Skip to content

Carta vs Roundtable: Pricing and Ratings Compared (2026)

Entry prices and free plans as read on each vendor's pricing page, and user ratings as published on review sites, for Carta and Roundtable side by side. This page compares data; it is not a hands-on review.

On the data: On the data below, Carta leads on a free plan. We do not name an overall winner for this pair.

Data comparison compiled by Toolradar, not hand-reviewed Methodology
Data comparison 254 user reviews compared Pricing checked Sep 30, 2026

Short on time? Here's the quick answer

Based on published vendor pricing and features and on public review data, here's who should pick what:

Carta

Equity management and cap table software

Best for you if:

  • • You want cap table management leader

Roundtable

The trusted platform and infrastructure for private market investments.

Best for you if:

  • • You want simplifies complex private market operations and compliance
At a glance: Carta vs Roundtable
At a Glance
Carta Carta
Roundtable Roundtable
Starts at
Free plan, paid from $299/mo, billed monthly Starter plan
Not published
Category
Finance Compliance Management
Finance Fundraising
Rating
3.7/5 G2 4.4 · Trustpilot 2.2 238 reviews 5.0/5 G2 5.0 16 reviews
Free plan
No No
Watch out for
Potential overage fees for stakeholders beyond tier limits. n/a

Choose Carta or Roundtable?

Carta

Choose Carta if

  • You want cap table management leader
  • You want 409A valuations
Roundtable

Choose Roundtable if

  • You want simplifies complex private market operations and compliance
  • You want reduces time and cost for fund setup and management

In-Depth Analysis

Carta Carta

Equity management and cap table software

Good value

Carta's pricing is quite generous for early-stage startups with its free 'Launch' tier, offering essential cap table and basic 409A.

Watch out

Potential overage fees for stakeholders beyond tier limits.

Strengths

  • Pro: Cap table management leader
  • Pro: 409A valuations
  • Pro: Equity management
  • Pro: Investor relations
  • Pro: Industry standard

Weaknesses

  • Con: Expensive
  • Con: Per-stakeholder pricing
  • Con: Overkill for small companies
  • Con: Complex for simple needs
  • Con: Migration difficult

Key features

Equity management Cap table 409A valuations Fund admin Investor services Liquidity

Roundtable Roundtable

The trusted platform and infrastructure for private market investments.

Strengths

  • Pro: Simplifies complex private market operations and compliance.
  • Pro: Reduces time and cost for fund setup and management.
  • Pro: Provides a clean cap table for founders, attracting future investors.
  • Pro: Enables investment clubs to professionalize and scale their activities.
  • Pro: Offers access to private markets for individual investors.

Weaknesses

  • Con: Pricing details are not transparently listed on the website, requiring direct inquiry.
  • Con: The platform's focus is highly specialized for private market investments, not suitable for general investing.
  • Con: May have a learning curve for new users unfamiliar with private market terminology and processes.

Key features

Seamless Investor Onboarding (email invites, digital flows, compliance checks) Professional Fundraising (deal information sharing, commitment tracking, e-signatures, payment reconciliation) Centralized Portfolio Management (investment data access, document organization, value visualization) Complete Reporting (accounting, investment updates, professional-grade reports) SPV (Special Purpose Vehicle) Setup & Management Multi-currency support (40+ currencies)

Plans and prices: Carta vs Roundtable

Plans and prices of Carta and Roundtable, as read on each vendor's pricing page. Each plan keeps its own billing unit.
Tool Plans and prices Source
Carta
  • Launch: Free
  • Starter: $299/mo, billed monthly
  • Growth: Custom pricing
  • Enterprise: Custom pricing
carta.com read Sep 30, 2026
Roundtable No plan prices on file roundtable.eu

Prices as read on each vendor's own pricing page on the date shown. Plans are listed per tool and are not matched against the other tool's plans: a plan name or price in one column says nothing about the same row in the other. Details on Carta pricing and Roundtable pricing.

Key Takeaways

Carta

  • Has a free plan

Roundtable

  • Choose if you want the trusted platform and infrastructure for private market investments

What the data shows

On the data below, Carta leads on a free plan. We do not name an overall winner for this pair.

  • User ratings rest on too few reviews to rank (3.7/5 from 238 reviews for Carta, 5.0/5 from 16 reviews for Roundtable; we compare ratings only above 20 reviews on both sides).
  • Carta starts at $299/mo, billed monthly; Roundtable has no public paid plan price on file.
  • Only Carta has a free plan.

Criteria: user rating (only above 20 reviews on both sides, gap of 0.2 or more), entry price (only on the same billing basis), free plan. How we rate

Frequently Asked Questions

How do Carta and Roundtable compare in 2026?

On the data below, Carta leads on a free plan. We do not name an overall winner for this pair. User ratings rest on too few reviews to rank (3.7/5 from 238 reviews for Carta, 5.0/5 from 16 reviews for Roundtable; we compare ratings only above 20 reviews on both sides). Carta starts at $299/mo, billed monthly; Roundtable has no public paid plan price on file. Only Carta has a free plan.

What are Carta and Roundtable used for?

Carta: Equity management and cap table software. Roundtable: The trusted platform and infrastructure for private market investments.

What does Carta cost vs Roundtable?

Carta's cheapest paid plan is Starter at $299/mo, billed monthly. Roundtable has no public paid-plan price on file. Prices read on the vendors' pricing pages, latest check Sep 30, 2026.

What's the main difference between Carta and Roundtable?

Carta's main strength: cap table management leader. Roundtable's main strength: simplifies complex private market operations and compliance.

Related Comparisons & Resources

Compare other tools