# Cake Equity vs Carta

**Leader by Vioscale score:** Cake Equity

| Attribute | Cake Equity | Carta |
|---|---|---|
| **Vioscale score** | 68.8 (35% (low)) | 10.4 (15% (low)) |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A software platform that helps companies maintain accurate equity records, manage stock grants and options, automate compliance reporting, and provide stakeholders with transparent access to their ownership information throughout company growth stages. | Carta provides an enterprise suite for private capital management, combining cap table and equity administration, fund operations, investor communications, and legal compliance services. It serves venture capital firms, private equity funds, and portfolio companies with cloud-based workflows and AI-native automation across the investment lifecycle. |
| integrations.count | - | 12 |
| integrations.list | - | `[{"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"}]` |
| market.availability | `{"hqCountry":"AU","primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"hqCountry":"US","primaryMarkets":["US","GB"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"cli":true,"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":true,"name":"Free","summary":"Always free, no credit card required","features":["Cap table management","Stock options tracking","SAFE note management","Limited stakeholder access"],"description":"For early-stage founders","contactSales":false,"includedLimits":{"stakeholders":"5"}},{"free":false,"name":"Build","summary":"$1,000 annually plus $1 per additional stakeholder","features":["Cap table management","SAFE and convertible notes","Vesting schedule tracking","Templated equity grants","Board approval workflows","Equity benchmarking","Fundraising scenario modeling","Electronic signature integration","Shareholder portal","Team and investor communications"],"commitment":"annual","components":[{"kind":"fixed","amount":1000,"period":"year","currency":null},{"kind":"per_unit","unit":"stakeholder","amount":1,"period":"year","currency":null}],"description":"Essential cap table tools for early funding stages","contactSales":false,"includedLimits":{"stakeholders":"25"}},{"free":false,"name":"Team","summary":"$2,750 annually plus $5 per additional stakeholder. Most popular option.","features":["All Build plan features","409A valuation reports (2 per year)","Stock options and RSU management","Advanced contract customization","Legal documentation templates","Options exercise tracking","Warrant management","Employee equity benchmarks","Employee portal access","Free cap table migration"],"commitment":"annual","components":[{"kind":"fixed","amount":2750,"period":"year","currency":null},{"kind":"per_unit","unit":"stakeholder","amount":5,"period":"year","currency":null}],"description":"Compliant equity management for seed to Series A funding","contactSales":false,"includedLimits":{"stakeholders":"40"}},{"free":false,"name":"Pro","summary":"Custom pricing with annual or quarterly billing options","features":["All previous plan features","409A valuation","ESS compliance reporting","Share-based payment analysis","Stock compensation accounting","Form 3921 filing support","Rule 701 exemption tracking","International options management","Bare trust structures","Point-in-time historical reporting","Multi-factor authentication","Managed migration assistance","Priority customer support"],"description":"Audit-ready compliance reporting for growth-stage companies","contactSales":true}],"addOns":[{"name":"409A Valuation","components":[{"kind":"one_time","amount":1500,"currency":null}]}],"summary":"From $1,000 annually. Free tier available for up to 5 stakeholders.","freeTier":true,"sourceUrl":"https://www.cakeequity.com/pricing","retrievedAt":"2026-08-18T12:22:29.853Z","startingPrice":{"amount":1,"period":"month","currency":"USD"},"billingPeriods":["year"]}` | `{"type":"quote","plans":[{"free":false,"name":"Fund Administration","summary":"Custom pricing; contact sales","features":["In-app capital workflows and distributions","Central LP portal","Full accounting services","Dedicated fund admin support","Books and records","Performance insights and reporting","Modelling and forecasting","IFRS/GAAP financial reporting","Portfolio management","GP carry tracking","Fund event tracking","Data aggregation"],"description":"Core platform for fund operations, accounting, capital workflows and investor portal","contactSales":true}],"addOns":[{"name":"Global KYC"},{"name":"Fund Forecasting"},{"name":"SPV Management"},{"name":"LP Portfolio Analytics"},{"name":"Deal CRM"},{"name":"LP CRM"},{"name":"Loan Operations"},{"name":"Fund Tax"}],"summary":"Enterprise custom pricing; add-on products sold separately","freeTier":false,"sourceUrl":"https://carta.com/uk/en/plans/fund-management/","retrievedAt":"2026-08-18T12:18:54.104Z"}` |
| pricing.free_tier | yes | no |
| pricing.model | freemium | quote |
| pricing.price_level | low | unknown |
| pricing.transparent | yes | no |
| security.gdpr | - | yes |
| security.iso27001 | yes | - |

## 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 | - | - |

*Source: Vioscale. Generated 2026-09-01T15:17:31.854Z. "-" = undocumented, not absent.*