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Explore all Carta case studies

Private company case studies

Private company customer stories - Case studies and testimonials 1
Private company
Healthcare & Life Sciences

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

Private company customer stories - Case studies and testimonials 2
Private Company
SaaS

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

Private company customer stories - Case studies and testimonials 3
Private company
Travel

How Day Trippers doubled their valuation after using Carta

Private company customer stories - Case studies and testimonials 4
Private company
Saas, Finance

PandaDoc uses Carta to streamline board consents

Private company customer stories - Case studies and testimonials 5
Private Company, SaaS

Puppet switches to Carta for a modern, trusted platform

Private company customer stories - Case studies and testimonials 6
Private company
Saas

VEERUM prepares for future business growth with Carta

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Private company
International

Canada-based Wattpad manages equity online with US investors

CUSTOMER TESTIMONIALS

What other customers are saying

“Carta has been a total game changer for my Co-Founder and I the last few years. Thanks to the powerful tools and functionality that Carta has brought to the table, we can devote every ounce of our focus and energy to accomplishing our mission while keeping every investor and supporter looped in every step of the way!”

Michael Walsh, CEO, Cariloop
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“We were fielding 10 employee questions per week on equity. Now the Carta support team handles almost all of them. It’s everything from the design of the product to the language they use – Carta is the equity platform for this generation, and every other software out there feels like it was built in ’98.”

Alexandra Sepulveda, General Counsel, Udemy
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“The Carta reporting is a game changer. We can filter by things like security type, ownership percentage, and acceptance status, and all of the formulas are included in the reports. That gives us the flexibility we need to get useful data from our cap table.”

Dennis Yang, CEO, Udemy
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“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
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