# Qapita vs Shareworks: which do AI models recommend for cap table management, October 2026

Finance AI Recommendation Index, October 2026 Edition, Cap table management. Three of fourteen models named Qapita first on the direct prompt; zero named Shareworks. Page: https://finance-ai-index.com/corporate/cap-table-management/qapita-vs-shareworks/

| | First-choice share | Rank | Negative rate | Labels | Models naming it |
|---|---|---|---|---|---|
| Qapita | 12% | #3 of 10 | 3% | 29 | 12 of 14 |
| Shareworks | 2% | #7 of 10 | 24% | 29 | 13 of 14 |

## The direct prompt, model by model

- Claude Haiku 4.5: qapita first (first choices: Qapita) (alternatives: Cake Equity, Carta, Pulley)
- Mistral Small: qapita first (first choices: Qapita) (alternatives: Ledgy, Pulley)
- MiniMax M2.5: qapita first (first choices: Cake Equity, Qapita) (alternatives: Carta, Shareworks)
- GPT-5.4 mini: neither first, one named (first choices: Carta) (alternatives: Eqvista, Ledgy, Shareworks)
- Gemini 3.5 Flash: neither first, one named (first choices: Carta) (alternatives: Ledgy, Mantle, Qapita)
- Perplexity Sonar: neither first, one named (first choices: Carta) (alternatives: Cake Equity, Pulley, Qapita)
- DeepSeek V4 Flash: neither first, one named (first choices: Carta, Pulley) (alternatives: Shareworks)
- Qwen 3.7 Flash: neither first, one named (first choices: Carta) (alternatives: Pulley, Qapita, Shareworks)
- GLM 4.7 FlashX: neither first, one named (first choices: Carta) (alternatives: Fidelity Private Shares, Pulley, Qapita)
- GPT-6 Luna: neither first, one named (first choices: Carta) (alternatives: Shareworks)
- Muse Glimmer 30B: neither first, one named (first choices: Carta) (alternatives: Cake Equity, Ledgy, Qapita)
- Grok 4.1 Fast: neither named (first choices: Carta) (alternatives: Ledgy, Pulley)
- Llama 4 Maverick: neither named
- Kimi K2: neither named (first choices: Cake Equity, Pulley) (alternatives: Eqvista, Ledgy)

## What the models said about Qapita

- "recurring mentions of technical issues, limited customization, and complex reporting" (Claude Haiku 4.5, negative prompt, soft negative)
- "Qapita is a top recommendation due to its strong mid-market focus, ease of use, and comprehensive features" (Mistral Small, paraphrase prompt, first choice)
- "Qapita stands out as the best overall choice due to its scalability, automation, and global capabilities." (Mistral Small, direct prompt, first choice)
- "Qapita — Best Overall for Mid-Market ... Go with Qapita or Cake Equity" (MiniMax M2.5, direct prompt, first choice)

## What the models said about Shareworks

- "more appropriately sized than enterprise-first options like Shareworks / Morgan Stanley at Work... Choose Shareworks only if you are already at enterprise complexity" (Perplexity Sonar, paraphrase prompt, soft negative)
- "it's worth a caution for startups specifically ... clunky and overkill for pre-Series-B companies" (DeepSeek V4 Flash, negative prompt, soft negative)
- "If you are an early-stage or mid-stage startup, Shareworks is generally considered a poor fit." (Gemini 3.5 Flash, negative prompt, soft negative)
- "Shareworks by Morgan Stanley at Work is the mid-market to enterprise benchmark for compliance-oriented administration." (Muse Glimmer 30B, paraphrase prompt, first choice)
- "The traditional "enterprise" heavyweights. If you are actively on the road to an IPO within the next 12–18 months, these platforms excel ... though they can be slow to implement." (Gemini 3.5 Flash, scale prompt, alternative)
- "Choose Shareworks if you want a more enterprise/finance-led platform and can tolerate a heavier implementation." (GPT-5.4 mini, direct prompt, alternative)

Share is the count of first choices across the direct, paraphrase, budget and scale prompts over all fourteen models, for a mid-market B2B company; rank is within the category. Comparisons are drawn for the top eight products in each category. Published under CC BY 4.0; the output is the models' output, and nothing here is a recommendation by the index.