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Carta est une plateforme de gestion de propriété pour les entreprises, les investisseurs et les employés.

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Mallory R.
Mallory R.
Senior Digital Marketing Specialist (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 501-1 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Super easy to keep track of my stock options

5 il y a 2 ans

Commentaires : Overall it is simple and easy to use and makes it easy for a company with a large number of employees to keep track of which people have which vested stock options.

Avantages :

Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.

Inconvénients :

No complaints but I probably haven't used this software at a deep enough level to truly find anything difficult or something to dislike about this software.

Zeah S.
Zeah S.
Controller (É.-U.)
Utilisateur LinkedIn vérifié
Hôpitaux et soins de santé, 11-50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Eshares to Carta

5 il y a 3 ans

Commentaires : We started with Carta when it was Eshares. Prior to using this software we were tracking everything in an excel spreadsheet which was a complete cluster. Now we can easily pull reports for information on the shareholders. The only difficulty I have encountered is the lack of a report that my auditors will accept without manipulation from myself. Still way better than manual tracking.

Avantages :

The ease with which data can be entered

Inconvénients :

Reports for Audit purposes can be painful

Sho L.
Corporate Counsel (É.-U.)
Services d'information, 501-1 000 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Love-Hate Relationship with Carta

3 l’année dernière

Commentaires : I have nothing else to compare Carta to, so I don't even know how to respond. On a positive note, I suppose I can list 'Carta' as a skill on my resume, though I don't know whether I would want to deal with Carta ever again if I seek different employment.

Avantages :

When I have issues with this software (which is often), Carta's support team is usually very responsive and will work with me on the issue. The software itself works fine, I guess, as it rarely has technical problems. The offered tutorial does help, and I appreciate the Carta team for putting the tutorial together.

Inconvénients :

Not very intuitive to use! A major part is requiring a good foundation in securities and stock options knowledge, which I clearly do not have. One HUGE gripe I have with Carta is that there is no quick way to bulk update a set of option grants, but rather I have to go into EACH option grant, upload the document I need to upload, add a note of what I am updating, wait for 5 seconds for the update to occur, and repeat with the rest of the 1000+ option grants. I have been uploading/updating these option grants for a few days now while trying to do my other work, and I am still updating as I write this review on a Saturday evening. I don't know whether to keep on updating while cursing at the Carta screen, or just call it quits for the day. Also, the update generates an email notification for the option holders, and of course a good amount of them send me questions afterwards despite our team having already prepared a mass message for our Chief Sales Officer to send out that explains these notifications. I'm at the point where I'm inclined to curse out the next sales employee that asks me what these Carta notifications are for.

Adam G.
MGR (É.-U.)
Internet, 501-1 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great Program

5 il y a 7 mois

Commentaires : I use for equity tracking for grants of RSUs and options

Avantages :

Love this to track options, RSUs and shares. Support is also helpful and does its best to answer questions.

Inconvénients :

The commissions on sales are a bit over the norm for a retail brokerage-type program. Especially bad if you have small lot sizes

Utilisateur vérifié
Director, People Operations (É.-U.)
Utilisateur LinkedIn vérifié
Biens de consommation, 201-500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Stock Options Made Easy

4 il y a 3 ans

Avantages :

Carta helps us track all of our company's stock options in one place, providing simple reports and instant changes to our cap table.

Inconvénients :

Changes to Stakeholders now require more steps than they did in the previous format, it is a bit more time consuming when making a lot of changes.

Utilisateur vérifié
DevOps Engineer (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 51-200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Simple way to manage equity in a startup.

4 il y a 2 ans

Avantages :

It's easy to see when I can exercise shares, and it's easy to see my current holdings.

Inconvénients :

It's such a bare website. I would like some more features, maybe educationally-focused links and ways to track the value of the shares, if there is any information.

Utilisateur vérifié
Director, Sales and Business Development (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Easy for users, simple interface

4 l’année dernière

Commentaires : Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.

Avantages :

Uncluttered user interface. Very obvious where to click & navigate. It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.

Inconvénients :

There isn't a robust feature set beyond the basics to track your equity, but I'm not sure how much more I would need for that.

Margaret D.
Controller (É.-U.)
Biotechnologie, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Carta works for us.

4 il y a 8 mois

Commentaires : Very happy with hi.

Avantages :

Once implemented, we are very happy with Carta.

Inconvénients :

Maybe a dashboard and a customized menu for the tasks i use the most?

Scott S.
Lead Recruiter (É.-U.)
Logiciels, Auto-entrepreneur
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Very much a 'living' comp tool!

5 il y a 2 mois Nouveau

Avantages :

I like how it notifies me with new updates regularly, and how the tool allows me to use different %ages within a range.

Inconvénients :

It doesn't work as well internationally. That's a problem as I need comp data for several countries.

Shane F.
CRO (É.-U.)
Logiciels, 11-50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Seems ok for what it is

5 il y a 2 mois Nouveau

Commentaires : Nice to see equity in a platform

Avantages :

Easy to see option grants and equity, no frills.

Inconvénients :

Nothing I don't like. Seems to do what it's supposed to do.

Rob P.
CFO (Suisse)
Services financiers, 501-1 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Huge timesaver, great value and has improved continuously over time

5 il y a 3 ans

Avantages :

It solved a hugely expensive problem very easily (I used to have to manage our cap table in excel, print out paperwork and issue my own stock certificates. However, every time I look at software options, I was stuck going back to the same system. Using lawyers is truly insane cost-wise, so we manged it in-house. I talked to users of all competitive products and every single one noted errors in those products that led to board-level action and highly expensive fixes. This is NOT something you want to mess around with. Carta, however, was FAR superior to all other options in ease-of-use, accuracy of data, security, rapidity of product development, and ability to scale along with our company. They could make any adjustments needed without the needs for costly external counsel or board interaction.

Inconvénients :

When we first started using it (nearly 5 years ago), we found a few bugs in accounting reporting on edge cases (we had a couple outlier cases unusual for a company of our size at the time ). The Carta team quickly made adjustments to their software to resolve the problems however (and have continued to respond quickly to feedback).

Utilisateur vérifié
Senior Staff Accountant (É.-U.)
Utilisateur LinkedIn vérifié
Internet, 51-200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Once top shop for cap table management

5 il y a 4 ans

Avantages :

Very easy to use Option grants to employees are all done through the software There are reports for all our needs, from stock based comp calculations, min disclosure for financial statement audits, etc... Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time.

Inconvénients :

Reports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's

Kevin C.
Business Operations Manager (É.-U.)
Services et technologies de l'information, 501-1 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Great App for Managing Private Equity

5 il y a 2 ans

Commentaires : Overall, it's been awesome using Carta. It's a great tool to manage private equity. I'd highly recommend this.

Avantages :

- Keeps track of multiple companies in a singular account - Great data visualization tools for exercised vs. vested, etc. - Repository for pertinent documentation

Inconvénients :

- Mobile application is lacking some features that the web app has (i.e. documentation repo). - Sometime difficult to understand the workflow required to accomplish a task. There are multiple ways to do the same thing, which can leave the user feeling a bit lost at times.

David B.
Managing Member (É.-U.)
Capital risque et capital-investissement, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Imposible to use because its always so SLOW

3 il y a 2 ans

Commentaires : The CEO's and law firms that use it seem to be happy with it, as an investor user, I literally cringe every time we get a new stock cert from Carta because it takes so long to do antying.

Avantages :

In theory, it should be easy to manage our portfolio of over 50 different holdings.

Inconvénients :

We are investors, not issuers. As investors, we have 3 big issues. A). The site is SO SLOW, I literally end up e-mailing the portfolio company to ask for the information. B) The UX for the portfolio is nonsensical. For example, if you accept a certificate, you are not taken to the holding,s rather to some summary page from which you then have to search for what you just accepted and if you are not in the right "portfolio", it doesn't show up. C) Carta makes it very difficult for one to keep a backup.

Enrique F.
Accounting Manager (É.-U.)
Électronique grand public, 51-200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

For a Start-up, this is a great tool to manage your equity

5 il y a 3 ans

Commentaires : Overall, Carta Equity Management allows us to track and record equity along with sharing the information with the employees. It also provides us the reports to book the quarterly stock based compensation.

Avantages :

Carta is fairly easy to navigate, as the administrator I can answer questions employees may have as far as vesting and their options.

Inconvénients :

Some of the reports are not easily identifiable, you have to select the options you want when running the report.

Frank T.
CFO (É.-U.)
Vente au détail, 51-200 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Great Cap Table Management and Scenario Modeling

5 il y a 2 ans

Commentaires : Overall, I am very happy with Carta.

Avantages :

I love having an up-to-date Cap Table at all times and being able to model exit and funding round scenarios quickly. Integrated stock ledger and 409A valuations are a plus, too. I plan to implement investor and board communication into the platform this year.

Inconvénients :

I wish the scenario modeling provided optionality around convertible notes. But the file outputs allowed me to manipulate the data once in excel very easily. And they were presentation ready.

Alan C.
Alan C.
Content Marketing Manager (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 51-200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Easy way to manage stock options

5 l’année dernière

Commentaires : Overall I have had a positive experience with Carta and am glad it exists to easily manage stock options.

Avantages :

Their documentation and blog are very helpful in understanding all the terms and nuance of stock options.

Inconvénients :

There is nothing that I don't like - the software does a solid job servicing our need for managing stock options.

Jeff L.
Software Engineer (É.-U.)
Services financiers, 51-200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Step by step and very informative

5 il y a 4 ans

Avantages :

I like how for every piece of information, Carta has detailed explanations for it. It's great for new people who are not familiar with how option grants work. Interface is clean, and I like the different animations when you sign or purchase grants. Also like the monthly email about the vesting progress.

Inconvénients :

Don't really have any problems with the software. I am just a user of the tool with very limited permissions. There is not much I can do on the site.

Ben B.
Manager (É.-U.)
Gestion d'organisme à but non lucratif, 2-10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Easy way to monitor employee stock options

5 il y a 2 ans

Commentaires : Overall, Carta has been a useful tool for managing and visualizing my employee stock benefits.

Avantages :

I'm not a finance expert, nor a lawyer. That's why I like Carta so much for managing my employee stock benefits. It keeps all the records and information in a single place that I can access easily, along with helpful guides and tutorials for what everything means. I also really like the interactive vesting schedule/option exercise calculator. They are both quite helpful in visualizing stock benefits.

Inconvénients :

I don't really have a complaint about Carta other than I wish it integrated with other employee benefits platforms, like Justworks. Obviously Carta is much more specialized than Justworks, and there are probably legal/security reasons it is separate, but it would be cool to have everything in one place.

Utilisateur vérifié
Associate Product Manager (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 201-500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great equity management system

5 il y a 11 mois

Commentaires : Overall, this system makes it really easy to understand your equity.

Avantages :

Overall, Carta makes it really easy to not only view your holdings, but each individual grant and what has vested. It also allows you to exercise options that are available to you.

Inconvénients :

Our company went through a re-price so all old grants had to be cancelled and reissued. It's not easy to tell which grants are active vs which ones are voided.

Theodore B.
Financial Analyst (Canada)
Immobilier, 11-50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Good Cap Table Management Software

4 il y a 3 ans

Avantages :

Carta is a very cool cap table management software with various functionality answering the majority of the needs of a startup for this kind of software. The UX is very nice and easy to use.

Inconvénients :

One of the downside of Carta is its CS. As long as everything is working it's perfect but when you need their CS you will have to wait a long time before your problem is resolved

Luke F.
Analytics Manager (É.-U.)
Services financiers, 1 001-5 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : SoftwareAdvice

IPO was a debacle

1 il y a 8 mois

Avantages :

The pages were easy to navigate and well laid out.

Inconvénients :

Carta’s handling of the Affirm IPO was a debacle. I believe that Affirm no longer works with Carta as a result. Every employee’s sell order was accidentally canceled on the day of the equity release. Carta did not have any alerts system, and did not notify affected employees for a month. Some employees were left tens of thousands of dollars worse off than had the error not occurred. I would generally be concerned about the quality of their software. Amusingly, one employee had $50K worth of stocks go missing from their account. Carta’s software engineers had to deploy a bug fix for these stocks to be visible again!

Molly R.
SDR (É.-U.)
Loisirs, voyage et tourisme, 201-500 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

User friendly

4 il y a 3 ans

Avantages :

I was able to buy stocks through my company with just a couple of e-signatures.

Inconvénients :

It was lacking in some features. The time it took to get my stocks was a couple of days but that may have been on my HR side.

Tanner W.
Account Development Rep (É.-U.)
Logiciels, 201-500 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Not sure how I should be using except once a year...

5 il y a 3 ans

Commentaires : Very nice UI. Seems intuitive.

Avantages :

The UI is very slick. Easy to navigate. I'm sure when Carta is relevant to me, it will be easy to use.

Inconvénients :

Don't really know how I'm supposed to interact with it. Not sure if that's my company's fault or Carta's customer success team... All I know is one day I'll have RSU's in there and it will become more relevant.

John C.
Business Development (É.-U.)
Utilisateur LinkedIn vérifié
Marketing et publicité, 201-500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Carta Review

5 il y a 3 ans

Commentaires : I enjoy using Carta, and hope I can continue to use it and continue to grow equity.

Avantages :

I love having everything in one place, and easy to use, purchase and organize all of my grants and vested stock.

Inconvénients :

I wish that I could use some sort of market value prediction tool, as well as have deductions from my paycheck taken out to be used for stock.