--- title: "Carta Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Carta. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Carta is a good fit for you!" source_url: "https://www.softwareadvice.com/investment-management/carta-for-investors-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) / [Carta](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/) / Carta Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/) Reviews [Alternatives](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/alternatives/) # Carta User Reviews ## Reviews summary - Overall rating: 4.2/5 - Total reviews: 65 ### Secondary ratings - Ease of use: 4.0/5 - Customer support: 3.8/5 - Value for money: 3.7/5 - Functionality: 4.2/5 ### Rating distribution - 5 stars: 38 reviews (58%) - 4 stars: 16 reviews (25%) - 3 stars: 4 reviews (6%) - 2 stars: 1 reviews (2%) - 1 star: 6 reviews (9%) ### Most mentioned pros - What I love most about Carta is that it tells a comprehensive story about my growth in equity over time with my company. - The platform felt reliable, professional, and easy to navigate, and it helped simplify information that might otherwise be overwhelming. - 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. ### Most mentioned cons - They are the worst at client service, show no interest in providing reporting or answer any questions. - Carta has the most disregard for their clients. - We've had issues with several aspects of Carta:-onboarding - we were not set up with the right vesting schedule and several employees that were terminated in our system are now showing as continuously vesting-customer support - when these issues were brought to Carta (and in our eyes, fairly urgent) ## Carta customer reviews Showing reviews 1-25 of 65 (page 1). ### A great user friendly platform - Overall rating: 5/5 - Reviewer: Aleah H. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 501-1000 employees - Product usage: Used monthly for more than 2 years - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered Overall, I had a very positive experience with Carta. The platform felt reliable, professional, and easy to navigate, and it helped simplify information that might otherwise be overwhelming. I found it to be a valuable tool for staying informed and organized, and overall I really enjoyed using it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I liked most about Carta was how intuitive and streamlined the platform felt. It made managing equity information much easier to understand, and I appreciated having everything organized in one place. The interface was clean, user-friendly, and made what can sometimes feel like a complicated process much more approachable. #### Cons If I had to point to one downside, it would be that some features can take a little time to fully understand if you’re new to equity management. While the platform is overall very polished, there are moments where a bit more guidance or explanation within certain sections would make the experience even better. --- ### Essential Tool in Equity Management - Overall rating: 5/5 - Reviewer: Joe O. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: January 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. - Investor equity management - Employee equity option management - Cap table management - 409A valuation #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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) #### Reasons for choosing Carta - Ease of use of the platform / knowledge database for employees - Industry leader - Recommended by legal team and investors --- ### Avoid Carta at all cost - Overall rating: 1/5 - Reviewer: Samuel R. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used monthly for less than 6 months - Reviewed: May 2025 - Review source details: This review was submitted organically. No incentive was offered Horrible experience - incompetent staff with no interest in trying to help #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### 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 --- ### Carta - all-in-one Equity management for privately held companies - Overall rating: 5/5 - Reviewer: James M. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: January 2023 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. #### Reasons for choosing Carta Familiarity with Carta as the leading provider. #### Reasons for switching to Carta Size and scale demanded a more robust Equity management solution. --- ### LOVE Carta!! - Overall rating: 5/5 - Reviewer: Tyra O. - Verified reviewer: Yes - Industry: Computer Software - Company size: 201-500 employees - Product usage: Used monthly for more than 2 years - Reviewed: May 2026 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I love most about Carta is that it tells a comprehensive story about my growth in equity over time with my company. It's such a complex topic, but Carts breaks it down in a way that is so easy to understand. Their reporting, data management, and customer support are all outstanding. #### Cons Truly, I have yet to have a bad experience with Carta, and I don't expect I'll have one. I've been using them for 5.5 years, and they have cared for me with the same accuracy and security throughout. That dependability has earned them my trust. --- ### Really thorough tool, but sometimes get lost in the weeds - Overall rating: 4/5 - Reviewer: Sarah K. - Verified reviewer: Yes - Industry: Computer Software - Company size: 201-500 employees - Product usage: Used monthly for more than 2 years - Reviewed: July 2025 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### 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. --- ### Carta review - Overall rating: 5/5 - Reviewer: Luke T. - Verified reviewer: Yes - Industry: Oil & Energy - Company size: 51-200 employees - Product usage: Used monthly for less than 12 months - Reviewed: January 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Very positive, I would recommend this to other users looking for something similar to help out their organisation #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Super easy to keep track of my stock options - Overall rating: 5/5 - Reviewer: Mallory R. - Verified reviewer: Yes - Industry: Computer Software - Company size: 501-1000 employees - Product usage: Used other for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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. --- ### Eshares to Carta - Overall rating: 5/5 - Reviewer: Zeah S. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 11-50 employees - Product usage: Used other for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The ease with which data can be entered #### Cons Reports for Audit purposes can be painful --- ### Easy way to manage stock options - Overall rating: 5/5 - Reviewer: Alan C. - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used other for less than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall I have had a positive experience with Carta and am glad it exists to easily manage stock options. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### indispensabile per la gestione delle cap table - Overall rating: 4/5 - Reviewer: Freweini T. - Verified reviewer: Yes - Industry: Mechanical or Industrial Engineering - Company size: 51-200 employees - Product usage: Used monthly for less than 2 years - Reviewed: August 2026 - Review source details: This review was submitted organically. No incentive was offered Carta è lo standard di fatto per le startup che devono gestire quote societarie, option pool e round di finanziamento. È un software potente che fa risparmiare migliaia di euro in spese legali, anche se richiede una curva di apprendimento non indifferente. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros Semplifica radicalmente la gestione delle cap table, la valutazione 409A e l'emissione di equity. Automatizza processi legali complessi, offrendo la massima trasparenza sia per i fondatori sia per i dipendenti e gli investitori. #### Cons Il costo dei piani a pagamento cresce rapidamente con l'aumentare dei dipendenti o degli azionisti. L'interfaccia può risultare macchinosa per i non addetti ai lavori e il supporto clienti è talvolta lento. #### Reasons for switching to Carta Per la gestione automatizzata delle valutazioni 409A, l'emissione legale di opzioni e l'esigenza di uno standard riconosciuto dagli investitori istituzionali. --- ### Great, but it can scale up more - Overall rating: 4/5 - Reviewer: Joon L. - Verified reviewer: Yes - Industry: Online Media - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: March 2025 - Review source details: This review was submitted organically. No incentive was offered Overall experience with Carta is great, but it would be great if Carta becomes more than just tracking stocks/stock options tool #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- ### Carta does everything to avoid providing service and still charges a premium - Overall rating: 1/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: October 2022 - Review source details: This review was submitted organically. No incentive was offered Most of the time I don't know they're there, because I don't need them. When I do need them, it is a consistently horrible experience. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros I don't find the software to be very intuitive or helpful. It does appear that the people behind it know the business domain, but beyond that I can't say much for it. #### Cons Their customer service is impossible to reach, and when you reach them very unhelpful. They clearly don't value their customer relationships. They check in periodically to see if they can upsell me to add-on products that aren't useful to our business. --- ### Avoid at all cost - Overall rating: 1/5 - Reviewer: Carolyn D. - Verified reviewer: Yes - Industry: Fund-Raising - Company size: 11-50 employees - Product usage: Used monthly for less than 2 years - Reviewed: December 2022 - Review source details: This review was submitted organically. No incentive was offered Terrible. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros I do not like anything about this software. #### Cons Carta is awful, bottom line. We cancelled our account on November 6th, 2022 but they went ahead and charged us nearly $5k on December 18th. I have reached out to the "success manager" assigned to our account to refund our money since we cancelled and she just doesn't respond to my emails. I have called the support line but they just redirect us to our "success manager." They are an unethical nightmare. Avoid at all cost. --- ### Best in class? - Overall rating: 3/5 - Reviewer: Emily d. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 51-200 employees - Product usage: Used weekly for less than 6 months - Reviewed: December 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. For how large and popular Carta software is, I expect a higher level of support and functionality. #### Ratings breakdown - Ease of use: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros Carta is very convenient if you want your employees (and ex employees) to be able to track their vesting over time. #### Cons We've had issues with several aspects of Carta:-onboarding - we were not set up with the right vesting schedule and several employees that were terminated in our system are now showing as continuously vesting-customer support - when these issues were brought to Carta (and in our eyes, fairly urgent) it was extremely slow to get a response. Our issue took several weeks to resolve - even though employees had access to the system and could see incorrect shares.-functionality - I would love the ability to input more information on our equity program for employees, but the system is not as customizable as we'd like. --- ### Easy way to monitor employee stock options - Overall rating: 5/5 - Reviewer: Ben B. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used other for less than 6 months - Reviewed: November 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, Carta has been a useful tool for managing and visualizing my employee stock benefits. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons 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. --- ### All in one platform - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 201-500 employees - Product usage: Used other for less than 6 months - Reviewed: October 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overally, it's been a few months but good experience nonetheless. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros Never knew such platforms existed until we started using one. It's a nice, easy to use platform, allowing us information about everything ESOP's and the related terms for us within the organization. #### Cons It would have been great had there been more information on how to actually navigate through the platform. --- ### The beautifully simple way to manage equity - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used monthly for less than 12 months - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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. --- ### Carta Cap Table Management for Startups - Overall rating: 5/5 - Reviewer: John S. - Verified reviewer: Yes - Industry: E-Learning - Company size: 2-10 employees - Product usage: Used monthly for less than 12 months - Reviewed: May 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We have been happy with Carta and will likely continue to use them for our cap table management and valuations. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### Very simple interface for viewing, managing, and monitoring my stock options - Overall rating: 5/5 - Reviewer: Sonya I. - Verified reviewer: Yes - Industry: Biotechnology - Company size: 51-200 employees - Product usage: Used monthly for less than 6 months - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We started using it this year to manage stock option paperwork and vesting schedules. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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. --- ### Great solution for sharing equity numbers with employees - Overall rating: 5/5 - Reviewer: Jeremy K. - Verified reviewer: Yes - Industry: Internet - Company size: 11-50 employees - Product usage: Used monthly for less than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 4/5 #### 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. --- ### Best to Keep track - Overall rating: 5/5 - Reviewer: Manali S. - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used monthly for less than 2 years - Reviewed: July 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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 --- ### Love-Hate Relationship with Carta - Overall rating: 3/5 - Reviewer: Sho L. - Verified reviewer: Yes - Industry: Information Services - Company size: 501-1000 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### 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. --- ### Simple But Gets the Job Done - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Media Production - Company size: 11-50 employees - Product usage: Used monthly for more than 2 years - Reviewed: April 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 5/5 #### 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. --- ### Work on the ease of completing deals - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: December 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Functionality: 4/5 #### 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 ## More reviews [Next reviews](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/reviews/?page=2) --- Carta Reviews, Pros and Cons - 2026 Software Advice