Carta

Super easy to keep track of my stock options

Kommentare: Overall it is simple and easy to use and makes it easy for a company with a large number of employees to keep track of which people have which vested stock options.

Vorteile:

Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.

Nachteile:

No complaints but I probably haven't used this software at a deep enough level to truly find anything difficult or something to dislike about this software.

Essential Tool in Equity Management

Kommentare: - Investor equity management
- Employee equity option management
- Cap table management
- 409A valuation

Vorteile:

- In-depth knowledge database that gets you started quickly - Easy to use interface that allows for efficient navigation - Carta combines equity and salary compensation benchmarks and adjusts for size, location, industry - Well structured reports, funding overviews, cap tables, and ability to create a data room for investors - Free annual 409A valuation report

Nachteile:

- Expensive for startups - Salary compensation tool should be included in base subscription - More comparative details with similar companies (benchmarking functions)

Horrible experience so far.

Kommentare: They don't seem to be competent and want to charge me $500 to make a copy of a stock certificate I've had for 15 years.

Vorteile:

I have found nothing so far to like about it.

Nachteile:

Their emails seem a lot like the spam I get which does not inspire confidence.

Simple But Gets the Job Done

Vorteile:

If you're looking for a simple piece of software to track employees' options and their vesting schedules, Carta gets the job done. Employees will be notified as options vest over time, and can even simulate exercising their vested options.

Nachteile:

The average person does not understand what options are, or how vesting schedules or exercising options works. Carta could improve this experience for users by perhaps incorporating basic explanations of terminology into the software (ie: with info buttons next to certain terms). This would certainly give users an increased understanding of and sense of control over their financial assets.

Once top shop for cap table management

Vorteile:

Very easy to use Option grants to employees are all done through the software There are reports for all our needs, from stock based comp calculations, min disclosure for financial statement audits, etc... Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time.

Nachteile:

Reports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's