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Equity Management Software with Financial Analysis (2026)

Last updated: April 2026

Equity Management Software Key Features

    Based on 374 user opinions, we identified 6 features that are important for any product in Equity Management Software

  • Cap Table Management

    Breakdown of all equity of the shareholders of a company

    Average user rating

    4.6

  • Vesting Management

    Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company

    Average user rating

    4.7

  • Options Management

    Average user rating

    4.7

  • Participant Portal

    Average user rating

    4.6

  • Investor Reporting

    Compile and report on all investor activities

    Average user rating

    4.5

  • Reporting & Statistics

    Collection, analysis & representation of numerical data and generation of reports to understand various patterns

    Average user rating

    4.7
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22 software options

Ledgy logo

Equity management platform for compliance and automation

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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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Users also considered
Capdesk logo

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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Eqvista logo

Trusted by clients ranging from pre-seed startups to unicorn

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Eqvista, G2’s #1 Equity Management Platform, provides comprehensive equity management with expert 409A valuations and Real-Time Company Valuation™ technology.

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Users also considered
Backstop logo

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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PackHedge logo

Portfolio management and accounting analysis software

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Investment management solution to streamline portfolio construction and accounting, risk management, workflows, and custom reporting.

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Users also considered
Altvia logo

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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Users also considered
Agora logo

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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Rundit logo

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

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One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

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Users also considered
Optio logo

Equity management for private & public companies

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Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal, compliance tools, a portal for shareholders, and share custody capabilities. With Optio, managing equity is made easy and understandable

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Users also considered
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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DealPotential Entrepreneur Platform logo

Search, scout, and match with the right investors

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All-in-one platform that speeds up and facilitates your fundraising journey.

Read more about DealPotential Entrepreneur Platform

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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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Users also considered
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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Users also considered
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.

Read more about HRSoft Long-Term Incentive Management

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EquatePlus logo

Cloud-based equity management solution for employees.

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EquatePlus is a cloud-based solution that helps businesses manage equity and non-equity-based employee share plans. The platform is linked with brokerage and banking networks globally, allowing participants to manage their share plans in real-time. It also provides various features such as offer enrollment, real-time trading, and purchase plan elections. EquatePlus enables businesses to simplify share scheme management and provides valuable insights into employee engagement and plan performance.

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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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TheBizPlanner logo

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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Gust logo
(0)

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.

Read more about Gust

Users also considered
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).

Read more about FolioSure

Users also considered
daappa logo
(0)

Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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Vantage Portfolio Accounting logo
(0)

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.

Read more about Vantage Portfolio Accounting

Users also considered
Incentrium logo
(0)

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.

Read more about Incentrium

Users also considered