Case Study: Perkville automates equity and compensation management with Carta

How Perkville uses Carta to automate equity and compensation management

Perkville, a customer reward platform in the health, fitness, spa, and retail industries, had difficulty managing its cap table with paperwork and spreadsheets. Co-founder and CEO Sunil Saha said the team had to track grants, exercises, and signatures manually and constantly keep the spreadsheet accurate and up to date.

With Carta’s Cap Table, Carta Total Comp, Equity Advisory, and Scenario Modeling tools, Perkville automated equity and compensation management and reduced the work needed to maintain its records. Sunil said the automation “easily paid for itself” even at an early stage, helped him use market data to make competitive offers, supported board conversations about equity, gave employees access to tax advisors, and made acquisition and exit scenario planning more accurate because it pulled data straight from the cap table.

Perkville

Sunil Saha

Co-Founder and Chief Executive Officer