Keep Carta for equity. Map operating books on Practice → Import. A Capital pack mint is not a live product yet. We do not promise a round.
Nominative guide, not a partnership. No API keys, no endpoint list, no importer internals. Those stay behind login for clients. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.
The move
Keep Carta if the cap table is still the job.
Map operating books on Practice → Import. Opening dates stay.
Set as-of on Practice → Analytics. Later activity stays out.
Do not treat ficary as a transfer agent or 409A shop.
Stay on Carta when
Choose Carta when the cap table, 409A, or SAFE issue is the reason you are shopping.
Move when
Choose ficary when a bank, lender, or investor has to read leftovers and statements on the same ledger you close — and the cap table stays where it is.