TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Cake Equity

    Score7 out of 10
    N/ACake Equity provides a platform to help startups and scaleups raise capital, manage shareholders and grow their business.

    $0

    per month up to 5 stakeholders

    Carta

    Score9.5 out of 10
    N/ACarta is an equity management platform that helps private companies manage their cap tables and issue securities electronically. Carta's tools help companies with valuations, tax filings, and equity compliance. Most recently, Carta launched Total Comp—a compensation management suite that offers benchmarking, leveling, scorecards, total rewards statements, and other tools used to forecast, hire, and retain…N/A
    Pricing
    Cake EquityCarta
    Editions & Modules
    Starter
    $60
    per month 30 stakeholders + $4 per additional
    Growth
    $125
    per month 30 stakeholders + $7 per additional
    No answers on this topic
    Offerings
    Pricing Offerings
    Cake EquityCarta
    Free Trial
    YesNo
    Free/Freemium Version
    YesYes
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsDiscount available for annual payment of Growth and Starter plans.
    More Pricing Information
    User Ratings
    Cake EquityCarta
    Likelihood to Recommend
    -
    (0 ratings)
    9.0
    (8 ratings)
    Support Rating
    -
    (0 ratings)
    9.6
    (2 ratings)
    User Testimonials
    Cake EquityCarta
    Likelihood to Recommend
    Cake Equity
    No answers on this topic
    Carta
    Carta is perfect for any sized organization when shares and stock options are in the picture for new/seasoned employees alike. If a company does not provide these benefits to employees, it may not be the best fit for them unless there are other value-adds the tool can provide in other areas.
    Incentivized
    Read full review
    Pros
    Cake Equity
    No answers on this topic
    Carta
    • Expense Reporting - GAAP compliant and easy to manage, a report is run monthly and provides all the details needed to book the expense.
    • Equity Manageent - All stock certificates for our investors are held in Carta making Equity easy to manage.
    • Stock Option Issuance - Options are issued in Carta and the entire option life cycle from issuance, approval, and exercising is handled in Carta.
    • User Interface is very easy to follow.
    • Support is very responsive and helpful.
    • Numerous education articles available to all users.
    Incentivized
    Read full review
    Cons
    Cake Equity
    No answers on this topic
    Carta
    • Still some issues with the auto-generated Excel file for stock calculations that required correction by technical support.
    • Could offer integration into accounting platforms or HR/payroll platforms to further cut down on manual input.
    • It should allow for custom user creation to allow for varying levels of access based on role in the company; currently, all security roles in the platform are out of the box without any modification allowed.
    Incentivized
    Read full review
    Support Rating
    Cake Equity
    No answers on this topic
    Carta
    Every time I have sent a message to Carta's support team, they've responded within 2 business days. The support team is very helpful and always has answered my questions competently and professionally. Many of my questions have also been answered through their extensive support articles. Carta makes available a lot of information that has helped reduce te administrative work of answering questions for our employees as they are able to get most of the information they need through Carta's website.
    Incentivized
    Read full review
    Alternatives Considered
    Cake Equity
    No answers on this topic
    Carta
    I was not personally involved in choosing Carta over any other platforms. However, I can say I'm very happy with Carta. Carta allows for a central place to manage stock options from multiple companies and is extremely user-friendly and intuitive. With Carta being a market leader, it's nice to find new employers already using it as well.
    Incentivized
    Read full review
    Return on Investment
    Cake Equity
    No answers on this topic
    Carta
    • If a company's cap table is wrong that is legally considered fraud ( yes, a capital F fraud ), as in there could be criminal repercussions, and almost assuredly whatever transaction that requires it to be accurate will be canceled.
    • Compliance is a major factor when it comes to having a stock option plan. Carta is the best I've seen at keeping a company in compliance.
    Read full review
    ScreenShots

    Cake Equity Screenshots

    Screenshot of the interface to monitor a startup's equity performance with Cake Equity.Screenshot of where to manage option pools for a startup with Cake Equity.Screenshot of a view that provides transparency and control over shareholder, noteholder, and optionholder details with Cake Equity.Screenshot of where to customize a startup's equity structure with Cake Equity.Screenshot of some statistics that give teams, advisors and investors access to their equity holdings with Cake Equity.Screenshot of stock option management for employees, advisors, and investors, appearing in Cake.

    Carta Screenshots

    Screenshot of the company dashboard that provides a comprehensive view of tasks and recommended next steps.Screenshot of a company's detailed cap table breakdown by share class, providing vital insights into authorized shares, ownership percentages, dilution effects, and funds raised, accessible at a glance.Screenshot of the equity awards management interface featuring visibility into options holders, exercise prices, vesting schedules, and remaining allocation from an equity plan.Screenshot of the shareholder information and certificate interface where edits are incorporated into the cap table automatically.Screenshot of Carta's interface to create, track, and receive funding.