CARTA VS. SHAREWORKS

Why choose Carta over Shareworks?

Carta scales as you scale, supporting you on all of your equity management and compliance needs, from incorporation and financings, to liquidity and going public.

COMPARE PROVIDERS

Carta vs. Shareworks

Best-in-class experience

Equity management, liquidity programs, and 409A—all on one platform and backed by a dedicated support team. Carta provides the best experience for your equity administrators.

Preferred by shareholders

Employees and investors can easily access and manage their portfolio. We also help shareholders realize the value of their portfolios by unlocking liquidity. Carta provides the best experience for your shareholders.

Independent company

Shareworks is owned by Morgan Stanley. With a mission to change how private markets operate, Carta relentlessly innovates and provides the best equity management experience for your organization.

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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SHAREWORKS CAP TABLE VS. CARTA CAP TABLE

Advanced cap table management

With Carta, when you issue securities, your cap table updates automatically. On Shareworks, your cap table doesn’t always update automatically, which leaves room for human error and wastes time.

SHAREWORKS COMPLIANCE VS. CARTA COMPLIANCE

Built-in compliance features

From 409A valuations, to Form 3921, ASC 718, and Rule 701 management, Carta has built-in compliance features and an in-house team to help with 409A valuations.
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SHAREWORKS 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 Shareworks, we have a fully integrated exercise flow that updates your cap table and shareholders’ portfolio automatically.

SHAREWORKS 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 Growth Edition charges for complex modeling as an add-on, while these features are standard on Carta’s Growth and Scale plans.
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SHAREWORKS 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. On Shareworks’ tender offer platform, you have to manually update your cap table after every transaction.

FROM THE BLOG

Carta vs Shareworks

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

Launch​

Cap table management for recently incorporated startups​

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 and 409A valuations for early-stage startups​
  • 409A valuations
  • Cap table management​
  • Electronic securities​
  • Board consents​

Growth

Equity management plus advanced planning and compliance features
  • Everything in Starter​
  • Form 3921
  • Scenario modeling​
  • Investor updates​
  • Board meeting management​

Scale

A complete equity management solution for late-stage companies​
  • Everything in Growth​
  • ASC 718 expensing​
  • Rule 701 management​
  • Payroll tax integrations – Beta​

IPO Ready​

Advanced equity management, with features & services to prepare you for liquidity, M&A, and IPO

Talk to our specialists about a custom plan that meets your support, compliance, tax, and reporting needs.​

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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.