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Equity Management Software with Investor Reporting (2026)

Last updated: April 2026

Equity Management Software Key Features

    Based on 372 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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44 software options

Vestd logo

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

Read more about Vestd

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A1 Tracker logo

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.

Read more about A1 Tracker

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WOWS Equity logo

Equity Management.

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WOWS Cap Table is a digital cap table management tool designed to help startups manage their equity

Read more about WOWS Equity

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Juniper Square logo

A universal system for private investment partnerships.

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Juniper Square offers a unified solution across fundraising, investor operations, and fund administration that empowers GPs and LPs to unlock the full potential of their investment partnerships.

Read more about Juniper Square

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Certent Equity Management logo

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.

Read more about Certent Equity Management

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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.

Read more about Ledgy

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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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Carta logo

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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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.

Read more about Eqvista

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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.

Read more about Backstop

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Corporify logo

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.

Read more about Corporify

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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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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.

Read more about Altvia

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Orchestra logo

Multiply your success

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Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform.

Read more about Orchestra

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Capboard logo

Equity management tool to digitize cap tables & equity plans

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Capboard is the equity management software that is used to have a clear visibility over your company's equity, stakeholders and investors. It allows to easily manage equity plans, speed up fundraising and due diligence, and make simulations about future equity transactions, all in a few clicks.

Read more about Capboard

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J.P. Morgan Workplace Solutions logo

Stock compensation management for public & private companies

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J.P. Morgan Workplace Solutions is a holistic tech and service-based offering created to empower your team to navigate their workplace incentives with confidence.

Read more about J.P. Morgan Workplace Solutions

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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.

Read more about Rundit

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Cake logo

Equity for today's global startup teams

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Cake Equity simplifies cap table management, ESOPs & early-stage capital raising. It offers a beautiful, intuitive app with built-in doc templates & automated vesting. The single source of truth makes equity management easy & accurate for founders, investors & employees.

Read more about Cake

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FounderCatalyst logo

Cloud-based platform to manage investor engagement

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Founders seeking fixed-fee support for EMI and unapproved share options, SEIS/EIS advance assurance & compliance, and fundraising legal

Read more about FounderCatalyst

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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

Read more about Optio

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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.

Read more about Quoroom

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.

Read more about Diligent Equity

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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.

Read more about Edda

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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.

Read more about Shareworks

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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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