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What is Shareworks?

Shareworks presents a comprehensive and integrated Equity Management solution designed specifically for businesses operating both domestically and internationally. This innovative platform consolidates all equity-related data and teams into a powerful global framework that encourages a culture of equity ownership across the organization. Users can create customized reports easily via an intuitive drag-and-drop interface, facilitating seamless collaboration among various teams. The platform not only supports quick decision-making processes but also ensures that all equity plans are unified, enabling the scheduling of reports and allowing participants to engage effectively with their awards—all accessible through a single interface. With next-generation flexibility and precision, Shareworks empowers you to make well-informed decisions. Furthermore, its direct integration with your HRIS simplifies the management of employee information updates, payroll tax adjustments, and grant termination proration. To truly grasp the transformative potential of Shareworks in your equity management practices, consider requesting a demo to witness its features in action. By doing so, you will gain valuable insights into how Shareworks can enhance and streamline your approach to equity management while fostering a collaborative environment.

What is Carta?

Equity made easy. Carta offers a comprehensive platform for both investors and companies to oversee their equity strategies, including valuations, investments, cap tables, and capital plans. Begin by establishing your Carta cap table, then proceed to issue digital securities, obtain 409A appraisals, and facilitate liquidity events. With Carta, your cap table is automatically kept current, reflecting all equity transactions and relevant data. We ensure you remain compliant during the issuance of equity or when acquiring 409A valuations. Both investors and employees have the ability to accept electronic securities and exercise their options while also being able to monitor their vesting schedules. Supporting over 800,000 shareholders in managing equity valued at $575 billion, Carta serves a diverse clientele. Whether you're seeking a cap table and 409A or aiming to execute secondary transactions, utilize financial reporting, tax tools, and maintain closer connections with your investors, Carta is here to assist you every step of the way. With its user-friendly interface, Carta makes managing equity simpler than ever before.

Media

Media

Integrations Supported

Clockwork
Pave
Quanta
Slice
Canton
Obol
Taiki
Utluna

Integrations Supported

Clockwork
Pave
Quanta
Slice
Aside
Complete
Computer for Counsel
Easop
Equidam
Firstbase
HiBob
QuickBooks Online
QuickBooks Online Advanced
Shapes
Tactyc by Carta

API Availability

API Availability

Pricing Information

$3 per month per user
Free Trial Offered?

Pricing Information

$2,800 per year
Cost based on stakeholder count, complexity, and plan

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Morgan Stanley

Date Founded

1931

Company Location

United States

Company Website

www.shareworks.com

Company Facts

Organization Name

Carta

Date Founded

2012

Company Location

United States

Company Website

carta.com

Categories and Features

Equity Management

Cap Table Management
Financial Modeling
Options Management
Participant Portal
Private Equity
Public Equity
Valuation Management
Vesting Management

Categories and Features

Board Management

Approval Process Management
Collaboration
Document Management
Electronic Signature
Member Directory
Minutes Management
Role-Based Permissions

Business Valuation

Not specified

Compensation Management

Employee Reward Programs
Incentive Programs

Equity Management

Cap Table Management
Deal Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Valuation Management
Vesting Management

Financial Reporting

"What If" Scenarios
Audit Trail
Forecasting
General Ledger

Financial Risk Management

Compliance Management
Liquidity Analysis
Operational Risk Management
Portfolio Management
Portfolio Modeling

Fund Accounting

Not specified

Investment Management

Not specified

Salary Benchmarking

Not specified

Popular Alternatives

Popular Alternatives

Equity Edge Online Reviews & Ratings

Equity Edge Online

Morgan Stanley