Enterprise DNA

Instead of Carta

Stop renting Carta. Own your share register.

We build your version around your share classes, your option plan rules and your shareholders' agreement, bring your Carta records across, and run it for you. Your staff still get a clear statement of what they hold and what has vested.

Carta publishes no full price list for New Zealand or Australian companies. Its pricing is a fee per stakeholder with a minimum each year, so the bill rises every time you add someone to the option plan.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription covers

You pay per person for screens over a ledger you already keep

Carta prices each company on its packages and its number of stakeholders. Here is what that buys, and which parts are really the front end.

groups

A fee for every stakeholder

Founders, investors, staff with options and advisers all count. Grow the option plan to forty people and the price moves with it.

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A ledger with a nice view

Every issue, transfer, exercise and cancellation is one dated entry. Who owns what is the sum of those entries. The view is the product you rent.

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Vesting arithmetic

A start date, a cliff, a number of months and a frequency. What has vested on any day is a calculation, not a feature.

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A login for each holder

Staff log in to see their grants. A statement in your brand, sent when it changes, tells them the same thing.

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Built around US rules

Much of the platform is shaped by United States filings such as 409A valuations and 83(b) elections. New Zealand and Australian companies answer to the Companies Office, ASIC, the ATO and Inland Revenue instead.

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Your records behind their door

Your history comes out as reports you run and save. The documents come out one by one. Leaving is a project.

Your own company secretary desk

Start with what the board and your staff actually ask

Register

Who owns what, to the share

Ordinary and preference shares, every issue, transfer and exercise, options outstanding and the unallocated pool, issued and fully diluted.

  • check One database for many companies, so a law or accounting firm keeps every client register in one place
  • check The share register and the register of option holders rendered in your brand, ready to print
  • check Share certificates for every issue and transfer
  • check Holders with no address on file found before the auditor finds them

Options

Vesting, leavers and the pool

Grants vest on their own schedule, stop when someone leaves, and the unvested part goes back to the pool.

  • check Who hits a cliff in the next 30 days, and how many options vest at once
  • check Leavers whose exercise window closes this month, with the letter drafted
  • check A grant refused when the pool cannot cover it
  • check An option statement for each person, in your brand, showing every vesting date

Filings

The New Zealand and Australian deadlines

Every issue, transfer and exercise names the filing it creates and the day it is due.

  • check Share issue notices to the Companies Office within 10 working days
  • check ASIC change notices within 28 days, including transfers in a proprietary company
  • check Employee share scheme statements and the annual report to the ATO, and staff share income for Inland Revenue
  • check How close an Australian proprietary company is to the limit of 50 non-employee shareholders

Rounds

Model the round before you sign it

Raise, pre-money and pool target in, everyone's stake before and after out.

  • check SAFEs and convertible notes converted at the better of the cap and the discount
  • check The pool top-up the investors ask for, and what it costs the founders
  • check What each holder takes home at a sale price, with preferences paid or converted
  • check Notes past maturity flagged before the next board meeting

Make it yours

Design your own Carta replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Carta. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Carta replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your Carta data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real runs on the demo data: Kowhai Robotics, a fictional Auckland company with founders, angels, a Series A, a staff option plan, a SAFE and a convertible note.

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Cap Table for Claude Code

Connected to your own database

What needs my attention at Kowhai Robotics this week?

KWR

Area
filings
Item
nz-share-issue K-008
Detail
due 2026-10-16, 13 days overdue: Priya Shah: 40000 ORD shares (exer...

KWR

Area
filings
Item
nz-ess-income K-008
Detail
due 2026-10-27, 2 days overdue: Priya Shah: 40000 options exercised...

KWR

Area
rules
Item
register-address T1 Rangi Moana Family Trust
Detail
on the share register with no address

KWR

Area
rules
Item
board-approval G-06 Sam Ortiz
Detail
grant of 50000 options on 2026-10-01 has no board approval recorded

KWR

Area
rules
Item
convertible-matured NOTE-1 Kauri Growth Partners Limited
Detail
note matured on 2026-10-19 and is still outstanding

KWR

Area
leavers
Item
Josh Kim G-03
Detail
28333 vested options lapse on 2026-11-08 unless exercised (10 days ...

KWR

Area
vesting
Item
Mere Tipene G-04
Detail
cliff on 2026-11-18: 15000 options vest at once

Ask it anything

Questions answered from your own register

Real questions the free version answers today on its demo data. They are not a claim that Carta cannot produce a custom report. The difference here is that you own the records and the rules, and you ask in your own words.

chat_bubble Which share issues have not been notified to the Companies Office or ASIC, and how late are they?
chat_bubble Who hits a vesting cliff in the next 30 days, and how many options vest at once?
chat_bubble Which leavers have vested options that lapse this month if nobody tells them?
chat_bubble What do the founders own after raising 4 million at 16 million pre-money, with the pool topped up to 10% and the SAFE converting?
chat_bubble At a 3 million sale, does the Series A take its preference or convert, and what does each founder take home?
chat_bubble What income does this exercise create at the last valuation, and when must Inland Revenue hear about it?
chat_bubble How close is this Australian company to the limit of 50 non-employee shareholders?
chat_bubble Which grants and share issues have no board approval on file?
chat_bubble How many options came back to the pool from leavers and cancellations?
chat_bubble Which holders are on the register with no address?

Switching

How to switch from Carta

A move involves exporting your Carta reports, setting up your company and plans, importing and checking the records, then running both systems side by side before you switch.

  1. 1

    Export your Carta records

    Run Carta’s cap table report with the securities ledger, its vesting report and the stakeholder details report, then save them as CSV. Carta lets you choose the columns, so keep the reports you use and note any custom vesting or exercises you need to match. If you cannot find these reports or save them as CSV in your account, check with Carta.

  2. 2

    Set up your company

    Before loading records, set up your company, share classes and option plans in the new database. Check that the setup reflects your actual register and plans, including the details you need for grants and vesting. This gives the import the structure it needs to put your Carta records in the right places.

  3. 3

    Test the import first

    Run the import as a test before loading the records for real. Start with the securities ledger and stakeholder details, and review what the test reports. Compare the totals with Carta and check that holder details and share records line up. Keep the vesting report handy to check option grants and schedules, especially where your plan uses custom vesting.

  4. 4

    Compare both systems

    Once the records are loaded, keep Carta available while you check the new register against it. Compare ownership, share classes, option grants, vesting and the records you need for filings. Resolve differences before relying on the new database. Run both side by side for a short period so you can confirm the records and your regular work make sense in the new system.

  5. 5

    Switch off Carta

    When you have checked the records and are comfortable using the new database, make it your working register and stop relying on Carta for current updates. Keep the exported reports as a reference for the history you brought across. The new system is a database used through Claude Code, not a web front end, so plan how you will work with the register in that setup.

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Where the real effort goes

The main work is usually matching Carta’s chosen columns to your own share classes, option plans, exercises and any custom vesting, then deciding which history to bring across. The more your records differ from standard reports, the more checking and mapping they need. On Enterprise DNA’s paid paths, Enterprise DNA does this matching and migration work with you.

Not ready for a call?

Get your Carta switch plan by email

We will send you the step-by-step plan for moving your business off Carta, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to make it yours

Start with the free version or have your version built

Open source

Do it yourself

Free code

  1. 1 Clone the repo and run npm install, npm test and npm run demo.
  2. 2 Open it in Claude Code, Codex, OpenCode or Cursor and type /attention.
  3. 3 Add your company, share classes and option plan by asking for them.
  4. 4 Export the cap table report, vesting report and stakeholder details from Carta as CSV and run each import with --dry-run first.
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer

  • check Your share classes, preference terms, plan rules and shareholders' agreement checks
  • check Your Carta records, exercises and custom vesting brought across and reconciled to the share
  • check A login for staff to see their own grants, if you want one
  • check Every client company in one place, if you keep registers for clients
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed and operated through Omni by Enterprise DNA
  • check Access for founders, the finance lead and your lawyer or accountant
  • check Backups, restore checks and updates looked after
  • check The weekly review, filings due and leaver letters prepared for you to approve
Book a call with Sam

Questions

Instead of Carta, answered

Our investors and staff are used to logging in to Carta. What do they get instead? expand_more

In the free version each person gets an option statement in your brand: what they were granted, what has vested, what they can exercise and every future vesting date. You send it when it changes. If your staff want a login of their own, we build that into your version.

How do our records come across from Carta? expand_more

Carta lets you run reports and save them as CSV: the ownership report with its securities ledger, the vesting report and the stakeholder details. Each comes in with a test run first, and running it twice does not double anything. Carta lets you choose the columns, so matching your layout, your exercises and any custom vesting is part of what we do on the paid paths.

Does it lodge our filings? expand_more

No. It tells you what is owed and by when: share issue notices to the Companies Office, change notices to ASIC, employee share scheme reporting to the ATO and staff share income for Inland Revenue. It drafts the list for whoever lodges, and once lodged you record it. Each rule names its source, and it is not legal or tax advice.

We are a law or accounting firm. Can we keep client registers in it? expand_more

Yes. One database holds many companies, each with its own country and rules, and every question can be asked for one client or all of them, such as which filings are late across every client this week.

What do we pay Enterprise DNA? expand_more

The code is free. A version built and run for you has one setup fee, then a retainer. It does not grow with the number of people on your register. Sam looks at your Carta plan, your share classes and your option plan before agreeing the scope.

Own the register behind your next round

Take 30 minutes with Sam to go through your Carta plan, your share classes and option plan, and the filings you owe in New Zealand or Australia. We agree what your version needs before you change anything.

Book a 30-minute call with Sam Get the free version

Cap Table for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Carta?

Get your version built