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Customer case studies & Testimonials

Featured case study:
Brickell Biotech

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

Read the full case study
Customer stories - Case studies & testimonials 1

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 2

Immunomedics

Immunomedics manages their equity through key milestones on Carta

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Explore all Carta case studies

Customer stories - Case studies & testimonials 3
Private Company
SaaS

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

Customer stories - Case studies & testimonials 4
Private company
Travel

How Day Trippers doubled their valuation after using Carta

Customer stories - Case studies & testimonials 5
Private company
Web3

How Gauntlet uses Carta Total Comp to hire competitively

Customer stories - Case studies & testimonials 6
Venture capital

How Harlem Capital invests in diversity

Customer stories - Case studies & testimonials 7
Venture capital

How High Circle Ventures used SPVs to launch a VC firm

Customer stories - Case studies & testimonials 8
Venture capital

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

Customer stories - Case studies & testimonials 9
Venture capital

How Las Olas uses Carta to manage their back office

Customer stories - Case studies & testimonials 10
Venture capital

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

Customer stories - Case studies & testimonials 11
Venture capital

How CVCs can set themselves up for continued success

Customer stories - Case studies & testimonials 12
Private company
Saas, Finance

How PandaDoc uses Carta to streamline board consents

Customer stories - Case studies & testimonials 13
Private Company
SaaS

How Puppet switched to Carta for a modern, trusted platform

Customer stories - Case studies & testimonials 14
Venture capital

How to add unique value as a small VC fund

Customer stories - Case studies & testimonials 15
Private equity

How VCFA Group scaled their secondaries strategy

Customer stories - Case studies & testimonials 16
Private company
Saas

How VEERUM prepares for future business growth with Carta

Customer stories - Case studies & testimonials 17
Private equity

How Xenon Partners keeps startups' doors open

CUSTOMER TESTIMONIALS

What other customers are saying

  • Acquired, Early Stage, SaaS

“The value of Carta was its visibility into the cap table for employees, investors, and administrators; it mitigated any uncertainty with respect to the cap table.”

Brian Schmidt, former General Counsel, Trello
trello
  • Acquired, Featured, Late Stage, SaaS

“The biggest benefit was being able to pick up the phone or send an email and receive an immediate response from Carta. Not many software providers have that level of customer service.”

Mike McMahon, Corporate Controller, WePay
wepay-1
  • Acquired, Early Stage, SaaS

“I used Carta’s waterfall tool to calculate our substantial equity payouts. The stock-based calculations were invaluable, and the benefits would have been more dramatic if we were on the platform for 2-3 more years.”

Angiras Koorapaty, CFO, VisualIQ
visualiq
  • Early Stage

“With Carta, we didn’t need to bill our law firm at every step of the financing process. They had complete visibility and control the whole time, but we were able to take on the clerical work. That allowed them to focus on more strategic, compliance-related issues.”

Rob Eanes, Co-founder, Pingboard
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eShares, Inc. DBA Carta, Inc. is registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.