How London-based Ooodles gained financial clarity and improved compliance on Carta

Before finding Carta, IT-hardware procurement platform Ooodles lacked an accurate understanding of its company ownership distribution. The previous solution Ooodles used to manage its equity provided incomplete data, leading to costly compliance issues and low financial visibility.

CEO Leonardo Poggiali wanted to step away from the constant confusion and refocus on growing his business. In early 2025, he switched to Carta, based on its established reputation for streamlined equity management and international scope. 

Carta’s digital cap table and equity management platform gave Poggiali the clarity he needed to make informed decisions, stay compliant, and connect more effectively across stakeholders. As a result, Ooodles is on a clearer path to stronger long-term financial outcomes. 

Switching to Carta without further disruption

The team at Ooodles had assumed that a UK-based platform would be able to meet its needs better than a global solution. However, the challenges of Ooodles’s first cap table management provider made Poggiali reconsider what he was looking for.

“In the UK, we have obligations to share financial updates with our national registrar through the Department of Business and Trade’s Companies House. Our updates were constantly rejected by authorities,” he recalls. “I spent more than a year straightening out issues.”

By comparison, Carta provided what Poggiali says was one of his best onboarding experiences in more than twenty years of working with SaaS providers. 

“Carta’s software is accurate, but there’s value in the team behind the tech,” says Poggiali. “They know the ins and outs of capital management for a UK-based company like Ooodles. It’s a powerful combination.”

A structured approach to equity management

On Carta, Poggiali can complete administrative tasks without the friction he previously experienced. It’s quick and easy to add new stakeholders to his company’s cap table, review work in progress, and issue shares. 

The accuracy of Carta’s platform encouraged Poggiali to move away from spreadsheets, which he was using to shadow and correct the errors of Ooodles’s previous equity management provider. 

“I’m confident that the numbers in our cap table add up and make sense now,” he says. “Inputs are easy to edit and update, so I can maintain compliance when things change. It’s very straightforward.”

Giving shareholders greater transparency

Carta makes equity management easier for everyone with a stake in Ooodles. Each equity holder has access to their own dashboard, where they can view shares, download certificates, and manage documents.

Thanks to Carta’s employee and investor dashboards, Poggiali spends less time answering equity-related questions and more time on business growth.

“My role is to drive the company, bring in new clients, and keep existing customers happy,” says Poggiali. “It’s necessary that I spend some of my time managing shareholders, but streamlining the work on Carta means I can focus on what’s most important for Ooodles.”

Carta helps founders focus on returns 

From Poggiali’s perspective, Carta empowers founders to manage their cap tables wisely from the beginning and set their companies up for bigger wins in the future. 

"If you're starting a business from scratch—or evolving it with a funding round—you’re usually focused on the long-term strength of the company,” he says. With key contributors looking ahead to an exit, founders need to keep their eyes on the potential financial outcomes.