Name: Carta
Rating: 8.9 (53 reviews)
Author: Carta

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

PHP Frameworks

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

Emissions Management

Visitor Management

Whistleblowing

Enterprise

Accounting

SaaS Spend Management

Travel Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Access Gateways

Cloud Migration

Cloud Storage

Data Center Cooling

Data Warehouse

Database-as-a-Service (DBaaS)

DevOps

Enterprise Service Bus

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Migration

Mobile Identity

Network Performance Monitoring

Open-Source Database

Privileged Access Management

Storage as a Service (STaaS)

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales

Cloud Infrastructure Entitlement Management

Secure Service Edge (SSE)

Security

Apparel

Banking

Equation Editors

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Ordering

eDiscovery

Vertical-Specific

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### Equity Management
Users generally praise Carta's equity management capabilities. They appreciate the streamlined and efficient user interface that simplifies the process of tracking, provisioning, and approving shares and RSU gifts within organizations. The tool's transparency and ease of navigation are highlighted as key strengths, providing peace of mind to users regarding their equity holdings. Carta's intuitive interface and centralized location for managing stock options and RSUs make it a valuable asset for organizations, particularly early-stage startups looking to attract and retain talent through equity incentives. (Source Reviews: [1](https://www.trustradius.com/reviews/carta-2022-06-17-13-59-16), [2](https://www.trustradius.com/reviews/carta-formerly-eshares-2020-12-29-13-03-18), [3](https://www.trustradius.com/reviews/carta-formerly-eshares-2020-03-26-05-56-51), [4](https://www.trustradius.com/reviews/carta-formerly-eshares-2019-11-07-23-37-50), [5](https://www.trustradius.com/reviews/carta-formerly-eshares-2019-06-25-11-09-05), [6](https://www.trustradius.com/reviews/carta-formerly-eshares-2019-07-05-11-13-22))

### Stock Option Administration
Users consistently praise Carta's stock option administration functionality. Reviewers highlight the ease of issuing and maintaining stock options through Carta, emphasizing its efficiency in managing stock ledgers and option issuance processes. The platform's ability to streamline stockholder communication and provide a centralized source of truth for equity-related matters is widely appreciated by users. Additionally, Carta's user-friendly interface and responsive support contribute to a positive user experience when it comes to stock option administration. (Source Reviews: [1](https://www.trustradius.com/reviews/carta-2022-06-17-13-59-16), [2](https://www.trustradius.com/reviews/carta-formerly-eshares-2020-12-29-13-03-18), [3](https://www.trustradius.com/reviews/carta-formerly-eshares-2020-03-26-05-56-51), [4](https://www.trustradius.com/reviews/carta-formerly-eshares-2019-11-07-23-37-50), [5](https://www.trustradius.com/reviews/carta-formerly-eshares-2019-07-05-11-13-22))

### Capitalization Table Management
User consensus appears to be that Carta excels in capitalization table management. The platform's robust functionality for managing stock options, maintaining stock ledgers, and conducting annual valuations has garnered praise from users. Additionally, the ease of issuing and maintaining stock options through Carta's streamlined processes has been highlighted as a significant advantage. The platform's ability to facilitate communication with investors and provide quick access to sensitive data has further solidified its reputation as a top choice for capitalization table management. (Source Reviews: [1](https://www.trustradius.com/reviews/carta-2022-06-17-13-59-16))

### Financial Reporting and Compliance
Users consistently praise Carta's expense reporting and GAAP compliance features for their efficiency and accuracy. They appreciate the ease of generating detailed reports for monthly expenses and the platform's adherence to accounting standards. Reviewers highlight the significant reduction in potential misstatements during audits due to Carta's GAAP-compliant calculations. Additionally, users find the platform's reporting features helpful for tracking and managing stock option expenses, providing a centralized and reliable source of financial data. (Source Reviews: [1](https://www.trustradius.com/reviews/carta-formerly-eshares-2020-03-26-05-56-51), [2](https://www.trustradius.com/reviews/carta-formerly-eshares-2019-11-07-23-37-50))

### Legal and Regulatory Compliance
Users consistently praise Carta for its legal and regulatory compliance features. Reviewers highlight that Carta excels in ensuring company compliance and maintaining accurate cap tables, which are essential for legal purposes. The platform's ability to automate stock compensation expense recording and generate required disclosures is highly valued by users. While some minor issues with auto-generated Excel files have been reported, overall, users appreciate Carta's strong focus on legal and regulatory compliance to streamline equity management processes. (Source Reviews: [1](https://www.trustradius.com/reviews/carta-2022-06-17-13-59-16), [2](https://www.trustradius.com/reviews/carta-formerly-eshares-2019-11-07-23-37-50))

### Transparency and Disclosure Management
Users unanimously praise Carta's transparency and disclosure management features. They appreciate the tool's ability to provide clear visibility into equity grants, stock options, and RSUs, allowing stakeholders to easily track and understand their ownership positions. The platform's transparency instills confidence and peace of mind among users, while its intuitive interface minimizes the need for extensive training, saving both time and resources. Additionally, Carta's robust disclosure management capabilities streamline financial and legal compliance processes, enhancing overall operational efficiency and accuracy. (Source Reviews: [1](https://www.trustradius.com/reviews/carta-formerly-eshares-2019-11-07-23-37-50), [2](https://www.trustradius.com/reviews/carta-formerly-eshares-2019-06-25-11-09-05))

Based on user reviews, the most common recommendations for Carta are as follows:

1. Seek alternatives or consider hiring someone to manage Carta. Some users have found Carta to be buggy and difficult to use. As a result, they suggest exploring other options or outsourcing stock management tasks to professionals.

2. Utilize support and have all necessary information available for quick setup. Users recommend taking advantage of the support provided by Carta to effectively navigate the platform. They also advise having all relevant information readily available during the setup process for a smoother experience.

3. Understand cap tables and communication tools. To fully utilize Carta's features, users recommend investing time in understanding cap tables and familiarizing themselves with the platform's communication tools. This will enable them to make the most out of the software's capabilities.

Overall, while some users highlight issues with bugs and complexity, others emphasize Carta's value as a tool for stock management, producing investor documents, and keeping employees informed about vested options. It is recommended to carefully evaluate these factors in relation to individual business needs before implementing the software.

Lack of Integration with Accounting/HR Platforms: Some users have expressed frustration with the lack of integration between the software and accounting or HR/payroll platforms, which results in manual input and potential errors. They suggest integrating the software into these platforms to reduce the need for manual input.

Issues with Stock Calculations: Several reviewers have encountered issues with the auto-generated Excel file for stock calculations, requiring assistance from technical support to correct these errors. This has caused inconvenience and delays for users who rely on accurate stock calculations.

Inadequate Customer Support: A number of users have expressed dissatisfaction with the customer service provided. They mention slow response times from the live chat team and a lack of acknowledgement or resolution for reported software bugs. Improving response times and addressing reported bugs promptly would greatly enhance user experience.

Easy Navigation and User-Friendly Interface: Many users have praised Carta for its extremely easy-to-navigate platform and user-friendly interface. They have found the clean layout of the app/tool to be intuitive, making it effortless to track and manage shares/benefits. This has not only made the process exciting but also helped upper management remain transparent and honest about promised rewards.

Helpful Documentation and Support: Several reviewers have highlighted the value of Carta's Help Center, which they describe as seriously well done. Users appreciate that Carta has a vast database of articles and help documentation, covering a wide range of topics. This comprehensive resource provides guidance on various aspects related to equity management, ensuring that users can easily find answers to their questions.

Streamlined Equity Management: A significant number of users have commended Carta for streamlining equity management processes. The platform handles all stock certificates for investors, simplifying stock option maintenance, cap table maintenance, and scenario modeling across multiple companies. Additionally, from issuance to approval and exercising, the entire stock option life cycle is seamlessly managed within Carta

Carta

Stock Option Plan Administration is for administering stock option plans.

Stock Option Plan Administration

Likelihood to Recommend

Support Rating

the company dashboard that provides a comprehensive view of tasks and recommended next steps.

a company's detailed cap table breakdown by share class, providing vital insights into authorized shares, ownership percentages, dilution effects, and funds raised, accessible at a glance.

the equity awards management interface featuring visibility into options holders, exercise prices, vesting schedules, and remaining allocation from an equity plan.

the shareholder information and certificate interface where edits are incorporated into the cap table automatically.

Carta's interface to create, track, and receive funding.

<div>Carta is the leading, all-in-one equity management platform that drives the venture ecosystem forward. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue securities electronically.  </div><div><br></div><div>In keeping with our commitment to help early-stage founders grow we created Carta Launch, a free fundraising and equity management tool for early-stage founders who have raised &lt;$1mm. </div><div><br></div><div>Carta is always advancing equity’s utilization and has built cutting edge tools that grow with your company and help with valuations, tax filings, and equity compliance. Most recently, Carta launched Total Comp—a compensation management suite that offers benchmarking, leveling, scorecards, total rewards statements, and other tools to help you forecast, hire, and retain talent. </div><div><br></div><div>Today, Carta supports more than 40,000 companies and 2.3M+ equity holders. They have valued over $2.5T in private assets.</div><div><br></div>

Capshare, now part of Shareworks

Director of Accounting

Carta (formerly eShares) 2019-11-07 23:37:50

BambooHR

Atlassian Bamboo

LinkedIn Sales Navigator

ADP GlobalView Payroll

Lucid Visual Collaboration Suite

Senior Enterprise Account Development II - Team Lead

Carta (formerly eShares) 2019-06-25 11:09:05

SaaSOptics now part of Maxio

15Five

Jirav

Carta 2022-06-17 13:59:16

Atlassian Jira

Google Drive

Carta - UNPUBLISHED

Slack

Dialpad Meetings

Guru

Research Analyst

Carta (formerly eShares) 2017-12-20 17:45:15

Certent, now part of insightsoftware

Carta (formerly eShares) 2020-12-29 13:03:18

BILL

Sage Intacct

Emburse Nexonia

Carta (formerly eShares) 2020-03-26 05:56:51

ADP Workforce Now

Microsoft Visio

Carta (formerly eShares) 2019-07-05 11:13:22

Asana

Namely

ServiceNow IT Operations Management - AIOps (Unpublished)

Loom

Carta (formerly eShares) 2018-01-04 10:38:32

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Levels of access

Excel file

Poor customer service

Live chat

Security roles

Technical support

Response times

Room feature

Hr payroll

Support team

Easy to manage

Hr department

Multiple companies

Navigate and understand

Help center

Source of truth

Clean layout

Help documentation

Expense reporting

Easy to use

Home

Stock Option Plan Administration Software

We currently use Carta as our official record of all stock option grants to employees and equity grants to investors. All holders of equity awards must log in to Carta to view and accept any offerings. 

Carta allows for us to have one central source of truth for all things equity, which is a necessity for any startup. It also allows the accounting team to automate the recording of all stock compensation expense required for US GAAP purposes, and it generates the support for all required footnote disclosures. To calculate all of this manually would be nearly impossible.

Streamlined and efficient UI.
Automatic calculation of all necessary accounting computations and footnote disclosures, properly support for external audit purposes.
A central source of truth for both internal (like accounting and legal) and external (outside counsel) stakeholders in the equity process.

Still some issues with the auto-generated Excel file for stock calculations that required correction by technical support.
Could offer integration into accounting platforms or HR/payroll platforms to further cut down on manual input.
It should allow for custom user creation to allow for varying levels of access based on role in the company; currently, all security roles in the platform are out of the box without any modification allowed.

Carta has allowed us to focus our time away from the manual calculation of complex transactions and more toward other business objectives.
In addition, the manual tracking of granting, exercising, and forfeiting/expiration of stock options is done much more accurately with the use of Carta. This makes us that much more ready for another round of fundraising or exit.

Carta is being used to track, provision, and approve the shares and RSU gifts within our organization. All members of the org here are using it and is helps everyone really understand where their shares stand and when each portion will be vested. The transparency and peace of mind the tool provides are priceless.

It is extremely easy to navigate and understand the app/tool itself.
The clean layout make tracking and managing our shares/benefits easy and exciting.
This helps upper management remain transparent and honest about what is promised and when it should be rewarded as time passes.

It would be great if we were able to link our 401k to the app and have all benefits in the same place.
I think that an occasional training or resource provision on the best ways to use our options would be helpful.
Mentorship and guidance upon IPO or Acquisition would be a really cool benefit to our younger employees.

Time-savings and the weight that Carta takes off of office management are a huge win for us.
The transparency and availability of the information Carta stores/presents is another big ROI for us.
The ease-of-use here makes the need for training minimal, therefore saving both time and money.

Lucidchart, BambooHR, LinkedIn Sales Navigator

Carta is used for managing our capitalization table. This includes the issuance of stock options and the maintaining of stock ledgers for each class of stock. Carta also has a service for conducting and preparing our 409 ( a ) valuation each year. Additionally, our investors are able to request data from us through Carta, which provides an easy way to correspond on sensitive data.

Stock option maintenance
Cap table maintenance
409 ( a )
Scenario modelling

Online help
Support documentation
Highlighting errors

Stockholder maintenance
Stockholder communication
Stock Option administration

Carta
Formerly eShares

Overview

What is Carta?