Cap table management · September 2026 Edition
Shareworks vs Fidelity Private Shares
One of twelve models named Shareworks first on the direct prompt; zero named Fidelity Private Shares. Shareworks was named by ten of the twelve models and Fidelity Private Shares by nine and Shareworks carries 26 labels and Fidelity Private Shares 14, so the shares are not directly comparable.
Named in one category this edition.
Named in one category this edition.
First-choice share3%2%Of first choices across the direct, paraphrase, budget and scale prompts, 0 to 100.
Negative rate27%0%Negative labels as a share of the product's labels, 0 to 100.
Rank in category#7#8A position in a field of 8; printed, not drawn.
Labels2614A count; the two differ.
The two percentage rows are drawn on one 0 to 100 track, Shareworks reading right to left. Rank and label count are printed, not drawn.Carta was named alongside these two in eleven of the twelve direct answers. Carta vs Shareworks · Carta vs Fidelity Private Shares · Qapita vs Shareworks
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
How many of the twelve models made each the first choice, per way of asking, and how many argued against it.
ShareworksFirst choices, of twelve modelsFidelity Private Shares
Direct10
Paraphrase002 against Shareworks
Comparative00
Budget-constrained011 against Shareworks
Scale-constrained101 against Shareworks
Negative003 against Shareworks
Bars are first choices, 0 to 12 each sideModels that argued againstA model can name both, so the two sides of a row do not sum to twelve.
Every model, every framing
The seventy-two answers behind the chart above, one cell each: where Shareworks and Fidelity Private Shares stood in it.
| 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 | | |
Shareworks Fidelity Private Shares first choice named as an alternative argued againstblank: not namedEach cell is one answer, Shareworks on the left and Fidelity Private Shares on the right.The direct prompt
The plain question, one answer per model, grouped by where Shareworks and Fidelity Private Shares stood in it.
Shareworks first, Fidelity Private Shares not the choice
1 of 12 modelsFidelity Private Shares was named in the answer but not as the choice, or not at all.MiniMax M2.5Carta, Shareworks alternatives: EquityZen, Ledgy
Neither was the first choice, one was named
1 of 12 modelsThe answer put something else first and named one of the two as an alternative.GPT-5.4 miniCarta alternatives: Eqvista, Ledgy, Shareworks
Neither was named
10 of 12 modelsThe answer made no first choice from these two in this category.Claude Haiku 4.5Carta alternatives: Cake Equity, Pulley, Qapita
Gemini 3.5 FlashCarta alternatives: ClosingWell, Ledgy, Pulley, Qapita
Perplexity SonarCarta alternatives: Qapita
Grok 4.1 FastCarta alternatives: Ledgy, Pulley
Mistral SmallCarta, Qapita
DeepSeek V4 FlashCarta, Qapita alternatives: Ledgy
Llama 4 MaverickCarta, Pulley, Qapita
Qwen 3.7 FlashCarta alternatives: Pulley, Qapita
Kimi K2Carta alternatives: Cake Equity, Eqvista, Ledgy, Pulley
GLM 4.7 FlashXQapita alternatives: Cake Equity, Capshare, Mantle, Pulley
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
The same question asked on behalf of a different buyer. Each standing is computed within its segment and they are never added together. The figures above are the mid-market standing, which is the one the category orders by.
Small business
Level: the same share of first choices.
Shareworks0%#– of 6Fidelity Private Shares0%#– of 6Mid-marketThe figures above
Shareworks leads by two points.
Shareworks3%#7 of 8Fidelity Private Shares2%#8 of 8Enterprise
Shareworks leads by twenty points.
Shareworks20%#2 of 9Fidelity Private Shares0%#– of 9What 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
What the models said about Fidelity Private Shares
Every negative label with a quote, up to three, then the highest-weighted positives, up to three. Three of four in this category shown.
“starting with a free tier (Carta Launch or Fidelity Private Shares)” DeepSeek V4 Flash · budget prompt · first choice
“Offers secure equity management with strong support and investor access for small and mid-market companies.” Llama 4 Maverick · paraphrase prompt · alternative
“Fidelity Private Shares (Free for <25 stakeholders and <$1M raised): Bank-backed reliability” Grok 4.1 Fast · budget prompt · alternative
Also compared
Carta vs ShareworksCarta vs Fidelity Private SharesQapita vs ShareworksQapita vs Fidelity Private SharesEqvista vs ShareworksEqvista vs Fidelity Private SharesPulley vs ShareworksPulley vs Fidelity Private SharesCake Equity vs ShareworksCake Equity vs Fidelity Private SharesLedgy vs ShareworksLedgy vs Fidelity Private SharesAll twenty-eight head-to-head pages and the full cap table management standing
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.