# Carta Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Carta the right Equity Management solution for you? Explore 62 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/220278/Carta/reviews --- Carta 4.2 (62) [View alternatives](https://www.capterra.com/p/220278/Carta/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Carta Ease of use 4.0 Customer Service 3.7 ## Pros and Cons in Reviews LT Luke T EngineerOil & Energy, 51 - 200 employeesUsed the software for: 6-12 months. “Very useful tool for any kind of meeting management“ January 18, 2026 SK Sarah K People Ops ManagerComputer Software, 201 - 500 employeesUsed the software for: More than 2 years. “Equity administration can be very confusing, and I sometimes find myself getting lost in the admin portal.“ July 10, 2025 ⚡️Scott K Recruiting ManagerComputer Software, 11 - 50 employeesUsed the software for: More than 2 years. “I love how we can get updates based on several other clients' comp data.“ June 3, 2024 SR Samuel R Head of Business DevelopmentFinancial Services, 2 - 10 employeesUsed the software for: Less than 6 months. “Overall toxic firm that should be avoided at all cost“ May 14, 2025 JL Joon L COOOnline Media, 51 - 200 employeesUsed the software for: More than 2 years. “As start up COO, Carta has been saving lots of time to grant stocks or stock options.“ March 10, 2025 SR Samuel R Head of Business DevelopmentFinancial Services, 2 - 10 employeesUsed the software for: Less than 6 months. “Horrible experience - incompetent staff with no interest in trying to help“ May 14, 2025 JL Joon L COOOnline Media, 51 - 200 employeesUsed the software for: More than 2 years. “Overall experience with Carta is great, but it would be great if Carta becomes more than just tracking“ March 10, 2025 JW James W PresidentEnvironmental Services, 2 - 10 employeesUsed the software for: Less than 6 months. “They don't seem to be competent and want to charge me $500 to make a copy of a stock certificate I've had for 15 years.“ July 10, 2022 ## Showing most helpful reviews Showing 1-25 of 62 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jon D. Senior Recruiter Computer Software Used the software for: 1-2 years ### "Great Equity Management" July 18, 2019 5.0 We use Carta to manage our company equity and stock options. Pros Easy and efficient way to check on equity status. I also like the language / articles that Carta provides about stocks and stock options. Cons The platform is straightforward and easy to use I have no complaints Review Source VR Verified Reviewer Recruiting Manager Computer Software Used the software for: 2+ years ### "Great tool, however one flaw" June 3, 2024 5.0 Pros I love how we can get updates based on several other clients' comp data. This allows us to remain competitive. Cons I would love to see historical data. Ie: With existing employees who are brought in at an IC\_ or MGR\_ level, a couple of years ago, it would be helpful to see where they were brought in within the band (XX%ile) back when the market was showing that historical data. Review Source SL Sho L. Corporate Counsel Information Services Used the software for: 6-12 months ### "Love-Hate Relationship with Carta" January 10, 2021 3.0 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. Pros 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. Cons 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. Review Source VR Verified Reviewer Editor Media Production Used the software for: 2+ years ### "Simple But Gets the Job Done" April 14, 2022 4.0 Pros If you're looking for a simple piece of software to track employees' options and their vesting schedules, Carta gets the job done. Employees will be notified as options vest over time, and can even simulate exercising their vested options. Cons The average person does not understand what options are, or how vesting schedules or exercising options works. Carta could improve this experience for users by perhaps incorporating basic explanations of terminology into the software (ie: with info buttons next to certain terms). This would certainly give users an increased understanding of and sense of control over their financial assets. Review Source VR Verified Reviewer Senior Staff Accountant Internet Used the software for: 2+ years ### "Once top shop for cap table management" July 12, 2018 5.0 Pros 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. Cons Reports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's Review Source VR Verified Reviewer Director, People Operations Consumer Goods Used the software for: 2+ years ### "Stock Options Made Easy" November 14, 2018 4.0 Pros Carta helps us track all of our company's stock options in one place, providing simple reports and instant changes to our cap table. Cons 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. Review Source VR Verified Reviewer DevOps Engineer Computer Software Used the software for: 2+ years ### "Simple way to manage equity in a startup." July 30, 2019 4.0 Pros It's easy to see when I can exercise shares, and it's easy to see my current holdings. Cons 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. Review Source JC John C. Business Development Marketing and Advertising Used the software for: 2+ years ### "Carta Review" April 22, 2019 5.0 I enjoy using Carta, and hope I can continue to use it and continue to grow equity. Pros I love having everything in one place, and easy to use, purchase and organize all of my grants and vested stock. Cons 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. Review Source Michael L. Head of Customer Service Ops Financial Services Used the software for: 6-12 months ### "Carta keeps me in the loop" July 18, 2019 4.0 Pros I love their communications skills aka the emails they send out when I've vested shares. Cons I have no qualms or issues with Carta at this time. Review Source Taddes K. Software Engineer Computer Software Used the software for: Less than 6 months ### "A clean and efficient way to manage stocks" November 21, 2018 5.0 We use this for managing equity Pros By far, the user interface is excellent and allows for a great deal of visualizations that help you manage and understand stocks. It's built using React and is a stellar example of component-based design at its best. It's clean and clear. Cons It is a bit unintuitive and complicated for the uninitiated, which is a common thing whenever you're dealing with stocks and finance, but the user interface is clean and there is plenty of support Review Source RP Rob P. CFO Financial Services Used the software for: 2+ years ### "Huge timesaver, great value and has improved continuously over time" June 21, 2019 5.0 Pros 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. Cons 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). Reason for choosing Carta See above Review Source FD Filippo D. Tersicoreo Performing Arts Used the software for: 6-12 months ### "Buono strumento " December 21, 2023 5.0 Nel complesso la mia esperienza con Carta è positiva e non riesco più a farne a meno Pros La semplicità di utilizzo e l’ intuitività sono sicuramente due dei punti forti di Carta! Cons Al momento non ho riscontrato nessun aspetto negativo (a mio riguardo e per l’uso che ne faccio) Review Source LF Luke F. Analytics Manager Financial Services Used the software for: 1-2 years ### "IPO was a debacle" May 21, 2021 1.0 Pros The pages were easy to navigate and well laid out. Cons 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! Review Source AG Adam G. MGR Internet Used the software for: 2+ years ### "Great Program" June 30, 2021 5.0 I use for equity tracking for grants of RSUs and options Pros Love this to track options, RSUs and shares. Support is also helpful and does its best to answer questions. Cons The commissions on sales are a bit over the norm for a retail brokerage-type program. Especially bad if you have small lot sizes Review Source JL Jeff L. Software Engineer Financial Services Used the software for: 2+ years ### "Step by step and very informative" July 17, 2018 5.0 Pros 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. Cons 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. Review Source EF Enrique F. Accounting Manager Consumer Electronics Used the software for: 1-2 years ### "For a Start-up, this is a great tool to manage your equity" November 13, 2018 5.0 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. Pros Carta is fairly easy to navigate, as the administrator I can answer questions employees may have as far as vesting and their options. Cons Some of the reports are not easily identifiable, you have to select the options you want when running the report. Review Source VR Verified Reviewer Marketing Manager, Communications & Content Computer Software Used the software for: 6-12 months ### "The beautifully simple way to manage equity" December 9, 2018 5.0 Pros As a user, it made managing, accepting, and understanding equity stakes easy—and the UI was very intuitive. Cons Some features were still under construction. While they looked exciting, it was frustrating to think I could use them, then not have access. Review Source JS John S. Operations Manager E-Learning Used the software for: 6-12 months ### "Carta Cap Table Management for Startups" May 25, 2021 5.0 We have been happy with Carta and will likely continue to use them for our cap table management and valuations. Pros Carta made the implementation easy and the ongoing maintenance has been a breeze. I really like that not only does Carta manage my cap table but that 409A valuations are included in my plan so when we're ready to kick that off I just have to press a button. Cons I have found it a bit difficult to add new users, debt issuances etc. and my customer service rep has generally pushed me toward recordings of user Q&A sessions rather than answer my questions. Review Source Sonya I. Scientist Biotechnology Used the software for: Less than 6 months ### "Very simple interface for viewing, managing, and monitoring my stock options" December 20, 2019 5.0 We started using it this year to manage stock option paperwork and vesting schedules. Pros No hassle, very easy to use. It has a clean layout and makes it easy to view all your paperwork. It sends me an email each time more stock options vest. Cons I haven't hand any issues with it so far. My only complaint is that it's a very specific tool for what amounts to legal document management and those documents could be shared and managed another way. But it works well and has a clear goal, so it's fine. Review Source JK Jeremy K. Operations Manager Internet Used the software for: 1-2 years ### "Great solution for sharing equity numbers with employees" August 11, 2018 5.0 Pros I really like the email updates when options vest. It keeps the employees engaged and interested in seeing their vested equity grow. Cons It was a bit of work for our finance manager to get setup but all is well now and no issues to report from the employees. Review Source MS Manali S. Sr. Accounting Specialist Computer Software Used the software for: 1-2 years ### "Best to Keep track" July 16, 2021 5.0 Pros The app for user is great and super transparent and easy to understand Cons Reporting wise its confusing sometimes which report to get to get the desired data Review Source SK Sarah K. People Ops Manager Computer Software Used the software for: 2+ years ### "Really thorough tool, but sometimes get lost in the weeds" July 10, 2025 4.0 Carta has been the only equity administration tool we've used as a startup for nearly 10 years, and our finance team and employees have been extremely satisfied. Pros The employee experience in Carta is really straightforward (and offers educational resources we love), and the reporting functionality for administrators is very thorough. Cons Equity administration can be very confusing, and I sometimes find myself getting lost in the admin portal. Additionally, the Rippling integration is helpful but not quite as flushed out as I think it could be. Review Source JL Joon L. COO Online Media Used the software for: 2+ years ### "Great, but it can scale up more" March 10, 2025 4.0 Overall experience with Carta is great, but it would be great if Carta becomes more than just tracking stocks/stock options tool Pros As start up COO, Carta has been saving lots of time to grant stocks or stock options. Before using Carta, we always had to go through the attorney and it was hard to track. Cons It would be great if Carta has option to sell or exercise stock options directly. Then, it automatically sends the emails to existing shareholders and among them, if there are who are interested, they have options to purchase Review Source LT Luke T. Engineer Oil & Energy Used the software for: 6-12 months ### "Carta review" January 18, 2026 5.0 Very positive, I would recommend this to other users looking for something similar to help out their organisation Pros Very useful tool for any kind of meeting management, the learning curve is present but not too demanding Cons Essentially, it is a very useful platform but the learning curve takes some getting used to, but help through the platform improves this Review Source SR Samuel R. Head of Business Development Financial Services Used the software for: Less than 6 months ### "Avoid Carta at all cost" May 14, 2025 1.0 Horrible experience - incompetent staff with no interest in trying to help Pros Nothing to like about this firm. Avoid at all cost. Toxic firm Cons Carta has the most disregard for their clients. They are the worst at client service, show no interest in providing reporting or answer any questions. Overall toxic firm that should be avoided at all cost Review Source Similar Products Featured