Carta vs Bolt
Which company has the most upside in your guyss opinion? #Carta #bolt TC:201k
Bolt execs spend 90% of their time on linkedin. Carta wins by a huge margin.
Don’t want to name her but one of the execs looks like has been hired just for posting on linkedin.
The VP of eng? Lol
Bolt Ceo is very young and trying to compensate the experience by engaging in various platforms etc. you see him teaching lessons to founders as if he made it. It can still go to zero. It is a good idea, has a lot of potential. There is big risks like privacy and security. The vision of integrating checkout with inventory marketing sales etc doesn’t make sense. Than you are building sap 2.0, who needs that and why companies will give all the stack to bolt. Carta is a good software in a market where software was missing. But the intellectual property is very easy to copy. Technical challenges is not high. I would still prefer bolt.
Disagree about the technical challenges - sure managing a cap table isn’t rocket science (OG carta) but we are growing and expanding products ie. Carta X, and these products open a whole new can of challenges and problems to solve.
Bolt CEO is definitely young. But at this point he’s the visionary for the company. The C-suite he surrounded himself with is rock solid and has experience to spare (thus the massive growth since hiring them). If we were just SAP 2.0, investors and customers wouldn’t give us the time of day, so it might be worth a closer look at the product. The Bolt shopper network in particular is where investors see growth potential. Take a look at some of the Bolt blog posts for context.
I’m biased, never worked at Bolt, and really like Carta and think we have a great trajectory.
Case for Bolt here purely on growth: - Bolt is earlier stage (series D vs Carta series G) - Bolt’s valuation has gone 18x since the start of 2020. Carta’s has gone <5x since mid 2019. (Per crunchbase) - Bolt has a higher market cap, but a larger addressable market. Investors see that vision and want in, thus the high valuation. If you don’t trust me, trust their expertise and their checkbooks. Disclaimer: biased to Bolt obv
Depends how much you think Bolt can process in $$$ transactions That’s one of the levers for bolt, if you can provide membership/subscriptions/discovery to end consumer you can charge monthly fees too The thing is with bolt it can work on top of existing payment processors so the TAM is huge like $1T+
i wonder if this poll i just turning into carta vs bolt employee votes…
Prefer Bolt. Carta is very focused in one area and generally will be utilized by startups. Bolt has an amazing product roadmap and just the shopper network alone is good (long way to go, but if we accomplish it it’s going to 🚀
Bolt has a higher likelihood of your equity multiplying. But their valuation also seems extremely inflated compared to what they do. Go with whatever has the better team / manager.
Carta won’t double in valuation for atleast the next year or two. CFO’s of other startups are not big fans of CartaX as auctions can result in stock price less than current valuation. It’s a really really tough problem to crack. Until that change happens, Carla’s valuation isn’t going anywhere up
Add a poll?