Carta vs Global Shares (J.P. Morgan Workplace Solutions)
A side-by-side comparison of Carta and Global Shares (J.P. Morgan Workplace Solutions) — two options for cap table & equity. Pricing, features, and honest pros and cons.
Category
Cap Table & Equity
Cap Table & Equity
Rating
4.5 / 5
4.1 / 5
Pricing
Custom / Tiered
Enterprise / Custom
Best for
GPs standardizing equity records and fund admin in one place
Late-stage companies with global employee equity programs
Key features
- Cap table management and share issuance
- 409A valuations
- Option grants, exercises and employee portals
- Fund administration with LP portal
- Scenario and waterfall modeling
- Full-service global equity plan administration
- RSU, option, ESPP and LTIP support across jurisdictions
- Private-company cap table with round modeling
- Liquidity event and tender support
- Participant portals and financial education
Pros
- Network effect: your portcos are likely already on it
- Clean investor view of stakes across the portfolio
- Fund admin plus cap table in one vendor relationship
- Genuine multi-country compliance depth
- J.P. Morgan ownership reassures boards and auditors
- Scales from late-stage private through public listing
Cons
- Pricing has climbed steadily with market position
- Support quality varies with plan tier
- Overweight for seed-stage cap tables
- Enterprise sales cycle and pricing
- Brand transition from Global Shares can confuse procurement