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Equity Management Software with Document Storage (2026) - Page 2

Last updated: March 2026

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43 software options

Quoroom logo

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

Cloud-based equity management solution

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Diligent Equity 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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Edda logo

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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Shareworks logo

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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Allvue logo

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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Eldison logo

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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EquityList logo

Equity management for businesses

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EquityList is a global full-stack equity management software enabling over 20,000 stakeholders across 350+ companies to manage their equity compensation and cap table.

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HRSoft Long-Term Incentive Management logo

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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Upstock logo

RSU management software.

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Elevate your equity with the most affordable RSU management available.

Upstock makes RSUs accessible for all companies at any stage.

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Maestro logo

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.

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FolioSure logo
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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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Gust logo
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SaaS equity management software for startups

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Gust is a SaaS equity management software designed to help businesses issue employee stock options (ESO), set up vesting schedules, and create equity incentive plan agreements. It allows organizations to divide equity among co-founders, establish bylaws, and appoint board members.

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EQS IR COCKPIT logo
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Investor relations platform

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EQS IR COCKPIT is a cloud-based investor relations (IR) platform designed to combine investor data, disclosure obligations, contact management, and news distribution in a single system. The software includes tools for publication and disclosure, investor targeting, roadshow management, communications, and more.

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EQS IR COCKPIT logo
(0)

Investor relations platform

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EQS IR COCKPIT is a cloud-based investor relations (IR) platform designed to combine investor data, disclosure obligations, contact management, and news distribution in a single system. The software includes tools for publication and disclosure, investor targeting, roadshow management, communications, and more.

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Vantage Portfolio Accounting logo
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Cloud-based portfolio accounting software for investors

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Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

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Sharetrack logo
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Equity management solution

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Sharetrack is a company secreterial solution designed to manage employee share plans, share registers, and other equity incentive arrangements. The system features customizable workflows, enabling teams to automate routine share plan administration processes. It supports varied arrangements including share, cash, and unit-based plans.

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Walter logo
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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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Incentrium logo
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Cloud-based tool for handling equity management incentives

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Incentrium is a cloud-based solution for streamlined share-based compensation, real-time oversight, simplified valuations, and robust reporting.

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