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Equity Management Software

36 software options

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Backstop logo

Backstop

4.3
(37)

Cloud-based investment management platform

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Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR

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Diligent Equity logo

Diligent Equity

3.7
(12)

Cloud-based equity management solution

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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.

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Certent Equity Management logo

Certent Equity Management

4.4
(27)

Equity Management & Reporting

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EQUITY MANAGEMENT & REPORTING
Streamline equity management, tighten compliance, minimize risk, improve your productivity. It’s life beyond the spreadsheet.

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Allvue logo

Allvue

5.0
(1)

Investment management software for private equity firms

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From the back office to investor relations to deal tracking, Allvue’s fully integrated suite of private equity solutions has everything a GP needs to run their operations and businesses successfully – regardless of size or strategy.

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OptionTrax logo

OptionTrax

4.8
(6)

Capitalization table and equity management software

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OptionTrax is an equity management software designed to help businesses manage capitalization tables, equity shares, valuations, and employee stock plans.

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Global Shares logo

Global Shares

(0)

Stock compensation management for public & private companies

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Global Shares is a cloud-based employee ownership platform, which assists public and private companies with managing stock compensation plans for employees. Key features include performance tracking, rewards management, goal setting, stock trading, and electronic messaging.

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Carta logo

Carta

4.4
(49)

Equity management solution for public & private firms

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Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

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Papaya Global logo

Papaya Global

4.3
(12)

Discover the Smartest Global People & Payroll Platform

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Papaya is a cloud-based solution, which assists multinational businesses with managing global payroll, cross-border payments, and contractors. Key features include cost breakdown analysis, data security, benefits administration, and records management.

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FolioSure logo

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

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FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

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Juniper Square logo

Juniper Square

4.9
(60)

Modern investment management for the real estate industry

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Investment management software designed specifically for real estate. Juniper Square serves as the system of record with tools that automate and streamline investor reporting, fundraising, and partnership accounting.

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Capdesk  logo

Capdesk

4.9
(28)

Private equity management

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Capdesk is a private equity and employee share scheme management platform that helps private companies distribute ownership amongst employees. It can be used by early stage, growth, and crowdfunded businesses to help them manage employee share grants and streamline equity plans.

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Ledgy logo

Ledgy

4.9
(17)

The Equity Management Platform for High-Growth Companies

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Ledgy simplifies equity management for growing companies. Manage employee participation plans, shareholdings, prepare cap tables, and more on a unified and scalable platform. Invite investors into your dashboard. Automate document signing, shareholder agreements, convertible loans and more.

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Orchestra logo

Orchestra

4.8
(11)

Build better stakeholder relationships

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Orchestra provides equity management software for growth companies so they can manage stakeholder requirements & relationships on one platform.

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Corporify logo

Corporify

4.6
(5)

Legal entity management and corporate housekeeping platform

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Corporify is a leading European cloud-based solution for legal entity management and corporate housekeeping. The platform is a game-changer for legal teams at corporates, modern legal service providers and investment funds (PE/VC).

It covers the full end-to-end entity lifecycle, from tracking securities to automated document generation and meeting invites. Corporify also provides a very intuitive portal to share information with external stakeholders in read-only mode.

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Capboard logo

Capboard

4.7
(3)

Equity management tool to digitize cap tables & equity plans

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Capboard is the tool to keep your cap table up to date, have all documents in one place, simulate funding rounds and exits, and more. It enables users to manage relationships with investors and employees, share and store monthly updates, fundraising documents, decks, and due diligence paperwork.

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Capiche logo

Capiche

(0)

Web-based capital raising platform

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Capiche is a web-based equity management platform designed to help businesses streamline the capital-raising and investing process through electronic signatures, subscription tracking, and more in compliance with stock exchange policies, securities laws, and other regulations.

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A1 Tracker logo

A1 Tracker

4.9
(55)

Enterprise risk management software

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A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.

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Pulley logo

Pulley

5.0
(15)

Cap tables made simple.

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Pulley helps startups around the world manage their equity. One-day onboarding and world-class support provided.

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FoxHire logo

FoxHire

4.5
(21)

Employer of Record (EOR) platform for today's world of work.

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FoxHire's Employer of Record (EOR) platform enables businesses to manage contract, temporary, and remote employees without having to do the admin work or worry about the risk. FoxHire delivers world-class payroll, insurance, benefits, and timesheets solutions through an all-in-one HR suite.

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AIM logo

AIM

4.8
(11)

Cloud-based private equity CRM solution for Salesforce

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AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.

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Eqvista logo

Eqvista

4.4
(7)

Cloud-based equity management software for shareholders

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Eqvista is a cloud-based equity management software designed to help investors and shareholders manage capitalization tables, equity shares, valuations, and more. With an integrated share management platform, stakeholders can electronically issue and transfer existing shares to investors.

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Shareworks  logo

Shareworks

3.9
(13)

Equity management software

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Utilized by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits, with integrated 409A valuations and cap tables.

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Rundit logo

Rundit

4.3
(8)

A single source of truth to stay on top of investments.

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All-in-one tool to stay on top of your investments and portfolio performance. With Rundit, investors are able to get holistic insights, make decisions from a unified data source and focus on investment returns and portfolio performance analysis.

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Kushim logo

Kushim

4.8
(4)

An all-in-one investment tracking suite built for VCs

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From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds.

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Captable.io logo

Captable.io

5.0
(2)

Equity management for startups

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Captable.io is an equity management solution for startups, which offers tools for creating, collaborating on, and sharing cap tables, convertible instrument and option calculators, and round and exit models. It helps startups plan and manage equity, build reports, and maintain accurate records.

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