EquityEffect Pricing, Features, Reviews & Comparison of Alternatives


Cloud-based equity management solution

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EquityEffect overview

EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents. The stock and options management functionality assists users in verifying distribution and availability of equities.

EquityEffect includes a unified dashboard which enables businesses to view funds, companies, securities and more via detailed information on financing, valuation history, co-investors and waterfall analysis of a company. Key features of the solution include capitalization overview, centralized cap tables, standard equity workflows, shareholder allocations and board approvals. The platform provides multiple scenario models including next-round, exit and pro-forma modeling at the individual or company level to evaluate the potential state of funds. Its automated cap table updating feature allows users to approve, issue and execute shares, options, warrants and more.

EquityEffect allows users to create custom alerts and notifications for multiple actions such as filings, regulation, compliance and approvals. Plus, its reporting module lets firms view/download reports in PDF or Excel format.


Pricing options
Value for money
View Pricing Plans


Business size



United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

EquityEffect screenshot: EquityEffect versions screenshotEquityEffect screenshot: EquityEffect grants screenshotEquityEffect screenshot: EquityEffect ESOP screenshotEquityEffect screenshot: EquityEffect cap table screenshotEquityEffect screenshot: EquityEffect analytics screenshot

EquityEffect reviews

There are currently no reviews of EquityEffect.

EquityEffect pricing

Pricing options
Free trial
View Pricing Plans

Private companies with less than 50 equity holders can get started for free.
$1/equity holder/month for private companies with more than 50 equity holders.
Contact TruEquity for pricing details for investors and law firms.

EquityEffect features

Activity Dashboard
Automatic Notifications
Customizable Reporting
Data Import/Export
Financial Analysis
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management

API (201 other apps)
Accounting Integration (143 other apps)
Accounting Management (141 other apps)
Billing & Invoicing (138 other apps)
Compliance Management (121 other apps)
Electronic Payments (128 other apps)
Expense Tracking (132 other apps)
Invoice Management (188 other apps)
Invoice Processing (115 other apps)
Multi-Currency (120 other apps)
Receiving (98 other apps)

Additional information for EquityEffect

Key features of EquityEffect

  • Shareholder Allocations
  • Board Approvals
  • Cap Table Management
  • Capitalization Overview
  • Centralized Cap Tables
  • Financial Modeling
  • Fund Management
  • Future-round Modeling
  • Investor Reporting
  • Modeling & Simulation
  • Options Management
  • Participant Portal
  • Private Equity
  • Valuation Management
  • Vesting Management
  • Waterfall Analysis
  • White-label Offering
View All Features