Best Equity Management Software

    Equity management software facilitates the administration of a company’s equity, or its assets minus its liabilities. Businesses use equity management software, sometimes referred to as cap table management software, to track and manage the complex processes involved with issuing equity, maintaining compliance, receiving 409A valuations, and staying on top of capitalization tables.

    Equity management solutions are used by finance teams and management as a centralized location for all equity-related activities. The use of equity management software eliminates the need to involve legal teams for every issuance. These solutions can also help drive investment and expansion decision-making by providing management with a solid understanding of their cap table at any given point.

    To qualify for inclusion in the Equity Management category, a product must:

    Provide cap table features
    Allow equity issuance and governance
    Model potential growth and exit scenarios

    Top 6 Equity Management Software

    • Carta
    • Certent
    • Ledgy
    • Vestd
    • Capshare
    • Shareworks by Morgan Stanley

    Compare Equity Management Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
    Sort By:
    Results: 29
    View Grid®
    Adv. Filters
    (55)4.3 out of 5

    Carta is building the global ownership management platform, and in the process, mapping the ownership network for companies, investors, and employees. Founded in 2012, Carta started by helping private companies manage their cap tables. Since then Carta has expanded into valuations, investor services, and public markets. We now support 8,000+ companies, 500,000+ unique stakeholders, & have valued over $200B in private assets.

    (83)4.4 out of 5
    Optimized for quick response

    Equity awards and grants remain an indispensable component of compensation for public companies. However, a rapidly changing regulatory landscape combined with ever-evolving compensation structures means that the challenges of managing equity compensation have never been greater. From accounting complexities and compliance issues to orchestrating the exercise and settlement process and generating the reports, equity compensation can quickly become a drain on productivity and a bottleneck to cl

    (23)4.9 out of 5
    Optimized for quick response
    Entry Level Price:Free stakeholder/month

    Ledgy is an equity management solution built for fast-growing companies. Scaleable, flexible, and easy to use for end-to-end equity management with best-in-class security and privacy. Get your cap table and employee participation plans right from the beginning: ESOPs & PSOPs to empower your employees with ownership. Make your financing rounds a success and engage your investors with always accurate scenario and exit modeling. For your investors and lawyers Ledgy shows the latest informa

    (15)4.9 out of 5

    Vestd is the UK’s first automated equity distribution and management platform for small and medium-sized enterprises (SMEs). Our cloud-based platform simplifies every aspect of how equity distribution is arranged and managed. We help private businesses save time, hassle and money by making it possible to use equity to help meet businesses meet their goals.

    (11)4.4 out of 5

    Capshare is a web application that helps businesses manage their stock and assets on one organized platform.

    Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify equity plan administration, provide confident disclosures and comply with certainty. Shareworks includes both US GAAP and IFRS financial reporting, supports global tax and legal compliance for over 170+ countries, offers 409A valuations, liquidity events, equity compensation benchmarking and compen

    (8)4.7 out of 5

    CompTrak provides a cloud-based compensation management SaaS solution. The single, unifying CompTrak platform provides planning, management, and communication of your total compensation strategy, including merit and base pay, bonuses, equity, and bonus deferrals. CompTrak allows companies to innovate, customize and manage complex compensation plans ensuring they are linked to strategic goals while eliminating the need for manual processes, spreadsheets, and legacy systems. The platform enables

    (3)4.2 out of 5

    Equity Edge Online is a stock plan administration platform.

    (1)5.0 out of 5

    Capdesk is designed to be an easy to use shareholding tool for both companies and investors.

    (1)4.5 out of 5

    Captable.io enables easy cap table creation and management, transparent ownership tracking for all stockholders, 409A valuations, stock plan management and powerful round & exit modeling. Companies own and control their data and can easily transition to/from other platforms. Captable.io is provided by the LTSE and is the only free, complete cap table solution that implements certificateless stock management.

    (1)2.5 out of 5

    TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.

    (1)4.5 out of 5

    Gust Equity Management (GEM) is a Software-as-a-Service platform simplifying the process of managing the evolution of enterprise capitalizations from startup through sale/IPO. Managing an enterprise capitalization table via Excel as well as the related documentation becomes a time-consuming and difficult process as a venture evolves, raises money, and grows. If early-stage startups trivialize or ignore their cap tables, mismanagement can cause significant expenses down the line when lawyers co

    (1)4.5 out of 5

    One-stop financial superstore to get access to a range of products & services. Option to trade across exchanges - BSE, NSE, NCDEX, MCX, MSEI. All products backed by our customized solid research & advice. Robust trading platforms, highly skilled dedicated advisors and Call & Trade desk.

    0 ratings

    We help you build your investor list, raise capital and issue options. It's a piece of cake.

    0 ratings

    Captable.io is free, powerful, equity management software used by over 32,000 companies to keep accurate records, plan financing rounds, and save time and money.

    0 ratings

    Capyx is a Cap table management that enables users to track equity, easily collaborate with shareholders and manage portfolio.

    0 ratings

    CyndX Owner is a simple and efficient cloud-based Cap Table Management tool. Issue shares and automatically update cap table and ledgers to keep track of any share transfer, repurchase or cancellation. Built specifically to provide the infrastructure to manage your equity ownership, while saving significant costs (legal fees + administrative time) associated with security issuances, option exercises, and cap table management. Analyze funding scenarios and create Waterfall analyses against exit o

    0 ratings

    Equidam is an online business valuation software.

    0 ratings

    Equify intelligently centralizes all the legal and financial information of your shareholding. With Equify, take back control.

    0 ratings

    With Eqvista, you will be able to effectively manage your company with our cap table software and leading valuation services. Eqvista will help you develop the most efficient cap table for your company, and its user-friendly approach will save you time for your company. You can choose from a wide range of services, from basic cap table management to full services with company formation and 409A valuation. Why Choose Eqvista? 1. Cloud-base Cap table management solution 2. Managing your cap ta

    0 ratings

    VC and Private Equity fund administration, fund accounting and limited partner reporting.

    0 ratings
    Entry Level Price:30£ per month

    Raising, managing and selling equity doesn’t have to be complicated. Let Globacap do the hard work so you don’t have to. Globacap offers everything you need to manage your capital in one place, freeing up your time and resources to focus on your business. We offer the only equity management software that can support you for the entire life cycle, from private placement and cap table management to EMI Option plans and secondary transferability, taking you from day one to exit in one simple, cost

    0 ratings

    Nth Round helps modern CFOs streamline investor workflows – manage equity, distribute reports, and engage shareholders, all in one secure place.

    0 ratings

    Through technology, education, and support we simplify your equity administration and cap table management. Whether you want to self-administrate, or you need the full support of our experienced team, OptionTrax® is the answer. We have solutions specifically tailored to public and private companies. Deep expertise, easy-to-use software. OptionTrax®.

    0 ratings

    IFRSTRACK is the answer for small and medium sized businesses searching for a solution to guide them through the intricacies of GAAP conversion. IFRSTRACK allows a firm to move quickly from establishing a conversion plan through the use of pre-defined templates to assigning responsibilities and monitoring the conversion process through real-time workflow and reporting tools.

    0 ratings

    Orchestra helps companies reduce costs and mitigate risk by managing share registries, company compliance, stakeholder relationships, and ESOPs, while ensuring investors are informed and engaged.

    0 ratings

    Palico is the leading online marketplace for the private equity fund community.

    0 ratings

    Perks.Vision automates your online share plan system workflow to reduce repetitive data entry and to ensure accuracy of information. Customize our solutions to suit your requirements.

    0 ratings

    Qapita is a Singapore headquartered digital equity management platform for private companies, particularly start-ups. Its software, QapMap, is designed to enable capitalisation table (CapTable) management, employee stock ownership plan (ESOP) management and digital ESOP issuance with the aim of eventually enabling digital share issuance for companies across South and Southeast Asia.

    Select Grid® View
    Select Company Size
    G2 Grid® for Equity Management
    Filter Grid®
    Filter Grid®
    Select Grid® View
    Select Company Size
    Check out the G2 Grid® for the top Equity Management Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
    Leaders
    High Performers
    Contenders
    Niche
    Shareworks by Morgan Stanley
    Certent
    Carta
    Capshare
    Vestd
    Ledgy
    Market Presence
    Satisfaction