Top Equity Management Software
Equity Management software is utilized by private firms and startups to organize, execute, and meticulously track their capitalization tables as well as various employee equity incentive programs. Use our rankings below to compare Equity Management Software options and features, and find the best one for you and your business.
Equity Management Software Features
Cap Table Management
Manages and tracks company ownership, equity, and shareholder information accurately.
CRM Integration
Sync with CRM systems to centralize customer data and streamline business relationships.
Transaction Management
Establish and manage the terms required to finalize and secure business agreements.
Centralized Document Repository
Keep documents in a unified repository to ensure streamlined accessibility.
Financial Modeling
Develops mathematical models to represent financial performance and predict future outcomes.
Options Management
Tracks and administers stock options and other equity compensation plans for employees and investors.
Participant Portal
A secure online platform enabling participants to view and manage their investment or plan details.
Strategic Portfolio Oversight
Assess project portfolios to ensure alignment with high-level strategic business goals.
Private Equity
Manages investments in companies not publicly traded on a stock exchange.
Public Equity
Handles investments in publicly traded companies, managing stocks and market-related assets.
Valuation Management
Conducts and manages the process of determining the economic value of assets or companies.
Vesting Management
Administers and tracks the vesting schedules for employee stock options and benefits.
Carta Total Comp is a compensation intelligence and management platform that leverages the world's largest dataset of private company equity and compensation data. Originally known for cap table management, Carta now provides tools to help companies benchmark and design competitive total compensation packages (including salary, ... Read More
Backstop Solutions Group exists to help the institutional and alternative investment industry maximize the value of their time. Recognizing that every minute matters, Backstop provides best-in-class, cloud-based productivity technology to both asset managers and allocators. Their platform is designed to replace complicated, manu... Read More
Vestd is the original and only FCA (Financial Conduct Authority) regulated equity management platform for small and medium-sized enterprises (SMEs) in the UK. It provides a fully digital platform for issuing shares and options, integrated directly with Companies House to ensure a 100% accurate, real-time cap table. All processes... Read More
Capdesk is a comprehensive digital equity management platform designed to streamline cap table administration and employee share plans. It enables private companies to efficiently manage equity distribution among employees and investors, facilitating internal trading without the need for an IPO. The platform aims to reduce legal... Read More
Certent Equity Management is a specialized software platform designed to streamline the complex processes of cap table management and equity compensation administration. It helps both public and private companies manage equity grants, track vested and unvested shares, model dilution scenarios, ensure compliance with accounting s... Read More
Ledgy is an intuitive platform that simplifies Compensation and Equity Management, primarily for startups and growing companies. Its easy-to-use dashboard centralizes cap table management, employee onboarding to equity plans, and the administration of participation plans and shareholdings. The software automates workflows and do... Read More
Pulley is an equity management platform built for the unique needs of hyper-growth startups. It helps founders and finance teams cap table management, issue stock options, run fundraising scenarios, and ensure compliance. Emphasizing a fast, smooth experience, Pulley offers rapid one-day onboarding and dedicated world-class supp... Read More
Papaya Global offers a sophisticated, cloud-based platform designed to streamline and automate global payroll and comprehensive workforce management. It centralizes complex processes such as multi-country payroll calculations, tax withholdings, compliance reporting, and contractor payments into a single, unified system. The plat... Read More
AIM is a premier Private Equity solution built on the Salesforce platform, designed to consolidate data into a single central system to enhance operational efficiency. It optimizes workflows to support business scaling and features a Lightning-ready, clean, and simple user interface for ease of use and speed. AIM provides a foun... Read More
Orchestra is an equity management software platform designed for growth companies and businesses with numerous stakeholders. It facilitates better stakeholder relationships by providing a single source of truth for investors and employees to view and manage their investments. The platform ensures accuracy and compliance in share... Read More