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Customer case studies & Testimonials

Featured case study:
Brickell Biotech

Brickell Biotech manages their equity from private to public on Carta.

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Customer stories - Case studies & testimonials 4

More featured case studies

Private company, SaaS

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Wattpad

Canada-based Wattpad manages equity online with US investors

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Venture capital

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NLVC

How NLVC works with LPs in China and the US

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Public companies, healthcare

Customer stories - Case studies & testimonials 5

Immunomedics

Immunomedics manages their equity through key milestones on Carta

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Explore all Carta case studies

Customer stories - Case studies & testimonials 6
Private Company
SaaS

How Calendly improved their 409A process by teaming up with Carta's in-house experts

Customer stories - Case studies & testimonials 7
Private company
Travel

How Day Trippers doubled their valuation after using Carta

Customer stories - Case studies & testimonials 8
Private company
Web3

How Gauntlet uses Carta Total Comp to hire competitively

Customer stories - Case studies & testimonials 9
Venture capital

How Harlem Capital invests in diversity

Customer stories - Case studies & testimonials 10
Venture capital

How High Circle Ventures used SPVs to launch a VC firm

Customer stories - Case studies & testimonials 11
Venture capital

How Kapor Capital uses Carta to advance its socially conscious investment thesis

Customer stories - Case studies & testimonials 12
Venture capital

How Las Olas uses Carta to manage their back office

Customer stories - Case studies & testimonials 13
Venture capital

How Carta enables better LP communication for M13's unique strategy

Customer stories - Case studies & testimonials 14
Venture capital

How CVCs can set themselves up for continued success

Customer stories - Case studies & testimonials 15
Private company
Saas, Finance

How PandaDoc uses Carta to streamline board consents

Customer stories - Case studies & testimonials 16
Private Company
SaaS

How Puppet switched to Carta for a modern, trusted platform

Customer stories - Case studies & testimonials 17
Venture capital

How to add unique value as a small VC fund

Customer stories - Case studies & testimonials 18
Private equity

How VCFA Group scaled their secondaries strategy

Customer stories - Case studies & testimonials 19
Private company
Saas

How VEERUM prepares for future business growth with Carta

Customer stories - Case studies & testimonials 20
Private equity

How Xenon Partners keeps startups' doors open

CUSTOMER TESTIMONIALS

What other customers are saying

  • Thred Up

Industry: Internet and Direct Marketing Retail

Public listing date: March 2021

Company overview: Thredup operates online resale platforms that allows consumers to buy and sell secondhand women’s and kids’ apparel, shoes, and accessories. The company was founded in 2009 and is based in Oakland, California.

Alon Rotem, Chief Legal Officer, Thredup 1

“The Carta valuation team consistently delivered a great experience in our several years working with their team. Their team’s ability to provide thoughtful analysis in compressed timeframes was tremendously helpful for us and our auditors as we prepared for our IPO in early 2021.”

Alon Rotem, Chief Legal Officer, Thredup
thredup
  • Trustpilot

Industry: Interactive Media and Services

Public listing date: March 2021

Company overview: Trustpilot operates a review platform for businesses and consumers in the United Kingdom, North America, and internationally. Its online review platform that enables consumers to make purchasing decisions, and businesses to showcase their service. The company was founded in 2007 and is headquartered in Copenhagen, Denmark.

Hanno M. Damm, Chief Financial Officer, Trustpilot 2

“[We had worked] with the Carta team for our 409A valuations for several years and [were] very satisfied with the results. The team is very easy to work with and the process [was] seamless as we [were] already storing so much of the relevant information in Carta directly.”

Hanno M. Damm, Chief Financial Officer, Trustpilot
trustpilot
  • Nuvation Bio

Industry: Pharmaceuticals

Public listing date: February 2021

Company overview: Nuvation Bio, a clinical-stage biopharmaceutical company, focuses on the development of therapeutic candidates for oncology. The company was incorporated in 2018 and is headquartered in New York, New York.

nuvation
  • NexImmune

Industry: Biotechnology

Public listing date: February 2021

Company overview: NexImmune, a clinical-stage biotechnology company, engages in developing therapies with curative potential for patients with cancer and other life-threatening immune-mediated diseases. The company was incorporated in 2011 and is headquartered in Gaithersburg, Maryland.

John Trainer, Chief Financial Officer, NexImmune 3

“We greatly appreciated that Carta provided a consistent, experienced team for each of our 409A engagements, especially as we approached our IPO. The Carta team was a valuable partner in working through multiple scenarios and sensitivities around the timing and value of our IPO which was critical for the comfort of our Board and partners as we went through our preparation.”

John Trainer, Chief Financial Officer, NexImmune
NexImmune

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