Fondo de carta borroso-sm
Logotipo de Carta
Carta
4.4
(191)
(Anteriormente eShares)
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Carta Reseñas y detalles del producto

Descripción general de la carta
¿Qué es Carta?

Carta es una plataforma que ayuda a las personas a gestionar capital, crear negocios e invertir en las empresas del mañana. Nuestra misión es crear más propietarios. Carta gestiona más de dos billones de dólares en capital para casi dos millones de personas en todo el mundo. Más de 30,000 empresas, más de 5,000 fondos de inversión y medio millón de empleados confían en la empresa para la gestión de tablas de capitalización, gestión de compensaciones, liquidez, soluciones de capital de riesgo y más.

Compañía eShares, Inc. bajo el nombre comercial Carta, Inc.
Año de fundación 2012
Tamaño de la compañía 501-1000 empleados
Sede Principal Palo Alto, California, Estados Unidos
Redes sociales
Crevio Logotipo
Crevio
Patrocinado
5.0
(1)
$29.00/mes
Crevio es una plataforma para que los creadores vendan productos digitales, servicios, cursos y acceso a otros terceros... Más información sobre Crevio
Detalles del producto
Capacidades
API
Segmento
Pequeña Empresa
Empresa
Despliegue Nube / SaaS / Basado en web, Android móvil, iPad móvil, iPhone móvil
Inscripción en beneficios Documentación
Idiomas Inglés
Características de la carta
409A Valoración
Integración API
Pista de auditoría
Gestión de tablas de límites
Gestión de cumplimiento
Informes personalizados
Importación / Exportación de datos
Seguimiento de dividendos
Gestión de documentos
Gestión ESPP
Notificaciones por correo electrónico
Portal del Empleado
Administración del Plan de Patrimonio
Salir del modelado
Informes financieros
Gestión de subvenciones
Relaciones con los inversores
Panel de KPI
Planificación de eventos de liquidez
Acceso Móvil  
Soporte multi-moneda
Control de acceso basado en roles
Análisis de escenario
Modelado de escenarios
Comunicaciones para accionistas
Gestión de los interesados
Seguimiento de opciones sobre acciones
Declaración de impuestos
Seguimiento de valoración
Gestión del calendario de adquisición de derechos
Carta de medios
Carta - Página de inicio de Carta
Capturas de pantalla de Carta
Página de inicio de Carta
Página de inicio de Carta
Exención de responsabilidad
Nuestra investigación está seleccionada a partir de diversas fuentes autorizadas y está destinada a ofrecer asesoramiento general. No garantizamos que nuestras sugerencias funcionen mejor para cada caso de uso, así que considere sus necesidades únicas al elegir productos y servicios. Siéntete libre de compartir tu realimentación.
Última actualización: mayo 11, 2025
Logotipo de Carta
191 Carta Opiniones
4.4 de 5
Pequeñas empresas (50 o menos emp.)
02 de Septiembre de 2022
 Fuente
Clasificación general:
5.0
JE
Jeff E.
Director de Alianzas Estratégicas
Compartir
"¡¡¡Carta Fanático Raving!!! 🙌"
que es lo que mas te gusta de Carta?

Carta is awesome!!! As an employee at a startup, Carta allows me to easily view and exercise my stock options and even transfer funds to pay for my shares when I exercise right through their platform! The UX is super simple and easy to use. They also have a great resource and help center, and their chat support is awesome if you get stuck. I LOVE getting my monthly vesting notifications with the confetti celebration from them. I just recently exercised some stock options and did the entire thing from my phone - money transfer and all! Super simple and easy!!! Another amazing new feature I saw that was just announced was that can now file your 83b elections electronically through Carta --- This is game-changing!!! Super excited about this! From an investor's perspective, I honestly cringe when I make an investment in a company and they are not set up on Carta. Carta makes it so simple and easy to accept my shares on their platform as an investor and I love having everything in one place where I can easily manage it all. They make the entire process extremely easy on investors and the companies issuing the shares. As a founder, I love the free Carta launch plan! It is free for companies that have raised $1M or less and makes it easy to impress potential investors by modeling out your potential funding rounds, etc. It also makes it super easy to issue SAFEs and they have a pre-money SAFE template you can use. Their new compensation benchmarking tools are amazing as well to help out as well! LOVE, LOVE, LOVE!!!

¿Qué es lo que no te gusta de Carta?

I honestly can't think of much I dislike about Carta. They work with so many startup companies - perhaps they could provide more resources for founders on suggestions for how to save more money for bootstrapping founders -- recommendations for other products and services that help out founders.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Carta makes managing equity easy for founders and their employees. It also makes it some much easier for employees to understand the benefits of receiving equity from the companies they work for. With Carta, it is easy to issue new shares or stock options, and Carta automatically updates the company's cap table every time new shares are issued. Carta also has different tools for founders like SAFEs, Carta total comp for compensation that is really helpful in helping you come up with a compensation strategy for a team. As an investor, Carta makes it so simple to manage my different investments. I wish every company I invested in used Carta -- It should be a requirement!!! :)

Pequeñas empresas (50 o menos emp.)
01 de Septiembre de 2022
 Fuente
Clasificación general:
5.0
JL
Joe L.
Ejecutivo de cuentas
Compartir
"Interfaz sencilla y fácil de usar"
que es lo que mas te gusta de Carta?

Easy navigation around the website gives an enjoyable and quick learning exeprience

¿Qué es lo que no te gusta de Carta?

The support ticket channel is a long process in order tor receive a response

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Simplifying my understanding on how I can achieve my investment goals

Pequeñas empresas (50 o menos emp.)
19 de Agosto, 2022
 Fuente
Clasificación general:
5.0
AW
Andrew W.
Co Fundador
Compartir
"La forma más fácil de entender las tablas de límites"
que es lo que mas te gusta de Carta?

Capdesk is a super simple way to manage our cap table. As a first time founder, questions about cap tables can be mind bending, but Capdesk has made it super simple to understand, model and report our shareholder relationships.

¿Qué es lo que no te gusta de Carta?

There is so much functionality, that I don't truly believe we using Capdesk to its full capability.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Reporting cap tables is a huge pain. Capdesk enables us to report effectively and actually model out our future rounds to estimate what we should be giving away. It has saved us ALOT of time.

Pequeñas empresas (50 o menos emp.)
18 de Agosto, 2022
 Fuente
Clasificación general:
5.0
RJ
Ryan J.
Jefe de equipo de boxes
Compartir
"¡Carta y su equipo de soporte son increíbles!"
que es lo que mas te gusta de Carta?

Carta does a great job of solving a complex need while making everything feel simple - the UI and reports are intuitive and powerful with the right info easy to find.

¿Qué es lo que no te gusta de Carta?

As someone without a background in equity, I'm likely not using it to its potential.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Carta is our SEC Transfer agent and our source of truth of ownership - they make that so easy it is easy to forget how powerful what they do is.

Mercado medio (51-1000 emp.)
10 de Agosto, 2022
 Fuente
Clasificación general:
5.0
MP
Matt P.
Administrador del plan de acciones
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"Ex-empleado y usuario activo de Capdesk"
que es lo que mas te gusta de Carta?

Since I moved into my new role, I have really seen the upside of the reporting that Capdesk offers. It is a great way to check the details of employee options on a grant basis, an employee basis and as a high level summary.

¿Qué es lo que no te gusta de Carta?

Sometimes you have to extract data from different resources and combine them together to find what you are looking for. Everybody has unique uses for data but it would be great if the experience could be customised.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

It is allowing us to give an improved employee experience as employees can quickly gain insight into the details of their options. Additionally, the leaver/exercise process has now been automised, saving our People Ops team a lot of manual work.

Pequeñas empresas (50 o menos emp.)
09 de Agosto, 2022
 Fuente
Clasificación general:
5.0
Euan C. avatar
Euán C.
CEO y cofundador
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"Una forma increíblemente sencilla de organizar nuestra tabla de límites. Mantenemos informados a nuestros inversores y empleados".
que es lo que mas te gusta de Carta?

The most helpful thing about Capdesk for me is the ability to jump in at any time and see exactly who owns what, when options vest etc. We also use the email feature each month to send investor updates. And the new dashboard which has been redesigned is a great source of information during fundraising (I often screenshot the charts - maybe a download PNG button would be nice at some point - and maybe Capdesk branded?)

¿Qué es lo que no te gusta de Carta?

Nothing really, at the very beginning it was a bit of a headache setting things up as we had already been through 2 fundraises so things needed imported and setup correctly. But once you're setup and going its great.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

We wanted to find a way to keep our investors and employees in the loop with ultimate transparency. And we also did NOT want to rely on a Google Sheet like we had done in the past! I can now be confident that our investors and employees can log in at any time and see the most up-to-date information about their shareholding.

Pequeñas empresas (50 o menos emp.)
29 de julio de 2022
 Fuente
Clasificación general:
5.0
JM
Jeff M.
CEO
Compartir
"La Carta nos sacó de la edad oscura"
que es lo que mas te gusta de Carta?

Not having to manage a cap table in a spreadsheet; turnkey cap table management with an awesome support team.

¿Qué es lo que no te gusta de Carta?

I dislike not having a nice modern interface to manage our cap table - which is what Carta fixes.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Huge time and legal cost saver, confusion reduction.

Pequeñas empresas (50 o menos emp.)
25 de julio de 2022
 Fuente
Clasificación general:
5.0
joanna m avatar
Joanna M.
Abogado
Compartir
"Carta es genial".
que es lo que mas te gusta de Carta?

The customer service team is easy to access and remarkably helpful. The actual system is pretty easy to use.

¿Qué es lo que no te gusta de Carta?

Sometimes the prompts are confusing, let alone the ramifications of the choices.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Helps guide the documents needed to keep things official and in order; keeps track of the cap table.

Pequeñas empresas (50 o menos emp.)
18 de julio de 2022
 Fuente
Clasificación general:
5.0
TF
Tony F.
CSO
Compartir
"Una de las herramientas de software más útiles que existen".
que es lo que mas te gusta de Carta?

1)Carta comp allows us to ensure we are paying team members fairly 2)Carta tax services allow team members to understand their equity 3)The account and tech teams are extremely helpful

¿Qué es lo que no te gusta de Carta?

Nothing to note. The program is overall great.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

1) Explaining equity 2) Fair compensation 3) Tax consequences of equity 4) Cap table management

Pequeñas empresas (50 o menos emp.)
13 de julio de 2022
 Fuente
Clasificación general:
5.0
WF
Wilkenson F.
Presidente y fundador
Compartir
"Con Carta, es fácil seguir su Acuerdo Simple para Equidad Futura (SAFE)".
que es lo que mas te gusta de Carta?

Simple user flows and help tools to navigate for your equity needs

¿Qué es lo que no te gusta de Carta?

ACH transaction not made available for investors but wire transfers

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Shows transparency in your need for Capitol, especially when presenting your company to others

Pequeñas empresas (50 o menos emp.)
08 de mayo de 2022
 Fuente
Clasificación general:
5.0
PN
Parroquia N.
CEO y abogado gerente
Compartir
"Excelente organización corporativa, menos ansiedad, capital experto y gestión de la tabla de capitalización".
que es lo que mas te gusta de Carta?

As a Registered Patent Attorney, I like having my clients' corporations all on one platform, and there are never any questions about accuracy or mismanagement. Everything is taken care of, and this allows my clients to grow, scale, and fund their businesses at a much faster and efficient pace.

¿Qué es lo que no te gusta de Carta?

I'm not too fond of the number of required documents and information that I am required to provide to set up a new business/corporate account, but in the end, it is worth having that required information.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

The problems I am solving with Carta include time management, better business advice and consulting, and the common predicament of a lack of transparency regarding equity and cap.

Mercado medio (51-1000 emp.)
04 de mayo de 2022
 Fuente
Clasificación general:
5.0
SK
Slava K.
CEO
Compartir
"¡Excelente si tienes fondos de capital externos!"
que es lo que mas te gusta de Carta?

Makes it so much easier than spreadsheets to keep track of equity raises. Gamechanger when you do multiple rounds!

¿Qué es lo que no te gusta de Carta?

Requires a bit of work up-front to get cap table online. Capdesk team are really helpful with it!

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

How to manage our equity investors and employee shareholder options. Its significantly cut down on the time to do both plus made it easy for employees to understand their options!

Mercado medio (51-1000 emp.)
09 de marzo, 2022
 Fuente
Clasificación general:
5.0
sonny l avatar
sonny l.
Técnico Superior I
Compartir
"¡¡¡Carta es mi elección!!!"
que es lo que mas te gusta de Carta?

The ease of use and excellent customer service.

¿Qué es lo que no te gusta de Carta?

None!!! Carta is and has been a positive experience for me.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Now that I have retired, I am faced with the obvious question to me: What now or what happens next.

Mercado medio (51-1000 emp.)
04 de enero de 2022
 Fuente
Clasificación general:
5.0
DD
David D.
Senior Front Ingeniero final
Compartir
"Simplifica el complicado tema de las opciones de los empleados"
que es lo que mas te gusta de Carta?

Very clean, simple, and easily understandable interface with a focus on the information and actions that matter most.

¿Qué es lo que no te gusta de Carta?

There was some slight confusion around how to see the tax implications when I sold but figured out I had to select a date when I would be vested.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Managing my employee stock options.

Pequeñas empresas (50 o menos emp.)
23 de diciembre de 2021
 Fuente
Clasificación general:
5.0
AM
Ameen M.
Cto.
Compartir
"Gestión de la tabla de límites bien hecha"
que es lo que mas te gusta de Carta?

Adding all the investors in one place Uploading required documents copy of term sheets, identities, etc See the timeline of investment and dilutions. Allow investors to have a look at updated cap table instantly

¿Qué es lo que no te gusta de Carta?

Setting the account up took us over a month. The price is a bit high comparing to other similar products. The mobile app does not have lots of functionality comparing to the web app

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Having a clear overview of the cap table as a whole or for a specific period of time for the founders and or the investors. Allow investors to communicate directly with the founders from within the web app or the mobile app

Mercado medio (51-1000 emp.)
14 de diciembre de 2021
 Fuente
Clasificación general:
5.0
FF
Frank f.
Arrullo
Compartir
"La gestión del patrimonio es fácil"
que es lo que mas te gusta de Carta?

Anything a startup needs to do for equity management, Carta is built for it. Reporting is easy. Issuing options is easy. Board approvals are easy. 409As are easy.

¿Qué es lo que no te gusta de Carta?

It does get pricey as you scale, and switching costs are high. Once you're in the system, the costs go up each year and it isn't all that transparent until you get the invoice.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

We've had Carta ever since we started bringing on external investors to our company. Today, we've raised Seed, Series A, and Series B rounds and brought on over 100 employees and investors with equity. I can't imagine living without it.

Pequeñas empresas (50 o menos emp.)
23 de noviembre de 2021
 Fuente
Clasificación general:
5.0
BF
Benjamin F.
Director de operaciones
Compartir
"Una herramienta invaluable para tu negocio"
que es lo que mas te gusta de Carta?

Carta makes tracking and managing our company's equity plan a breeze. If you're dealing with a lot of equity stock for new employees, this is a crucial toolset to have to make sure everything is not only compliant, but that employees ALWAYS have access to their information, regardless if they are current, ex, or new to the company. We really struggled to track and communicate this information to our employee base prior to subscribing to the software, but since using it, have had zero problems.

¿Qué es lo que no te gusta de Carta?

My biggest gripe is the navigation of the website. I often find it difficult to find exactly what I am looking for when tracking down information. There could be a clearer road to getting the information you need, like reporting or employee details.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Communication and accessibility are the two biggest problems we've solved by using Carta. HR is no longer tied up in tracking down information since employees can find it on their own. And when someone leaves the company, everything is still and accessible.

Mercado medio (51-1000 emp.)
12 de enero de 2021
 Fuente
Clasificación general:
5.0
André B. avatar
André B.
Coo & Co Fundador
Compartir
"Excelente atención al cliente y producto"
que es lo que mas te gusta de Carta?

Very easy for Board Members, Investors and Employees to have information about the company and access to the cap table according to the company policy.

¿Qué es lo que no te gusta de Carta?

Onboarding and implementation took a little bit longer but is part of the compliance. Customer care and support was great along the process.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Employees can see and track their options. One source for the cap table. Easy to maintain contact with investors.

Pequeñas empresas (50 o menos emp.)
27 de noviembre de 2020
 Fuente
Clasificación general:
5.0
MS
Marcas.
Fundadora
Compartir
"Tan organizado"
que es lo que mas te gusta de Carta?

Very complete CAP table information presented in useful formats.

¿Qué es lo que no te gusta de Carta?

Honestly, it has serviced us well. Perhaps some additional FAQs to go deeper into details on investment types.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

409a process built in without typical external costs for preparation. Easily track various investment rounds and types.

Pequeñas empresas (50 o menos emp.)
29 de julio de 2020
 Fuente
Clasificación general:
5.0
MD
Marcos D.
Fundadora
Compartir
"¡Excelente herramienta intuitiva y completa tanto para emprendedores tecnológicos experimentados como para emprendedores novatos!"
que es lo que mas te gusta de Carta?

It was so intuitive that we were able to get it stood and operational in less than a day. In addition, it is the good standard for accessing and using company 'data rooms' in all due diligence efforts within the investor community.

¿Qué es lo que no te gusta de Carta?

Hard to say. The tool is still emerging an and will likely improve.

¿Qué problemas hay? Carta resolver y cómo te beneficia eso?

Putting all of corporate docs in one place and allowing for us to access in an efficient way.

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