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Visit WebsiteHow Aervivo picked ‘more mature’ Carta over Pulley to support company growth
Aervivo
Mike Hart
Founder and CEO
Carta
Carta build software to help companies, investors, law firms, and employees modernize the way they manage ownership. Carta is modernizing and revolutionizing the way private companies manage and interact with their share and option holders. They are bringing stock certificates and options onto the cloud and into the 21st century. Companies can easily issue stock certificates individually or in bulk, and shareholders can receive and view their shareholdings across all private companies on one screen.
Case Studies
Showing 82 Carta Customer Success Stories
How Carta has helped Affirm as they continue to scale
Affirm
Sarah Kamp
Accounting Manager
How Carta helped Artkive save valuable time and grow their business
ArtKive
Jeff Lipp
Chief Operating Officer
Ascend Vietnam Ventures partners with Carta for APAC fund admin solution
Ascend Vietnam Ventures
Eddie Thai
General partner
Astro is revolutionizing quick commerce in Jakarta with Carta
Astro
Marcella Moniaga
Co-founder and CFO
How Carta makes phantom equity simple for Athena LLC
Athena
Wilson Hung
Head of Growth
How Base10 turns fund admin into a strategic advantage with Carta
Base10
Jarred Morales-Mckinzie
Director of Finance
How PE firm Bochi Investments leverages Carta SPVs to capture ‘compelling’ new opportunities
Bochi Investments
J.B. Handley
Co-founder
Brickell Biotech manages their equity from private to public on Carta
Brickell Biotech
Jose Breton
Chief Accounting Officer
How Calendly improved their 409A process with Carta
Calendly
Cailey Ryckman
Director
Rising biotech VC partners with Carta for fund administration
Civilization Ventures
Shahram Seyedin-Noor
Founder & General Partner
How fintech startup Codat uses Carta to keep employee equity in check
Codat
Rebecca McKenzie
Head of Legal
How Coffee Resurrect uses Carta Launch to get ready for its seed round
Coffee Resurrect
Almaw Molla
Founder
How Connect Ventures partnered with Tactyc by Carta to drive strategic analysis
Connect Ventures
Mark Pettit
Chief Financial Officer
How Day Trippers doubled their valuation after using Carta
Day Trippers
Diana King
Founder
From 409As to SAFEs, Double A Labs uses Carta to scale
Double A Labs
Amber Allen
Founder and CEO
How Dynasty builds a strong startup team with Carta Total Compensation
Dynasty
Allesandro Chesser
Founder and CEO
How Emmeline Ventures uses Carta’s operational planning model to break into VC
Emmeline Ventures
La Keisha Landrum Pierre
Founder & General Partner
How Endowus expanded to Hong Kong, using Carta to streamline regulatory compliance
Endowus
Dominic Ong
Chief Financial Officer and Head of Strategic Partnerships
How Forecastr quickly funded a major product relaunch with Carta Deal Closings
Forecastr
Brandon Moynihan
Chief of Staff
Gauntlet uses Carta Total Comp to hire competitively in the surging Web3 industry
Gauntlet
Jesse Kao
Head of Finance
Why talent-acquisition startup Guide switched from Pulley to ‘industry standard’ Carta
Guide
Troy Sultan
CEO and Co-founder
How H1 partnered with Carta to offer liquidity through a tender offer
H1
Joey Litman
General Counsel
How Carta makes pro formas painless for this general counsel
Hance Fractional Counsel
Tim Hance
Founder
How Carta helps Harlem Capital invest in diversity
Harlem Capital
Jarrid Tingle
Co-Founder
How Carta benefits investors and employees at HelloSelf
HelloSelf
Neil Bannister
Chief Financial Officer
How High Circle Ventures used SPVs to launch a VC firm
High Circle Ventures
Hemanth Golla
Founder
Immunomedics manages their equity through key milestones on Carta
Immunomedics
David Clark
Director
How Carta helped Singapore-based iPiD fundraise with confidence while scaling
iPiD
Geertjan Van Bochove
Co-founder, COO, and CFO
iQure Pharma - Customer Case Study
iQure Pharma
Pawel Zolnierczyk
Chief Executive
How Kapor Capital uses Carta to advance its socially conscious investment thesis
Kapor Capital
Landry Nicks
Investment Accounting Manager
How Kayne Anderson uses Carta to manage its private equity portfolio
Kayne Anderson
Andrew DeYoung
Managing Director, Growth Capital
How Las Olas uses Carta to manage their back office
Las Olas
Nate Vasel
Principal
Lattice Industries - Customer Case Study
Lattice Industries
Bruce Phyper
Chief Financial Officer
Lightning AI hires transparently with Carta Total Comp data
Lightning AI
Alex Rose
VP of People & Operations
Why Carta is more than just a valuations provider for Longbottom & Co.
Longbottom & Co.
Dan Misra Jones
Chief Financial Officer
Luminary Cloud chooses Carta for Qualified Small Business Stock (QSBS) attestation letter and Equity Advisory
Luminary Cloud
Carl Olson
Senior Director of Finance and Administration
Carta enables better LP communication for M13’s unique strategy
M13
Brian Caroll
Partner
How a clean cap table helps you with an acquisition
MapAnything
Chris Rosbrook
Chief Financial Officer
How Mezcalum leverages Carta and QSBS to reduce capital gains taxes for shareholders
Mezcalum
Sivan Cotel
Chief Financial Officer
Why Singapore-based Mito Health believes Carta is necessary for any startup
Mito Health
Kenneth Lou
Chief Executive Officer & Co-Founder
Why Mivien chose Carta over AngelList to prepare for fundraising
Mivien Labs
Brett Humphrey
Founder
How Mosaic ETA leverages Carta precision to create highly strategic funds
Mosaic ETA
Julien Ham-Ying
Manager
How Motivate Ventures leverages Tactyc to automate fund planning and management workflows
Motivate Venture Capital
Lauren DeLuca
Co-founder and General Partner
How Tactyc by Carta is helping this corporate VC make data-driven decisions
Munich Re Ventures
Alex Kamenetskiy
Chief Operating Officer
How a Y Combinator founder maintained a cap table that was 50 percent women
Mutiny
Jaleh Rezaei
Co-Founder/CEO
How NLVC manages funds and works with LPs in China and the US
NLVC
Jeffrey Lee
Managing Director
How Okta Ventures streamlined their operations with Carta
Okta Ventures
Austin Arensberg
Director
PandaDoc uses Carta to streamline board consents
PandaDoc
Richard Bray
Vice President, Finance and Operations
How Perkville uses Carta to automate equity and compensation management
Perkville
Sunil Saha
Co-Founder and Chief Executive Officer
How Carta helped Indonesian startup Pintu scale efficiently
Pintu
Dimas Utomo
General Counsel
Puppet switches to Carta for a modern, trusted platform
Puppet
Noah Belsky
Puppet
How QED Investors leveraged Carta technology to keep up with growth
QED Investors
Jamie Loving
Chief Financial Officer
RADAR and Carta Empowering equity ownership with QSBS and early exercise
RADAR
Eric Mogil
Chief Growth OIfficer
How Carta helped Rain get to Series B faster
Rain
Farnaz Pakdaman
Senior Financial Performance & Analyst
How Carta helps first-time fund manager at Rarebreed VC focus on founders
RareBreed Ventures
Mac Conwell
Founder
Relativity chose Carta LLC platform to help manage its equity program
Relativity
Timothy Cha
Senior Manager for Compensation Solutions
How Salas O’Brien used Carta to evolve its employee ownership strategy
Salas O’Brien
Grant Reindl
Chief Financial Officer Company
How professional services firm Sikich leveraged Carta to power its employee ownership expansion
Sikich
Pedro Diaz De Leon
Director
How to add unique value as a small VC fund Lessons from Sinai Ventures
Sinai Ventures
Eric Reiner
Sinai Ventures
How Sinai Ventures got a dozen more founder meetings each month
Sinai Ventures
Eric Reiner
Sinai Ventures
How DiCaprio-backed SolarMente uses Carta SAFEs to leverage opportunities
SolarMente
Victor Gardrinier
Co-founder
How Carta Launch helps SoloSuit manage their cap table for free
SoloSuit
George Simons
Co-Founder
Squarespace - Customer Case Study
SquareSpace
Ali Kazemi
General Counsel
How Starport Capital powers portfolio construction with strategic data from Tactyc by Carta
Starport Capital
Donald Yang
Chief Executive Officer
How StellarFi leverages the Carta platform for cap table, compensation, and equity advisory
StellarFi
Josh Holley
Vice President of Finance and Operations
How Carta helps Streamline manage equity, make hires, and save on taxes
Streamline
Mac Clemmens
Founder
StreetMetrics invests in its employees’ well-being with personalized equity and tax education
StreetMetrics
Matthew Garben
Head of Operations
Tilray - Customer Case Study
Tilray
Tom McGaugh
Director of Finance
How Trust Fund used Tactyc by Carta to build dynamic fund models
Trust Fund
Sophia Amoruso
Founder and Managing Partner
How Carta streamlined the process for these company leaders
Type One
Kairus Tarapore
Chief People Officer
Why Umami Bioworks chose Carta over Pulley for its international startup
Umami Bioworks
Mihir Pershad
Founder
How Valor VC uses Carta APIs to streamline portfolio reporting and audits
Valor Ventures
Jean-Luc VanHulst
Venture Partner
How VCFA Group scaled their secondaries strategy with Carta
VCFA Group
David Tom
Co-president
How VC firm Vectr Fintech grew with the help of Carta Fund Admin
Vectr Fintech
Jason Best
Co-Founder
VEERUM prepares for future business growth with Carta
VEERUM
Chris Bacon
Director of Finance
How Vested uses Carta APIs to streamline employee stock option funding
Vested
Dave Thornton
Co-Founder and Chief Executive Officer
Canada-based Wattpad manages equity online with US investors
Wattpad
Dan Budlovsky
CFO
How PE-backed Whistic uses Carta to drive precision and manage equity
Whistic
Allie Waite
Vice President, People & Culture
Xcell Biosciences partners with Carta Tax Advisory to educate and empower employees around their equity compensation
Xcell Biosciences
Daniel Tirado
Senior Accountant
How Xenon uses Carta to help more founders
Xenon Partners
Jonathan Siegel
Partner
How zSpace tapped Carta IPO Advisory for its transition to the public markets
zSpace
Erick DeOliveira
Chief Financial Officer
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