CARTA VS. CAPSHARE
Why choose Carta over Shareworks Startup Edition?
Carta easily scales with you from incorporation to IPO. Begin with our Starter plan, which includes issuing securities, cap table management, and 409A valuations at one low price. Your cap table will stay up to date as you scale, with less effort.
Carta vs. Shareworks Startup Edition
Shareworks is now owned by Morgan Stanley, an investment bank. Carta’s focus is to provide the best equity management experience.
Free 409A refreshes included
When you raise a new round, we’ll provide an updated, audit-ready 409A valuation at no additional cost.
Easy to use
Carta provides the best experience not only for equity administrators, but also for your law firm, employees, and investors.
THE LEADING 409A AND CAP TABLE PROVIDER
Trusted by over 12,000 companies & investors
We aren’t your average cap table provider. Carta is an independent company changing how private markets operate, and we’re constantly improving our products and services. We’re the leading provider of 409A valuations and have over 12,000 companies on our platform.
CAPSHARE CAP TABLE VS. CARTA CAP TABLE
Advanced cap table management
With Carta, when you issue securities, your cap table updates automatically. On Shareworks Startup Edition, your cap table doesn’t always update automatically, which leaves room for human error and wastes time.
CAPSHARE EMPLOYEE EXERCISE VS. CARTA EMPLOYEE EXERCISE
Employees can exercise options in-app
Employees love Carta—they can accept securities, exercise options, and view vesting progress from the web or our iOS app. On Shareworks Startup Edition, exercising is harder for admins and employees, who can only exercise manually.
CAPSHARE COMPLIANCE VS. CARTA COMPLIANCE
Built-in compliance features
From 409A valuations, to Form 3921, ASC 718, and Rule 701 management, Carta helps you stay compliant all in one place. Shareworks Startup Edition does not offer the same range of compliance features and outsources their 409A valuations, instead of using an experienced, in-house team like Carta’s.
CAPSHARE SCENARIO MODELING VS. CARTA SCENARIO MODELING
Model your next round before you sign
We pull your existing cap table data into our scenario modeling tool, so it’s faster to model financings and exits. Our easy-to-use tools include sensitivity and breakpoint analysis, payout and dilution modeling, and pro forma cap tables. Shareworks Startup Edition’s modeling capabilities are limited, making it harder to plan for your next round.
CAPSHARE TENDER OFFERS VS. CARTA TENDER OFFERS
Streamline tender offers & option exercising
Carta transacts $250 million+ in option exercises, repurchases, and tender offers per month. With Carta, your employees can exercise on web or mobile. And you can run a tender offer or custom liquidity program that will automatically update your cap table. Shareworks Startup Edition doesn’t support tender offers.
The better offer letter
At Carta, we spend a lot of time educating employees about private company equity. The best time to give equity information to employees is before they start, in their offer letter. Here’s an offer letter template you can use to better educate candidates on their equity.
Download the offer letter
Cap table management for recently incorporated startups
Basic equity management and 409A valuations for early-stage startups
Cap table management
Equity management plus advanced planning and compliance features
Everything in Starter
Board meeting management
A complete equity management solution for late-stage companies
Everything in Growth
ASC 718 expensing
Rule 701 management
Payroll tax integration – Beta