CARTA VS. SHAREWORKS
Why choose Carta over Shareworks?
Carta easily scales with you for all of your equity management and compliance needs, from incorporation to financings, liquidity, and going public.
Carta vs. Shareworks
Shareworks is now owned by Morgan Stanley, an investment bank. Carta’s focus is to provide the best equity management experience.
Run custom tender offer programs, leveraging Carta software and our team of equity experts.
Easy to use
Carta provides the best experience not only for equity administrators, but also for 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.
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 tale 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. Shareworks 409A valuations are outsourced and not included in their plans.
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 charges for complex modeling as an add-on, while these features are standard on Carta’s Growth and Scale plans.
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.
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
Advanced equity management, with features & services to prepare you for liquidity, M&A, and IPO