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Canada edition · 10 products ranked · Verified 2026-05-27

Top 10 Cap Table Software in Canada for 2026

Canadian cap table ranking in CAD, CCPC + Section 7 stock option taxation, CRA reporting, SR&ED implications, provincial securities and CSA exemptions.

Canada verdict (TL;DR)

Verified 2026-05-27

Canadian cap table buying is shaped by CCPC (Canadian-Controlled Private Corporation) status, Section 7 stock option taxation, the Lifetime Capital Gains Exemption on qualifying small-business shares, and provincial securities exemption regimes (NI 45-106 prospectus exemptions across CSA member commissions). Carta dominates Canadian VC-backed startups despite well-publicised trust events because the network effect from US VCs makes Carta the de facto standard. Shareworks (Morgan Stanley at Work) is Calgary-built (originally Solium Capital) and holds enterprise and public-company equity administration. Pulley, Ledgy and Eqvista take share at modern Canadian startups wanting alternatives to Carta. Gust covers SAFE-style early-stage. AngelList Stack handles early-stage US-style structures. Astrella, Qapita and Capdesk cover specific segments. CCPC compliance and CRA reporting are non-negotiable for Canadian private companies.

Picks for Canada

  • VC-backed Canadian startup with US investors on the cap table: carta Carta is the de facto standard for VC-backed Canadian startups (Cohere, Ada, Wealthsimple, hundreds of YC and a16z portfolio Canadian alumni). US VCs default to Carta workflows. Native CCPC support, CRA T4 reporting, 409A and Section 7 stock option handling.
  • Canadian public company or late-stage private equity administration: shareworks Shareworks (originally Calgary-built Solium Capital, now Morgan Stanley at Work) dominates Canadian public-company equity administration at TSX-listed companies. Strong CCPC heritage, deep CSA + provincial securities compliance.
  • Early-stage Canadian startup wanting modern UX, no Carta lock-in: pulley Pulley is winning net-new Canadian startups disillusioned with Carta's pricing escalation and trust events. Modern UX, faster export, supports CCPC and Section 7 stock option administration. CAD billing through reseller.
  • Canadian startup with European + US investors and multi-jurisdiction equity: ledgy Ledgy (Zurich-built) handles multi-jurisdiction equity well, useful for Canadian startups raising from EU and US VCs simultaneously. Strong on GDPR, fits Loi 25 posture for Quebec-headquartered startups.
  • Bootstrapped or family-business cap table wanting cheap admin: eqvista Eqvista is the budget choice for bootstrapped Canadian SMB and family-business cap table administration. Supports CCPC and CRA basics; not appropriate for VC-stage but valid for non-VC cap tables.
  • Pre-seed or angel-stage with SAFE notes: gust Gust covers pre-seed and angel-stage Canadian startups with SAFE notes and Canadian-style convertible-debenture structures. Free tier viable up to seed stage.
Market context

How the cap table / equity management market looks in Canada

Canadian cap table buying is structurally different from US cap table buying because of CCPC tax treatment. A Canadian-Controlled Private Corporation is defined under the Income Tax Act and unlocks several tax benefits: the Small Business Deduction (lower federal corporate tax rate), the Lifetime Capital Gains Exemption (LCGE, around C$1M tax-free on qualifying small-business share sales), enhanced SR&ED tax credits (35% refundable on first C$3M of qualifying R&D), and Section 7 stock option treatment that defers taxation to disposition rather than exercise. Losing CCPC status (typically through a US-led acquisition or majority-foreign ownership) materially changes founder and employee tax outcomes.

Carta dominates Canadian VC-backed startups (Cohere, Ada, Wealthsimple, Top Hat, Loopio, Vidyard, Lightspeed pre-IPO and hundreds of YC and a16z portfolio Canadian alumni) because US VCs default to Carta-managed workflows for term sheets, 409A valuations, secondary transactions and option grants. Carta has had well-publicised trust events (secondary-market controversy, leadership churn, pricing escalation), and Pulley and Ledgy are taking share at the early-stage and seed-stage market in response. Shareworks (Morgan Stanley at Work, originally Solium Capital from Calgary) holds the public-company and enterprise market with deep TSX listing experience.

The CSA (Canadian Securities Administrators) and provincial commissions (OSC Ontario, AMF Quebec, ASC Alberta, BCSC, FCNB New Brunswick) regulate securities issuance. NI 45-106 prospectus exemptions (accredited investor, family/friends/business associates, minimum amount, offering memorandum) govern Canadian private placements; all major cap table tools support NI 45-106 reporting. Quebec adds AMF-specific reporting and Bill 96 French requirements for Quebec resident shareholders. PIPEDA and Loi 25 apply to shareholder personal data. CCCS PROTECTED B is relevant only for federal Crown corp equity (rare).

Compliance & local rules

Canadian cap table compliance starts with CCPC (Canadian-Controlled Private Corporation) status under the Income Tax Act, which unlocks the Small Business Deduction, Lifetime Capital Gains Exemption (C$1M+ for qualifying small-business shares), enhanced SR&ED refundable credits (35% on first C$3M of qualifying R&D), and Section 7 stock option deferral. Stock option compensation reports on T4 box 38 (security options benefit), T4 box 39 (deduction) and T4 box 40 (security options benefit included in box 14). The CSA (Canadian Securities Administrators) and provincial commissions (OSC, AMF Quebec, ASC, BCSC, FCNB) regulate securities issuance under NI 45-106 prospectus exemptions, NI 45-501 trade reporting, and NI 51-102 continuous disclosure. Quebec AMF adds Quebec-specific reporting and Bill 96 French language requirements. PIPEDA and Quebec Law 25 govern shareholder personal data; Loi 25 requires explicit consent, breach notification, a PIA and transfer impact assessment for cross-border movement of Quebec-resident shareholder data. TSX, TSXV and CSE listing rules apply to public Canadian companies. CCCS PROTECTED B applies to federal Crown corporation equity (rare). The Office of the Privacy Commissioner (OPC) and CAI Quebec investigate complaints.

At a glance

Quick comparison, ranked for Canada

Product Best for Starts at 10-emp/mo* Pricing G2 Geo
1 Carta
Venture-backed startups through pre-IPO and public
$0 $0 4.4 Global; strongest in US; EU presence via Capdesk acquisition
3 Shareworks by Morgan Stanley
Public companies and pre-IPO at scale
Quote - 4.2 Global; strongest in US, Canada, UK
2 Pulley
Venture-backed startups through Series C
$0 $0 4.7 Global; strongest in US
5 Ledgy
European startups through pre-IPO
$0 $0 4.7 Strongest in EU; UK; Switzerland; growing US presence
4 Eqvista
Pre-Series A startups and bootstrapped
$0 $0 4.5 Global; strongest in US
7 Gust Equity Management
First-time founders and pre-Series A
$25 $25 4.4 Strongest in US; growing internationally
6 Astrella by Computershare
Pre-IPO and public companies
Quote - 4.2 Global; strongest in US, UK, Australia, EU
9 AngelList Stack
AngelList-funded early-stage startups
$0 $0 4.4 Strongest in US; AngelList-funded startup community
8 Qapita
APAC startups through scale-up
$0 $0 4.6 Strongest in India, Singapore, Indonesia, Vietnam, Southeast Asia
10 Capdesk (Carta-owned)
European startups through scale-up (Carta-owned)
$0 $0 4.3 Strongest in UK, EU, Nordics; under Carta global umbrella

*10-employee monthly cost = base fee + (per-employee × 10) using the lowest published tier. For opaque-pricing vendors, no value is shown.

Verified local pricing

What buyers in Canada actually pay

Median annual deal size by employee band, in CAD. Crowdsourced from anonymized buyer disclosures.

Product Employee band Median annual (CAD) Sample Notes
Carta Seed to Series B Canadian startup CA$14,500 22 Carta Launch to Build tier in CAD; pricing escalation common
Shareworks by Morgan Stanley TSX-listed company or late-stage private CA$165,000 8 Shareworks enterprise administration
Pulley Seed to Series A startup CA$8,500 14 Pulley Growth tier in CAD
Ledgy Multi-jurisdiction EU + Canadian startup CA$18,000 7 Ledgy Growth
Eqvista Bootstrapped or family business CA$2,400 11 Eqvista Premium
Gust Equity Management Pre-seed or angel-stage startup CA$0 18 Gust Launch free; Equity Management tier paid
Local challengers

Canada-built or Canada-strong vendors worth knowing

Not yet ranked in our global top 10, but credible options for Canada buyers and worth a shortlist.

Shareworks by Morgan Stanley at Work (originally Solium, Calgary)

Visit ↗

Calgary-built (Solium Capital founded by Marcos Lopez, acquired by Morgan Stanley in 2019). Dominant Canadian public-company equity administration with deep TSX and CCPC heritage.

Plooto / Float (Canadian fintech-adjacent)

Visit ↗

Not cap table per se but Canadian fintech ecosystem context that informs how Canadian startups choose cap table providers.

The Canada ranking

All 10, ranked for Canada

Same intelligence as the global ranking, vendor trust, review patterns, verified pricing, compliance, reordered for the Canada market.

#1

Carta

Most complete cap table platform, with a real trust gap to address.

Founded 2012 · San Francisco, CA · private · 10–10,000+ employees
G2 4.4 (1,480)
Capterra 4.5
From $0 /mo
◐ Partial disclosure
Visit Carta

Carta is the cap table category leader, founded 2012 as eShares. Last primary valuation $7.4B (2021 Series G); 2024 secondary tender implied a meaningful markdown. The product covers cap table + equity grants + 409A valuations + ESPP + secondary transactions + post-IPO transfer agent. The defining event of the category in this period: the January 2024 customer-data scandal, in which Carta was publicly accused of using customer cap table data to broker secondary share sales without explicit disclosure. CEO Henry Ward apologized publicly, Carta announced exit from secondary trading, and material customer migration to Pulley and other competitors was reported through 2024-2025. The product is still the most complete cap table platform, largest installed base, deepest feature set, full lifecycle from formation to IPO. But the trust gap is real. Strengths: deepest cap table feature set in category, largest venture-backed installed base, mature 409A valuation services, full IPO/post-IPO transfer agent integration. Trade-offs: the 2024 scandal materially impacts vendor trust scores, pricing has crept up over 2024-2025, Support response times vary as company scaled, and buyers must explicitly evaluate data-handling policies and audit trail. Buyers must do this evaluation; it is no longer optional.

Best for

Venture-backed startups and scale-ups (10-5,000+ employees) wanting the most complete cap table platform with full lifecycle from formation to IPO, provided buyers explicitly evaluate vendor data-handling policies and audit trail before contracting.

Worst for

Buyers who weight vendor data-handling policies heavily (Pulley clearer post-scandal positioning), European startups needing GDPR-native architecture (Ledgy better fit), APAC startups (Qapita better fit), or budget-conscious early-stage founders (Eqvista cheaper).

Strengths

  • Deepest cap table feature set in category
  • Largest venture-backed installed base
  • Mature 409A valuation services
  • Full IPO/post-IPO transfer agent integration
  • Comprehensive ESPP administration
  • Comprehensive RSU/ISO/NSO accounting
  • Mature secondary transaction infrastructure (now operated as separate entity post-2024)

Weaknesses

  • January 2024 customer-data scandal, central trust event in category
  • Pricing crept up over 2024-2025
  • Support is hit-or-miss
  • Material customer churn to Pulley reported 2024-2025
  • Data-handling policies require explicit buyer evaluation
  • Founder community sentiment materially worse post-scandal

Pricing tiers

partial
  • Carta Launch
    Free for early-stage; up to 25 stakeholders
    $0 /mo
  • Carta Build
    ~$3K/year base + per-stakeholder pricing for growth-stage
    $250 /mo
  • Carta Scale
    $15K-$80K/year typical for venture-backed Series B+
    Quote
  • Carta Enterprise
    $80K-$400K+/year for late-stage and pre-IPO with full ESPP + 409A
    Quote
Watch for
  • · Per-stakeholder scaling above tier limits
  • · 409A valuation service fees ($2K-$8K per valuation)
  • · ESPP administration fees
  • · Annual price increases of 8-12%
  • · Implementation services for late-stage

Key features

  • +Cap table management with full audit trail
  • +Equity grant administration (ISO/NSO/RSU)
  • +409A valuation services (in-house)
  • +ESPP administration
  • +Secondary transaction infrastructure (post-2024 operated separately)
  • +Post-IPO transfer agent integration
  • +Investor portal
  • +Fund administration (Carta LLC)
  • +100+ integrations
100+ integrations
QuickBooksNetSuiteWorkdayBambooHRRipplingGustoSequoia Capital portala16z portal
Geography
Global; strongest in US; EU presence via Capdesk acquisition
#3

Shareworks by Morgan Stanley

Public-company-anchored equity management with bank relationship.

Founded 1999 · New York, NY (Morgan Stanley); Calgary, Canada (Solium origin) · public · 500–100,000+ employees
G2 4.2 (880)
Capterra 4.3
Custom quote
○ Sales call required
Visit Shareworks by Morgan Stanley

Shareworks is the Morgan Stanley-anchored equity management platform, originally founded as Solium in 1999 in Calgary and acquired by Morgan Stanley in 2019 for $900M. The product covers cap table + equity grants + ESPP + post-IPO transfer agent + brokerage with deep public-company anchoring. Strengths: Morgan Stanley-anchored bank relationship (the differentiator at scale), strongest public-company and pre-IPO fit, mature ESPP administration at enterprise scale, comprehensive RSU/ISO/NSO accounting, full transfer agent integration. Best fit for public companies and pre-IPO at scale where the bank relationship matters more than modern UX. Trade-offs: UX dated relative to Carta and Pulley, post-Morgan Stanley acquisition created some product velocity issues 2019-2022, Support depends on tier, and Behind modern entrants on release cadence on AI features.

Best for

Public companies and pre-IPO companies (500-50,000+ employees) where the Morgan Stanley bank relationship matters and where ESPP + transfer agent integration are primary requirements.

Worst for

Venture-backed early-stage startups (Carta or Pulley better fit), modern UX seekers (Carta and Pulley cleaner), European startups (Ledgy better fit), or buyers prioritizing AI-first features.

Strengths

  • Morgan Stanley-anchored bank relationship
  • Strongest public-company and pre-IPO fit
  • Mature ESPP administration at enterprise scale
  • Comprehensive RSU/ISO/NSO accounting
  • Full transfer agent integration
  • Brokerage integration (Morgan Stanley)
  • Stability of public-company parent

Weaknesses

  • UX dated relative to Carta and Pulley
  • Post-Morgan Stanley acquisition product velocity issues 2019-2022
  • Support inconsistency reported
  • Lagging upstarts on velocity on AI features
  • Pricing meaningful at enterprise scale

Pricing tiers

opaque
  • Shareworks Standard
    ~$30K-$120K/year typical for pre-IPO / late-stage
    Quote
  • Shareworks Pro
    $120K-$500K/year for public companies
    Quote
  • Shareworks Enterprise
    $500K-$2M+/year for large public companies with full ESPP
    Quote
Watch for
  • · ESPP per-participant fees
  • · Transfer agent fees (per shareholder transaction)
  • · Implementation services ($50K-$300K)
  • · Annual price increases of 5-8%
  • · Brokerage transaction fees

Key features

  • +Cap table management
  • +Equity grant administration (ISO/NSO/RSU)
  • +ESPP administration at scale
  • +Post-IPO transfer agent integration
  • +Morgan Stanley brokerage integration
  • +Comprehensive equity accounting (ASC 718)
  • +60+ integrations
60+ integrations
WorkdaySAP SuccessFactorsOracle HCMADPMorgan Stanley E*TRADE
Geography
Global; strongest in US, Canada, UK
#2

Pulley

Modern Carta alternative; won material business after the 2024 scandal.

Founded 2019 · San Francisco, CA · private · 10–1,000 employees
G2 4.7 (380)
Capterra 4.6
From $0 /mo
● Transparent pricing
Visit Pulley

Pulley is the modern Carta alternative, founded 2019 (Y Combinator W20). The product covers cap table + equity grants + 409A valuations + ESPP at meaningfully closer feature parity to Carta than any other independent vendor. The defining moment for Pulley: the January 2024 Carta customer-data scandal materially accelerated Pulley adoption. Pulley publicly reported customer wins from former Carta customers throughout 2024-2025, and founder community sentiment shifted from "Carta is the default" to "Pulley is the credible alternative." Strengths: modern UX, strong feature parity with Carta for venture-backed startups, founder-led culture (CEO Yin Wu, ex-Microsoft, ex-Stanford), explicit data-handling policies (publicly addressed post-Carta scandal), aggressive product velocity. Best fit for venture-backed startups wanting Carta feature parity without the 2024 scandal baggage. Trade-offs: Lighter market share than Carta, 409A valuation services not as mature, post-IPO transfer agent depth below Shareworks, and brand recognition still building outside venture-backed startup community.

Best for

Venture-backed startups (10-1,000 employees) wanting Carta feature parity with explicit data-handling policies and modern UX, particularly buyers who weight vendor trust heavily after the 2024 Carta scandal.

Worst for

Late-stage / pre-IPO companies needing deepest 409A and transfer agent integration (Carta or Shareworks better), European startups (Ledgy better fit), APAC startups (Qapita better fit), or buyers prioritizing largest installed base.

Strengths

  • Modern UX
  • Strong feature parity with Carta for venture-backed startups
  • Founder-led culture (Yin Wu, YC W20)
  • Explicit data-handling policies (post-scandal positioning)
  • Aggressive product velocity
  • Material customer wins from Carta in 2024-2025
  • Affordable pricing at early-stage

Weaknesses

  • Narrower customer base than Carta
  • 409A valuation services less mature
  • Post-IPO transfer agent depth below Shareworks
  • Brand recognition still building outside venture-backed community
  • Smaller integration ecosystem (~50)

Pricing tiers

public
  • Pulley Free
    Up to 25 stakeholders; basic cap table
    $0 /mo
  • Pulley Build
    ~$1.2K/year; up to 100 stakeholders
    $100 /mo
  • Pulley Pro
    ~$5K-$18K/year typical for Series A-B
    $400 /mo
  • Pulley Enterprise
    $18K-$80K/year for Series C and beyond
    Quote
Watch for
  • · Per-stakeholder scaling above tier limits
  • · 409A valuation service fees ($1.5K-$5K per valuation)
  • · Annual price increases of 6-10%

Key features

  • +Cap table management with audit trail
  • +Equity grant administration (ISO/NSO/RSU)
  • +409A valuation services
  • +ESPP administration
  • +Investor portal
  • +Modern UX
  • +Explicit data-handling policies
  • +50+ integrations
50+ integrations
QuickBooksNetSuiteRipplingGustoBambooHRAngelList
Geography
Global; strongest in US
#5

Ledgy

European cap table leader, GDPR-first architecture.

Founded 2017 · Zurich, Switzerland · private · 10–2,000 employees
G2 4.7 (280)
Capterra 4.6
From $0 /mo
◐ Partial disclosure
Visit Ledgy

Ledgy is the European cap table leader, founded 2017 in Zurich, Switzerland. The product covers cap table + equity grants + ESPP + 409A-equivalent valuations with GDPR-first architecture and explicit support for European equity schemes (BSPCE in France, Mitarbeiterbeteiligung in Germany, EMI in the UK). Strengths: European cap table leader (default for European startups and scale-ups), GDPR-first architecture, EU data residency, strong fit for European equity schemes (EMI, BSPCE, Mitarbeiterbeteiligung), modern UX, founder-led culture. Best fit for European startups and scale-ups where GDPR-native architecture and EU equity scheme support matter. Trade-offs: weaker US presence than Carta or Pulley, smaller installed base outside Europe, US 409A valuation depth below Carta, and brand recognition lower in NA venture-backed community.

Best for

European startups and scale-ups (10-2,000 employees) where GDPR-native architecture, EU data residency, and EU equity scheme support (EMI, BSPCE, Mitarbeiterbeteiligung) matter.

Worst for

US-only venture-backed startups (Carta or Pulley better fit), late-stage US pre-IPO (Carta or Shareworks better), APAC startups (Qapita better fit), or buyers prioritizing US 409A depth.

Strengths

  • European cap table leader
  • GDPR-first architecture (EU data residency)
  • Works for European equity schemes (EMI, BSPCE)
  • Modern UX
  • Founder-led culture
  • Multi-currency and multi-jurisdiction support
  • Built for European scale-ups

Weaknesses

  • Weaker US presence than Carta or Pulley
  • Smaller installed base outside Europe
  • US 409A valuation depth below Carta
  • Brand recognition lower in NA venture-backed
  • Smaller integration ecosystem (~40)

Pricing tiers

partial
  • Ledgy Starter
    Free for early-stage; up to 25 stakeholders
    $0 /mo
  • Ledgy Growth
    ~$2.4K/year; up to 100 stakeholders
    $200 /mo
  • Ledgy Scale
    $10K-$40K/year for Series B+ European scale-ups
    Quote
  • Ledgy Enterprise
    $40K-$200K/year for late-stage European companies
    Quote
Watch for
  • · Per-stakeholder scaling
  • · Multi-jurisdiction equity scheme add-ons
  • · Annual price increases of 5-8%

Key features

  • +Cap table management with GDPR-first architecture
  • +Equity grant administration (EMI, BSPCE, ISO/NSO)
  • +European ESPP administration
  • +EU data residency
  • +Multi-currency and multi-jurisdiction support
  • +Investor portal
  • +Modern UX
  • +40+ integrations
40+ integrations
PersonioSageXeroQuickBooksMicrosoft 365Slack
Geography
Strongest in EU; UK; Switzerland; growing US presence
#4

Eqvista

Affordable cap table for early-stage founders.

Founded 2018 · Las Vegas, NV · private · 1–50 employees
G2 4.5 (240)
Capterra 4.4
From $0 /mo
● Transparent pricing
Visit Eqvista

Eqvista is the affordable cap table platform, founded 2018. The product covers cap table + equity grants + 409A valuations at meaningfully lower price than Carta or Pulley. Strengths: affordable pricing for early-stage founders (free tier for under 20 stakeholders), simple UX, fast onboarding, basic 409A valuation services. Best fit for pre-Series A founders and bootstrapped companies wanting basic cap table without the cost of Carta or Pulley. Trade-offs: thinner feature set than Carta or Pulley, smaller installed base, Support is hit-or-miss, ESPP and post-IPO depth materially below mid-market+ vendors, and brand recognition lower in venture-backed community.

Best for

Pre-Series A startups and bootstrapped companies (1-50 employees) wanting basic cap table at meaningfully lower price than Carta or Pulley.

Worst for

Venture-backed Series A+ companies (Carta or Pulley better depth), late-stage / pre-IPO (Carta or Shareworks better), European startups (Ledgy better fit), or buyers needing comprehensive ESPP.

Strengths

  • Affordable pricing (free tier for early-stage)
  • Simple UX
  • Fast onboarding
  • Basic 409A valuation services
  • Fits bootstrapped and pre-Series A
  • Per-cap-table pricing model

Weaknesses

  • Thinner feature set than Carta or Pulley
  • Smaller installed base
  • Uneven support quality
  • ESPP and post-IPO depth materially below mid-market+
  • Brand recognition lower in venture-backed community
  • Smaller integration ecosystem (~25)

Pricing tiers

public
  • Eqvista Free
    Up to 20 stakeholders; basic cap table
    $0 /mo
  • Eqvista Basic
    ~$300/year; up to 50 stakeholders
    $25 /mo
  • Eqvista Premium
    ~$1.2K/year; up to 200 stakeholders
    $100 /mo
  • Eqvista Enterprise
    $3K-$15K/year for 200+ stakeholders
    Quote
Watch for
  • · Per-stakeholder scaling above tier limits
  • · 409A valuation service fees ($1K-$3K per valuation)
  • · Annual billing for discount

Key features

  • +Cap table management
  • +Equity grant administration
  • +Basic 409A valuation services
  • +Investor portal
  • +Modern UX
  • +25+ integrations
25+ integrations
QuickBooksXeroGustoRippling
Geography
Global; strongest in US
#7

Gust Equity Management

Early-stage founder-friendly equity bundled with formation.

Founded 2013 · New York, NY · private · 1–25 employees
G2 4.4 (240)
Capterra 4.4
From $25 /mo
● Transparent pricing
Visit Gust Equity Management

Gust is the early-stage founder-friendly equity management platform, with Gust Launch (incorporation) and Gust Equity Management (cap table) as integrated tooling. Founded 2013 (Gust Launch and Equity Management products specifically launched 2018-2019). The product covers incorporation + cap table + equity grants + basic 409A at affordable pricing for early-stage founders. Strengths: founder-friendly tooling, integrated with Gust Launch incorporation, AngelList alternative for first-time founders, simple UX, affordable pricing, fast onboarding. Best fit for first-time founders wanting incorporation + cap table bundled. Trade-offs: thinner enterprise features than Carta or Pulley, ESPP and post-IPO depth materially below mid-market+ vendors, smaller installed base, Support is hit-or-miss, and brand recognition lower in venture-backed community.

Best for

First-time founders and pre-Series A startups (1-25 employees) wanting incorporation + cap table + basic equity management bundled in a single tool with affordable pricing.

Worst for

Venture-backed Series A+ companies (Carta or Pulley better depth), late-stage (Carta or Shareworks better), European startups (Ledgy better fit), or buyers needing comprehensive ESPP.

Strengths

  • Founder-friendly tooling
  • Integrated with Gust Launch incorporation
  • Affordable pricing for early-stage
  • Simple UX
  • Fast onboarding
  • Fits first-time founders

Weaknesses

  • Thinner enterprise features than Carta or Pulley
  • ESPP and post-IPO depth materially below mid-market+
  • Smaller installed base
  • Uneven support quality
  • Brand recognition lower in venture-backed community
  • Smaller integration ecosystem (~30)

Pricing tiers

public
  • Gust Launch
    ~$300/year; incorporation + basic cap table
    $25 /mo
  • Gust Equity Management
    ~$600/year; full cap table + grants
    $50 /mo
  • Gust Pro
    ~$2.4K/year; advanced cap table + 409A
    $200 /mo
Watch for
  • · Per-stakeholder scaling above tier limits
  • · 409A valuation service fees
  • · Annual billing for discount

Key features

  • +Incorporation (Gust Launch)
  • +Cap table management
  • +Equity grant administration
  • +Basic 409A valuation services
  • +Modern UX
  • +30+ integrations
30+ integrations
QuickBooksXeroGustoRipplingStripe Atlas
Geography
Strongest in US; growing internationally
#6

Astrella by Computershare

Computershare-anchored cap table with transfer agent integration.

Founded 2018 · Melbourne, Australia (Computershare); Dallas, TX (Astrella US) · public · 500–50,000+ employees
G2 4.2 (280)
Capterra 4.3
Custom quote
○ Sales call required
Visit Astrella by Computershare

Astrella is the Computershare-anchored cap table platform, launched 2018 as Computershare's modern cap table offering. The product covers cap table + equity grants + ESPP integrated with Computershare's mature transfer agent services for IPO and post-IPO equity stewardship. Strengths: Computershare transfer agent integration (the differentiator at scale), strong fit for pre-IPO and public companies needing transfer agent continuity, mature equity accounting, public Computershare parent stability, multi-jurisdiction support. Best fit for pre-IPO and public companies prioritizing transfer agent continuity. Trade-offs: Smaller deployed base versus Carta or Shareworks, modern UX below Carta and Pulley, Support inconsistency reported, and Product velocity trails newer entrants on AI features.

Best for

Pre-IPO and public companies (500-25,000+ employees) prioritizing transfer agent continuity with Computershare for IPO and post-IPO equity stewardship.

Worst for

Venture-backed early-stage startups (Carta or Pulley better fit), modern UX seekers (Carta and Pulley cleaner), European-only startups (Ledgy better fit), or buyers prioritizing AI-first features.

Strengths

  • Computershare transfer agent integration
  • Best for pre-IPO and public companies
  • Mature equity accounting (ASC 718, IFRS 2)
  • Public Computershare parent stability
  • Multi-jurisdiction support
  • Strong stewardship lifecycle

Weaknesses

  • Thinner footprint than Carta or Shareworks
  • Modern UX below Carta and Pulley
  • Support response times vary
  • Ships slower than the challengers on AI
  • Brand recognition lower in venture-backed community

Pricing tiers

opaque
  • Astrella Standard
    ~$24K-$80K/year typical for pre-IPO
    Quote
  • Astrella Pro
    $80K-$300K/year for public companies
    Quote
  • Astrella Enterprise
    $300K-$1.2M+/year for large public companies with full transfer agent
    Quote
Watch for
  • · Transfer agent fees (per shareholder transaction)
  • · ESPP per-participant fees
  • · Implementation services
  • · Annual price increases of 5-8%

Key features

  • +Cap table management
  • +Equity grant administration (ISO/NSO/RSU)
  • +ESPP administration
  • +Computershare transfer agent integration
  • +Comprehensive equity accounting (ASC 718, IFRS 2)
  • +Multi-jurisdiction support
  • +50+ integrations
50+ integrations
WorkdaySAP SuccessFactorsOracle HCMADPComputershare Transfer Agent
Geography
Global; strongest in US, UK, Australia, EU
#9

AngelList Stack

AngelList-anchored equity stack for AngelList-funded startups.

Founded 2010 · San Francisco, CA · private · 1–50 employees
G2 4.4 (140)
Capterra 4.4
From $0 /mo
● Transparent pricing
Visit AngelList Stack

AngelList Stack is the AngelList-anchored equity management product, originally launched 2020 as part of AngelList's broader founder tooling. The product covers incorporation + cap table + equity grants + banking integrated with the AngelList rolling fund and SPV ecosystem. Strengths: AngelList-anchored ecosystem (default for AngelList-funded startups), integrated with AngelList rolling funds and SPVs, modern UX, affordable pricing, fast onboarding. Best fit for AngelList-funded startups wanting equity management within the AngelList ecosystem. Trade-offs: thinner enterprise features than Carta or Pulley, smaller installed base outside AngelList ecosystem, ESPP and post-IPO depth materially below mid-market+ vendors, Support depends on tier, and brand recognition lower outside AngelList community.

Best for

AngelList-funded early-stage startups (1-50 employees) wanting equity management bundled with AngelList rolling fund / SPV ecosystem and AngelList-native banking.

Worst for

Non-AngelList-funded startups (Carta or Pulley better fit), late-stage / pre-IPO (Carta or Shareworks better), European startups (Ledgy better fit), APAC startups (Qapita better fit), or buyers needing comprehensive ESPP.

Strengths

  • AngelList-anchored ecosystem
  • Integrated with AngelList rolling funds and SPVs
  • Modern UX
  • Affordable pricing for early-stage
  • Fast onboarding
  • Best for AngelList-funded startups

Weaknesses

  • Thinner enterprise features than Carta or Pulley
  • Smaller installed base outside AngelList ecosystem
  • ESPP and post-IPO depth below mid-market+
  • Support inconsistency reported
  • Brand recognition lower outside AngelList community
  • Smaller integration ecosystem (~25)

Pricing tiers

public
  • AngelList Stack Free
    Free for early-stage; AngelList-funded startups
    $0 /mo
  • AngelList Stack Pro
    ~$1.2K/year; advanced cap table
    $100 /mo
  • AngelList Stack Enterprise
    $3K-$15K/year for Series A+
    Quote
Watch for
  • · Per-stakeholder scaling above tier limits
  • · 409A valuation service fees
  • · Annual billing for discount

Key features

  • +AngelList-native cap table
  • +Equity grant administration
  • +Basic 409A valuation services
  • +AngelList rolling fund / SPV integration
  • +AngelList-native banking integration
  • +Modern UX
  • +25+ integrations
25+ integrations
AngelList Rolling FundsAngelList SPVsAngelList BankingQuickBooksStripe
Geography
Strongest in US; AngelList-funded startup community
#8

Qapita

APAC equity management leader.

Founded 2019 · Singapore (HQ); Bengaluru, India (engineering) · private · 10–1,000 employees
G2 4.6 (180)
Capterra 4.5
From $0 /mo
◐ Partial disclosure
Visit Qapita

Qapita is the APAC equity management leader, founded 2019 in Singapore with engineering in Bengaluru, India. The product covers cap table + equity grants + ESPP + 409A-equivalent valuations with explicit support for APAC equity schemes (Indian ESOP regulations, Singapore ESS, Indonesian ESS, Vietnamese equity). Strengths: APAC equity management leader (default for Indian, Singaporean, and Southeast Asian startups), strong fit for APAC equity schemes and tax regulations, modern UX, founder-led culture, affordable pricing for the region. Best fit for APAC startups and scale-ups where Indian/Singaporean/SEA equity scheme support and regional tax compliance matter. Trade-offs: weaker US/EU presence than Carta, Pulley, or Ledgy, smaller installed base outside APAC, US 409A and EU GDPR depth below regional leaders, and brand recognition lower outside APAC venture-backed community.

Best for

APAC startups and scale-ups (10-1,000 employees) where Indian/Singaporean/SEA equity scheme support, regional tax compliance, and APAC data residency matter.

Worst for

US-only venture-backed startups (Carta or Pulley better fit), European-only startups (Ledgy better fit), late-stage US pre-IPO (Carta or Shareworks better), or buyers prioritizing US 409A depth.

Strengths

  • APAC equity management leader
  • Works for APAC equity schemes (Indian ESOP, Singapore ESS)
  • Modern UX
  • Founder-led culture
  • Affordable pricing for the region
  • Multi-currency and multi-jurisdiction APAC support
  • Built for India/Singapore/SEA scale-ups

Weaknesses

  • Weaker US/EU presence than Carta, Pulley, Ledgy
  • Smaller installed base outside APAC
  • US 409A and EU GDPR depth below regional leaders
  • Brand recognition lower outside APAC
  • Smaller integration ecosystem (~30)

Pricing tiers

partial
  • Qapita Starter
    Free for early-stage; up to 25 stakeholders
    $0 /mo
  • Qapita Growth
    ~$1.2K/year; up to 100 stakeholders
    $100 /mo
  • Qapita Scale
    $6K-$24K/year for APAC scale-ups
    Quote
  • Qapita Enterprise
    $24K-$100K+/year for late-stage APAC companies
    Quote
Watch for
  • · Per-stakeholder scaling
  • · Multi-jurisdiction APAC equity scheme add-ons
  • · Annual price increases of 5-8%

Key features

  • +Cap table management
  • +Equity grant administration (Indian ESOP, Singapore ESS, RSU/ISO/NSO)
  • +APAC ESPP administration
  • +Multi-currency and multi-jurisdiction APAC support
  • +Investor portal
  • +Modern UX
  • +30+ integrations
30+ integrations
RazorpaydarwinboxKekaQuickBooksXero
Geography
Strongest in India, Singapore, Indonesia, Vietnam, Southeast Asia
#10

Capdesk (Carta-owned)

Carta-owned EU brand, included for honest market consolidation flag.

Founded 2014 · London, UK (Capdesk origin); San Francisco, CA (Carta parent) · private · 10–1,000 employees
G2 4.3 (180)
Capterra 4.3
From $0 /mo
◐ Partial disclosure
Visit Capdesk (Carta-owned)

Capdesk is the Carta-owned European cap table brand, originally founded 2014 in Copenhagen and London, acquired by Carta in 2021. Capdesk now operates as Carta's EU presence rather than as an independent alternative, this is the central honesty point about Capdesk in the post-2021 era. Buyers should evaluate Capdesk as a Carta product with the same vendor-trust considerations from the January 2024 Carta scandal, not as an independent European Carta alternative. Strengths: established European cap table presence, integrated with Carta global platform, EU data residency, mature UK and EU equity scheme support. Best fit for European startups already on Capdesk who want continuity with Carta's broader platform, but new European buyers should evaluate Ledgy as the independent alternative. Trade-offs: post-Carta-acquisition Capdesk is a Carta product (the 2024 Carta scandal applies), product velocity has been mixed since acquisition, and brand confusion exists in the European market about Capdesk versus Carta.

Best for

Existing Capdesk customers wanting continuity with the Carta global platform. New European buyers evaluating cap table software in 2026 should compare Capdesk against Ledgy as the independent European alternative.

Worst for

Buyers who weight vendor data-handling policies heavily after the 2024 Carta scandal (Ledgy or Pulley clearer positioning), buyers wanting an independent European cap table vendor (Ledgy better fit), or US-only venture-backed startups (Carta or Pulley directly better fit).

Strengths

  • Established European cap table presence
  • Integrated with Carta global platform
  • EU data residency
  • Mature UK and EU equity scheme support
  • Continuity for existing Capdesk customers

Weaknesses

  • Carta-owned (the 2024 Carta scandal applies)
  • Post-Carta-acquisition product velocity mixed
  • Brand confusion in European market about Capdesk versus Carta
  • New European buyers should evaluate Ledgy as independent alternative
  • Lighter market share than Ledgy in EU

Pricing tiers

partial
  • Capdesk Starter
    Free for early-stage; up to 25 stakeholders
    $0 /mo
  • Capdesk Build
    ~$2.4K/year; up to 100 stakeholders
    $200 /mo
  • Capdesk Scale
    $10K-$30K/year for European Series A-B
    Quote
  • Capdesk Enterprise
    $30K-$120K/year for late-stage European companies
    Quote
Watch for
  • · Per-stakeholder scaling
  • · Annual price increases of 8-12% (Carta-aligned)
  • · Implementation services

Key features

  • +Cap table management
  • +Equity grant administration (EMI, BSPCE, ISO/NSO)
  • +European ESPP administration
  • +EU data residency
  • +Investor portal
  • +Carta global platform integration
  • +40+ integrations
40+ integrations
Carta global platformPersonioSageXeroQuickBooks
Geography
Strongest in UK, EU, Nordics; under Carta global umbrella

Frequently asked questions

The questions buyers actually ask before they sign.

Do all cap table tools support CCPC and Section 7 stock option administration?
Carta, Shareworks and Pulley have native CCPC support including Section 7 stock option administration, T4 box 38/39/40 reporting, and Lifetime Capital Gains Exemption qualification tracking. Ledgy, Eqvista, Gust and AngelList Stack support basic CCPC structures but Canadian-specific tax reporting may require manual workflow. For Canadian-domestic startups planning to qualify for LCGE or enhanced SR&ED, validate that your cap table tool tracks CCPC status changes (foreign-ownership thresholds), Section 7 deferral, and box 38/39/40 reporting before signing.
Why is Pulley taking share from Carta in Canadian startups?
Carta has had well-publicised trust events (the 2024 secondary-market controversy, leadership churn, aggressive pricing escalation at renewal). Modern Canadian seed-stage and Series A startups (particularly outside the US VC orbit) are increasingly picking Pulley for cleaner UX, faster data export, lower base pricing, and stronger founder support. For VC-backed startups with US lead investors on the term sheet, Carta remains the path of least resistance because US VCs default to Carta workflows for term sheets, 409A and secondary transactions.
What changes for cap table tools if the startup loses CCPC status?
If a Canadian startup loses CCPC status (typically through a US-led acquisition, majority-foreign ownership, or going public on a non-Canadian exchange), Section 7 stock option deferral is lost (taxation moves to exercise instead of disposition), LCGE qualification ends, and enhanced SR&ED 35% refundable rate drops to the 15% non-refundable rate. Cap table tools must track the status change and recalculate option-tax positions for employees. Carta, Shareworks and Pulley handle the transition; lighter tools may not. Founders considering acquisition or going public should model the tax impact before signing the LOI.
What was the Carta scandal?
In January 2024, Carta was publicly accused of using customer cap table data to broker secondary share sales without explicit disclosure to customers. Founders surfaced the practice through Twitter/X and LinkedIn (notably Karri Saarinen of Linear and others), and the issue went viral in the venture-backed founder community within 48 hours. CEO Henry Ward issued a public apology, and Carta announced it would exit the secondary trading business. Material customer migration to Pulley followed through 2024-2025. The product is still the most complete cap table platform, but the trust gap is real: for the first time in a decade, buyers should explicitly evaluate vendor data-handling policies (who at the vendor can see your cap table, under what circumstances, with what audit trail, and with what contractual restrictions on internal use) before contracting. This evaluation is no longer optional.
Carta vs Pulley, which one in 2026?
Carta if you want the most complete cap table platform with the deepest feature set, largest installed base, mature 409A valuation services, and full IPO/post-IPO transfer agent integration, and you are comfortable doing the explicit data-handling policy evaluation post-2024. Pulley if you weight vendor trust heavily after the 2024 Carta scandal and want a modern Carta alternative with explicit data-handling policies, modern UX, founder-led culture (CEO Yin Wu), and strong feature parity for venture-backed startups through Series C. Most modern venture-backed evaluations in 2026 explicitly compare both. The decision often comes down to: stage (Pulley strongest pre-IPO; Carta deeper at IPO and beyond), feature requirements (Carta deeper on ESPP and 409A; Pulley closer to parity than any other independent vendor), and trust posture (buyers who weight vendor trust heavily increasingly choose Pulley).
Cap table vs ESPP platform, what is the difference?
Cap table software handles share ownership records (who owns what, what class of shares, what vesting). Equity grant administration handles ISO/NSO/RSU issuance, vesting tracking, and exercise. ESPP (Employee Stock Purchase Plan) is a specific equity program for public companies allowing employees to purchase company stock at a discount through payroll deduction, it requires specialized administration including offering periods, lookback provisions, ASC 718 accounting, and post-IPO transfer agent integration. Most modern cap table platforms (Carta, Shareworks, Astrella) include ESPP modules. Pure ESPP-only platforms exist for public companies who already have transfer agent and cap table elsewhere. For pre-IPO companies, ESPP is typically not a near-term need; for public companies, ESPP is mandatory for any equity program offered to employees.
How much should I budget for cap table software?
Pre-Series A (1-25 employees): $0-$2.4K/year (free tiers from Carta, Pulley, Eqvista, Ledgy, AngelList Stack; or paid Eqvista, Gust at low end). Series A-B (25-200 employees): $2.4K-$24K/year (Carta Build, Pulley Pro, Ledgy Growth). Series C-D (200-1,000 employees): $24K-$96K/year (Carta Scale, Pulley Enterprise, Ledgy Scale, Qapita Scale). Pre-IPO (500-5,000 employees): $80K-$400K/year (Carta Enterprise, Shareworks Standard/Pro, Astrella Standard/Pro). Public companies (5,000+ employees): $300K-$2M+/year (Shareworks Enterprise, Astrella Enterprise, Carta Enterprise). 409A valuation service fees are typically separate at $1.5K-$8K per valuation depending on stage.
Should I do data-handling policy evaluation post-Carta scandal?
Yes. This is no longer optional in 2026. Specifically: (1) Ask in writing who at the vendor can see your cap table, under what circumstances, with what audit trail. (2) Ask for explicit contractual restrictions on internal use of your cap table data, particularly restrictions on use for secondary transaction brokering, fund product cross-sell, or competitive benchmarking. (3) Ask for SOC 2 Type 2 audit reports specifically reviewing internal access controls. (4) Negotiate a data-handling addendum to the contract specifying what the vendor can and cannot do with your cap table data internally. Pulley, Ledgy, and Qapita have all publicly addressed this; Carta has new policies post-scandal that should be reviewed against your specific use case. Shareworks and Astrella are bank/transfer-agent-anchored and their data-handling policies are governed by financial regulator frameworks (different threat model than venture-backed startup cap table software).
How long does cap table software implementation take?
Pulley, Eqvista, Gust, AngelList Stack: 1-2 weeks for early-stage; 2-4 weeks for Series A-B with cap table migration. Carta: 2-6 weeks for early-stage; 1-3 months for late-stage with full ESPP and transfer agent. Ledgy: 2-6 weeks; 1-2 months for European multi-jurisdiction setups. Qapita: 2-6 weeks; 1-2 months for APAC multi-jurisdiction setups. Shareworks: 3-9 months for public companies (full ESPP + transfer agent + brokerage integration). Astrella: 3-9 months for public companies (transfer agent integration). Capdesk: 2-6 weeks for European startups. Plan implementation as a finance + legal + people-ops project, not just software setup, particularly for ESPP and post-IPO transfer agent which involve regulatory filings.
How does this compare to your spend management and procurement rankings?
Cap table software is in the equity / corporate finance domain, distinct from spend management (procure-to-pay, expense management for operational spend, see Top 10 Spend Management Software) and contract management (CLM, see Top 10 Contract Management Software). Cap table integrates downstream with payroll (Rippling, Gusto, ADP, Workday) for equity grant tax and W-2 reporting, and with accounting (QuickBooks, NetSuite) for ASC 718 stock-based compensation accounting. Most modern startups run cap table (Carta or Pulley) + payroll (Gusto or Rippling) + accounting (QuickBooks or NetSuite) as the core financial stack. CLM and spend management are separate domains with different vendor lineups.
What about European and APAC cap table software specifically?
European startups: Ledgy is the independent European cap table leader, GDPR-first, with EU data residency and explicit support for EMI (UK), BSPCE (France), Mitarbeiterbeteiligung (Germany), and other EU equity schemes. Capdesk is Carta's EU brand (acquired 2021), included in this ranking for honest market consolidation flag, but new European buyers should evaluate Ledgy as the independent alternative. APAC startups: Qapita is the APAC equity management leader, Singapore/India-anchored, with explicit support for Indian ESOP regulations, Singapore ESS, Indonesian ESS, and Vietnamese equity. For APAC buyers, Qapita is typically the default; Carta has APAC presence but Qapita is materially better fit for regional equity scheme support and tax compliance. For multi-region startups (US + EU + APAC), Carta has the broadest geographic footprint, but multi-jurisdiction equity scheme depth is genuinely better at regional leaders for the regions they cover.

Final word

Looking at a different market? See the global Cap Table / Equity Management ranking, or pick another country at the top of this page.

Last updated 2026-05-27. Local pricing reverified quarterly. Found something inaccurate? Tell us.