Carta Fund ERP
Reviews
Star rating
Rank in Venture Capital Management
Pros and cons
Pros
- Ease of Use
- User Interface
- Navigation Ease
- User Experience
- Features
- Investment Management
Cons
- Poor Customer Support
- Expensive
- Difficult Learning
- Poor Navigation
- Not User-Friendly
- Integration Issues
Traffic & LLM citations
Source: G2 review data
Winning from
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 84.1% |
| Mid-Market | 15.9% |
| Enterprise | 0.0% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2025 Q2 | 6 | 3.8 |
| 2025 Q3 | 11 | 4.3 |
| 2025 Q4 | 5 | 3.9 |
| 2026 Q2 | 11 | 4.5 |
| 2026 Q3 | 5 | 4.4 |
Satisfaction ratings
What reviewers say
User-Friendly with Responsive Support
“I find Carta Fund ERP easy to use, and I appreciate our fund admin, Taras, who is really responsive and great to work with. He helps us whenever we have questions, even if they are outside of Carta's specific scope. The initial setup of Carta Fund ERP was also easy.”
Automating Fund Accounting with Ease
“Automating fund accounting, including invoice processing and investment transfers.”
Great Tech Platform with Flexible, Cost-Efficient Full-Service Fund Admin
“Great technology platform combined with a team of humans that makes a good, convenient, and cost-efficient solution for full-service fund admin. and allows for good hybrid of self-serrve and full support as needed.”