# Best Equity Management Software for Small Business

  *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)*

   Products classified in the overall Equity Management category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Equity Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Equity Management category.

In addition to qualifying for inclusion in the Equity Management Software category, to qualify for inclusion in the Small Business Equity Management Software category, a product must have at least 10 reviews left by a reviewer from a small business.





## Category Overview

**Total Products under this Category:** 79


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 5,800+ Authentic Reviews
- 79+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.


## Best Equity Management Software At A Glance

- **Best for Small Businesses:** [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews)
- **Best for Mid-Market:** [Eqvista](https://www.g2.com/products/eqvista/reviews)
- **Best for Enterprise:** [Qapita](https://www.g2.com/products/qapita/reviews)
- **Highest User Satisfaction:** [Eqvista](https://www.g2.com/products/eqvista/reviews)
- **Best Free Software:** [Qapita](https://www.g2.com/products/qapita/reviews)


## Top-Rated Products (Ranked by G2 Score)
  ### 1. [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews)
  Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day administration so you don’t have to. We provide your participants with their own personalized account for easy transacting and access to education and support. Specialist services for your senior leaders and dedicated support for you and your employees. Contact us today to understand how we can help you unlock the power of equity compensation. To read our full company disclaimer, visit jpmorganworkplacesolutions.com.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 140

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Reporting:** 9.3/10 (Category avg: 8.7/10)
- **Equity Governance:** 9.2/10 (Category avg: 8.3/10)
- **Dashboard:** 9.4/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [JPMorgan Chase](https://www.g2.com/sellers/jpmorgan-chase)
- **Company Website:** https://www.jpmorganchase.com
- **HQ Location:** New York, NY
- **Twitter:** @jpmorgan (830,216 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1068/ (223,892 employees on LinkedIn®)
- **Ownership:** NYSE:JPM

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Co-Founder
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 87% Small-Business, 10% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (18 reviews)
- Ease of Use (18 reviews)
- Cap Table Management (17 reviews)
- Features (13 reviews)
- Onboarding (12 reviews)

**Cons:**

- Limited Features (4 reviews)
- Onboarding Issues (3 reviews)
- Manual Operations (1 reviews)
- Technical Issues (1 reviews)

  ### 2. [Eqvista](https://www.g2.com/products/eqvista/reviews)
  Eqvista, ranked #1 Equity Management Platform on G2 combines comprehensive equity managementcombines comprehensive equity management with expert valuation services provided by our in-house NACVA-certified professionals and our breakthrough Eqvista Real-Time Company Valuation® technology, giving you instant access to your company's worth alongside complete cap table control. Our platform handles every aspect of equity operations in one place. Issue and manage all types of equity including common stock, preferred shares, stock options, RSUs, warrants, and convertible securities entirely online with real-time updates. Advanced vesting features support cliff vesting, graded vesting, and custom schedules for employee equity programs. Track shareholders across all equity types, manage grant administration, and provide stakeholders with transparent access to their equity information through our shareholder portal. As industry leaders in 409A valuations, we serve companies from startups to enterprises with NACVA-certified assessments that meet audit-ready compliance standards. Every valuation comes with full IRS defense and integrates directly with your cap table management across all equity types. With our Eqvista Real-Time Company Valuation® advantage, no more waiting weeks for valuation reports when making critical decisions. Whether you're planning fundraising rounds, issuing employee options or RSUs, or evaluating M&A opportunities, your company's fair market value is always current and ready. We process over $5 billion in valuations monthly, providing Big Four quality results that power strategic planning with real-time insights into your company's true worth.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 152

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Reporting:** 9.6/10 (Category avg: 8.7/10)
- **Equity Governance:** 9.6/10 (Category avg: 8.3/10)
- **Dashboard:** 9.5/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Eqvista](https://www.g2.com/sellers/eqvista)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, CA
- **Twitter:** @eqvista (368 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/eqvista/ (53 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 55% Small-Business, 50% Mid-Market


#### Pros & Cons

**Pros:**

- Cap Table Management (79 reviews)
- Equity Management (67 reviews)
- Features (51 reviews)
- Real-time Updates (47 reviews)
- Transparency (36 reviews)

**Cons:**

- Complex Reporting (36 reviews)
- Limited Customization (23 reviews)
- UX Improvement (23 reviews)
- Manual Operations (22 reviews)
- Difficult Setup (17 reviews)

  ### 3. [Cake Equity](https://www.g2.com/products/cake-equity/reviews)
  Cake Equity is the best cap table and equity management software to help startup founders accelerate team motivation through equity ownership. We deliver the essential functionality startup leaders need - from cap table management to stock option & esop admin - with an intuitive, modern interface that makes equity management straightforward and accessible. What sets Cake apart is our focus on team motivation through equity. We believe that when teams understand and feel connected to their ownership stake, they're more engaged and aligned with company success. Our platform combines robust equity admin tools with features designed to help employees appreciate their stake in the company's future. With transparent pricing, dedicated support, and a user experience built specifically for scaling startups, Cake makes it simple to get equity right from day one.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 127

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Reporting:** 8.7/10 (Category avg: 8.7/10)
- **Equity Governance:** 8.9/10 (Category avg: 8.3/10)
- **Dashboard:** 9.1/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Cake Equity](https://www.g2.com/sellers/cake-equity)
- **Company Website:** https://www.cakeequity.com/
- **Year Founded:** 2018
- **HQ Location:** Venice, CA
- **Twitter:** @CakeEquity (836 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/cake-equity/ (191 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, CFO
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 71% Small-Business, 12% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (45 reviews)
- Customer Support (38 reviews)
- User Interface (31 reviews)
- Equity Management (20 reviews)
- Simple (20 reviews)

**Cons:**

- UX Improvement (7 reviews)
- Poor Customer Support (6 reviews)
- Difficult Setup (4 reviews)
- Lack of Instructions (4 reviews)
- Limited Features (4 reviews)

  ### 4. [Fidelity Private Shares](https://www.g2.com/products/fidelity-private-shares/reviews)
  Fidelity Private Shares is offering the next generation of equity management. We're reshaping how private companies get started, raise capital, and exit by raising the bar for cap table management and making venture financing simpler. With our platform, you get everything you need to scale and exit: - Fundraise faster than ever before - Have more accurate data and documentation - Automate your legal operations Thousands of users, investors, and attorneys rely on us for fundraising and legal due diligence.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 32

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Reporting:** 8.8/10 (Category avg: 8.7/10)
- **Equity Governance:** 9.3/10 (Category avg: 8.3/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Fidelity](https://www.g2.com/sellers/fidelity)
- **Company Website:** https://www.fidelity.com
- **Year Founded:** 1946
- **HQ Location:** Boston, US
- **Twitter:** @Fidelity (395,642 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1307/ (85,040 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 76% Small-Business, 15% Mid-Market


#### Pros & Cons

**Pros:**

- Features (5 reviews)
- Ease of Use (4 reviews)
- Customer Support (3 reviews)
- Knowledge (3 reviews)
- Team Helpfulness (3 reviews)

**Cons:**

- UX Improvement (2 reviews)
- Workflow Inefficiencies (2 reviews)
- Access Limitations (1 reviews)
- Expensive (1 reviews)
- Limited Features (1 reviews)

  ### 5. [Carta](https://www.g2.com/products/carta-carta/reviews)
  Carta is the ERP for private capital, connecting the entire ecosystem—from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines every ownership workflow, making it easier to understand, manage, and grow equity. With software and services built to scale, Carta empowers you to build, invest, and grow with confidence. Carta’s Fund Administration platform supports 8,800+ funds and SPVs, representing more than $203B in assets under management, with tools designed to enhance the strategic impact of Fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is transforming how private capital operates.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 227

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10)
- **Reporting:** 8.2/10 (Category avg: 8.7/10)
- **Equity Governance:** 8.7/10 (Category avg: 8.3/10)
- **Dashboard:** 8.6/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Carta](https://www.g2.com/sellers/carta)
- **Company Website:** https://www.carta.com
- **Year Founded:** 2007
- **HQ Location:** San Francisco, California
- **Twitter:** @cartainc (28,823 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/carta--/ (2,040 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, CFO
  - **Top Industries:** Computer Software, Financial Services
  - **Company Size:** 48% Mid-Market, 46% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (27 reviews)
- Equity Management (26 reviews)
- User Interface (16 reviews)
- Cap Table Management (11 reviews)
- Simple (11 reviews)

**Cons:**

- Expensive (12 reviews)
- Onboarding Issues (9 reviews)
- Complex Reporting (7 reviews)
- Poor Customer Support (7 reviews)
- UX Improvement (6 reviews)

  ### 6. [Pulley](https://www.g2.com/products/pulley-pulley/reviews)
  Pulley is an equity management platform for startups and growth-stage companies. Founders and finance teams use Pulley to manage cap tables, 409A valuations, RSUs, and employee equity with ease. Pulley streamlines compliance, automates tracking, and provides expert support. Features include scenario modeling, fundraising tools, and audit-ready reporting. With transparent pricing and real-time insights, Pulley gives users clarity and confidence in managing equity at any stage.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 129

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Reporting:** 8.6/10 (Category avg: 8.7/10)
- **Equity Governance:** 9.2/10 (Category avg: 8.3/10)
- **Dashboard:** 9.1/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Pulley](https://www.g2.com/sellers/pulley-18063201-c8eb-4eb9-a14f-d39c87fe7c53)
- **Company Website:** https://pulley.com/
- **Year Founded:** 2019
- **HQ Location:** San Francisco, CA
- **Twitter:** @pulley (3,983 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/pulley-cap-table/ (93 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 87% Small-Business, 5% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (11 reviews)
- Cap Table Management (7 reviews)
- Customer Support (7 reviews)
- Features (6 reviews)
- Team Helpfulness (4 reviews)

**Cons:**

- Poor Customer Support (3 reviews)
- Difficult Setup (1 reviews)
- Limited Features (1 reviews)
- Onboarding Issues (1 reviews)
- Slow Performance (1 reviews)

  ### 7. [Qapita](https://www.g2.com/products/qapita/reviews)
  Qapita is an equity management platform for startups and listed companies that helps them seed, build, harness and eventually Unlock the Power of Ownership for their stakeholders. Qapita supports over 2,000 clients across the globe, while engaging their investors and over 300,000 employees holding more than USD 55 billion of equity value. Qapita's platform offers cap table and equity management tools for founders, finance, legal, reward and HR teams, and provides VCs with a holistic view of their portfolio companies, fund administration and portfolio valuation and reporting tools and helps facilitate LP engagement. Complementing their platform, Qapita offers equity compensation and equity and cash incentive plan design consulting services, valuation and financial reporting expertise, and private market liquidity solutions tailored to meet the needs of both shareholders and employees. For more information, visit us at https://www.qapita.com/ Request a FREE demo by clicking the button on the top right of this page


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 298

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Reporting:** 8.8/10 (Category avg: 8.7/10)
- **Equity Governance:** 8.8/10 (Category avg: 8.3/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Qapita](https://www.g2.com/sellers/qapita)
- **Company Website:** https://www.qapita.com/
- **Year Founded:** 2019
- **HQ Location:** Singapore, Singapore
- **Twitter:** @qapita (294 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/qapita/ (495 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Information Technology and Services
  - **Company Size:** 48% Mid-Market, 26% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (38 reviews)
- Customer Support (34 reviews)
- Equity Management (27 reviews)
- Team Helpfulness (26 reviews)
- ESOP Management (23 reviews)

**Cons:**

- Limited Customization (9 reviews)
- Technical Issues (9 reviews)
- Complex Reporting (6 reviews)
- Poor Customer Support (6 reviews)
- Workflow Inefficiencies (6 reviews)

  ### 8. [EquityList](https://www.g2.com/products/equitylist/reviews)
  EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table management: Manage your cap table seamlessly and invite investors to accurately track the company's valuation history, store share classes, and digital certificates, and conduct valuation exercises. You can model fundraising scenarios and waterfall exits. ESOP/SAR/RSU management: Administer and manage your company's stock options plans with ease and invite employees and partners for a transparent ownership experience. Fundraise workflows: Raise capital efficiently and smartly by using EquityList's fundraising workflows. Equity advisory: Leverage the expertise of a decade's worth of experience in creating industry-best equity award schemes. Valuation reports: Get your company's valuation exercise (like 409A, HMRC, and more) done by the industry’s best valuers or merchant bankers. Multi-entity management: Simplify complex cross-border shareholding for subsidiaries, manage put-call structures, and visualize dilution from a single dashboard. Get onboarded in less than 24 hours. 400+ companies across India, the US, APAC, and MENA manage their equity operations with EquityList. Learn more at https://www.equitylist.co/


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 117

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Reporting:** 8.8/10 (Category avg: 8.7/10)
- **Equity Governance:** 8.7/10 (Category avg: 8.3/10)
- **Dashboard:** 9.3/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [EquityList](https://www.g2.com/sellers/equitylist)
- **Year Founded:** 2020
- **HQ Location:** New Delhi, Delhi
- **Twitter:** @EquityListHQ (925 Twitter followers)
- **LinkedIn® Page:** http://www.linkedin.com/company/equitylist (23 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Information Technology and Services
  - **Company Size:** 52% Small-Business, 43% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (13 reviews)
- Equity Management (7 reviews)
- Features (6 reviews)
- User Interface (6 reviews)
- Dashboard Visualization (5 reviews)

**Cons:**

- Limited Features (2 reviews)
- UX Improvement (2 reviews)
- Difficult Setup (1 reviews)
- Expensive (1 reviews)
- Technical Issues (1 reviews)

  ### 9. [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews)
  Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk. Equity Administration Streamline the entire equity process from grant processing through to exercise and settlement. Equity Financial Reporting Eliminate the need for spreadsheets and integrate seamlessly with any equity administration platform. Broker & HR Payroll Connectors Eliminate the need to change equity platforms if you decide to change your broker and sync employee HR records with your equity plan database. Equity Compensation Services Choose from a full range of equity compensation administration and accounting services to support your company’s unique needs. Cap Table Management Achieve a new level of insight and analysis, and enjoy more organized data, better decisions, and enhanced communications.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 116

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Reporting:** 8.7/10 (Category avg: 8.7/10)
- **Equity Governance:** 8.4/10 (Category avg: 8.3/10)
- **Dashboard:** 8.5/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Year Founded:** 2018
- **HQ Location:** Raleigh, North Carolina
- **Twitter:** @insightsoftware (802 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,267 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Controller
  - **Top Industries:** Biotechnology, Banking
  - **Company Size:** 53% Mid-Market, 36% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (11 reviews)
- Customer Support (9 reviews)
- Reporting Efficiency (7 reviews)
- Reporting (6 reviews)
- Equity Management (4 reviews)

**Cons:**

- UX Improvement (4 reviews)
- Difficult Implementation (2 reviews)
- Improvement Needed (2 reviews)
- Limited Customization (2 reviews)
- Navigation Difficulty (2 reviews)

  ### 10. [Optio Incentives](https://www.g2.com/products/optio-incentives/reviews)
  Optio Incentives is a leading equity management platform that makes stock plan administration simple and efficient. Our powerful platform and expert support help companies seamlessly manage their equity programs across 130 countries. With deep local knowledge and a strong track record serving over 500 clients worldwide, we ensure your equity plans succeed wherever your business takes you. Our platform brings together clear participant communications, powerful financial reporting and flexible global shareholding in one user-friendly system. Companies can easily manage awards, track performance, and generate accurate reports while meeting global standards and local requirements. Think of us as your equity partner, combining tech with specialized equity knowledge. Whether local or global, private or public our solutions help you build and scale successful incentive programs that make an impact.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 61

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Reporting:** 9.1/10 (Category avg: 8.7/10)
- **Equity Governance:** 8.9/10 (Category avg: 8.3/10)
- **Dashboard:** 9.2/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Optio Incentives](https://www.g2.com/sellers/optio-incentives)
- **Company Website:** https://www.optioincentives.com/
- **Year Founded:** 2018
- **HQ Location:** Oslo, NO
- **LinkedIn® Page:** https://www.linkedin.com/company/optio-incentives/ (123 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 49% Mid-Market, 30% Enterprise


#### Pros & Cons

**Pros:**

- Customer Support (24 reviews)
- Team Helpfulness (17 reviews)
- Ease of Use (14 reviews)
- Equity Management (13 reviews)
- User Interface (10 reviews)

**Cons:**

- Manual Operations (3 reviews)
- Complex Reporting (2 reviews)
- Lack of Instructions (2 reviews)
- Limited Features (2 reviews)
- Access Limitations (1 reviews)

  ### 11. [Vestd](https://www.g2.com/products/vestd/reviews)
  Vestd is the UK’s leading sharetech platform. FCA-regulated and B Corp certified, Vestd transforms complex share schemes and business admin into something fast, painless and - most importantly - inspiring. Our platform supports every major tax-efficient share scheme, giving founders a powerful way to attract, motivate and retain their best people. Team members, advisors and consultants can log in at any time to understand the real value of their stake and model future outcomes. It’s equity made tangible, and one of the strongest motivators a company can offer. It’s no wonder 95% of customers agree that their scheme improves employee loyalty, and 93% agree that it enhances their ability to attract new talent. And for those looking to secure investment… InVestd Raise gives founders everything they need to help investors say ‘yes’ including clean, accurate cap tables, friction-free cofounder agreements and elegant, secure shareholder communications. In short: we help ambitious startups become unmissable. Our mission Our big moonshot aim is to see one billion people worldwide invested in the companies that they work hard to grow. We are all about inclusion and fairness. ✅ FCA regulated ✅ Fully synced with Companies House ✅ B Corp certified ✅ ISO 27001 certified


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 44

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Reporting:** 9.7/10 (Category avg: 8.7/10)
- **Equity Governance:** 9.9/10 (Category avg: 8.3/10)
- **Dashboard:** 9.6/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Vestd](https://www.g2.com/sellers/vestd)
- **Year Founded:** 2014
- **HQ Location:** London
- **Twitter:** @VestdHQ (854 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9208173/ (102 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Founder
  - **Top Industries:** Computer Software
  - **Company Size:** 82% Small-Business, 14% Mid-Market


  ### 12. [Xumane Equity](https://www.g2.com/products/xumane-equity/reviews)
  Xumane Equity was designed to equip companies to manage their equity in the most effective way possible Along with accurate cap table management, Xumane Equity’s platform offers an intuitive, error-free and paperless experience which is customized to suit the needs of the user and ensures that it is a one-stop destination for any information which the stakeholders require with pinpoint accuracy. Xumane Equity also helps in measuring and analysing KPIs and facilitates the creation of any data model based on the scenario, which has helped a lot of our clients in effectively tracking their performance with respect to their goals. We at Xumane Equity are determined to help our clients on their path to being successful organizations.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 65

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Reporting:** 9.9/10 (Category avg: 8.7/10)
- **Equity Governance:** 9.9/10 (Category avg: 8.3/10)
- **Dashboard:** 9.9/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Vega HR](https://www.g2.com/sellers/vega-hr)
- **Year Founded:** 2019
- **HQ Location:** Dover, Delaware
- **Twitter:** @VegaHR4 (167 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/77751413/ (23 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Human Resources
  - **Company Size:** 45% Mid-Market, 34% Small-Business


#### Pros & Cons

**Pros:**

- ESOP Management (5 reviews)
- Compliance Automation (4 reviews)
- Cap Table Management (3 reviews)
- Comprehensive Access (3 reviews)
- Dashboard Visualization (3 reviews)

**Cons:**

- UX Improvement (1 reviews)

  ### 13. [Astrella](https://www.g2.com/products/astrella/reviews)
  Astrella is a cloud-based Software as a Service (SaaS) solution designed to help companies efficiently manage their ownership data, including capitalization tables (cap tables) and employee equity plans. This platform serves as a comprehensive tool for organizations seeking to streamline their equity management processes, ultimately saving both time and financial resources. By providing a centralized system for tracking ownership data, Astrella minimizes the risks associated with traditional spreadsheet methods, ensuring accuracy and reliability in equity reporting. Targeted primarily at businesses of various sizes, Astrella caters to employers, employees, and service firms such as law, private equity (PE), venture capital (VC), and accounting firms. These stakeholders often require precise and up-to-date information regarding equity ownership and compensation structures. The platform's user-friendly interface and robust features make it accessible for both seasoned professionals and those new to equity management, facilitating a smoother experience for all users involved in the equity management process. Key features of Astrella include a Fully Diluted Cap Table, Waterfall Analysis, and 409A Valuation, which provide invaluable insights into a company's equity structure and financial standing. Additionally, the platform offers stock compensation reporting in compliance with ASC 718, ensuring that organizations meet regulatory requirements while maintaining transparency in their equity practices. The inclusion of electronic granting of certificates and an online portal for shareholders and employees further enhances the user experience, making it easier to manage equity-related tasks efficiently. Astrella's Immutable Audit-trail feature stands out as a significant advantage, allowing users to maintain an uncontested genealogy of shares. This capability not only enhances trust among stakeholders but also simplifies the auditing process. Furthermore, Astrella prides itself on offering white-glove customer service, ensuring that users receive personalized support whenever needed. With no surprise contracts upon renewal, organizations can rely on Astrella for consistent and predictable service. Overall, Astrella provides a comprehensive solution for cap table management and equity administration, addressing the complexities of ownership data with precision and ease. By integrating essential features and a commitment to customer satisfaction, Astrella positions itself as a valuable resource for companies navigating the intricacies of equity management.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 51

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Reporting:** 8.1/10 (Category avg: 8.7/10)
- **Equity Governance:** 8.4/10 (Category avg: 8.3/10)
- **Dashboard:** 8.2/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Equiniti](https://www.g2.com/sellers/equiniti)
- **Year Founded:** 1988
- **HQ Location:** New York, USA
- **LinkedIn® Page:** https://www.linkedin.com/company/equiniti/ (5,639 employees on LinkedIn®)
- **Ownership:** LSE:EQN
- **Total Revenue (USD mm):** $529

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 76% Small-Business, 16% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (1 reviews)
- Ease of Use (1 reviews)
- Implementation Ease (1 reviews)
- Integration Process (1 reviews)
- Intuitive Design (1 reviews)

**Cons:**

- Onboarding Issues (1 reviews)
- Slow Performance (1 reviews)
- UX Improvement (1 reviews)

  ### 14. [Ledgy](https://www.g2.com/products/ledgy/reviews)
  Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tasks. Adapt it to your needs, update records in an instant, and ensure it works for your team — in any country, at any time. Create simple and effective communications that empower your people. Get set up and started in an instant, and then it’s ready to deliver value, day-in day-out. Ledgy is exactly what you need to drive greater efficiency and take care of compliance and risk management. It’s the platform that enables you to align all of your stakeholders to achieve more and inspire positive change. Book a Demo to see Ledgy in action. https://ledgy.com/demo/ledgy/?utm\_source=g2


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 62

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Reporting:** 8.2/10 (Category avg: 8.7/10)
- **Equity Governance:** 8.4/10 (Category avg: 8.3/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Ledgy](https://www.g2.com/sellers/ledgy)
- **Year Founded:** 2017
- **HQ Location:** Zurich, Zurich
- **Twitter:** @Ledgy (667 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/ledgy/ (74 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 55% Mid-Market, 42% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (7 reviews)
- User Interface (5 reviews)
- Ease of Use (4 reviews)
- Cap Table Management (3 reviews)
- Customisation (2 reviews)

**Cons:**

- Technical Issues (2 reviews)
- Complex Reporting (1 reviews)
- Limited Customization (1 reviews)
- Shareholder Management (1 reviews)

  ### 15. [Nth Round](https://www.g2.com/products/nth-round/reviews)
  Nth Round is an industry-leading, end-to-end equity management solution built for large private enterprises and family businesses. We specialize in handling complex equity scenarios & structures, providing tailored solutions that streamline operations, enhance transparency, and delight shareholders. With Nth Round, you can effortlessly track ownership, manage transactions, and send timely updates, all through a modern and intuitive portal. Experience the ease of secure document management, digital signatures, and automated workflows that save you time and help reduce errors. Our platform helps you simplify cap table management, automates communications, and supports strategic shareholder management, saving you time and reducing headaches. With a dedicated customer support team and a user-friendly interface, Nth Round transforms equity management from a burden into a strategic advantage. Choose Nth Round for precision, efficiency, and empowered shareholder experiences. To learn more about Nth Round, visit www.nthround.com or contact us directly at info@nthround.com.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 22

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Reporting:** 9.6/10 (Category avg: 8.7/10)
- **Equity Governance:** 9.3/10 (Category avg: 8.3/10)
- **Dashboard:** 10.0/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Nth Round](https://www.g2.com/sellers/nth-round)
- **Company Website:** https://www.nthround.com/
- **Year Founded:** 2018
- **HQ Location:** Philadelphia, Pennsylvania
- **LinkedIn® Page:** https://www.linkedin.com/company/nth-round/ (15 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 59% Small-Business, 18% Enterprise


#### Pros & Cons

**Pros:**

- Cap Table Management (1 reviews)
- Communication (1 reviews)
- Customer Support (1 reviews)
- Ease of Use (1 reviews)
- Intuitive Design (1 reviews)


  ### 16. [Cyndx](https://www.g2.com/products/cyndx/reviews)
  Cyndx is an AI-powered deal search and discovery engine that uses machine learning (ML) and natural language processing (NLP) to identify closely-similar companies for deal sourcing, client prospecting, and more. Instead of relying on keywords, static company classifications, and purely historical data. Cyndx uses artificial intelligence (AI) and natural language processing (NLP) to ingest and analyze millions of companies and transactions, understand them in the context of your search query, and provide a precise, actionable list of the right opportunities, right now.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 20

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Cyndx](https://www.g2.com/sellers/cyndx-85b0792c-cb2c-44b8-b695-e7db4ee8adf0)
- **Year Founded:** 2013
- **HQ Location:** 525 Okeechobee Blvd West Palm Beach, FL 33401
- **LinkedIn® Page:** https://www.linkedin.com/company/cyndx/ (38 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Investment Banking
  - **Company Size:** 80% Small-Business, 15% Mid-Market


#### Pros & Cons

**Pros:**

- Features (11 reviews)
- Customer Support (10 reviews)
- Database Size (9 reviews)
- Business Acquisition (8 reviews)
- Ease of Use (8 reviews)

**Cons:**

- Difficult Learning (5 reviews)
- Limited Features (5 reviews)
- Data Inaccuracy (4 reviews)
- Difficult Usability (3 reviews)
- Inadequate Search Functionality (3 reviews)

  ### 17. [trica equity](https://www.g2.com/products/trica-equity/reviews)
  trica equity is helping companies simplify equity management with their stock options and cap table management products. trica's customer-centric approach is visible in its startup friendly pricing and features that are tailored to grow as a company progresses on its growth journey Currently trica equity is used by more than 550 companies from India, the USA and Singapore including over 100 Series B+ startups, unicorns and pre-IPO companies. You can start your equity management journey with trica equity for free by simply clicking on the "Get Started" button on the top right of this page.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 49

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Reporting:** 8.0/10 (Category avg: 8.7/10)
- **Equity Governance:** 8.5/10 (Category avg: 8.3/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Capital Grid Technologies Pvt Ltd](https://www.g2.com/sellers/capital-grid-technologies-pvt-ltd)
- **Year Founded:** 2013
- **HQ Location:** Bangalore, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/letsventure/ (114 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO
  - **Top Industries:** Financial Services, Computer Software
  - **Company Size:** 47% Mid-Market, 45% Small-Business


  ### 18. [Upstock.io](https://www.g2.com/products/upstock-io/reviews)
  Upstock is a platform that simplifies equity compensation management by offering real-time tracking of Restricted Stock Units (RSUs) and performance-based equity plans. Designed to enhance employee engagement and retention, Upstock aligns team members' financial interests with company success across over 75 jurisdictions. Key Features and Functionality: - Real-Time Equity Tracking: Provides employees with motivational dashboards that display the growth and value of their equity in real time. - Support for Various Equity Types: Manages different forms of equity compensation, including RSUs and performance-based plans. - Global Compliance: Ensures legal adherence by managing equity plans across more than 75 jurisdictions. - Transparent Agreements and Reporting: Offers clear and understandable equity agreements and reporting tools. - Mobile Accessibility: Features a mobile app for convenient access to equity information. Primary Value and Solutions Provided: Upstock addresses the challenges companies face in effectively managing and communicating equity compensation. Traditional methods can be costly, legally complex, and lack transparency, especially for organizations operating across multiple jurisdictions. By offering a user-friendly platform with real-time insights, Upstock fosters a culture of ownership among employees. This alignment of financial interests with company success leads to increased motivation, engagement, and retention, ultimately driving the organization's growth and prosperity.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 37

**User Satisfaction Scores:**

- **Reporting:** 8.1/10 (Category avg: 8.7/10)
- **Equity Governance:** 9.0/10 (Category avg: 8.3/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Upstock.io](https://www.g2.com/sellers/upstock-io)
- **Year Founded:** 2019
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/upstock/ (47 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services
  - **Company Size:** 68% Small-Business, 22% Mid-Market


#### Pros & Cons

**Pros:**

- Dashboard Visualization (1 reviews)
- Equity Management (1 reviews)
- Intuitive Design (1 reviews)
- Process Simplification (1 reviews)
- Simple (1 reviews)

**Cons:**

- Complex Reporting (1 reviews)
- Limited Customization (1 reviews)
- Onboarding Issues (1 reviews)
- Poor Customer Support (1 reviews)



## Parent Category

[Accounting & Finance Software](https://www.g2.com/categories/accounting-finance)



## Related Categories

- [Stock Plan Administration Software](https://www.g2.com/categories/stock-plan-administration)



---

## Buyer Guide

### What You Should Know About Equity Management Software

### What are Equity Management Software?

Equity management software helps in managing ownership of the company in relation to stakeholders of a company. It helps in tracking shares, communicating with stakeholders and the board of directors, staying compliant with laws and regulations, and maintaining company records and documents. Equity management software also consists of features for managing cap tables, equity issuance, equity transactions tracking, and conducting annual 409a valuations.

Equity management software is used by equity administrators, which is a part of the finance department of companies worldwide. It helps free up spare time that is otherwise spent on legal procedures, eliminates the risk of human errors, creates equity reports, and integrates with other finance and accounting-related software. ** **

### What are the Common Features of Equity Management Software?

Equity management software not only helps in tracking and managing all the shares of a company but also helps users in several other ways. The following are some core features an equity management software offers:

**409A valuation:** Equity management software has the capability of conducting a 409A valuation that determines the worth of the company. Before offering equity to potential investors, it is essential to decide a fair market price of the stock or share of the company. Equity management software performs 409A valuation to find out the right price before starting off with raising funds and helps generate reports that are simple and easy to understand for investors.

**Cap table management:** Cap table management is an intricate breakdown of all the equity of the shareholders of a company. This feature in the equity management software helps in automatically recording all types of securities such as stock, preferred shares, equity grants, convertible notes, bonds, warrants, etc. With expanding business, equity management software helps to access data in cap tables that are otherwise more complex to find manually.

**Investor relations and reporting:** A good equity management software must be capable of providing financial analytics dashboards for investors' ease. The investor gets real-time access to their portfolios and can make informed decisions based on which share to buy, hold or sell, it also provides measurable KPIs like goals, investment, and measure risk tolerance.

### What are the Benefits of Equity Management Software?

Equity management software has many benefits over its archaic paper counterpart. Here are some of the benefits a company may get using an equity management tool:

**Organized equity management:** Equity management software streamlines work and allows the company to focus on bringing new investors instead of losing a lot of time on organizing documents. It automates the documentation process, ensuring compliance and managing capitalization tables, and is well known for simplifying tasks such as reserve, issue, and transfer of company shares, shareholder management, and 409 valuations. 

**Powerful analytics for scalable growth:** Built-in analytics in equity management software helps make financial management, forecasting, and capital restructuring decisions easy. On a single dashboard, all financial metrics are consolidated and updated automatically, which saves time and helps in making strategic decisions for the company’s scalable growth. Analytics in equity management software also allows round modeling and scenario modeling.

**Scalable system and support:** Equity management solutions are designed to cater to all types of businesses. It enables customization as per complex processes and requirements. While it might encounter technical issues or glitches during regular operation days, a team of technical experts is constantly on standby around the clock to assist in such circumstances.

### Who Uses Equity Management Software?

Equity management software is used by equity administrators, financial analysts, and managers in different companies.

**Equity administrators:** Equity administrators are responsible for handling equity management systems and processes of the companies. They conduct company valuations (409a valuation) and engage in tracking company equity transactions, shareholder management, and cap table management.

**Financial analysts:** Financial analysts use this software to do various analyses such as scenario modeling, round and exit modeling, and waterfall analysis and analyze different financial metrics to review the company’s financial health.

### What are the Alternatives to Equity Management Software?

An alternative to equity management software can replace this type of software, either partially or completely:

**Cap table management software** : Cap table management software guides the company’s equity distribution and helps business owners and investors understand the firm’s capital structure. Cap table management software facilitates automated equity management for the business. It is hosted on an online server and replaces the traditional way of managing cap tables on a spreadsheet manually. 

### Challenges with Equity Management Software

Some common challenges faced using equity management software are: 

**Internet connectivity:** Most equity management solutions available in the market are cloud-based solutions that require an internet connection. While these tools are hosted in the cloud and can be accessed anywhere, they have their share of disadvantages also. No internet or slow internet connection hinders the smooth operation of this software and possibly leads to errors in the work process.

**Finding desirable software:** Finding the right equity management software is a complex process. One should select software that works well with the business. Many equity management software come with basic features suitable for small size companies. But, small-scale solutions may not be able to handle higher volumes as the business grows. An ideal solution must offer advanced features like tracking or issuing equity, compliances, maintaining compliance, receiving 409A valuation, modeling, forecasting, analytics, reporting, etc.

### Which Companies Should Buy Equity Management Software?

Equity management software can be used by private companies to distribute ownership amongst the stakeholders. It can be used by businesses of all sizes having plans to offer equity or currently engaged in equity distribution. It supports the company’s stakeholders and helps onboard new investors with ease.

### **How to Buy Equity Management Software**

#### Requirements Gathering (RFI/RFP) for Equity Management Software

When selecting equity management software, it is important to first look at how the business operates, and then familiarize oneself with the different types of software available. There are a variety of options when it comes to equity management software products, including those designed for the business needs of small, medium, and enterprise-sized businesses.

After understanding the requirements, the buyer can reach out to different vendors and ask for product-related information through RFP or RFIs. Upon receiving RFP or RFIs, the buyer needs to look at the features, pricing, and contract agreements to understand what problems the new system will solve. Buyers need to carefully examine all relevant information and documents before opting for the vendor and product.

#### Compare Equity Management Software Products

**Create a long list**

Depending on the industry, the buyer might want to first create a long list of software that is designed to help businesses in the particular industry. A long list always helps select the right software from many products available for equity management. The buyer should keep in mind to look at the existing software and prioritize asking what problem the new software can solve. A long list must consist of products that qualify metrics like required feature offerings, reviews and ratings from buyers, vendor add-ons, price points, and overall popularity in the category.

**Create a short list**

A short list narrows down the options available on the long list. It is generally done by mapping existing requirements to the offerings of the software. A short list generally widdles down the long list based on the budget.

Buyers must keep in mind, however, that the more specialized a software is, the more expensive it gets. This is the case because the user base for specialized software is usually relatively small. If the company wants something specific to their industry or customized for the business, they should be ready to pay a premium.

**Conduct demos**

As a rule of thumb, companies should make sure to demo all of the products that end up on their short list. Software demos are crucial to understanding how compatible the product is with existing systems and processes. It helps meet the realistic expectations from the product. During demos, buyers should ask specific questions related to the functionalities they care most about; for example, one might ask to be walked through equity issuance or tracking features, how to create cap tables, how to check investor portfolios, or how look at real-time financial data.

#### Selection of Equity Management Software

**Choose a selection team**

A team consisting of managers who will be using the software, equity administrator, IT personnel, or consultants is required for the selection process. Every business is different and the equity administrator is most likely the best person to give an educated opinion about which one is the best choice for the particular needs of the business. Collaborative communication around different functionalities of the equity management solution and collecting individual feedback from the people going to be engaged with the software would help make a better decision. 

**Negotiation**

The negotiation process can happen upon receiving a price quote from the vendor. Depending on the available budget, the buyer can offer a price to the vendor considering all the equity management features required for the business. Buyers shouldn’t forget to ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. Other times, a software provider may offer unlimited usage or add-ons if the buyers pay upfront instead of paying in installments. A successful negotiation means a courteous and constructive interaction that is a win-win for both parties.

**Final decision**

The final decision should be based on all the information gathered, features offerings, and price agreed upon by both parties involved in the purchasing process of the product. Businesses should keep in mind to select the solution that meets most of, if not all of, their requirements. 

If possible, buyers must conduct a pilot program with a smaller sample size of users to identify how well the software is received. If the platform gets good remarks, the buyer should make the final purchase decision. If the tool is found to be not performing as expected, there might be some other software that meets the expectations.