Carta vs. Shareworks | The all in one platform for equity management
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.
Trusted by over 50,000 companies
Why Carta?
While other companies are catching up, Carta has continued to innovate, providing companies the most advanced and comprehensive suite of equity management tools. The cap table is just the beginning. We’ve helped thousands of companies raise their rounds more efficiently, stay compliant with 409A valuations and Financial Reporting, and plan for hiring and retention.
Best-in-class experience
For all your stakeholders – administrators, investors, law firms, and employees, we provide role-based access to ensure what everyone is seeing is consistent, secure, and seamless. We provide extensive on-demand resources and a dedicated support team that you can contact by phone or email.
Preferred by the VC ecosystem and top law firms
Having your cap table in Carta signals to the community that you’re taking equity management seriously. It’s not just about moving from Excel to a software, we provide the diligence and comprehensiveness to help you maintain a reliable cap table that you can trust.
Smooth onboarding
We make the transition as easy as possible. Our team has helped 450+ companies move to Carta, usually within 2 weeks. Even the largest of companies can onboard in under 30 days, and smaller ones can complete onboarding in a matter of hours.
A plan for every stage
Build
End-to-end fundraising tools and equity management
- Cap table management
- SAFE Financing
- Scenario modeling
- Premier support
- Investor updates
- 83(b) electronic filing
- Form 3921
Grow
Most popular
Industry-leading valuations and reporting
- Everything in Build
- 409A valuations
- Equity reporting
- Cap table management
- SAFE Financing
- Scenario modeling
- Premier support
- Investor updates
- 83(b) electronic filing
- Form 3921
- 409A audit support
- ISO disqualification checks
Scale
Best-in-class compliance and expense management
- Everything in Grow
- Expense reporting
- Rule 701 disclosures
- Cap table management
- SAFE Financing
- Scenario modeling
- Premier support
- Investor updates
- 83(b) electronic filing
- Form 3921
- 409A audit support
- ISO disqualification checks
- 409A valuations
- Equity reporting
Launch: Start for free
Hey early-stage founders, there’s a free plan to help companies with less than 25 stakeholders and less than $1M raised in funds issue equity, fundraise, and find support along the way.
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Carta vs. Shareworks
Equity Management
Equity management – all in one place
Equity management is complicated, but it doesn’t have to be painful – Carta streamlines the process for company admins, employees, and investors. We are a comprehensive and complete solution for your equity administration needs, offering cap table management, 409A valuations, electronic certificates and liquidity. Focus on growing and scaling your business, instead of reconciling cap tables and outdated processes.
Customer experience
Committed to making the equity admin experience easier
There are many moving parts to equity administration and we’ve made it as simple as possible to do everything within the Carta platform. Manage and realize the value of your equity – issue electronic securities, generate stock-based compensation expense reports, and run liquidity events.
In addition to our powerful tools for shareholder and investor management, Carta has a dedicated support team to help answer any questions and concerns that may come up. Our average email response time is 2.5 hours, we have an 85% phone call response rate within 20 seconds, and our customer satisfaction score is 98%.
Employee experience and exercise
Devoted to the employee experience
To create and empower more owners, we invest heavily in the shareholder experience, through product updates and shareholder education.
We’ve built an intuitive experience for employees and shareholders. Employees love Carta—they can accept securities, exercise options, understand tax burdens upfront, and view vesting progress from the web or our iOS app.
Investor experience
Dedicated to the investor experience
Not only can Carta help with your internal equity management needs, it can also help with board and investor accountability. With your cap table on Carta, we can be your corporate governance source of truth for board meetings and investor updates. Use our scenario modeling tool to model financings and exits, get 409A valuations from our industry-leading team, and run board meetings with your corporate documents stored within Carta.
Our easy-to-use tools include sensitivity and breakpoint analyses, payout and dilution modeling, board consent solutions, and more. Over 90% of investors have accepted a security on Carta and over a third of venture-backed US startups use Carta for equity management.
Join Carta
Start managing your equity on Carta