Carta Reviews in July 2026: User Ratings, Pros & Cons

Amazing tool that takes out all the pain out of managing your cap table

What do you like best? The easy-to-use and intuitive interface as well as the wide variety of reporting functionality. Also, it seems like Carta really listens to customer feedback and continues to implement new features that really add value. What do you dislike? I really can't think of anything I don't like. What problems are you solving with the product? What benefits have you realized? We do our whole equity management in Carta, i.e. stakeholder management, cap table ...

Great equity administration

What do you like best? Ease of use. Able to provide legal counsel and auditors with login. What do you dislike? Incremental cost for certain features... What problems are you solving with the product? What benefits have you realized? Saving time and effort. Ease of audit. Working with external partners. Reducing paperwork associated with equity grants and option exercises.

Carta has made my job as COO at a small software business easier, and saved me time and headache.

What do you like best? The quick personal support from real humans has always been effective for me. They did the right thing allowing for different profiles under the same login so I can manage my own shares, and then separately manage the company's cap table. I found the ISO workflow very easy to deal with. The e-signature integration is well done, and the various prebuilt downloads are just about always exactly what I need. What do you dislike? I don't really have complaints.. it ...

Great cap table management and more

What do you like best? Management of stock certificates, cap table management and options management. What do you dislike? Some investors had issues accepting stock certificates although that was uncommon What problems are you solving with the product? What benefits have you realized? Centralized cap table data saved me time with spreadsheets. I didn’t have coat or management complications in managing stock certificates which saved me time. Confidence that I had data correct.

Best in Class

What do you like best? Customer service is best in class. Responds super fast and always has the right answers. What do you dislike? Implementation took a little longer than expected. What problems are you solving with the product? What benefits have you realized? Equity administration

Carta Is A Lifesaver

What do you like best? The user interface is simple and easy, so managing our securities, cap table, etc. has been far less stressful than it otherwise would be. What do you dislike? The platform could use more inline user support -- e.g. tooltips, links to support or informational documentation. I am managing equity and cap table process for the first time, and extra information is helpful to be confident everything is accurate. Recommendations to others considering the product: ...

Accounting Manager

What do you like best? Carta is a very tech-friendly and intuitive tool to use from both an administrative and end-user perspective, which has significantly helped our team in administering equity compensation. Additionally, the support team whether it's via a chat, email or phone-call has always been quick and efficient. What do you dislike? We haven't utilized the 3921 support due to the high pricing. Recommendations to others considering the product: Easy tool to implement ...

Carta is a life saver!

What do you like best? I love Carta because it makes the stock option exercise process for employees seamless. It is all done through the Carta portal. No physical cash or documents are required, it is all done electronically. Drafting new employee stock options is a breeze too. You can bulk import new option grants by filling out an import template that you can download from the Carta website. Carta's 3921 reporting feature is also incredible. I used to use another website to ...

Carta: Make your equity management easy!

What do you like best? Carta has saved us thousands of dollars and hours of time by streamlining our stock option grant and cap table administration. If you are still using excel spreadsheets you are wasting time and money! What do you dislike? Can't think of anything, but if I must pick something I'd say the reporting is robust but sometimes hard to figure out. What problems are you solving with the product? What benefits have you realized? Stock Option grants, BOD consents, ...

Great experience so far

What do you like best? -It makes it incredibly easy to issue options and maintain our cap table -Our attorneys and investors are extremely familiar with it, which makes it simple and easy to use What do you dislike? There is nothing we dislike so far with the product. What problems are you solving with the product? What benefits have you realized? -It saves us a ton of time when it comes to calculating anything regarding our cap table