Carta vs Shareworks
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Overview
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations....
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Trusted by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits with integrated cap tables.
Trusted by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Cost
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
$3.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.0/ 5Features
4.2/ 5Customer Service
3.8/ 5Value for Money
3.7/ 5Ease of Use
3.1/ 5Features
3.2/ 5Customer Service
2.5/ 5Value for Money
3.1/ 5Features
Total features 50
- "What If" Scenarios
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- CRM
- Cap Table Management
- Client Portal
- Collaboration Tools
- Compensation Management
- Compensation Plan Modeling
- Compliance Management
- Compliance Tracking
- Data Import/Export
- Deal Management
- Debt Management
- Document Management
- Document Storage
- Electronic Signature
- Employee Reward Programs
- Enterprise Risk Management
- Financial Management
- Financial Modeling
- Financial Reporting
- Financial Risk Reporting
- Forecasting
- Fund Management
- General Ledger
- Grant Management
- Incentive Management
- Investments Tracking
- Investor Reporting
- Liquidity Analysis
- Meeting Management
- Member Directory
- Minutes Management
- Multi-Currency
- Operational Risk Management
- Payroll Management
- Performance Metrics
- Portfolio Management
- Portfolio Modeling
- Private Equity
- Public Equity
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Scenario Planning
- Trade Tracking
- Valuation Management
- Vesting Management
Total features 25
- "What If" Scenarios
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- CRM
- Cap Table Management
- Client Portal
- Collaboration Tools
- Compensation Management
- Compensation Plan Modeling
- Compliance Management
- Compliance Tracking
- Data Import/Export
- Deal Management
- Debt Management
- Document Management
- Document Storage
- Electronic Signature
- Employee Reward Programs
- Enterprise Risk Management
- Financial Management
- Financial Modeling
- Financial Reporting
- Financial Risk Reporting
- Forecasting
- Fund Management
- General Ledger
- Grant Management
- Incentive Management
- Investments Tracking
- Investor Reporting
- Liquidity Analysis
- Meeting Management
- Member Directory
- Minutes Management
- Multi-Currency
- Operational Risk Management
- Payroll Management
- Performance Metrics
- Portfolio Management
- Portfolio Modeling
- Private Equity
- Public Equity
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Scenario Planning
- Trade Tracking
- Valuation Management
- Vesting Management
Integrations
- Deel
- QuickBooks Online Advanced
- Rippling
- Xero
Not provided by vendor
