Carta Data Room review

What it does well

• +Because Carta already holds the cap table, ownership and equity documents in a data room stay consistent with legal records without duplicate data entry.
• +The Investor Relations page centralises update history, access requests and document sharing for existing and prospective investors.
• +Companies scaling from an early free plan can add data room features as they move onto paid Carta tiers.

Where it falls short

• −The data room is a feature within a broader equity management product rather than a standalone tool, so companies not already using Carta for cap table management may find it an awkward fit.
• −Full data room functionality generally requires a paid Core or higher plan, and exact data room pricing is not separately published.

Pricing

Carta's Launch plan is free for companies with up to 25 stakeholders and $1 million raised, while data room and full investor management features sit in the paid Core plan and above, quoted directly by Carta sales based on company size and stakeholder count.

Security and compliance

Carta states SOC 1 Type II and SOC 2 Type II compliance across its platform, covering the equity management and data room features.