Item: Carta
Rating: 9
Author: Verified User

Overall Satisfaction with Carta

Use Cases and Deployment Scope

We used Carta to manage the equity shares that were distributed amongst our 70+ employees before acquisition from a parent company. It enabled our stakeholders to manage these shares easily and was a very nice platform from the end user side as well, very transparent and clear in regards to how to understand your equity in the company.

Pros and Cons

Pros

Easy of use, clean user interface
Robust back-end tools for reporting
Simple cap table management

Cons

More documentation at your fingertips

Return on Investment

Hard to provide the overall ROI but happiness with the product was universal.

Usability

Our employees did not need much assistance with this product ever, only ever answered technical, admin type questions about it.

Key Insights

Do you think Carta delivers good value for the price?

Yes

Are you happy with Carta's feature set?

Yes

Did Carta live up to sales and marketing promises?

Yes

Did implementation of Carta go as expected?

Yes

Would you buy Carta again?

Yes

Likelihood to Recommend

If you are looking to manage equity with a startup, this was a great tool for everyone involved. Both management and employees enjoyed the platform.

Comments

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Great tool for managing equity