Carta vs Shareworks by Morgan Stanley
A standardized, audit-grade view of features, pricing, use cases, and operational fit across these two equity management platforms.
Parameters
2 solutions selected
Category
Carta
Shareworks by Morgan Stanley
Use Cases
Carta
Shareworks by Morgan Stanley
—Overview
Carta
Carta is equity management software that lets companies issue, track and manage their securities from incorporation to IPO. Its cap table management sits alongside compensation benchmarks, employee equity advisory, tender offers, QSBS attestation and 409A valuations in one platform. It is aimed at founders, finance teams and the legal advisers who work with them, and early-stage founders can build their first cap table free with Carta Launch.
Shareworks by Morgan Stanley
Shareworks by Morgan Stanley is an integrated equity compensation management platform for administering employee equity plans at private and public companies. It covers plan setup, administration, reporting and collaboration on equity data. It is aimed at companies at all stages of maturity that offer equity compensation to employees.
Tagline
Carta
Designed for founders. Built to scale.
Shareworks by Morgan Stanley
Unlock the Opportunity in Your Equity
Founded Year
Carta
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Shareworks by Morgan Stanley
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HQ Locations
Carta
—Shareworks by Morgan Stanley
Funding Stage
Carta
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Shareworks by Morgan Stanley
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Carta
—Shareworks by Morgan Stanley
—Carta
—Shareworks by Morgan Stanley
—Website
Shareworks by Morgan Stanley
https://www.morganstanley.com/atwork/shareworksFounders
Carta
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Shareworks by Morgan Stanley
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Parameters
2 solutions selected
+ Add 3rd product
Overview
Company Details
01. Core Features
Cap Table Management
View, track and issue equity securely.
Total Compensation
Startup-specific compensation benchmarks.
Equity Advisory
Expert tax strategies for employee equity.
Liquidity
Run tender offers while controlling the cap table.
QSBS Attestation
Supports the QSBS tax exemption.
409A Valuations
Audit-ready 409A valuations.
Carta Launch
Free cap table for early-stage founders.
Intuitive Digital Platform
Custom global plans and reporting, with HRIS data via API.
Customized Reporting
Audit-ready reporting for 409A valuations and Section 16 filings.
Secure Collaboration
Shared data across teams with data protection and privacy features.
02. Technical Specifications
03. Who is it for
04. Trust & Compliance
05. Pricing Details
06. Media
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