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Equity Management Software with Portfolio Management

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Global Shares logo
4.6
(7)

Stock compensation management for public & private companies

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Global Shares is a cloud-based employee ownership platform, which assists public and private companies with managing stock compensation plans for employees. Key features include performance tracking, rewards management, goal setting, stock trading, and electronic messaging.

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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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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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A1 Tracker logo
4.9
(66)

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.

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Juniper Square logo
4.9
(61)

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.

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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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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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Seeking Alpha logo
4.4
(41)

Stock market analysis tools for portfolio management

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Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades and downgrades to portfolios.

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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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Papaya Global logo
4.6
(29)

Payroll Powers the World. We Power Payroll.

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Papaya Global is a SaaS fintech company providing global payroll technology and the only one with an embedded payments platform designed for the workforce needs of global enterprises.

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InvestNext logo
4.9
(20)

Where Deals Get Done

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InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.

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Orchestra logo
4.8
(11)

Multiply your success

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

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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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Capboard logo
4.9
(9)

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.

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Rundit logo
4.2
(13)

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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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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Cake logo
5.0
(5)

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.

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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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Shareworks  logo
3.4
(17)

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
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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