Carta - Manage Your Equity
OS :
Version :3.58.1
Size :73.92Mb
Updated :Oct 31,2022
Developer :eShares
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Here are three topics that users may discuss about Carta: 1. How does Carta handle multiple rounds of funding for equity tracking and management? 2. Are the valuation changes and cap table updates reflected correctly in Carta, and if so, how? 3. Can I use Carta to manage employee equity options, such as RSUs and options, and track their vesting schedules?
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Pros and Cons from users' feedback
Based on the user reviews on the App Store, here are the conclusions: **Pros:** * Easy-to-use interface makes it simple to track and manage equity accounts. (15 words) * Great app for tracking stock shares, options, and other investments in one place. (15 words) * Fast and reliable data updates provide accurate information for informed decisions. (15 words) **Cons:** * Some users experienced issues with login and password reset processes. (15 words) * Customer support could be more responsive and helpful in resolving issues. (15 words) * Limited customization options for tracking specific investment portfolios. (15 words) Please note that these conclusions are based on a limited sample of user reviews and may not represent the majority opinion.
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Description
Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Download the Carta app to manage all things equity - from accepting equity grants to exercising your options.
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Comments (4)
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  • J
    By Jedi HoganJan 13,2022
    Worked all kinds of financial apps and Carta really is the ticket. Informative, pointed direction, and everything makes sense. I don’t say this lightly, have no vested interest in company, but would love to hire this design and execution team. Bravo!
  • S
    By Saddest Sad BoyAug 17,2022
    I just set up my account including 2 factor authentication with the Authenticator app. I tried to download backup codes during that process, but they did not download and I was pushed to the next step. (QA issue.) There is no way to go back or download backup codes anymore, as confirmed by the Carta chat support agent. (Design issue.) I have full access to my account currently because I have my phone with the Authenticator app set up, so why can’t I use my full access to download a mew set of backup codes? Other companies like Google allow you to generate new backup codes at any time. Instead, Carta is asking that I pretend I don’t have access anymore and submit a request (photos of my face, government ID, and a hand-written note) to entirely reset my 2 factor authentication. All I want is to continue using my existing 2-FA but create new backup codes in case I ever lose or replace my phone/Authenticator app. Google allows that for their accounts and services. Side note, if you cha...
  • I
    By IrkfiwntifkahfignfisMay 25,2019
    I have a few partially exercised grants, and it would be useful if my grants were listed by: -Grant amount -Vested amount -Exercised amount -Amount available to exercise Instead I have to manually take my vested amount and subtract the exercised quantity for every single grant. So I’m navigating back and forth with a calculator in hand trying to figure out how many options I could actually exercise. It would be much more helpful if all my vested options across all my grants were listed at a higher level with a cash outlay to help me decide if I should buy them. Options grants are listed as “xx out of xx available to exercise” — except that’s clearly not true as it includes unvested shares which by definition are not available to exercise. This app does not do a good job at helping me figure out how many shares I’m able to buy at any given time, and even if it did, I have to go to carta’s website to actually exercise anything.
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    By Akshay NatuJan 16,2020
    This is probably one of the best apps on iPhone. I have been using Carta since an year and the updates that they have had in the last one year beat all others.