Home/Equity Management Software/Carta vs CapshareUpdated on: April 19, 2024

Compare Carta vs Capshare

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Overview

Summary

Carta is an equity management software that helps the users to efficiently and conveniently manage their companies valuations, cap tables, investments and equity plans. The software acts as the source of truth for the user’s companies equity. It provides audit-ready, fast and cost-effective valuations. Carta offers liquidity to the user’s companies by running tender-offers, one-off transactions, and stock buybacks. It is an SEC-registered platform that acts as a transfer agent. It allows users to issue electronics security to those stakeholders who are ready to use Carta. The software allows users to do sensitivity and breakpoint analysis along with dilution and payout modelling. Users can perform full-service fund accounting and even view their real-time financials. This helps the users to make better financial decisions that will benefit them in the long run. The software’s portfolio dashboard helps the users to track their performance. Further, the experienced team members of the software provide accurate and on-time valuations to the users. ..show more

Capshare is an extensive cap table management system designed to help businesses, shareholders, and lawyers to manage and monitor their cap and equity with utmost ease and comfort. It assists you in transitioning away from spreadsheets and physical work and toward a more time-saving, productive, and streamlined method of managing and analyzing stock equity, dilution, and ownership percentages. With Capshare, you can issue stocks and manage all of your equity in one location without getting mired down in spreadsheets and paperwork. You can monitor your asset plan with a system that expands with your firm from inception to IPO and beyond and can future-proof your equity strategy. With its cap table management system, it keeps everyone on the same page to assist you in making smart decisions about raising money models and comparing future rounds. Users can easily manage shareholders by keeping track of vesting timelines, terminating option holders, granting view access to holdings, and signing equity awards online. Capshare further assists the user in meeting the criteria of ISO 100k, 83b elections, and ASC 718 limitations. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Palo Alto, California / 650.669.8381

Sandy, Utah

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Launch
Custom

Standard cap table & ESOP management for seed & pre-seed companies

Features

  • Cap table & ESOP management​
  • Electronic securities​
  • Shareholder portal
  • Scenario modeling
Paid
Custom

Launch + additional compliance & planning features for Series A+ companies

Features

  • Everything in Launch
  • ESOP valuations
  • Investor updates
  • Dedicated onboarding support
CarteX
Custom

Paid + liquidity solutions for maturing companies (coming soon)

Features

  • Everything in Paid
  • Listing on CartaX
  • Regular liquidity
  • Competitive transaction fees
View Price Page
LITE
Free

Features

  • Cloud-Based Cap Table Management
  • Shareholder / Investor Portal
  • Book-Entry, Electronic Shares
  • Convertible Debt, SAFE Docs, Etc
  • Document Automation / E-Signatures
  • Equity Plan Management
  • Downloadable Reports
  • Support: Email & Chat
  • Cap Table Upload $500 one-time fee
PRO
$3 /Month

Features

  • Unlimited shareholders
  • Cloud-Based Cap Table Management
  • Shareholder / Investor Portal
  • Book-Entry, Electronic Shares
  • Convertible Debt, SAFE Docs, Etc
  • Document Automation / E-Signatures
  • Equity Plan Management
  • Downloadable Reports
  • Financing Rounds
  • Waterfall Analysis
  • Cap Table Versions
  • Breakpoints Analysis
  • Support: Email + Chat + Phone as available
  • Cap Table Upload $500 one-time fee
  • 409A Valuation
  • Unlimited ASC 718 Reports $149/mo
View Price Page

SCREENSHOTS

Carta Screenshots
View 1 screenshot(s)
Capshare Screenshots
View 2 screenshot(s)

INTEGRATIONS

  • Zenefits
  • BambooHR
  • Quickbooks
  • Xero
    NA

ALTERNATIVES

Top alternatives to Carta

AngelList Recruit
AngelList Recruit
Pulley
Pulley
Equidam
Equidam
Orchestra
Orchestra
WOWS Cap Table
WOWS Cap Table

Top alternatives to Capshare

Carta
Carta
Equidam
Equidam
Orchestra
Orchestra
WOWS Cap Table
WOWS Cap Table
Global Shares
Global Shares