group scaled their secondaries strategy with Carta
Learn more
Venture Capital Early-stage
How Las Olas uses Carta to manage their back office
Learn more
Venture Capital Early-stage
How Carta helps Harlem Capital invest in diversity
Learn more
Venture Capital Late-stage
How Xenon uses Carta to help more founders
Learn more
Venture Capital Early-stage
How Sinai Ventures got a dozen more founder meetings each month
Learn more
Startup Enterprise Late-stage
PandaDoc uses Carta to streamline board consents
Learn more
Startup Early-stage Media
Canada-based Wattpad manages equity with US investors
Learn more
Startup IT Late-stage
Puppet switches to Carta for a modern, trusted platform
Learn more
Startup Biotech Early-stage
lmmunomedics manages their equity through key milestones on Carta
Learn more
Startup AI Early-stage
Lightning AI hires transparently with Carta Total Comp data
Learn more
Startup Early-stage Web3
Gauntlet uses Carta Total Comp to hire competitively in the surging Web3 industry
Learn more
Startup B2B Early-stage
From 409As to SAFEs, Double A Labs uses Carta to scale
Learn more
Startup Consumer Early-stage
How Day Trippers doubled their valuation after using Carta
Learn more
Startup Late-stage SaaS
How Calendly improved their 409A process with Carta
Learn more
Startup Healthtech
How H1 partnered with Carta to offer liquidity through a tender offer
Learn more
Carta, Inc. Carta Cross
Learn more
EquipmentShare Carta Cross
Learn more
Let’s build together