Explore all Carta case studies
- Private companies
- Public companies
- Investors & venture capital
Private company case studies
Private company
Healthcare & Life Sciences
Brickell Biotech manages their equity from private to public on Carta
Private Company
SaaS
How Calendly improved their 409A process by teaming up with Carta's in-house experts
Private company
Travel
How Day Trippers doubled their valuation after using Carta
Private company
Saas, Finance
PandaDoc uses Carta to streamline board consents
Private Company, SaaS
Puppet switches to Carta for a modern, trusted platform
Private company
Saas
VEERUM prepares for future business growth with Carta
Private company
International
Canada-based Wattpad manages equity online with US investors
CUSTOMER TESTIMONIALS
What other customers are saying
- Acquired, Late Stage, SaaS
“We are Connecticut’s only unicorn, and we had over one thousand individual option grants at the time of the transaction, including a very complex cap table. The Carta platform helped us manage that, and Carta’s customer support through the process was exceptional.”
James McLaughlin, Corporate Counsel, Datto
- Early Stage
“We used [Carta] to get board approval for the financing round. After having used it once, our law firm and board members are fully bought in. It feels like the way board approvals should have worked all along. It just makes sense to have everything on platform.”
Bill Boebal, CEO, Pingboard
- 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
- 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
