Case Study: Streamline manages equity, hiring, and tax savings with Carta

How Carta helps Streamline manage equity, make hires, and save on taxes

Streamline, a software company for special districts with 42 employees and 1,300 customers across 28 states, needed a better way to manage cap tables and employee equity as it grew. Founder Mac Clemmens said he was frustrated by manual, spreadsheet-based processes and wanted a centrally auditable system with the right permissions in place, which led him to Carta.

With Carta’s Cap Table, Carta Total Comp, and Carta Equity Advisory, Streamline centralized administration, forecast hiring costs, and helped employees understand equity and taxes. Mac said Carta helped the company stay QSBS-qualified, keep paperwork clean, and improve pay fairness, while employees saved “hundreds, if not thousands” in hourly accounting fees. Since founding Streamline in 2022, the team has grown from 6 to 42 people.

Streamline

Mac Clemmens

Founder