Carta B2B Case Studies & Customer Successes

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.

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

How Carta makes phantom equity simple for Athena LLC

Athena

Wilson Hung

Head of Growth

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 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 Emmeline Ventures uses Carta’s operational planning model to break into VC

Emmeline Ventures

La Keisha Landrum Pierre

Founder & General Partner

Gauntlet uses Carta Total Comp to hire competitively in the surging Web3 industry

Gauntlet

Jesse Kao

Head of Finance

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 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

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 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

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 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

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 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 Sinai Ventures got a dozen more founder meetings each month

Sinai Ventures

Eric Reiner

Sinai Ventures

How to add unique value as a small VC fund Lessons from Sinai Ventures

Sinai Ventures

Eric Reiner

Sinai Ventures

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 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 Carta streamlined the process for these company leaders

Type One

Kairus Tarapore

Chief People Officer

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

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

No matching case studies

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