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.

Affirm achieves scalable growth and streamlined equity management with Carta

Affirm

Sarah Kamp

Accounting Manager

Artkive achieves major time savings and a single source of truth for its cap table with Carta

ArtKive

Jeff Lipp

Chief Operating Officer

How Carta makes phantom equity simple for Athena LLC

Athena

Wilson Hung

Head of Growth

Brickell Biotech achieves streamlined, paperless equity management from private to public with Carta

Brickell Biotech

Jose Breton

Chief Accounting Officer

Calendly achieves streamlined 409A valuations and saves time 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

Harlem Capital (diversity-focused VC) achieves major time savings and streamlined LP operations with Carta

Harlem Capital

Jarrid Tingle

Co-Founder

How High Circle Ventures used SPVs to launch a VC firm

High Circle Ventures

Hemanth Golla

Founder

Immunomedics (biopharmaceutical company) achieves streamlined equity management and tighter reporting with Carta (equity management platform)

Immunomedics

David Clark

Director

iQure Pharma achieves a single source of truth for cap table management with Carta

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

Las Olas achieves streamlined fund operations and unified capital call management with Carta

Las Olas

Nate Vasel

Principal

Lattice Industries achieves rapid, confident equity onboarding with Carta

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

M13 achieves streamlined LP communication and efficient fund administration with Carta

M13

Brian Caroll

Partner

MapAnything achieves faster acquisition due diligence and prompt closing with Carta

MapAnything

Chris Rosbrook

Chief Financial Officer

Mutiny saves time and money on equity management with Carta

Mutiny

Jaleh Rezaei

Co-Founder/CEO

Northern Light Venture Capital (NLVC) achieves higher LP satisfaction and real-time reporting with Carta

NLVC

Jeffrey Lee

Managing Director

Okta Ventures achieves streamlined operations and real-time portfolio reporting with Carta

Okta Ventures

Austin Arensberg

Director

PandaDoc achieves streamlined board consents and faster option grants with Carta

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 achieves modern, trusted equity management and time savings with Carta

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

Sinai Ventures achieves a dozen more founder meetings each month with Carta

Sinai Ventures

Eric Reiner

Sinai Ventures

Sinai Ventures achieves major time savings and increased founder engagement with Carta

Sinai Ventures

Eric Reiner

Sinai Ventures

SoloSuit achieves a clean, investor-ready cap table and peace of mind with Carta Launch

SoloSuit

George Simons

Co-Founder

Squarespace streamlines equity administration and compliance with Carta

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, a global medical cannabis company, achieves a successful Nasdaq IPO and streamlined equity administration with Carta

Tilray

Tom McGaugh

Director of Finance

Type One Energy achieves smooth, confident cap table onboarding with Carta

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 achieves scalable equity management and prepares for future 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

Wattpad achieves streamlined, accurate equity management for US investors with Carta

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

Xenon Partners achieves more time to help founders with Carta Fund Administration

Xenon Partners

Jonathan Siegel

Partner

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