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Compare Cake Equity and Carta Software 
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Cake Equity
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At a Glance
Market Segments
Small-Business (85.1% of reviews)
Mid-Market (47.7% of reviews)
Entry-Level Pricing
Free 5 Stakeholders Per Month
Free 25 Stakeholders Per Year
Cake Equity
Star Rating
(113)4.8 out of 5
Market Segments
Small-Business (85.1% of reviews)
Pros & Cons
Entry-Level Pricing
Free 5 Stakeholders Per Month
Browse all 4 pricing plansCarta
Star Rating
(220)4.4 out of 5
Market Segments
Mid-Market (47.7% of reviews)
Pros & Cons
Entry-Level Pricing
Free 25 Stakeholders Per Year
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Reviews say that Carta excels in "Investment Portfolio Management" with a score of 9.7, indicating that users find it highly effective for managing their investment portfolios, while Cake Equity does not have a comparable score in this area.
- Users report that Cake Equity shines in "Quality of Support," achieving a remarkable score of 9.9, which reviewers mention as a key differentiator, especially for small businesses needing responsive assistance.
- Reviewers mention that Cake Equity's "Ease of Setup" is rated at 9.3, making it a preferred choice for users who prioritize a quick and straightforward onboarding process, compared to Carta's lower score of 7.4.
- G2 users highlight that both platforms offer solid "Cap Table Management," but Cake Equity edges out with a score of 9.4, with users noting its intuitive interface and ease of use, while Carta's score is slightly lower at 9.2.
- Users on G2 report that Cake Equity's "Product Direction" received a perfect score of 10.0, indicating strong confidence in its future development, while Carta's score of 7.8 suggests some uncertainty among its users regarding future enhancements.
- Reviewers mention that while both platforms provide "Visualization" features, Cake Equity's score of 9.1 is noted for its user-friendly dashboards, whereas Carta's score of 8.3 indicates room for improvement in this area.
Pricing
Entry-Level Pricing
Cake Equity
Free
Free
5 Stakeholders Per Month
- Access to Starter & Growth features
- Includes cap table, stock options, and SAFE notes
Carta
Carta Launch
Free
25 Stakeholders Per Year
Free for new customers with up to 25 stakeholders and up to $1M raised: https://carta.com/equity-management/launch/
- Cap table management
- SAFE management
- SAFE and Priced Modeling
Free Trial
Cake Equity
Free Trial is available
Carta
Free Trial is available
Ratings
Meets Requirements
9.2
89
8.8
161
Ease of Use
9.2
105
8.6
173
Ease of Setup
9.2
87
7.9
132
Ease of Admin
9.1
60
8.4
104
Quality of Support
9.8
86
8.3
143
Has the product been a good partner in doing business?
9.6
61
8.4
98
Product Direction (% positive)
9.9
89
8.1
154
Features by Category
Platform Basics
8.7
81
8.2
107
Platform Data
8.9
82
8.3
113
8.9
24
8.0
104
9.1
82
8.7
114
Platform Content
8.6
77
8.1
90
Platform Additional Functionality
9.3
82
8.9
105
8.0
68
8.7
88
8.9
73
8.7
96
Agentic AI - Equity Management
6.4
11
7.6
26
Platform - Compensation Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Additional Features - Compensation Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Reviews
Reviewers' Company Size
Cake Equity
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Carta
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
18.2%
Information Technology and Services
15.5%
Financial Services
13.6%
Health, Wellness and Fitness
5.5%
Food & Beverages
3.6%
Other
43.6%
Computer Software
29.5%
Financial Services
12.9%
Information Technology and Services
8.3%
Internet
5.5%
Accounting
5.1%
Other
38.7%
Alternatives
Discussions
Cake Equity has no discussions with answers
How much does Carta cost?
2 Comments
Official Response from Carta
Pricing depends on which plan you choose. For company products, it will also depend on the number of stakeholders on the cap table. For investor products, it...Read more
What was your experience during the public listing event (IPO)? Any issues with the platform?
1 Comment
PN
No issues whatsoever.Read more
What does Carta company do?
1 Comment
YK
The platform helps to allocate the stock option execution timeline, schedule, and amount, as well as execute options on the end of the recipient, by paying...Read more
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