--- title: "Page 2 | Carta Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Page 2 - Is Carta the right Equity Management solution for you? Explore 66 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/220278/Carta/reviews/?page=2" page_type: "reviews" language: "en" publication_date: "2026-11-09" --- Carta 4.2 (68) [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 November 9th, 2026 # Page 2 - Reviews of Carta ## Showing most helpful reviews Showing 26-50 of 68 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Scientist Used the software for: Less than 1 year ### "Very simple interface for viewing, managing, and monitoring my stock options" December 24, 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 Used the software for: 1-3 years ### "Great solution for sharing equity numbers with employees" August 13, 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 Manali S. Sr. Accounting Specialist Used the software for: 1-3 years ### "Best to Keep track" July 20, 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 Sarah K. People Ops Manager Used the software for: 3-5 years ### "Really thorough tool, but sometimes get lost in the weeds" July 11, 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 R Reviewer Head of Business Development Used the software for: Less than 1 year ### "Avoid Carta at all cost" May 16, 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 VR Verified Reviewer Management Accountant Used the software for: 1-3 years ### "Work on the ease of completing deals" December 13, 2022 4.0 Pros It saves time and effort by giving up tiring spreadsheets that consume a lot of time and require a lot of manual operations. When I encounter a problem, Carta support team is usually quick to respond and works with me to solve the problem and is also easy to use, which makes work on developing data with high accuracy Cons I don't really have a complaint about Carta other than that it's hard to back up Review Source Joe O. VP of Finance Used the software for: 3-5 years ### "Essential Tool in Equity Management" February 1, 2022 5.0 \- Investor equity management - Employee equity option management - Cap table management - 409A valuation Pros \- In-depth knowledge database that gets you started quickly - Easy to use interface that allows for efficient navigation - Carta combines equity and salary compensation benchmarks and adjusts for size, location, industry - Well structured reports, funding overviews, cap tables, and ability to create a data room for investors - Free annual 409A valuation report Cons \- Expensive for startups - Salary compensation tool should be included in base subscription - More comparative details with similar companies (benchmarking functions) Review Source R Reviewer COO Used the software for: 3-5 years ### "Carta - all-in-one Equity management for privately held companies" January 5, 2023 5.0 5-star. I have a been a Corporate Securities Attorney for 20+ years (15+ years in house) and Carta is my favorite application for privately held entities. It has saved countless hours in spreadsheets, providing a turnkey solution that is accurate and easy to administer for the Board, Investors, and Employees. Pros Equity management is turnkey. Ability to share with our Attorneys and Accountants. Ability to quickly pull data and reports for outside Funds and Auditors. Self-serve option portal for Employees. Cons Some of the nuances are complex, but the Software works. It takes some training, but the effort is worth the time to keep all your Equities in a single ledger. Review Source R Reviewer CFO Used the software for: 3-5 years ### "Huge timesaver, great value and has improved continuously over time" June 26, 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). Review Source R Reviewer Managing Member Used the software for: 3-5 years ### "Imposible to use because its always so SLOW" May 14, 2020 3.0 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. Pros In theory, it should be easy to manage our portfolio of over 50 different holdings. Cons 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. Review Source Mallory R. Senior Digital Marketing Specialist Used the software for: 3-5 years ### "Super easy to keep track of my stock options" December 16, 2019 5.0 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. Pros 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. Cons 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. Review Source R Reviewer Controller Used the software for: 3-5 years ### "Eshares to Carta" August 31, 2018 5.0 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. Pros The ease with which data can be entered Cons Reports for Audit purposes can be painful Review Source R Reviewer Tersicoreo Used the software for: Less than 1 year ### "Buono strumento " December 22, 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 Verified Reviewer DevOps Engineer Used the software for: 3-5 years ### "Simple way to manage equity in a startup." August 6, 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 Margaret D. VP Finance Used the software for: 3-5 years ### "Great tool for equity management" December 1, 2022 4.0 Great for cap table management. Customer service is also excellent. Pros I like that it is commonly used in tech companies so many investors are already comfortable with it. Cons Some functionality is difficult to locate and the help function references a different version of the software than i have. Review Source Alan C. Content Marketing Manager Used the software for: 1-3 years ### "Easy way to manage stock options" September 30, 2020 5.0 Overall I have had a positive experience with Carta and am glad it exists to easily manage stock options. Pros Their documentation and blog are very helpful in understanding all the terms and nuance of stock options. Cons There is nothing that I don't like - the software does a solid job servicing our need for managing stock options. Review Source R Reviewer Analytics Manager Used the software for: 1-3 years ### "IPO was a debacle" May 25, 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 Verified Reviewer Associate Product Manager Used the software for: 3-5 years ### "Great equity management system" March 2, 2021 5.0 Overall, this system makes it really easy to understand your equity. Pros 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. Cons 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. Review Source Kevin C. Business Operations Manager Used the software for: 1-3 years ### "Great App for Managing Private Equity" December 5, 2019 5.0 Overall, it's been awesome using Carta. It's a great tool to manage private equity. I'd highly recommend this. Pros \- Keeps track of multiple companies in a singular account - Great data visualization tools for exercised vs. vested, etc. - Repository for pertinent documentation Cons \- 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. Review Source Verified Reviewer Director, Sales and Business Development Used the software for: 1-3 years ### "Easy for users, simple interface" September 24, 2020 4.0 Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company. Pros 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. Cons 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. Review Source Verified Reviewer Paralegal Used the software for: Less than 1 year ### "Onboarding Nightmare" November 15, 2018 3.0 Our company has been managing equity via Excel spreadsheets and have grown to the point that we need something better. Once we have Carta up, we are hoping to spend far less time updating spreadsheets. Should just be enter the information once and all the reports update. Pros Software is very pretty. Our rep is available consistently for phone calls to discuss onboarding. Cons If you have any non-standard options, Carta is probably not for you. We have been onboarding for months now, and our account rep has done almost nothing. We gave him the information we had, but he doesn't seem to grasp the spreadsheets so we've basically had to do the uploading ourselves. Now that we are almost ready for go-live, I still can't find information in the system that I am looking for. Additionally, the software doesn't make up agreements (for example, if you loaded up a template). You just upload your agreements into the system after they are made on another platform. So basically it's a hosted skin for shares reporting? Not sure, and not happy. Review Source Verified Reviewer Account Executive Used the software for: Less than 1 year ### "Very Easy Management of Company Shares" January 15, 2019 5.0 I have loved that I can see all of my equity in the company and when the stock vests. Pros I love being able to go in and see how many shares I have, how many have vested, and when the next shares will vest. It has a portfolio section as well that shows how many shares will vest and on what day those shares vest. Overall, it is a very simple program for the user and (from what I have heard) very easy to set everything up on as a company. Cons I hope that one day Carta will get into other markets to allow you to invest in other private companies. I feel like they have a great platform and would be good at adding a feature like this. Review Source Verified Reviewer HR Manager Used the software for: 1-3 years ### "Stocks in One Place!" July 18, 2019 4.0 Overall, no major issues with Carta. Makes the stock options piece of my job easier to manage and communicate. Pros I really like using Carta to manage our stock options for employees. I find it simple to use both for administrators as well as employees who are creating accounts and reviewing options. Cons Sometimes I find the reports are tedious to complete because there are many options to select. Sometimes it does take some time to make multiple changes. Review Source Verified Reviewer Account Manager Used the software for: 3-5 years ### "Simplifies confusing information" March 1, 2021 5.0 Pros I've used Carta through multiple companies and I love how it takes complex legal language and breaks it down for you to simply understand and visualize in its predictive outcomes. Cons I don't have any negative input. The software does exactly what I'd hope it would. Review Source Adam G. MGR Used the software for: 3-5 years ### "Great Program" July 1, 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.