Capdesk vs Carta: Which is a better fit?

The secondary share market link is an interesting value add that I am sure most share holders will appreciate.

Adding features all the time so mitigated but some features were missing.

Superb team, very knowledgeable and a pleasure to work with.

It is a bit expensive but I haven't used all available features so this is possibly why I feel I am not getting value for money.

Amazing customer care helping and guiding through product.

Quirky UI, bit difficult to always find what you want. Setting up new bearers is a bit cumbersome.

Easy to add and amend records, full featured, reporting is easy to obtain and well formatted. Useful mailing features and self help for users once set live.

It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.

Carta is awful, bottom line. We cancelled our account on November 6th, 2022 but they went ahead and charged us nearly $5k on December 18th.

Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.

The interface and experience are terrible. It is clunky and not intuitive.

Mallory M

Senior Paid Advertising Specialist

Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.

I believe that Affirm no longer works with Carta as a result. Every employee’s sell order was accidentally canceled on the day of the equity release.

I also really like the interactive vesting schedule/option exercise calculator. They are both quite helpful in visualizing stock benefits.

Kevin K

Business Operations

Sometime difficult to understand the workflow required to accomplish a task. There are multiple ways to do the same thing, which can leave the user feeling a bit lost at times.