CARTA VS. CAPTABLE.IO

Start on Carta, stay on Carta

Start with your cap table on Carta, and easily add features as you scale. You won’t have to switch platforms as your company grows.

COMPARE PROVIDERS

Carta vs. Captable.io

Intuitive software

Carta provides the best experience for equity administrators, lawyers, employees, and investors.

Scale with you

Carta scales with you from incorporation to IPO. As Carta builds the future of equity, Carta continues to invest in new products for clients.

World-class service

With Carta, receive a dedicated representative at sign up. Once setup, you’ll have access to our extensive and professional services team.

THE LEADING 409A AND CAP TABLE PROVIDER

Trusted by over 15,000 companies & investors

We aren’t your average cap table provider. Carta is 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 15,000 companies on our platform.
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CAPTABLE.IO VS. CARTA CAP TABLE

Advanced cap table management

With Carta, when you issue or exercise securities, your cap table updates automatically. On Captable.io, you can only record transactions after they happen, which leaves room for human error and wastes time.
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CAPTABLE.IO COMPLIANCE VS. CARTA COMPLIANCE

Built-in compliance features

Carta has an in-house 409A valuations team and built-in features like Form 3921, stock-based expense accounting, and Rule 701 management to help you stay compliant. Captable.io 409A valuations are outsourced and not included in their plans.

CAPTABLE.IO SCENARIO MODELING VS. CARTA SCENARIO MODELING

Model your next round before you sign

With Carta, you can model future financings or exits in-product. Our easy-to-use tools include sensitivity and breakpoint analysis, payout and dilution modeling, and pro forma cap tables. Unlike Carta, Captable.io has extremely limited modeling capabilities, which makes it harder to plan your next round.
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CAPTABLE.IO 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. Unlike Captable.io, we have a fully integrated exercise flow that updates your cap table and shareholders’ portfolios automatically.

CAPTABLE.IO BOARD APPROVALS VS. CARTA BOARD APPROVALS

Faster option grant approvals

On Carta, board consent workflows are included in every plan. Seamlessly get board approvals when you issue options and get a new 409A valuation. On Captable.io, you can’t holistically manage and track approvals on a single platform.
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FROM THE BLOG

Carta vs Captable.io

Carta makes it easier to keep your cap table up to date and stay compliant throughout your company’s lifecycle.

CARTA PLAN DETAILS

Features and services by plan

Learn more about Carta’s plans, as well as additional features and services on the plans page.

Launch​

Basic cap table management for pre-seed companies.

Talk to your lawyer about access to free basic cap table management for companies with up to 25 security holders and up to $1M raised.

Starter

Basic equity management for early-stage startups.

Growth

Starter + additional compliance features for growing companies.

Scale

Growth + reporting, support, and IPO-readiness for companies at scale.

join carta

Start managing your equity on Carta

1. Carta’s advanced scenario modeling tools include round modeling, payouts, waterfall modeling, breakpoints, and sensitivity analysis. Captable.io only includes round modeling and payouts.

2. Carta has an employee, investor, and law firm platform. Captable.io only has an employee and law firm platform.