Back

Best AI tools to manage cap table and equity

Short answer

Carta ranks #1 for manage cap table and equity (score 9.5/10). Pricing: Custom pricing (contact sales) for paid plans; free tier: yes (Launch plan). Runners-up: Mercury, Pilot.

Top 5, ranked by our published rubric. Sponsorship never affects the order. Last updated 2026-10-13.

Compare the top 5 side by side
#ToolScorePricingPaid fromFree tierWhat it is
1Carta9.5Free tierCustom pricing (contact sales) for paid plansyes (Launch plan)Cap table and equity management
2Mercury7.9Free tier$35/mo (waived until Dec 31, 2026 per page)yesBanking for startups
3Pilot7.7From $99$99/mo (Essentials)noBookkeeping, tax and CFO services
4Gusto6.2From $49$49/mo + $6/personnoPayroll and HR
5Rippling5.6CustomCustom (request quote)noHR, IT and payroll platform
Rank 1

Carta

Free tierVisit Carta (opens in a new tab)

Cap table and equity management

Score 9.5/10Paid from: Custom pricing (contact sales) for paid plansFree tier: yes (Launch plan)Last verified 2026-10-13

Why ranked: Its own site says: “Carta’s ERP for private capital combines software and services to deliver connected clarity and control across equity, fund, and portfolio management.” We placed it 1st of 5 on fit for this task. No public price (sales-led).

Fit 10.0 · value 8.1 · breadth 10 · availability 10 (how we score) · pricing source · site live

Rank 2

Mercury

Free tierVisit Mercury (opens in a new tab)

Banking for startups

Score 7.9/10Paid from: $35/mo (waived until Dec 31, 2026 per page)Free tier: yesLast verified 2026-10-13

Why ranked: Its own site says: “Everything you do with money. All in one place.” We placed it 3rd of 5 on fit for this task. Free tier; paid from $35/mo (waived until Dec 31, 2026 per page).

Fit 7.0 · value 8.8 · breadth 8 · availability 10 (how we score) · pricing source · site live

Rank 3

Pilot

From $99Visit Pilot (opens in a new tab)

Bookkeeping, tax and CFO services

Score 7.7/10Paid from: $99/mo (Essentials)Free tier: noLast verified 2026-10-13

Why ranked: Its own site says: “Get expert bookkeeping, CFO, and tax services tailored for startups and small businesses.” We placed it 2nd of 5 on fit for this task. No free plan confirmed; paid from $99/mo (Essentials).

Fit 8.5 · value 3.8 · breadth 10 · availability 10 (how we score) · pricing source · site live

SPONSORED Your tool here: paid placement is shown here, separate from the ranking, and never changes the order. Advertise
Rank 4

Gusto

From $49Visit Gusto (opens in a new tab)

Payroll and HR

Score 6.2/10Paid from: $49/mo + $6/personFree tier: noLast verified 2026-10-13

Why ranked: Gusto: Payroll and HR. We placed it 4th of 5 on fit for this task. No free plan confirmed; paid from $49/mo + $6/person.

Fit 5.5 · value 5.0 · breadth 10 · availability 7 (how we score) · pricing source · site bot-blocked (403)

Rank 5

Rippling

CustomVisit Rippling (opens in a new tab)

HR, IT and payroll platform

Score 5.6/10Paid from: Custom (request quote)Free tier: noLast verified 2026-10-13

Why ranked: Its own site says: “Rippling eliminates the friction from running a business, combining HR, IT, and Finance apps on a unified data platform.” We placed it 5th of 5 on fit for this task. No public price (sales-led).

Fit 4.0 · value 4.4 · breadth 10 · availability 10 (how we score) · pricing source · site live

FAQ

What is the best AI tool to manage cap table and equity?

By TaskRanking's published rubric, Carta ranks first, followed by Mercury and Pilot.

Is there a free AI tool to manage cap table and equity?

Yes: Carta has a free tier per its own pricing page (checked 2026-10-13).

How are these tools ranked?

Score = 50% fit, 25% value (from vendor pricing pages), 15% breadth, 10% availability. Sponsorship never affects rank.

↑