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.
Carta vs. Captable.io
Carta provides the best experience for equity administrators, lawyers, employees, and investors.
Grows with you
Carta’s platform scales with you from incorporation to IPO. Easily upgrade plans and add features as you grow.
Single source of truth
With Carta, your cap table updates automatically after every transaction. No need to enter things twice.
THE LEADING 409A AND CAP TABLE PROVIDER
Trusted by over 14,000 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 14,000 companies on our platform.
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.
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.
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.
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.
Basic cap table management for pre-seed companies
Basic equity management for early-stage startups.
Standard 409A valuation
Cap table management
Starter + additional compliance features for growing companies.
Board meeting management
Growth + reporting, support, and IPO-readiness for companies at scale.
Rule 701 management
Payroll tax integrations – Beta
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.