Comparison
Carta vs Altshare: which fits the way your company manages equity?
The useful question is which provider can support your company’s requirements on acceptable terms. Start with your existing securities and reporting obligations, then compare the support, cost, and migration process around them.
Start with Carta if you want to evaluate the transition route identified by Pulley or explore the workflows described in Carta’s equity suite. Its published offering includes cap tables, valuations, compensation tools, and liquidity services. Availability and pricing need to be confirmed in your proposal. Carta product overview
Include Altshare if you want to evaluate its combination of cap table administration, financial modeling, valuation, and reporting services. Ask the team to demonstrate the specific workflow that matters to you and provide a written migration scope. Altshare product overview
What should decide the outcome?
Give both providers the same requirements. Ask them to show a representative grant, a historical ownership event, a report your finance team needs, and an export you could use if you leave. A polished demonstration is useful; evidence that your actual workflow is supported is more useful.
Compare the proposal over your expected contract period. Separate recurring fees from onboarding, cleanup, valuation, reporting, and adviser costs. Ask what changes at renewal and whether growth in stakeholders or entities changes the price.
Our recommendation
Shortlist the provider that can confirm your must-have requirements and offer a workable migration window. If both can do that, use total cost, service ownership, and day-to-day usability to make the final choice. If neither has confirmed a critical requirement, keep it unresolved rather than treating a marketing page as approval.