Carta - Manage Your Equity

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.

ask user to change the rating

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.

Love the fact that the app keeps getting even better with new feature launches and improvements (i.e. can now exercise options on the app). UI/UX is very clean too 👌

response required

Exercising, changing profile settings, connecting a bank account, etc. all cause an “unexpected error.” Their mobile site doesn’t have those features and doesn’t let you switch to the desktop site, so you have to use your computer for everything.

response required

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.