# Shareworks: how AI models rank it, September 2026

Finance AI Recommendation Index, September 2026 Edition. Named in 26 judge labels across 1 categories by 10 of 12 models. Page: https://finance-ai-index.com/vendors/shareworks/

## Standing by category

| Category | Share | Rank | Negative rate | Labels |
|---|---|---|---|---|
| Cap table management | 3% | 7 | 27% | 26 |

## What the models said for it

- "Carta or Shareworks are typically the most balanced choices" (MiniMax M2.5, Cap table management)
- "Strong for your profile, but quote-only pricing" (DeepSeek V4 Flash, Cap table management)
- "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, Cap table management)
- "Great if you need wealth management services for your founders/employees alongside the administration." (Qwen 3.7 Flash, Cap table management)

## And against it

- "treat any enterprise-level platform (Shareworks, Morgan Stanley) as a contract trap for early-stage companies" (DeepSeek V4 Flash, Cap table management)
- "and Shareworks, which are overkill and overpriced for a budget-conscious company" (DeepSeek V4 Flash, Cap table management)
- "### 3. The One to Skip (with a caveat): Shareworks by Morgan Stanley" (DeepSeek V4 Flash, Cap table management)
- "The platform is highly complex, can feel "heavy" to administer, has high enterprise pricing, and is usually overkill" (Gemini 3.5 Flash, Cap table management)

## Record

- Method: https://finance-ai-index.com/methodology/
- Raw judge labels and full responses: https://finance-ai-index.com/data/
- License: CC BY 4.0. Cite as Finance AI Recommendation Index, September 2026 Edition, finance-ai-index.com.