# Cake Equity vs Carta

**Leader by vioscaleAI score:** Cake Equity

| Attribute | Cake Equity | Carta |
|---|---|---|
| **vioscaleAI score** | 52.9 (55% (medium)) | 45.1 (24% (low)) |
| content.faq | `[{"answer":"A cap table and equity management solution for growing companies offering stock option grants, investor relations, and US compliance reporting features including 409A valuations, SAFE management, and scenario modeling. It is indexed under Cap Table Equity.","source":"https://www.cakeequity.com/pricing","question":"What is Cake Equity?","confidence":0.6},{"answer":"Cake Equity offers a free tier, so you can start without paying. Paid plans start at $1 per stakeholder per year. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.","source":"https://www.cakeequity.com/pricing","question":"Is Cake Equity free?","confidence":0.6},{"answer":"We have confirmed browser-based access to Cake Equity. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.cakeequity.com/pricing","question":"What platforms does Cake Equity support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Cake Equity, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.cakeequity.com/pricing","question":"Can Cake Equity be self-hosted?","confidence":0.6},{"answer":"We have independently confirmed ISO 27001 for Cake Equity. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Cake Equity not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.cakeequity.com/security","question":"What security certifications does Cake Equity have?","confidence":0.7},{"answer":"Cake Equity is available worldwide. Its primary market is the United States.","source":"https://www.cakeequity.com/pricing","question":"Where is Cake Equity available?","confidence":0.5}]` | `[{"answer":"Software solution that helps private capital firms and companies manage cap tables, conduct fundraising, handle regulatory compliance, and manage investor relations all in one integrated system. It is indexed under Cap Table Equity.","source":"https://carta.com/uk/en/plans/equity-management/","question":"What is Carta?","confidence":0.6},{"answer":"Carta does not publish its prices. Pricing is quoted on request, across 4 plans (Launch, Build, Grow and Scale), so the figure depends on your seat count and requirements. We record this as a pricing-transparency signal rather than guessing a number. Pricing changes often, so verify at source before relying on it.","source":"https://carta.com/uk/en/plans/equity-management/","question":"How much does Carta cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Carta. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://carta.com/uk/en/plans/equity-management/","question":"What platforms does Carta support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Carta, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://carta.com/uk/en/plans/equity-management/","question":"Can Carta be self-hosted?","confidence":0.6},{"answer":"We have confirmed 12 integrations for Carta, including Slack, Salesforce, Stripe Atlas, Rippling, Cooley, Compound, ChartHop and Assemble, plus 4 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://carta.com/uk/en/plans/equity-management/","question":"What does Carta integrate with?","confidence":0.6},{"answer":"We have independently confirmed GDPR for Carta. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Carta not holding them. Always confirm compliance directly before you rely on it.","source":"https://carta.com/uk/en/law/compliance/","question":"What security certifications does Carta have?","confidence":0.7},{"answer":"Carta is available in the United Kingdom. Its primary markets are the United Kingdom and the United States.","source":"https://carta.com/uk/en/plans/equity-management/","question":"Where is Carta available?","confidence":0.75}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A platform that helps startups maintain accurate ownership records, manage equity grants with compliance automation, coordinate vesting schedules, and provide transparency to employees and investors. | All-in-one platform for managing private equity fund operations, including capital workflows, financial accounting, reporting, and secure investor communications. |
| features.capabilities | `{"pricing_model":"per_stakeholder_tier","investor_data_room_metrics_sharing":true,"irs_409a_valuation_bundled_service":true,"scenario_modeling_waterfall_analysis":true,"electronic_option_granting_esignature":true,"asc_718_stock_based_compensation_accounting":true}` | `{"pricing_model":"per_stakeholder_tier","uk_emi_option_scheme_support":true,"investor_data_room_metrics_sharing":true,"irs_409a_valuation_bundled_service":true,"scenario_modeling_waterfall_analysis":true,"electronic_option_granting_esignature":true}` |
| integrations.count | 4 | 8 |
| integrations.list | `[{"name":"Claude","native":true,"direction":"bidirectional"},{"name":"Codex","native":true,"direction":"bidirectional"},{"name":"Grok","native":true,"direction":"bidirectional"},{"name":"Cursor","native":true,"direction":"bidirectional"}]` | `[{"name":"Slack"},{"name":"Salesforce"},{"name":"Stripe Atlas"},{"name":"Rippling"},{"name":"Cooley"},{"name":"Compound"},{"name":"ChartHop"},{"name":"Assemble"},{"name":"Foresight"},{"name":"Morgan Stanley"},{"name":"NYSE"},{"name":"Claude"},{"name":"Morgan Stanley at Work","native":true,"direction":"outbound"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["GB","US"],"availabilityScope":"regional","availableCountries":["GB","US","LU","KY","NL","JE","GG","VG"],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":true,"name":"Free","summary":"Free for up to 5 stakeholders","features":["Cap table management","Stock options and vesting","SAFE notes tracking","Access to starter features"],"minSeats":5,"components":[{"kind":"fixed","amount":0,"period":"year","currency":"USD"}],"description":"For founders getting started","contactSales":false,"includedLimits":{"stakeholders":"5"}},{"free":false,"name":"Build","summary":"$1,000/year for 25 stakeholders, $1/year per additional stakeholder","features":["Cap table management","SAFE and convertible notes","Shareholder vesting","Stock option grants","Board approval workflows","Equity benchmarking","Fundraising modeling","Integrated e-signing","Shareholder portal","Investor communications"],"minSeats":25,"commitment":"annual","components":[{"kind":"fixed","amount":1000,"period":"year","currency":"USD"},{"kind":"per_unit","unit":"stakeholder","amount":1,"period":"year","currency":"USD"}],"description":"Cap table essentials for pre-seed companies","contactSales":false,"includedLimits":{"stakeholders":"25"}},{"free":false,"name":"Team","summary":"$2,750/year for 40 stakeholders, $5/year per additional stakeholder","features":["All Build plan features","Two free 409A valuations","Audit-ready 409A valuation service","Incentive plans (Options, RSUs, RSAs)","Full contract editor with customization","Legal templates for stock options","Options exercising workflow","Warrant management","Employee portal access","Free migration service","Equity benchmarks for teams"],"minSeats":40,"commitment":"annual","components":[{"kind":"fixed","amount":2750,"period":"year","currency":"USD"},{"kind":"per_unit","unit":"stakeholder","amount":5,"period":"year","currency":"USD"}],"description":"Compliant equity management for seed and series A","contactSales":false,"includedLimits":{"stakeholders":"40"}},{"free":false,"name":"Pro","summary":"Custom pricing. Includes advanced compliance and managed services.","features":["All Team plan features","Multiple 409A valuations","ESS and share-based payment reporting","Stock-based compensation reporting","Form 3921 reporting","ISO/NSO split tracking","Rule 701 exemption tracking","International option pool support","Bare trust structures","Audit-ready reporting with ownership history","Dedicated Slack support channel","Managed migration service"],"minSeats":100,"commitment":"annual","description":"Advanced reporting for complex cap tables","contactSales":true,"includedLimits":{"stakeholders":"100+"}}],"addOns":[{"name":"409A Valuation","components":[{"kind":"one_time","amount":1500,"currency":"USD"}]}],"summary":"Free tier for up to 5 stakeholders. Paid plans from $1,000/year.","currency":"USD","freeTier":true,"sourceUrl":"https://www.cakeequity.com/pricing","retrievedAt":"2026-09-04T17:59:45.884Z","startingPrice":{"amount":1000,"period":"year","currency":"USD"},"billingPeriods":["year"]}` | `{"type":"subscription","plans":[{"free":true,"name":"Launch","features":["Cap table management","Securities issuance","Equity reporting","Investor relations"],"commitment":"annual","description":"Free tier for companies under 25 stakeholders with less than $1M raised","contactSales":false},{"free":false,"name":"Build","contactSales":true},{"free":false,"name":"Grow","contactSales":true},{"free":false,"name":"Scale","contactSales":true}],"addOns":[{"name":"Total Compensation"},{"name":"Data import and migration"},{"name":"Liquidity"},{"name":"IPO Advisory"}],"summary":"Free Launch tier; paid tiers (Build/Grow/Scale) charged per stakeholder with annual minimum fees","freeTier":true,"sourceUrl":"https://carta.com/uk/en/plans/equity-management/","retrievedAt":"2026-09-04T18:01:29.732Z","billingPeriods":["year"]}` |
| pricing.free_tier | yes | yes |
| pricing.model | freemium | quote |
| pricing.price_level | high | unknown |
| pricing.starting_price | `{"amount":1000,"currency":"USD"}` | - |
| pricing.transparent | yes | no |
| security.gdpr | - | yes |
| security.iso27001 | yes | - |
| security.trust_center | - | https://carta.com/uk/en/law/compliance/ |

## Capabilities (Cap Table Equity)

| Capability | Cake Equity | Carta |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Electronic option granting esignature | ✓ | ✓ |
| Asc 718 stock based compensation accounting | ✓ | - |
| Irs 409a valuation bundled service | ✓ | ✓ |
| Scenario modeling waterfall analysis | ✓ | ✓ |
| Secondary liquidity event management | - | - |
| Investor data room metrics sharing | ✓ | ✓ |
| UK emi option scheme support | - | ✓ |
| HRIS gusto rippling sync | - | - |
| Law firm partner view access | - | - |
| SOC2 type ii | - | - |
| ISO 27001 | - | - |
| Pricing model | Per stakeholder tier | Per stakeholder tier |

*Source: vioscaleAI. Generated 2026-10-16T19:04:39.729Z. "-" = undocumented, not absent.*