Carta vs Shareworks
Eleven of twelve models named Carta first on the direct prompt; one named Shareworks. Carta was named by twelve of the twelve models and Shareworks by ten and Carta carries 65 labels and Shareworks 26, so the shares are not directly comparable.
Named in three categories this edition.
Named in one category this edition.
Share is the count of first choices across the direct, paraphrase, budget and scale prompts over all twelve models, for a mid-market B2B company; rank is within the category; every quote names the model and the prompt it came from. Both figures come from the cap table management page.
By framing
CartaFirst choices, of twelve modelsShareworks
Across every category in the September 2026 Edition, Carta and Shareworks were named in the same answer eighty-five times, of the 230 answers naming Carta and the 89 naming Shareworks. In those answers Shareworks took the first choice nine times and Carta thirty-eight.
Every model, every framing
| Model | Direct | Paraphrase | Comparative | Budget-constrained | Scale-constrained | Negative |
|---|---|---|---|---|---|---|
| Claude Haiku 4.5 | | | | |||
| GPT-5.4 mini | | | | | | |
| Gemini 3.5 Flash | | | | | | |
| Perplexity Sonar | | | | | ||
| Grok 4.1 Fast | | | | | | |
| Mistral Small | | | | | | |
| DeepSeek V4 Flash | | | | | | |
| Llama 4 Maverick | | | | | ||
| Qwen 3.7 Flash | | | | | | |
| Kimi K2 | | | | | | |
| GLM 4.7 FlashX | | | | | ||
| MiniMax M2.5 | | | | | |
Carta Shareworks first choice named as an alternative argued againstblank: not namedEach cell is one answer, Carta on the left and Shareworks on the right.The direct prompt
Both were the first choice
1 of 12 modelsThe answer named them together, and the judge labeled each a first choice.Carta first, Shareworks an alternative
10 of 12 modelsShareworks was named in the answer but not as the choice, or not at all.Neither was named
1 of 12 modelsThe answer made no first choice from these two in this category.Bold names in an answer are the products the judge labeled a first choice; a model naming several gives each of them that label. The full answer text for every row is in the record.
By buyer segment
What the models said about Carta
Every negative label with a quote, up to three, then the highest-weighted positives, up to three. Six of seven in this category shown.
“Skip enterprise tools like Carta's paid plans (Build/Grow can run $3,000–$12,000/year” DeepSeek V4 Flash · budget prompt · hard negative
“Several industry voices explicitly recommend *not* working with Carta.” Kimi K2 · negative prompt · hard negative
“Avoid Carta for core trust reasons” DeepSeek V4 Flash · negative prompt · hard negative
“Carta (Scale/Enterprise Tier): The institutional default... highly capable for late-stage secondary transactions, but it is also the most expensive and has faced scrutiny over aggressive pricing hikes.” Gemini 3.5 Flash · scale prompt · first choice
“The industry standard... the platform that virtually every institutional investor, auditor, and law firm recognizes as the *authoritative* equity record.” DeepSeek V4 Flash · comparative prompt · first choice
“Institutional trust & full compliance depth | Carta... you'll likely end up there for credibility and compliance depth despite the cost” DeepSeek V4 Flash · direct prompt · first choice
What the models said about Shareworks
Every negative label with a quote, up to three, then the highest-weighted positives, up to three. Six of eight in this category shown.
“treat any enterprise-level platform (Shareworks, Morgan Stanley) as a contract trap for early-stage companies” DeepSeek V4 Flash · negative prompt · hard negative
“and Shareworks, which are overkill and overpriced for a budget-conscious company” DeepSeek V4 Flash · budget prompt · hard negative
“### 3. The One to Skip (with a caveat): Shareworks by Morgan Stanley” DeepSeek V4 Flash · paraphrase prompt · hard negative
“Carta or Shareworks are typically the most balanced choices” MiniMax M2.5 · direct prompt · first choice
“Strong for your profile, but quote-only pricing” DeepSeek V4 Flash · scale prompt · first choice
“The gold standard if your company is actively planning an IPO within the next 12 to 24 months... generally considered heavy and slow” Gemini 3.5 Flash · scale prompt · alternative
Comparisons are drawn for the top eight products in each category, each against each. The output is the models' output; nothing here is a recommendation by the index.