Carta

Frequently Asked Questions about Carta

Who are Carta?

Carta is a technology company that provides equity management and valuation services, primarily focusing on startups and private companies. Their platform helps businesses manage their equity, track ownership, and simplify the complexities of compliance and reporting.

What are Cartas products?

Carta offers a range of products including equity management software, valuation services, and compliance solutions. Their core product enables companies to manage their cap tables, issue equity grants, and perform 409A valuations.

What services do Carta offer?

Carta provides services such as cap table management, equity plan administration, compliance with regulatory requirements, and valuation services. They also offer support for options and restricted stock units (RSUs) and assist in reporting for tax purposes.

What type of companies do Cartas products suit?

Cartas products are suitable for startups, private companies, venture-backed firms, and any organisation needing to manage equity effectively. Their solutions cater to businesses of various sizes, from early-stage startups to larger private enterprises.

How much does Cartas product cost?

The cost of Cartas products varies based on the features selected and the size of the company. They typically offer tiered pricing plans that scale with the companys needs. For specific pricing details, prospective customers are encouraged to contact Carta directly.

Does Carta offer a free trial?

Carta does not typically offer a free trial. However, they may provide demos or consultations to showcase their services and help potential customers understand how their platform can meet their needs.

What discounts does Carta offer on their products?

Carta may offer discounts or customised pricing for larger enterprises or long-term contracts. It is recommended to reach out to their sales team for more information regarding available discounts.

Are there any hidden fees or additional costs with Carta?

Carta aims for transparency in its pricing structure. However, additional fees may apply for certain services, such as advanced features or specific valuation requests. It is advisable to review the pricing details or consult with a representative for clarification.

Who uses Cartas products?

Cartas products are used by founders, CFOs, and finance teams in startups and private companies. They are also utilised by venture capital firms and investors who need to track ownership stakes and manage equity-related matters.

What are the main features of Cartas products/services?

Main features include cap table management, automated compliance, real-time equity tracking, 409A valuations, and reporting tools for tax and regulatory needs. The platform also facilitates the issuance of equity and provides insights into ownership structures.

How does Carta compare to its competitors?

Carta is known for its comprehensive equity management solutions and user-friendly interface. Compared to competitors, it offers robust valuation services and a focus on compliance, making it a preferred choice for many startups and investors.

Is Cartas platform easy to use?

Yes, Cartas platform is designed to be user-friendly, with an intuitive interface that simplifies equity management tasks. Users generally report a positive experience navigating the platform.

How easy is it to set up Cartas product or service?

Setting up Cartas services is straightforward. The onboarding process includes guidance from Carta’s support team to help users configure their accounts and import necessary data, ensuring a smooth transition.

Is Carta reliable?

Yes, Carta is considered a reliable platform, trusted by thousands of companies for their equity management needs. They have a strong reputation in the industry for maintaining accurate and secure records.

Does Carta offer customer support?

Carta provides customer support through various channels, including email and phone. They also offer a comprehensive help centre with resources and guides to assist users in navigating the platform.

How secure is Carta’s platform?

Carta employs industry-standard security measures to protect user data, including encryption and secure access controls. They also comply with regulatory requirements to ensure data privacy and security.

Does Carta integrate with other tools or platforms?

Yes, Carta integrates with various tools and platforms, enhancing its functionality and allowing users to sync data with other financial and management systems. Specific integrations may vary, so its best to check their website for the latest information.

Can I use Carta on mobile devices?

Cartas platform is accessible via web browsers, making it usable on mobile devices. However, the experience may vary compared to desktop usage, and they may not have a dedicated mobile application.

What do users say about Carta?

Users generally appreciate Carta for its ease of use, comprehensive features, and responsive customer support. Some feedback indicates a desire for more advanced analytics features and customisation options.

What are the pros and cons of Carta?

Pros: User-friendly interface, robust equity management features, strong compliance support, and excellent customer service.
Cons: Pricing may be a consideration for smaller companies, and some users desire more customisation options.

How can I purchase Carta’s services?

Interested customers can purchase Cartas services directly through their website by requesting a demo or consultation. This process allows potential users to discuss their specific needs and receive tailored pricing information.

What is the cancellation or refund policy for Carta?

Cartas cancellation and refund policy may vary based on the terms agreed upon during the purchase. It is advisable to refer to their service agreement or contact customer support for specific details regarding cancellations and refunds.

What are the common use cases for Carta?

Common use cases for Carta include managing cap tables for startups, conducting 409A valuations, administering equity plans, and ensuring compliance with regulatory requirements. Companies also use Carta to simplify ownership tracking and equity issuance processes.

Why choose Carta over other options?

Carta is often chosen for its comprehensive solution that combines equity management, valuation, and compliance in one platform. Its user-friendly interface and robust support services contribute to its appeal among startups and private companies.

How easy is it to set up Carta?

Setting up Carta is generally straightforward, with a guided onboarding process that helps users establish their accounts and import necessary data, minimising the time required for setup.

Does Carta offer training or tutorials?

Carta provides training resources and tutorials through its help centre. Users can access guides and videos to learn how to use the platform effectively, enhancing their overall experience.

What languages does Carta support?

Carta primarily supports English. For specific inquiries regarding additional language support, it is advisable to contact their customer service for the most accurate information.

What problems does Carta solve?

Carta solves issues related to equity management, including cap table complexity, compliance with legal regulations, and the need for accurate valuations. It simplifies the process of managing equity for startups and private companies.

Is Carta worth the investment?

For many startups and private companies, Carta is considered a valuable investment due to its comprehensive features, ease of use, and the potential for simplifying equity management and compliance tasks. However, individual needs may vary, and potential customers should evaluate how Carta aligns with their specific requirements.