Contact Carta Support

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.

Carta worked fine for the first private equity deal that I invested in. It hasn’t hasn’t worked for me on other private equity investments. I just get an error while logging into Carta that something went wrong on their end. I have no clue if I have been issued shares I have purchased, still have documents to sign, etc...on investments made last year. I’m told that their tech support is reviewing / working on it.

This is going to be harsh, but the new version is not efficient and requires a lot of clicks/scrolls to get to your information. And the spacing is very wide so the page looks very long and require a lot of scrolling. This might look great if you are optimizing for a first time user, but for users who log in frequently (multiple times a month) this is a huge waste of my time. It unfortunately will make me login less.