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Explore all Carta case studies

Software company case studies

Software customer stories - Case studies and testimonials 1
Private Company

How Calendly improved their 409A process by teaming up with Carta's in-house experts

Software customer stories - Case studies and testimonials 2
Private company
Saas, Finance

PandaDoc uses Carta to streamline board consents

Software customer stories - Case studies and testimonials 3
Private Company, SaaS

Puppet switches to Carta for a modern, trusted platform

Software customer stories - Case studies and testimonials 4
Private company

VEERUM prepares for future business growth with Carta

wattpad logo
Private company

Canada-based Wattpad manages equity online with US investors


What other customers are saying

“I used Carta’s waterfall tool to calculate our substantial equity payouts. The stock-based calculations were invaluable, and the benefits would have been more dramatic if we were on the platform for 2-3 more years.”

Angiras Koorapaty, CFO, VisualIQ

“The biggest benefit was being able to pick up the phone or send an email and receive an immediate response from Carta. Not many software providers have that level of customer service.”

Mike McMahon, Corporate Controller, WePay

“The value of Carta was its visibility into the cap table for employees, investors, and administrators; it mitigated any uncertainty with respect to the cap table.”

Brian Schmidt, former General Counsel, Trello

“We are Connecticut’s only unicorn, and we had over one thousand individual option grants at the time of the transaction, including a very complex cap table. The Carta platform helped us manage that, and Carta’s customer support through the process was exceptional.”

James McLaughlin, Corporate Counsel, Datto


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