Customer stories - Case studies & testimonials | Carta

Customer case studies & Testimonials

Featured case study:
Brickell Biotech

Brickell Biotech manages their equity from private to public on Carta.

More featured case studies

Private company, SaaS

Venture capital

Public companies, healthcare

Explore all Carta case studies

CUSTOMER TESTIMONIALS

What other customers are saying

Late Stage

“When we switched to quarterly 409A valuations and a Big 4 auditor, there were more questions and tighter turnaround times. Carta provides a seamless process with exceptional service to address our growing requirements.”

Paul Bergholm, Chief Administrative Officer, Personal Capital

Early Stage

“Carta removes a lot of concerns from my life. The process allows us to have one central resource for all items related to our Option Plan.”

John McKenna, VP Finance, Verde Farms, LLC

Law Firms

“Investors want a clean cap table, and most of them expect it to be through Carta.”

Samantha Scott, General Counsel, Savvi Legal

Early Stage

“Even if you’re a one-person company, it’s worth getting on Carta Launch. The longer you wait to get properly organized, the harder it becomes.”

George Simons, Co-Founder, SoloSuit

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eShares, Inc. DBA Carta, Inc. is registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.