Shareworks vs Carta

LTSE Equity

One of the toughest aspects of successfully running a startup is properly managing your equity, as not doing it efficiently can make or break startups. Equity management is no easy task, given the range of factors that have to be considered. That's why startups often use equity management software. However, picking a specific solution can be a little tricky, given the abundance of options on the market.

Below, we'll take a look at two highly-rated options, Shareworks and Carta, to help you decide which one better suits your startup's needs.

First things first—what is equity management software?

Equity management software– also referred to as cap table software– is a powerful tool that helps startups efficiently track, allocate, and manage their equity ownership. This ability ultimately helps startups make better-informed decisions and keeps them on track to achieve their mission.

Shareworks is a popular solution that offers startups a comprehensive dashboard to manage their equity-related activities, ranging from ESOPs to ESPPs, and streamline otherwise lengthy and manual processes.

On the other hand, Carta is a well-established solution used by countless leading startups. While it comes with a premium cost, it’s a powerful solution equipped with a wide range of functionalities and features.

Things to consider when choosing equity management software

As you browse the many choices available today, keep these questions in mind to help you zero in on your ideal software.

Easy to use

Is it easy to use?

Functionality is only one side of the coin. The other is usability. Ensure your solution of choice is intuitive to use and has a wealth of supporting resources to help guide you every step of the way.

Scale and grow your startup

Will it scale with your startup’s growth?

Look for a comprehensive solution that can scale alongside your startup's growth, seamlessly adapting from early-stage seed funding to Series A and beyond.

Provide support when you encounter issues

Will there be support for you when you encounter issues?

Given the complexity of equity management, opt for software that provides professional support to navigate potential challenges.

Independent professionals advisors available

Does it come with independent professional advisors?

To streamline processes and mitigate risks associated with appraisals like 409A valuations, choose software that has already partnered with independent third-party providers who can provide unbiased expertise.

Fit reporting and compliance needs

Will it address your reporting and compliance needs?

Select equity management software that prioritizes compliance. It should proactively notify you of updates and assist in accurately completing your cap table, from Rule 701 analysis to Form 3921 filings.

Scenario modeling

Does it come with scenario modeling?

Make better decisions when signing and negotiating terms in your fundraising rounds or exit. A good equity management software should help you visualize how your current or upcoming convertible notes and SAFEs convert in scenario modeling.

Hungry for more equity management software tips? Click here to learn more!

Shareworks vs Carta


  • Cap table health check: Though not available to all users, Carta offers thorough cap table health checkups for select clients.
  • Expert consultation: Shareworks’s highly trained sales team can help users overcome any issue encountered.
  • Education: Carta’s large arsenal of resources such as reports, webinars, and blogs, is a fantastic complement for any startup.
  Shareworks Carta
Onboarding Shareworks does not provide readily available information on the duration of onboarding online. Onboarding with Carta can take up to 90 days to fully complete.
Cap Table Health Check Shareworks does not offer cap table health checks. Carta’s cap table health check is only available to select clients.
409A Valuation Shareworks’s 409A valuations are completed in-house. Carta’s 409A valuations are completed in-house and may take longer.
Expert Consultation Shareworks has a sales team that is ready to provide product advice. Carta frequently hosts educational webinars.
Sharing & Data Portability Shareworks tables are not easily exportable. Carta cap tables are not easily exportable.

Why LTSE Equity?

Designed for founders by founders, LTSE Equity leverages extensive real-life experience and expertise from industry leaders like Eric Ries to create a powerful equity management solution.

TL;DR? LTSE Equity could be the one for you if you’re keeping an eye out for: 

  • Streamlined onboarding: LTSE Equity provides swift onboarding, allowing users to migrate or create cap tables in a matter of minutes either via concierge or self-service.
  • Cap table health checks: LTSE Equity offers annual cap table health checks across all plans, ensuring the accuracy and integrity of your cap table.
  • Flexible pricing: LTSE Equity offers three founder-friendly plans that cater to a wide range of needs, ensuring transparent pricing that is affordable and accessible.

LTSE Equity FAQs

What makes LTSE Equity different from other platforms?

LTSE Equity is created by founders, for founders. Our full suite of equity management features reflects our real-life experience and insights, empowering your startup to prosper and endure.


How much does LTSE Equity cost?

Our pricing is strictly founder-friendly and scales as you grow. Our plans are also completely transparent, with no hidden costs or surprise price hikes.


Does LTSE Equity provide a free trial or demo?

Yes! Dive into our full-featured demo now and discover every benefit LTSE Equity has to offer—no sign-ups required.


How can I switch to LTSE Equity?

Simply send us your current spreadsheet or cap table, and we’ll get your details onboarded within a week.


How can I ask more questions about LTSE Equity?

Not sure which plan to choose? Looking for a live demo? Schedule a call with our team now.

Ready to try LTSE Equity?

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The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular security or an overall investment strategy. Information about the company is provided by the company, or comes from the companies’ public filings and is not independently verified by LTSE. Neither LTSE nor any of its affiliates makes any recommendation to buy or sell any security or any representation about the financial condition of any company. Statements regarding LTSE-listed companies are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. Advice from a securities professional is strongly advised.
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