# Shareworks: how AI models rank it, November 2026

Gane Index, November 2026 Edition. Named in 33 judge labels across 2 categories by 11 of 14 models. Page: https://www.gane.ai/index/finance/vendors/shareworks

## Standing by category

| Category | Share | Rank | Negative rate | Labels |
|---|---|---|---|---|
| [Cap table management](https://www.gane.ai/index/finance/corporate/cap-table-management/index.md) | 0% | 11 | 25% | 32 |
| [Board portals](https://www.gane.ai/index/finance/corporate/board-portals/index.md) | 0% | 41 | 0% | 1 |

## What the models said for it

- "If you need dedicated plan administration, SEC/ASC 718 reporting... Shareworks / J.P. Morgan Workplace Solutions or Ledgy/Capdesk/Optio are the more tailored mid-market picks." (Muse Glimmer 30B, Cap table management)
- "Enterprise-grade platform, highly suited for late-stage companies planning an IPO or with heavy global headcount and complex liquidity needs." (Gemini 3.5 Flash, Cap table management)
- "*Best for Late-Stage / Pre-IPO Mid-Market* ... Drawbacks: Longer setup time, less intuitive user interface, and higher total cost" (Gemini 3.5 Flash, Cap table management)
- "Put it on the shortlist if you have a global workforce... It may be more platform than a growth-stage private company needs." (GPT-6 Luna, Cap table management)

## And against it

- "avoiding the UX and support issues repeatedly reported for Shareworks and Certent for participant-facing equity administration" (Muse Glimmer 30B, Cap table management)
- "cost and complexity may be excessive for seed-/growth-stage startups, and reviewers have cited difficulties with the user interface" (Claude Haiku 4.5, Cap table management)
- "Overly complex and expensive for early-stage startups... not recommended for early-stage companies" (DeepSeek V4 Flash, Cap table management)
- "Be cautious with Shareworks if you’re very early-stage. It may be more platform than you need" (GPT-6 Luna, Cap table management)

## By model

| Model | First choice | Alternative | Mention | Warning | Labels |
|---|---|---|---|---|---|
| Claude Haiku 4.5 | 0 | 2 | 0 | 1 | 3 |
| GPT-5.4 mini | 0 | 1 | 0 | 1 | 2 |
| Gemini 3.5 Flash | 0 | 3 | 0 | 0 | 3 |
| Perplexity Sonar | 0 | 3 | 0 | 0 | 3 |
| Grok 4.20 | 0 | 1 | 1 | 2 | 4 |
| Mistral Small | 0 | 1 | 0 | 0 | 1 |
| DeepSeek V4 Flash | 0 | 2 | 0 | 1 | 3 |
| Llama 4 Maverick | 0 | 0 | 0 | 0 | 0 |
| Qwen 3.7 Flash | 0 | 0 | 2 | 0 | 2 |
| Kimi K2 | 0 | 2 | 1 | 1 | 4 |
| GLM 4.7 FlashX | 0 | 0 | 0 | 0 | 0 |
| MiniMax M2.5 | 0 | 0 | 0 | 0 | 0 |
| GPT-6 Luna | 0 | 3 | 1 | 1 | 5 |
| Muse Glimmer 30B | 0 | 2 | 0 | 1 | 3 |

## Sources returned with these answers

The sites and pages cited by the answers that named Shareworks, from 91 of the 103 answers that named it (only the models that return a source list).

### Domains cited

- carta.com: 50
- equitylist.co: 42
- resources.rework.com: 37
- g2.com: 34
- cakeequity.com: 30
- qapita.com: 29
- valueaddvc.com: 24
- guideflow.com: 22
- pulley.com: 21
- waveup.com: 20

### Pages cited

- https://equitylist.co/blog-post/best-cap-table-software-2024: 26
- https://carta.com/best-cap-table-software: 25
- https://qapita.com/blog/best-cap-table-management-software: 23
- https://guideflow.com/blog/cap-table-management-software: 20
- https://resources.rework.com/tools/equity-cap-table/best-cap-table-software-2026: 20
- https://waveup.com/blog/best-cap-table-management-software: 20
- https://cakeequity.com/guides/best-cap-table-software: 18
- https://valueaddvc.com/blog/best-cap-table-management-tools-in-2026-carta-pulley-angellist-capdesk-ranked: 16

## What it publishes

Every page morganstanley.com exposes, read 2026-09-29: 10000 addresses. By kind, pages and the last 90 days:

- blog: 2659 pages, 0 in the last 90 days, latest undated
- webinar or virtual event: 48 pages, 0 in the last 90 days, latest undated
- comparison: 100 pages, 0 in the last 90 days, latest undated
- glossary or explainer: 13 pages, 0 in the last 90 days, latest undated
- podcast or video: 59 pages, 0 in the last 90 days, latest undated
- news or press: 2255 pages, 0 in the last 90 days, latest undated

## Record

- Method: https://www.gane.ai/index/finance/methodology
- License: CC BY 4.0. Cite as Gane Index, November 2026 Edition, www.gane.ai/index/finance.