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Equity Management
Collaboration tools

Equity Management Software with Collaboration Tools (2026)

Last updated: April 2026

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Activity Dashboard(10)

Alerts/Notifications(11)

API(10)

Cap Table Management(5)

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Deel

4.9

(4.2K)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

End-to-end global workforce platform.

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Deel is the only global-first people platform that enables companies to hire, pay, manage, and develop talent in 150+ countries without compliance headaches or third-party dependencies. Deel supports 40,000 customers and 1.5 million workers through a single, scalable global system.

Vestd

4.9

(97)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Vestd, the easiest way to manage and issue shares.

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Vestd, the easiest way to issue shares to team members and investors.

From motivating employees with shares to communicating with your investors, Vestd’s powerful tools ensure that sharing has never been so effortless.

Vestd is fully synced with Companies House and FCA regulated for peace of mind

A1 Tracker

4.9

(79)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Carta

4.2

(62)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Backstop

4.3

(46)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based investment management platform

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Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

Corporify

4.6

(29)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Altvia

4.8

(11)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Knowliah

3.9

(16)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Legal case management solution for businesses of all sizes

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Knowliah is a legal case management solution for businesses of all sizes, which helps users manage & store critical information on a unified platform. It comes with an automated contextualization engine which lets users quickly locate relevant documents related to a specific case, customer or issue.

Edda

4.8

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Allvue

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

TheBizPlanner

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

End-to-end productivity software for Business Planning

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TheBizPlanner is a comprehensive business planning software that helps you manage your finances, team, marketing strategy, sales channels and much more.

Maestro

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

A single source of truth for value creation.

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From diligence to exit, Maestro is the collaboration and insights platform purpose-built for private equity.

IR.Manager

(0)

Investor relationship management software

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IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

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