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Equity Management Software with Deal Management

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CompTrak Long Term Incentive Management logo
4.0
(1)

Cloud-based incentive management solution

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CompTrak Long Term Incentive Management is a cloud-based platform that helps businesses handle deferrals across multiple years, instruments, and vesting schedules.

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Ledgy logo
4.9
(28)

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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Certent Equity Management logo
4.5
(28)

Enterprise Class Equity Management & Reporting Software

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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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SeedLegals logo
4.9
(83)

Faster fundraising and effortless admin solution

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The UK's number 1 for funding rounds, cap table and EMI option schemes.

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AppFolio Investment Manager logo
4.7
(100)

Real estate investment management

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AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

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Vestd logo
4.9
(65)

Legal document management software

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Vestd is an equity management platform that helps businesses manage share schemes. The FCA-regulated software enables businesses to manage shares and options in real-time and track live cap tables. The solution offers direct integration with Companies House.

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Capdesk  logo
4.8
(30)

Helping companies digitise and automate equity management

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Capdesk from Carta is the all-in-one solution for managing equity in the UK and Europe. We enable high-growth companies across Europe to keep track of their cap tables as they scale, with greater accuracy and efficiency.

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Carta logo
4.2
(58)

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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Backstop logo
4.3
(46)

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.

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Altvia logo
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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Agora logo
4.8
(10)

Built for better investment management

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Agora is a comprehensive, intuitive, and easy-to-use real estate investment management platform, enabling firms to raise capital faster, streamline operations, foster investor relationships and ultimately drive profits for themselves and their investors.

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Eqvista logo
4.6
(9)

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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Quoroom logo
4.7
(6)

Cloud-based equity and investment management platform

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Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

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Diligent Equity logo
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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Kushim logo
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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DealPotential Entrepreneur Platform logo
5.0
(2)

All-in-one solution for your fundraising journey.

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DealPotential for entrepreneurs is a AI-powered one-stop-solution for fundraising journey. Use it to find investors, become investment-ready, showcase your business to investors. and get a company valuation service using five different methods.

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Allvue logo
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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TheBizPlanner logo
1.0
(1)

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.

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Pepper logo
(0)

Investment data management platform

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Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

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Securitize logo
(0)

Manage the lifecycle of your securities, with ease.

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Securitize is an all-in-one, blockchain-powered system that enables private enterprises to raise finance, tokenize assets, facilitate liquidity, and quickly integrate investors.

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TradeSmart logo
(0)

SaaS order execution management system (OEMS) software

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TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders.

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Eldison logo
(0)

One platform, all your ESOP needs

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Eldison is an ESOP platform that allows businesses to implement and manage employee equity in one place. The true differentiators of this platform are its in-app standard legal documents, pool allocation feature, digital signing, employee portfolio and more.

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Walter logo
(0)

Platform for company builders and their law office

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Walter is a modern and secure equity management platform designed as a single source of truth for company builders and their lawyers to collaborate on. Walter strengthens controls and streamlines the workflows for equity management, stock option programs, and raising capital.

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FolioSure logo
(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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Capiche logo
(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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