Private Equities

Aumni (J.P. Morgan) vs Carta

A side-by-side comparison of Aumni (J.P. Morgan) and Carta — two options for cap table & equity management. Pricing, features, and honest pros and cons.

AU

Aumni (J.P. Morgan)

4.0
Website
CA

Carta

4.2
Website
Category
Cap Table & Equity Management
Cap Table & Equity Management
Rating
4.0 / 5
4.2 / 5
Pricing
Enterprise / Custom
From $$$
Best for
VC funds needing verified portfolio data
Startups and their VC/growth investors
Key features
  • Automated data extraction from legal docs
  • Portfolio and ownership analytics
  • Rights and preferences tracking
  • Fund performance reporting
  • Benchmarking
  • Cap-table management
  • 409A valuations
  • Equity and option administration
  • Fund administration
  • Investor and portfolio insights
Pros
  • Reliable, verified investment data
  • Reduces manual legal-doc review
  • Backed by J.P. Morgan
  • Standard-setting cap-table platform
  • Combines company and investor tooling
  • Strong equity administration
Cons
  • Focused on venture investment data
  • Enterprise pricing
  • Pricing scales quickly with growth
  • Fund admin has faced service-quality criticism