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.

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.

CARTA VS. CAPTABLE.IO

Carta offers more

Feature Carta Captable.io
Transactions automatically update the cap table
Employees can exercise shares in-app
Standard, in-house 409A valuations
Advanced scenario modeling1
Board consents and meeting management
Employee, investor, and law firm platform2

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.




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 $500k raised.

Starter

Basic equity management for early-stage startups.

  • Standard 409A valuation
  • Cap table management
  • Electronic securities
  • Board consents

Growth

Starter + additional compliance features for growing companies.

  • Scenario modeling
  • Form 3921
  • Board meeting management
  • Investor updates

Scale

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

  • Expense reporting
  • Rule 701 management
  • Payroll tax integrations – Beta

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.

eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.

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