Carta vs Shareworks
Comprehensive side-by-side comparison of Carta vs Shareworks including features, integrations, customer segments, supported platforms, pros & cons, and company details. Find the best equity management software solution for your business needs.
Product Comparison
Carta
Streamlining Equity Management for Growth.
Shareworks
Streamlining Equity Management for Growth
Description
Carta is a leading cloud-based platform designed to simplify and automate equity management for companies of all sizes, from startups to publicly traded organizations. It provides a centralized solution for managing cap tables, 409A valuations...
Description
Shareworks by Morgan Stanley is a comprehensive, cloud-based equity management platform designed to simplify and automate equity administration for companies of all sizes. From startups to large enterprises, Shareworks empowers organizations t...
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Use Cases
Use Cases
Made For
Made For
Key Features
- Budgeting/Forecasting
- Investor Reporting
- Vesting Management
- Cap Table Management
- Valuation Management
- General Ledger
Key Features
- Options Management
- Document Storage
- Financial Modeling
- Portfolio Management
- Investor Reporting
- Cap Table Management
Industries
- Technology
- Venture Capital
- Financial Services
- Biotechnology
- Healthcare
Industries
- Technology
- Biotechnology
- Financial Services
- Healthcare
- Venture Capital
Customer Segments
- Small Businesses
- Mid-size Businesses
- Large Enterprises
Customer Segments
- Small Businesses
- Mid-size Businesses
- Large Enterprises
Supported Platforms
- Web
- Mobile
Supported Platforms
- Web
- Mobile
Pros
- Comprehensive Equity Management: Carta offers a complete suite of tools for managing all aspects of equity, from cap tables to liquidity events.
- Automation & Efficiency: Automates many manual equity-related tasks, saving time and reducing errors.
- Compliance Focus: Helps companies stay compliant with complex equity regulations, such as 409A and ASC 820.
Cons
- Potential Complexity: The platform's extensive features can be overwhelming for smaller companies with simpler equity structures.
- Cost: Can be expensive for early-stage startups with limited budgets.
Pros
- Comprehensive Equity Management: Handles all types of equity plans in one platform.
- Global Compliance: Supports multi-currency, multi-language, and international tax regulations.
- Employee Engagement: User-friendly apps empower employees to manage their equity.
Cons
- Potential Complexity: The extensive feature set may have a steep learning curve for some users.
- Cost: As an enterprise-level solution, Shareworks may be expensive for very small startups.