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Carta vs. Shareworks, by Morgan Stanley

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Carta

    Score9.5 out of 10
    N/ACarta is an equity management platform that helps private companies manage their cap tables and issue securities electronically. Carta's tools help companies with valuations, tax filings, and equity compliance. Most recently, Carta launched Total Comp—a compensation management suite that offers benchmarking, leveling, scorecards, total rewards statements, and other tools used to forecast, hire, and retain…N/A

    Shareworks, by Morgan Stanley

    Score7.2 out of 10
    N/AShareworks by Morgan Stanley (formerly Solium Shareworks, and with the capabilities of the former Capshare) is a cloud-based equity compensation administration platform. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply and securely.N/A
    Pricing
    CartaShareworks, by Morgan Stanley
    Editions & Modules
    No answers on this topic
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    Offerings
    Pricing Offerings
    CartaShareworks, by Morgan Stanley
    Free Trial
    NoNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    CartaShareworks, by Morgan Stanley
    Considered Both Products
    Carta
    Chose Carta
    Carta's user interface is exceptional. They have very easy to follow support tools and their site is very easy to navigate. Compared to Shareworks, Carta was just much easier to use from a user perspective. The ability to manage the 409A process and handle all issuances …
    Incentivized
    Chose Carta
    Capshare seemed like a much less developed platform for cap table management, based on demos and discussion that we had when evaluating our options.

    On the other side of the spectrum, Solium Shareworks seemed like a solution much more suitable for a public company. It was more …
    Incentivized
    Shareworks by Morgan Stanley (formerly Solium Capital)
    Chose Shareworks, by Morgan Stanley
    Shareworks was legacy account migrated from CapMx.
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
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    Delivers good value for the price
    No answers on this topic
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    Happy with the feature set
    No answers on this topic
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    Lived up to sales and marketing promises
    No answers on this topic
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    Implementation went as expected
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    User Ratings
    CartaShareworks, by Morgan Stanley
    Likelihood to Recommend
    9.0
    (8 ratings)
    1.0
    (7 ratings)
    Support Rating
    9.6
    (2 ratings)
    9.0
    (1 ratings)