Comparison

Perseids vs Carta

Perseids and Carta both address private-company ownership. This page states, in verifiable terms, what Perseids provides. Carta's current capabilities, plan contents and pricing change over time and are not restated here: the Carta column asks you to confirm each item with the provider, which is also the only defensible way to compare two products at a point in time.

Side by side

  • Cap table

    Perseids
    Append-only ownership ledger with shares, options, warrants, SAFEs and notes
    Carta
    Check provider for current availability/pricing.
  • Scenario modeling

    Perseids
    Deterministic round, dilution, pool and conversion modelling on the live ledger
    Carta
    Check provider for current availability/pricing.
  • Data room

    Perseids
    Permissioned data rooms with NDA gating, watermarking and access logs
    Carta
    Check provider for current availability/pricing.
  • Fundraising tools

    Perseids
    Round modelling, investor sharing, diligence workflows
    Carta
    Check provider for current availability/pricing.
  • Investor features

    Perseids
    Investor workspace with connected portfolio positions and provenance
    Carta
    Check provider for current availability/pricing.
  • Pricing transparency

    Perseids
    Plan prices published on the Perseids pricing page
    Carta
    Check provider for current availability/pricing.
  • Supported company types

    Perseids
    Private companies, including pre-incorporation entities
    Carta
    Check provider for current availability/pricing.
  • Currencies

    Perseids
    Subscriptions billed in GBP, USD and EUR
    Carta
    Check provider for current availability/pricing.
  • Collaboration

    Perseids
    Role-based access for company, investor, employee and partner workspaces
    Carta
    Check provider for current availability/pricing.
  • AI functionality

    Perseids
    AI explains ownership and proposes changes; humans confirm every write
    Carta
    Check provider for current availability/pricing.

Where the approaches differ

Perseids treats the ownership record as infrastructure that other workflows run on: modelling, diligence, secondary and strategic deals read from the same ledger rather than from exports of it. Whether that matters depends on how many ownership-adjacent workflows you actually run. A company that only needs a register and annual filings has different requirements from one running a raise, a secondary and an employee exercise window in the same quarter.

How to compare the two properly

  1. 1Write down the workflows you run in a year, not the features you might use.
  2. 2Ask each provider, in writing, which of those are included in the plan you would buy.
  3. 3Confirm the billing currency, the contract term and what happens on downgrade.
  4. 4Confirm the export format, so you can leave either product with your data intact.
  5. 5Ask how ownership figures are calculated and whether they are reproducible.

This comparison describes different approaches, not a ranking. Product capabilities change; verify current details with each vendor before making a decision.

Frequently asked questions

Is Perseids a Carta alternative?
Perseids is cap table and equity management software with fundraising modelling, investor data rooms, investor portfolio tools and secondary workflows, so it covers overlapping ground. Whether it is the right alternative depends on which workflows you need; confirm Carta's current scope with Carta.
Can I move an existing cap table to Perseids?
Yes. Perseids imports cap tables from spreadsheets and from exports produced by other equity platforms, and reconciles the imported position before it becomes authoritative.
What does Perseids cost compared with Carta?
Perseids publishes its plan prices on the pricing page, in GBP, USD and EUR. Carta's pricing should be confirmed with Carta, as plan contents and regional pricing change.

Put this into practice with Perseids.

Talk to us about migration

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