Carta

Hey @cartainc I've been using Carta across 4 different companies since about a week after you launched. Big fan! MCP server for the CRM product is cool but I don't use that. Any chance we can get an MCP server for read-only portfolio access? Currently I have agents use my browser, but it would be so nice if they could read my portfolio. Carta is the one and only provider without API or MCP access of any kind.

Any reason why in the year of the lord 2026, I cannot query my very own data on @cartainc through an API, @henrysward? Invite-only APIs with a 2024 deprecated Google Form or an Excel-plugin does not count https://t.co/15iHosAfuf

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 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

Ok no big deal, I’ll move the money around and try again. Nope, Carta decided that after a single failed attempt at payment my options were PERMANENTLY canceled. Like, I no longer have the right to exercise them ever. No equity in the company for me, sorry.

I don't really have a complaint about Carta other than that it's hard to back up

Some functionality is difficult to locate and the help function references a different version of the software than i have.

- Expensive for startups - Salary compensation tool should be included in base subscription - More comparative details with similar companies (benchmarking functions)

Reporting wise its confusing sometimes which report to get to get the desired data

Carta’s handling of the Affirm IPO was a debacle. I believe that Affirm no longer works with Carta as a result. Every employee’s sell order was accidentally canceled on the day of the equity release. Carta did not have any alerts system, and did not notify affected employees for a month. Some employees were left tens of thousands of dollars worse off than had the error not occurred. I would generally be concerned about the quality of their software. Amusingly, one employee had $50K worth of stocks go missing from their account. Carta’s software engineers had to deploy a bug fix for these stocks to be visible again!

Our company went through a re-price so all old grants had to be cancelled and reissued. It's not easy to tell which grants are active vs which ones are voided.

We are investors, not issuers. As investors, we have 3 big issues. A). The site is SO SLOW, I literally end up e-mailing the portfolio company to ask for the information. B) The UX for the portfolio is nonsensical. For example, if you accept a certificate, you are not taken to the holding,s rather to some summary page from which you then have to search for what you just accepted and if you are not in the right "portfolio", it doesn't show up. C) Carta makes it very difficult for one to keep a backup.

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.

- Mobile application is lacking some features that the web app has (i.e. documentation repo). - Sometime difficult to understand the workflow required to accomplish a task. There are multiple ways to do the same thing, which can leave the user feeling a bit lost at times.

When we first started using it (nearly 5 years ago), we found a few bugs in accounting reporting on edge cases (we had a couple outlier cases unusual for a company of our size at the time ). The Carta team quickly made adjustments to their software to resolve the problems however (and have continued to respond quickly to feedback).

If you have any non-standard options, Carta is probably not for you. We have been onboarding for months now, and our account rep has done almost nothing. We gave him the information we had, but he doesn't seem to grasp the spreadsheets so we've basically had to do the uploading ourselves. Now that we are almost ready for go-live, I still can't find information in the system that I am looking for. Additionally, the software doesn't make up agreements (for example, if you loaded up a template). You just upload your agreements into the system after they are made on another platform. So basically it's a hosted skin for shares reporting? Not sure, and not happy.

Reports for Audit purposes can be painful

Carta Pricing : r/startups - Reddit

Have you been happy with the JP Morgan cap table tool? I'm considering switching from Carta.

What explains Carta's sustained dominance in cap table ...

Comparison of Pulley and Carta. Review of Carta software features. Competitors to Carta in cap table software. Pricing comparison for Carta and ...

Portfolio Management Software (Carta, Ledgy, etc.) - Reddit

Does anyone have feedback on Carta (particularly pricing) ... What explains Carta's sustained dominance in cap table software?(I will not promote).

Purchasing former employer stock options. Requesting Cap ...

I can purchase the shares through Carta, but the company has ghosted me when requesting the cap table and FMV. I requested via Carta and email ...

Carta Launch : r/venturecapital - Reddit

Recently, Carta has expanded its bare-bones cap table management program Carta Launch by raising the funding limit to $1M. ... Carta Pricing.

Is the lawyer moat on cap table software actually real or just ...

Pricing is way more sane than Carta as you add stakeholders, and ... Creating a cap table from a Carta cap table export? Is there ...

Left my startup job and have 90 days to exercise my stock ...

https://carta.com/learn/equity/stock-options/taxes/ · More replies ... I cannot reiterate this point about AMT potentially being a big problem for ...

Joined a pre-IPO unicorn startup, that already tripled its ... - Reddit

https://carta.com/learn/equity/rsu/single-trigger-vs-double-trigger ... I had the universe problem where the company only offered a ...

VC asking for 60% equity for USD100K, i will not promote - Reddit

Read up on Convertible notes and SAFE: https://carta.com/learn/startups/fundraising/convertible-securities/. That VC is being a vulture and ...

First round of funding is imminent. What should I do to protect ...

Use Ycombinators SAFE Sign up for Carta.com ( free until raise.2mill think). Use Carta to deploy the SAFE (they have YC safe built in) and ...

Carta Equity Suite Reviews 2026: Details, Pricing, & Features

Users consistently praise Carta for its intuitive interface and ease of use, which simplifies complex equity management tasks like cap table tracking and option ...

Page 3 | Carta Equity Suite Reviews 2026: Details, Pricing ... - G2

Users consistently praise Carta for its intuitive interface and ease of use, which simplifies complex equity management tasks like cap table tracking and option ...

Carta Reviews from Real Users | TrustRadius

Browse verified Carta reviews with synthesized insights and buyer ... cap table maintenance, and scenario modeling across multiple companies.

Carta Software Pricing, Alternatives & More 2026 - Capterra

Carta Software Review 2026: Features, Integrations, Pros & Cons ... Carta includes core cap table management, equity reporting, stock ...

Page 4 | Carta Equity Suite Reviews 2026: Details, Pricing ... - G2

Users consistently praise Carta for its intuitive interface and ease of use, which simplifies complex equity management tasks like cap table tracking and option ...

Read Customer Service Reviews of carta.com - Trustpilot

I like Carta and as a Co-Founder, I don't want to spend a lot of time managing my cap table and compliance and working on 409A's. So Carta makes most of it ...

How Carta won their first 100 customers - Unusual Ventures

By August 2014, Carta had crossed 100 paying customers using their cap table software and 409A valuation service. They were now approaching ...

Customer Stories | Cake Equity

From complex to simple: Why Robin moved its cap table from Carta to Cake. A ... Setting up our cap table was a piece of cake! G2 reviews. The upload ...

Carta Onboarding Breakdown: Cap Table Automation and AI

Pulley is shutting down on December 8th, seven years after it set out to challenge Carta in cap table management. Now, Carta is absorbing the ...

Report: Carta Business Breakdown & Founding Story

To support compliance efforts, Carta's Cap Table Management platform generates audit-ready reports for GAAP and IFRS standards, assists with Rule 701 ...

Carta is making it too difficult to cancel subscriptions, some ...

3) Customers tried to contact Carta and could not get help. This means they could not just "call up Carta" and tell them "Your shit is broken, ...

Stuff I Learned at Carta - Hacker News

I had the experience to work in a scale up like Carta couple years ago where the company stoped to hire in NYC/Berlin and as far as I know they ...

Vendors that treat single sign-on as a luxury feature

... Carta, Plaid, Drata, Vanta, and many others. If you've used these ... SSO was by far our most expensive feature to support. It was the ...

Title should maybe be switched to "Google Cloud vs AWS ...

... support (which was expensive to me at the time). Even then, the issue ... Carta to manage our captable/409a. dpedu on Feb 24, 2021 | prev [–]. Why? Why ...