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Free Trial Equity Management Software (2026)

Last updated: March 2026

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27 software options

J.P. Morgan Workplace Solutions logo

Stock compensation management for public & private companies

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Free Trial
Contact Global Shares for pricing details

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A1 Tracker logo

Enterprise risk management software

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Free Trial
No Credit Card Required
Monthly, Quarterly, and Annual pricing available with volume licensing discounts available. Customized implementations may have a one-time implementation cost followed by recurring licensing costs. Implementation and licensing cost vary based on the number of Modules and Users. We also offer bundled product packages, to combine multiple ERM products into a single platform to offer a better cost than if purchasing each individually and from different vendors.

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Ledgy logo

Equity management platform for compliance and automation

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Free Trial
No Credit Card Required
Ledgy offers flexible pricing plans for companies and investors based on your needs: Launch – Free, Growth – €3 / stakeholder / month, Scale – starting at €300 / month with custom pricing on request. Book a free custom demo for more details: https://ledgy.com/demo/ledgy

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Eqvista logo

Trusted by clients ranging from pre-seed startups to unicorn

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Free Trial
No Credit Card Required
Freemium: Up to 20 shareholders - Available to users for free. Premium: Pay per shareholder ($2/month) 409A Valuation: Unlimited Plan - Startup – $990/year - Funded – $1,290/year - Seed – $1,990/year - Series A – $2,590/year - Series B – $3,590/year - Series C – $4,290/year - Series C+ – Custom Cap Table Is on Us – Get a 409A and Enjoy Premium Equity Management Features at no additional charge. Expedite 409a Valuation Services: $490 If you are already on an equity management platform and want to bring all of your data to Eqvista, We will onboard you for free!

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Corporify logo

Legal entity management and corporate housekeeping platform

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Free Trial
No Credit Card Required
Contact Corporify for pricing details.

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PackHedge logo

Portfolio management and accounting analysis software

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Capboard logo

Equity management tool to digitize cap tables & equity plans

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Free Trial
No Credit Card Required

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Rundit logo

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

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Free Trial
No Credit Card Required

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FounderCatalyst logo

Cloud-based platform to manage investor engagement

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Free Trial
No Credit Card Required
It's a fixed price service and that's all you have to pay – nothing more. There are no hidden charges or sliding scales depending on how much you want to raise or how many option holders you have.

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Optio logo

Equity management for private & public companies

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Free Trial
No Credit Card Required

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Knowliah logo

Legal case management solution for businesses of all sizes

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Free Trial
No Credit Card Required
Contact Knowliah for pricing details.

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Covercy logo

Not your standard investment management.

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Free Trial
No Credit Card Required
For full pricing details and all products please contact Covercy directly.

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Quoroom logo

Cloud-based equity and investment management platform

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Free Trial
START (up 10 stakeholdings) - £9/month; GROW (11-25 stakeholdings) - £39/month; SCALE (26-50 stakeholdings) -£79/month; £2/mo per additional holding ENTERPRISE (Unlimited stakeholdings) - Tailored pricing Fundraising Management - 1%, capped at 15K

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Diligent Equity logo

Cloud-based equity management solution

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Free Trial
For private companies, we price based on the feature set required. For Investors, we price based on the number of portfolio companies.

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Edda logo

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

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Free Trial
No Credit Card Required

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Shareworks  logo

Equity management software

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Free Trial
Contact Morgan Stanley for pricing information.

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Upstock logo

RSU management software.

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Free Trial
Credit Card Required
$20 per worker per month.

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InstaVal  logo

Data-Driven Investment Platform

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Free Trial
Credit Card Required
Angel Plan (Free) : Business Valuation, Data Room Hosting, Pitch Deck Template, Financial Model Template, Investor Discovery. Seed Plan ($249/month, billed quarterly): Everything In Angel, Investability Index, Investability Report, Business Valuation Report, Analytics Dashboard, Investor Application 100/Month.

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Gain.pro logo

Find, understand and track companies that matter to you

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Free Trial
No Credit Card Required
Contact Gain.pro directly for pricing information.

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daappa logo

Data management & administration platform for private assets

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Free Trial
Credit Card Required

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IR.Manager logo

Investor relationship management software

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Free Trial
No Credit Card Required
Contact Vendor for Pricing

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EQS IR COCKPIT logo

Investor relations platform

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Free Trial
Contact vendor for pricing information

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Walter logo

Platform for company builders and their law office

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Free Trial
Credit Card Required

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Incentrium logo

Cloud-based tool for handling equity management incentives

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Free Trial
No Credit Card Required

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Gust  logo

SaaS equity management software for startups

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Free Trial
Gust offers a free trial for new users, after which the software is available across 3 pricing tiers. Pricing and functionality - outlined below - Start - $300/year Accelerate - $1,000/year Raise - $3,000/year

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