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Equity Management Software for Small Business (2026) - Page 2

Last updated: March 2026

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60 software options

Cake logo

Equity for today's global startup teams

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Cake is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Chat, Phone Support.

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Optio logo

Equity management for private & public companies

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Optio is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support, Chat.

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Knowliah logo

Legal case management solution for businesses of all sizes

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Knowliah is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base, Chat.

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Covercy logo

Not your standard investment management.

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Covercy is available for Small Business and offers the following support options: Phone Support, Email/Help Desk, Knowledge Base, FAQs/Forum, Chat.

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Quoroom logo

Cloud-based equity and investment management platform

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Quoroom is available for Small Business and offers the following support options: Chat, Knowledge Base, FAQs/Forum, Email/Help Desk.

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Diligent Equity logo

Cloud-based equity management solution

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Diligent Equity is available for Small Business and offers the following support options: Email/Help Desk, Chat, Knowledge Base, FAQs/Forum, Phone Support.

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Edda logo

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

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Edda is available for Small Business and offers the following support options: Chat, Email/Help Desk, Knowledge Base.

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Shareworks  logo

Equity management software

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Shareworks is available for Small Business and offers the following support options: FAQs/Forum, Email/Help Desk, 24/7 (Live rep), Knowledge Base, Chat.

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Xumane Equity logo

ESOP & Cap Table Management Solution

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Xumane Equity is available for Small Business and offers the following support options: Phone Support, Chat.

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DealPotential Entrepreneur Platform logo

Search, scout, and match with the right investors

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DealPotential Entrepreneur Platform is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat.

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EquityList logo

Equity management for businesses

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EquityList is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Chat.

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Eldison logo

One platform, all your ESOP needs

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Eldison is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Chat.

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Allvue logo

Investment management software for private equity firms

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Allvue is available for Small Business and offers the following support options: Email/Help Desk, Phone Support.

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Upstock logo

RSU management software.

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Upstock is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum.

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EquatePlus logo

Cloud-based equity management solution for employees.

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EquatePlus is available for Small Business and offers the following support options: Email/Help Desk.

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Maestro logo

A single source of truth for value creation.

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Maestro is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

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TheBizPlanner logo

End-to-end productivity software for Business Planning

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TheBizPlanner is available for Small Business and offers the following support options: Chat, Email/Help Desk, FAQs/Forum, Knowledge Base.

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Pepper logo

Investment data management platform

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Pepper is available for Small Business.

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Capiche logo

Web-based capital raising platform

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Capiche is available for Small Business.

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InstaVal  logo

Data-Driven Investment Platform

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InstaVal is available for Small Business and offers the following support options: Chat, FAQs/Forum.

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Gain.pro logo

Find, understand and track companies that matter to you

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Gain.pro is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Chat.

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Allocations logo

SPVs in Minutes, not Months

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Allocations is available for Small Business.

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daappa logo

Data management & administration platform for private assets

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daappa is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support.

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IR.Manager logo

Investor relationship management software

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IR.Manager is available for Small Business and offers the following support options: Chat, Phone Support, Email/Help Desk.

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Vantage Portfolio Accounting logo

Cloud-based portfolio accounting software for investors

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Vantage Portfolio Accounting is available for Small Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base.

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