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Finance AI Index
Index › Products › Carta · October 2026 Edition
2 categories · Ranked

Carta

244Judge labels
43First choices
82Negative labels
14 / 14Models named it
2Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Best standing
33% in Cap table management for mid-market buyers
Rank 1 of 42 in the mid-market standingcriticized default
9 of 14 models made it the first choice on the direct prompt; 32% of its 74 labels there were negative.
What the models named instead of Carta →
By buyer segmentStrongest at mid-market.
In cap table management · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Carta for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
Cap table managementEquity and corporate33%1 of 4232%74criticized default▼−12Since September 2026: 44% → 32%, −12 points. Past the 10-point floor: movement. Read over the models both editions asked.
Board and investor reportingPlanning and analysis4%8 of 9925%8under 10 labels · led by OnBoard at 26%▼−5Since September 2026: 9% → 4%, −5 points. Inside the 10-point floor: within noise. Read over the models both editions asked.

Movement

Since September 2026, Carta moved past the floor in one of two categories: Cap table management, −12 points to 32%. It held within the floor in the other one.

Best category · Cap table management · by segment

Small business▲+4Since September 2026: 16% → 20%, +4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
20%from 16% in September 2026
Inside the floor by 6 pointsRank 4 → 3 of 47
Mid-market▼−12Since September 2026: 44% → 32%, −12 points. Past the 10-point floor: movement. Read over the models both editions asked.
32%from 44% in September 2026
Cleared the floor by 2 pointsRank 1 of 39, unchanged
Enterprise▼−15Since September 2026: 34% → 19%, −15 points. Past the 10-point floor: movement. Read over the models both editions asked.
19%from 34% in September 2026
Cleared the floor by 5 pointsRank 1 → 2 of 48

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
Cap table management44%32%▼−12Since September 2026: 44% → 32%, −12 points. Past the 10-point floor: movement. Read over the models both editions asked.Moved past the floorRank 1 of 42, unchanged
Board9%4%▼−5Since September 2026: 9% → 4%, −5 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 3 → 8 of 99

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 10 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated Carta across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
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ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.511013
GPT-5.4 mini42017
Gemini 3.5 Flash32027
Perplexity Sonar21025
Grok 4.1 Fast42017
Mistral Small10113
DeepSeek V4 Flash22037
Llama 4 Maverick01405
Qwen 3.7 Flash21058
Kimi K220057
GLM 4.7 FlashX22116
MiniMax M2.531026
GPT-6 Luna31116
Muse Glimmer 30B22015

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct39 labels20
Paraphrase48 labels10
Comparative43 labels30not counted in share
Budget-constrained40 labels5
Scale-constrained31 labels8
Negative43 labelsNone
First choiceAlternativeMentionNegative244 labels in all, every segment counted; 43 of the 73 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Carta: The market leader for VC-backed private companies. Highly trusted by law firms and investors. It offers the most comprehensive suite of services ... but it is generally the most expensive option.” Gemini 3.5 Flash · Cap table management · scale prompt · first choice
“I'd generally recommend Carta if your priorities are cap table management, fundraising workflow, and a platform that can scale” GPT-5.4 mini · Cap table management · paraphrase prompt · first choice
“my default recommendation would be Carta if you want the most established, all-in-one option for cap table + investor reporting” GPT-5.4 mini · Board · paraphrase prompt · first choice
“Go with Carta if you need end-to-end (formation to exit), have 50+ stakeholders... dominant for mid-market B2B despite past issues.” Grok 4.1 Fast · Cap table management · direct prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“Carta — Approach with Caution ... Data misuse for secondary trading: Carta was caught using confidential customer cap table data to solicit secondary share sales” Kimi K2 · Cap table management · negative prompt · hard negative
“Founders have publicly reported steep, unexpected price increases at renewal... canceling required scheduling a mandatory meeting” Claude Haiku 4.5 · Cap table management · negative prompt · hard negative
“Avoid Carta if budget is your top concern” Kimi K2 · Cap table management · budget prompt · hard negative
“Approach Carta as a mature-company tool; its institutional features come with significant cost, onboarding effort, and privacy considerations.” GLM 4.7 FlashX · Cap table management · negative prompt · soft negative

Named alongside

The products named in the same answers as Carta, over the 239 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Carta was named but was not.
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ProductSame answerTook the first choice insteadHead to head
Pulley176 of 23927Compare →
Ledgy101 of 2393Compare →
Eqvista100 of 23925Compare →
AngelList Stack45 of 2391Not among the top eight
Capboard31 of 2392Not among the top eight
J.P. Morgan Workplace Solutions21 of 2392Not among the top eight
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Carta. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 225 of the 239 answers that named Carta and are not a share of its labels.

Domains cited

qapita.com118
guideflow.com112
cakeequity.com94
waveup.com79
valueaddvc.com76
resources.rework.com72
pulley.com62
carta.comYour site61
eqvista.com60
ctacquisitions.com57

730 of the 791 domain citations in answers naming Carta came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Search and answers

Where Carta stands in Google search beside where it stands in the models' answers.
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In search

Google, US estimates
Position for “cap table platforms”
1
Position for “cap table management software”
1
Searches for its name, Google
110,000 a month (“carta”)
AI search demand for its name, est.
24,603 a month
Organic visits to its site
about 506,905 a month
Searches its site ranks for
26,338 · 4,340 in the top three
Sites linking to it
12,491
Paid Google search
4 searches its ads show for, about 55 clicks and $2,839 a month (estimate)
Ads on GoogleDetailLess
99 ads · 93 text, 5 image, 1 video · 29 shown in the last 30 days

First shown October 2021, as eShares, Inc, verified. Ads started 2025-10 to 2026-09: 54 in the year, 45 before.

On Google's pages: 1 2 3 4

In answers

This edition
Share of first choices
33%
rank 1 of 42 in cap table management
First choices
43
across its categories
Named in
239 answers
Its own site cited
in 225 of the answers that named it

Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

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Addresses on carta.com
6,761
subdomains included
Content
3,009
counted in the table below
Documentation
320
Product · Integration
26 · 22
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Glossary or explainer1,271undated
Conference or event518undated
Blog432undated
Case study315undated
News or press244undated
Comparison111undated
Report or ebook57undated
Template or tool55undated
Podcast or video6undated
How it is countedHide how it is counted

Every page carta.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read September 29, 2026.

Names read as Carta

What the judge wrote, as written, with how often. The vendor table decides that these count as Carta; a claim can dispute any of them.
Carta Launch 9Carta (Investor Relations Hub) 1Carta (Launch tier) 1Carta Starter 1

Follow Carta

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

Carta is its own company.
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In its own words

Stated by the vendor, not checked
Positioning
The End-to-End Suite Connecting Private Capital; Carta’s ERP for private capital combines software and services to deliver connected clarity and control across equity, fund, and portfolio management.
For
Private capital operations for Private Equity, Venture Capital, Private Corporations, Private Credit, Fund of Funds; also For Founders, For GPs, For Law Firms, LPs, CFO, CEO, GC.
Price stated
Add-on products, available with any paid plan. Sold separately. carta.com/plans/fund-management
Free plan or trial
LaunchFree carta.com
Integrations claimed
4 carta.com/partners
Certifications
ISO 27001:2022SOC 2 Type IISOC 1 Type IISIGGDPRCCPA
Hosting
United States / AmericasUnited Kingdom / EuropeAsia Pacific / Middle East / Africa
Customers named
AirtableAirtree VenturesAvenirBase10BrexClearview CapitalCohnReznickDelta V
Not stated on the pages read
Starting price

What Carta's own pages state, read September 28, 2026: carta.com, carta.com/plans/fund-management, trust.carta.com, carta.com/solutions/hr, carta.com/partners. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Carta's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Carta, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for Carta by email, built from the raw record of the edition. It shows:

  • where Carta is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name Carta, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.

A verification link goes to your work email; an address at carta.com is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.

Badges

Wins only: a badge exists where Carta is ranked in a category's top three this edition. Three sizes, one file each, light and dark; the code is under each.
ShowHide

AI models recommend Carta first in Cap table management this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of October 2026.

Wide · 320 × 104 Website, beside other badges
AI models' first choice in Cap table management, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/corporate/cap-table-management/"><img src="https://finance-ai-index.com/badges/2026-10/carta--cap-table-management-wide.svg" alt="AI models' first choice in Cap table management, October 2026 Edition, Finance AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the Cap table management standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
AI models' first choice in Cap table management, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/corporate/cap-table-management/"><img src="https://finance-ai-index.com/badges/2026-10/carta--cap-table-management-square.svg" alt="AI models' first choice in Cap table management, October 2026 Edition, Finance AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the Cap table management standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
AI models' first choice in Cap table management, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/corporate/cap-table-management/"><img src="https://finance-ai-index.com/badges/2026-10/carta--cap-table-management-compact.svg" alt="AI models' first choice in Cap table management, October 2026 Edition, Finance AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the Cap table management standing, where the claim can be checked.

Badges read on light and dark pages. Alt text carries the claim, the category, the edition and the index, so it stays a citation where the image does not load.