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Finance AI Index
Index › Products › Shareworks · October 2026 Edition
1 category · Ranked

Shareworks

97Judge labels
22First choices
19Negative labels
14 / 14Models named it
1Category
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Best standing
38% in Cap table management for enterprise buyers
Rank 7 of 42 in the mid-market standingaccepted challenger
0 of 14 models made it the first choice on the direct prompt; 24% of its 29 labels there were negative.
What the models named instead of Shareworks →
By buyer segmentAn enterprise product: leader at enterprise, not named at small business.
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 Shareworks 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 corporate2%7 of 4224%29accepted challenger▼−3Since September 2026: 3% → 0%, −3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.

Movement

Since September 2026, Shareworks held within the floor in its one category: no change cleared 10 points.

Best category · Cap table management · by segment

Small business=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
0%from 0% in September 2026
Inside the floor by 10 pointsRank 32 → 47 of 47
Mid-market▼−3Since September 2026: 3% → 0%, −3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
0%from 3% in September 2026
Inside the floor by 7 pointsRank 7 → 11 of 39
Enterprise▲+11Since September 2026: 23% → 34%, +11 points. Past the 10-point floor: movement. Read over the models both editions asked.
34%from 23% in September 2026
Cleared the floor by 1 pointRank 2 → 1 of 48

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
Cap table management3%0%▼−3Since September 2026: 3% → 0%, −3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 7 of 42, unchanged

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 Shareworks 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 4.501001
GPT-5.4 mini03003
Gemini 3.5 Flash01012
Perplexity Sonar01113
Grok 4.1 Fast01113
Mistral Small00101
DeepSeek V4 Flash02024
Llama 4 Maverick00202
Qwen 3.7 Flash01001
Kimi K200022
GLM 4.7 FlashX00000
MiniMax M2.503003
GPT-6 Luna01001
Muse Glimmer 30B11103

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
Direct21 labels9
Paraphrase16 labels9
Comparative18 labels3not counted in share
Budget-constrained9 labels2
Scale-constrained13 labels2
Negative20 labels5not counted in share
First choiceAlternativeMentionNegative97 labels in all, every segment counted; 22 of the 30 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.

“Shareworks by Morgan Stanley at Work is the mid-market to enterprise benchmark for compliance-oriented administration.” Muse Glimmer 30B · Cap table management · 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 · Cap table management · scale prompt · alternative
“Choose Shareworks if you want a more enterprise/finance-led platform and can tolerate a heavier implementation.” GPT-5.4 mini · Cap table management · direct prompt · alternative
“Consider platforms that have emerged as alternatives post-Carta scandal (Pulley, Shareworks, Ledgy, EquityList)” MiniMax M2.5 · Cap table management · negative prompt · alternative

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.

“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 · Cap table management · paraphrase prompt · soft negative
“it's worth a caution for startups specifically ... clunky and overkill for pre-Series-B companies” DeepSeek V4 Flash · Cap table management · 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 · Cap table management · negative prompt · soft negative
“Excellent compliance depth, but overkill and cost-prohibitive for most mid-sized companies” DeepSeek V4 Flash · Cap table management · paraphrase prompt · soft negative

Named alongside

The products named in the same answers as Shareworks, over the 97 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Shareworks was named but was not.
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ProductSame answerTook the first choice insteadHead to head
AngelList Stack16 of 970Not among the top eight
J.P. Morgan Workplace Solutions14 of 971Not among the top eight
Astrella8 of 971Not among the top eight
Certent Equity Management8 of 970Not 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 Shareworks. 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 90 of the 97 answers that named Shareworks and are not a share of its labels.

Domains cited

guideflow.com58
qapita.com52
cakeequity.com38
resources.rework.com36
ctacquisitions.com35
waveup.com30
pulley.com29
g2.com26
valueaddvc.com26
carta.com25

355 of the 355 domain citations in answers naming Shareworks came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Search and answers

morganstanley.com ranks 4 on Google for the category's searches. In the answers, Shareworks takes 2% of first choices and Carta takes 33%.
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In search

Google, US estimates
Position for “cap table platforms”
4
Position for “cap table management software”
–
not in the top ten
Searches for its name, Google
18,100 a month (“shareworks”)
AI search demand for its name, est.
171 a month
Organic visits to its site
about 1,187,677 a month
Searches its site ranks for
88,129 · 9,349 in the top three
Sites linking to it
48,688
Paid Google search
1 searches its ads show for, about 5 clicks and $46 a month (estimate)
Ads on GoogleDetailLess
77+ ads · 77 text · 77 shown in the last 30 days

First shown July 2022, as Morgan Stanley Smith Barney LLC, verified. Ads started 2025-11 to 2026-10: 26 in the year, 51 before. 43 more by other advertisers linking to it.

On Google's pages: 1 2 3 4

In answers

This edition
Share of first choices
2%
rank 7 of 42 in cap table management
Segment leader
33%
Carta
First choices
22 across its categories
Named in
97 answers
Its own site cited
in 90 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

ShowHide
Addresses on morganstanley.com
10,000
subdomains included
Content
5,134
counted in the table below
Documentation
0
Product · Integration
791 · 0
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog2,659undated
News or press2,255undated
Comparison100undated
Podcast or video59undated
Webinar or virtual event48undated
Glossary or explainer13undated
How it is countedHide how it is counted

Every page morganstanley.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 Shareworks

What the judge wrote, as written, with how often. The vendor table decides that these count as Shareworks; a claim can dispute any of them.
Shareworks by Morgan Stanley 10Shareworks (Morgan Stanley at Work) 3Shareworks (Morgan Stanley) 3Morgan Stanley Shareworks 1Shareworks (by Morgan Stanley) 1Shareworks / Morgan Stanley at Work 1Shareworks by Morgan Stanley at Work 1

Follow Shareworks

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.

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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 Shareworks'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 Shareworks, 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 Shareworks by email, built from the raw record of the edition. It shows:

  • where Shareworks 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 Shareworks, 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.
The subscriber app

A verification link goes to your work email; an address at morganstanley.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.