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Equity Management
Page 2

Equity Management Software with Private Equity (2026) - Page 2

Last updated: March 2026

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Features

Private Equity

Activity Dashboard(32)

Alerts/Notifications(31)

API(32)

Cap Table Management(26)

Integrated with

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Pricing model

Free(12)

Open Source(0)

Free Trial(19)

One Time License(3)

Subscription(33)

Devices supported

Mac(7)

iPad(6)

Android(7)

Linux(5)

Web-based(43)

iPhone(7)

Windows(12)

Organization types

Small Business(43)

Non Profit(8)

Large Enterprises(36)

Public Administrations(9)

Freelancers(19)

Mid Size Business(38)

User rating

All Reviews

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43 software options

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Sponsored

Edda

4.8

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

An all-in-one investment tracking suite built for VCs

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

Users also considered

Shareworks

3.2

(19)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Equity management software

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

Users also considered

Xumane Equity

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

ESOP & Cap Table Management Solution

Vega Equity is a cloud-based equity management solution that helps businesses handle ESOP and cap table processes. The platform helps streamline equity management processes such as granting options and tracking vesting schedules on a centralized interface. Key features include drag-and-drop design, scenario modeling, data import/export, key performance indicators (KPIs), granular permissions, secure data storage, and data reconciliation.

Read more about Xumane Equity

Users also considered

Allvue

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment management software for private equity firms

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.

Read more about Allvue

Users also considered

Eldison

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

One platform, all your ESOP needs

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.

Read more about Eldison

Users also considered

HRSoft Long-Term Incentive Management

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based incentive management solution

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

Users also considered

TheBizPlanner

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

End-to-end productivity software for Business Planning

TheBizPlanner is a comprehensive business planning software that helps you manage your finances, team, marketing strategy, sales channels and much more.

Read more about TheBizPlanner

Users also considered

Maestro

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

A single source of truth for value creation.

From diligence to exit, Maestro is the collaboration and insights platform purpose-built for private equity.

Read more about Maestro

Users also considered

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

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

Gust

(0)

SaaS equity management software for startups

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

Nth Round

(0)

Investor relations solution

Nth Round helps streamline investor workflows – distribute reports, manage equity, and engage investors, all from one platform.

Read more about Nth Round

Users also considered

IR.Manager

(0)

Investor relationship management software

IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

Read more about IR.Manager

Users also considered

Vantage Portfolio Accounting

(0)

Cloud-based portfolio accounting software for investors

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

Pepper

(0)

Investment data management platform

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.

Read more about Pepper

Users also considered

IR.Manager

(0)

Investor relationship management software

IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

Read more about IR.Manager

Users also considered

Vantage Portfolio Accounting

(0)

Cloud-based portfolio accounting software for investors

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

Nth Round

(0)

Investor relations solution

Nth Round helps streamline investor workflows – distribute reports, manage equity, and engage investors, all from one platform.

Read more about Nth Round

Users also considered

Walter

(0)

Platform for company builders and their law office

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.

Read more about Walter

Users also considered

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