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 28,000 companies & investors
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 Focus on growing and scaling your business, instead of reconciling cap tables and outdated processes.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.
Equity can be complex and often a black box for founders and employees, so Carta invests heavily in employee equity education. Head to our founder and employee resources center of our blog for more information.
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.
CARTA LIQUIDITY
Updated on September 1, 2020
Unlock liquidity
Carta facilitates transactions $140 million+ in option exercises, repurchases, and tender offers per month. With Carta, your employees can exercise on the web or their mobile devices. We designed the participant experience to make it easy for shareholders to understand the details of the transaction. Everything from reviewing the FAQ details, collecting sell orders, and settling the transaction is completed on Carta, without paper or complicated forms.
This year Carta’s subsidiary, Carta Capital Markets, LLC, will be launching CartaX, the first vertically integrated market ecosystem for private equity. CartaX will offer companies and investors tailored programmatic liquidity solutions that deliver scalability and efficiency while reducing administrative burden. Join the CartaX waitlist to discuss how we can partner with you to design a custom program that meets your liquidity goals.
CARTA PLANS FOR PRIVATE COMPANIES
A plan for every company
Launch
Free cap table management for recently incorporated startups with up to 25 security holders and up to $1M raised
- Cap table management
- Electronic securities & exercising
- Scenario modeling (SAFEs & notes)
- SAFE financings
- HRIS & payroll integration
- Data Room
- Board consents
- Standard reporting
Starter
- Everything in Launch
- 409A valuations
- Equity plan generation
- Form 3921
Growth
- Everything in Starter
- Scenario modeling (financing rounds)
- Exit modeling
- Investor updates
- Custom reporting
- Board meeting management
Scale
- Everything in Growth
- Expense reporting
- Rule 701 Disclosure Suite
IPO Ready
Advanced equity management, with features & services to prepare you for liquidity, M&A, and IPO
join carta
Start managing your equity on Carta
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