Top Free Equity Management Software

How Many Equity Management Software Products Does G2 Track?

Total Products under this Category: 96

Category Stats (Oct 2026)

  • Average Rating: 4.6/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Ledgy (+0.56%) - Among all products in this category, Ledgy recorded the largest rating increase compared to last month

Last updated: October 07, 2026

How Does G2 Rank Equity Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 7,800+ Authentic Reviews
  • 96+ 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.

G2 Grid® for Equity Management Software

G2 Grid® for Equity Management Software plotting products by satisfaction and market presence

Highlighted products: J.P.Morgan Workplace Solutions, Qapita, Fidelity Private Shares, Cake Equity, Slice Global Equity, Optio Incentives, Remote, and Carta Equity Suite.

Underlying data: [Grid® JSON](https://www.g2.com/categories/equity-management/grids.json?focus%5B%5D=j-p-morgan-workplace-solutions&focus%5B%5D=qapita&focus%5B%5D=fidelity-private-shares&focus%5B%5D=cake-equity&focus%5B%5D=slice-global-equity&focus%5B%5D=optio-incentives&focus%5B%5D=remote&focus%5B%5D=carta-equity-suite)

Qapita

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 3,000 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: 354

How Do G2 Users Rate Qapita?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Public Equity: 8.9/10 (Category avg: 8.4/10)
  • Dashboard: 8.9/10 (Category avg: 9.2/10)

Who Is the Company Behind Qapita?

  • Seller: Qapita
  • Company Website:
  • Year Founded: 2019
  • HQ Location: Singapore, Singapore
  • Twitter: @qapita
    294 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    519 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Company Secretary
  • Top Industries: Financial Services, Information Technology and Services
  • Company Size: 48% Medium, 26% Large

What Do G2 Reviewers Say About Qapita?

AI-generated summary from verified user reviews

Pros
  • Users find Qapita's interface easy to use, benefiting from quick guidance and clear communication tools.
  • Users commend the exceptional customer support of Qapita, noting responsiveness and assistance during onboarding and operations.
  • Users value the efficient ESOP management of Qapita, appreciating its user-friendly features and excellent customer support.
  • Users commend the helpfulness of the Qapita team, highlighting their responsiveness and cooperative approach throughout the process.
  • Users praise Qapita for its centralized and efficient ESOP management, coupled with exceptional support from the knowledgeable team.
Cons
  • Users are frustrated by the limited customization options in Qapita, hindering tailored reporting and overall efficiency.
  • Users experience limited responsiveness and occasional delays, impacting effective communication and timely resolutions.
  • Users find the complex reporting process cumbersome due to limited customization and inefficiencies in reconciliation.
  • Users often experience poor customer support, leading to communication delays and challenges in utilizing the product effectively.
  • Users face significant workflow inefficiencies due to inflexibility in customization and excessive clicks for navigation.

What Are Recent G2 Reviews of Qapita?

What Are G2 Users Discussing About Qapita?

Fidelity Private Shares

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: 33

How Do G2 Users Rate Fidelity Private Shares?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Public Equity: 9.3/10 (Category avg: 8.4/10)
  • Dashboard: 8.8/10 (Category avg: 9.2/10)

Who Is the Company Behind Fidelity Private Shares?

  • Seller: Fidelity
  • Year Founded: 1946
  • HQ Location: Boston, US
  • Twitter: @Fidelity
    396,474 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    84,712 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 76% Small, 15% Medium

What Do G2 Reviewers Say About Fidelity Private Shares?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the quick and efficient features of Fidelity Private Shares, enhancing convenience and overall experience.
  • Users praise the ease of use of Fidelity Private Shares, appreciating its quick workflows and excellent customer support.
  • Users commend the exceptional customer support of Fidelity Private Shares, praising their knowledgeable and responsive team.
  • Users commend the exceptional support team at Fidelity Private Shares for their professionalism and responsiveness throughout the process.
  • Users enjoy the easy cap table management of Fidelity Private Shares, noting its straightforward dashboard and helpful support.
Cons
  • Users find the platform not very intuitive, with confusing workflows and a need for UI enhancements.
  • Users find the workflow inefficiencies of Fidelity Private Shares frustrating, impacting overall usability and experience.
  • Users find the access limitations of Fidelity Private Shares challenging due to its non-intuitive platform and confusing workflows.
  • Users find the trading fees to be expensive for smaller account balances, affecting affordability for beginners.
  • Users find the limited modeling tools hinder effective scenario analysis before finalizing deals with Fidelity Private Shares.

What Are Recent G2 Reviews of Fidelity Private Shares?

What Are G2 Users Discussing About Fidelity Private Shares?

Cake Equity

Cake Equity is an equity management platform that helps startups and growing companies manage their cap table, equity compensation, and compliance in one place. It moves with a company from its first SAFE or option grant through complex funding rounds, giving founders, finance, legal, and employees one system to stay aligned as the company scales. Designed as a system of action, Cake brings cap table management, stock option and ESOP administration, equity plan design, and built-in compliance into a single platform, with automated workflows and intelligent insights that surface what matters before teams have to ask. Core capabilities include: - Cap table management and modeling: a real-time cap table with scenario modeling for funding rounds, SAFE conversions, and exits. - Stock option and ESOP administration: grant issuance, vesting schedules, and equity plan management in one place. - Built-in compliance: 409A valuations, ASC 718 reporting, and board approval workflows for audit-ready records. - Automated document workflows: document generation, scanning, and contract editing that reduce manual equity admin. - Employee equity education: built-in tools that help employees understand what they own, how their equity works, and why it matters. What sets Cake apart is motivation. Beyond managing equity, Cake gives every stakeholder a reason to care about it: founders get a cap table they can trust, finance and legal teams get audit-ready reporting and faster document workflows, and employees get real clarity on their ownership.

Average Rating: 4.8/5.0

Total Reviews: 144

How Do G2 Users Rate Cake Equity?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Public Equity: 8.9/10 (Category avg: 8.4/10)
  • Dashboard: 9.1/10 (Category avg: 9.2/10)

Who Is the Company Behind Cake Equity?

  • Seller: Cake Equity
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Venice, CA
  • Twitter: @CakeEquity
    839 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    259 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, CFO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 69% Small, 13% Medium

What Do G2 Reviewers Say About Cake Equity?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive and user-friendly design of Cake Equity, making equity management effortless and straightforward.
  • Users greatly value the friendly and responsive support team of Cake Equity, enhancing their overall experience.
  • Users love the intuitive user interface of Cake Equity, enjoying easy navigation and excellent support.
  • Users value the employee insights and user-friendly design of Cake Equity, simplifying ESOP management and onboarding.
  • Users appreciate the ease of use of Cake Equity, finding it user-friendly and effective for managing cap tables.
Cons
  • Users find the frequent layout changes and unintuitive navigation challenging, affecting their overall experience with Cake Equity.
  • Users find a lack of instructions challenging, especially when navigating Cake Equity's platform and missing important submissions.
  • Users experience poor customer support due to delays in responses, affecting timely assistance and overall satisfaction.
  • Users find the difficult setup of Cake Equity challenging initially, but it becomes manageable with some experience.
  • Users find Cake Equity expensive, especially as hidden costs rise with the need for additional features over time.

What Are Recent G2 Reviews of Cake Equity?

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Remote

Remote is the all-in-one HR and payroll platform to find, hire, manage, and pay your entire team everywhere. Whether onboarding your first cross-border hire or scaling across continents, Remote delivers enterprise-grade compliance, intuitive design, and dedicated local expertise. With one platform for every contract, payslip, and regulation, Remote helps you grow without borders. Services we offer: HRIS, Payroll, Performance Management, Employer of Record, Contractor of Record, Contractor Management, Recruit, Job Listings and PEO services. You no longer need to rely on convoluted HR tech stacks, expensive in-house teams, or unreliable third parties; Remote’s centralized platform supports you at every stage of the employment lifecycle. Easily find and hire the ideal candidate anywhere in the world with Recruit’s data-driven insights, then onboard them in a matter of days. Create and provide a locally-tailored benefits package, including equity incentives. Pay them accurately and compliantly through Payroll’s cutting-edge, best-in-class infrastructure, and easily track, manage, and solve their day-to-day HR needs. And that’s not all. Need to relocate people? Set up your own entity abroad? Whatever your situation and size, Remote has you covered. Remote also makes it simple to onboard and pay contractors, with localized agreements, multi-currency payments, and protection against misclassification. And all the while, it does so safely and securely. Remote doesn’t cut corners or entertain risk; compliance always comes first, with no exceptions. This includes taking stringent, enterprise-standard security measures, and ensuring your data and IPs are protected at all times. Whatever your business goals and HR needs, Remote doesn’t just save you time and money — and it’s more than just a vendor. It’s a dedicated strategic partner, empowering you to build the workforce that drives your company’s growth — smartly, efficiently, and compliantly.

Average Rating: 4.5/5.0

Total Reviews: 4,452

G2 Deal: G2 users save 20% on Remote: The HR and Payroll engine for growing teams

Remote is the all-in-one HR and payroll platform to find, hire, and pay your global team. Enjoy enterprise-grade compliance, startup-level ease, and expert support—so you can scale without borders or hassle.

View this exclusive G2 deal

How Do G2 Users Rate Remote?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)
  • Reporting: 9.4/10 (Category avg: 8.8/10)
  • Public Equity: 10.0/10 (Category avg: 8.4/10)
  • Dashboard: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Remote?

  • Seller: Remote
  • Company Website:
  • Year Founded: 2019
  • HQ Location: San Francisco, CA
  • Twitter: @remote
    34,740 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18,834 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Senior Software Engineer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 45% Medium, 42% Small

What Do G2 Reviewers Say About Remote?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Remote exceptional, thanks to clear instructions and efficient processes.
  • Users appreciate the helpful support and clear information provided, making the onboarding and usage smooth and easy.
  • Users value the responsive and friendly customer support, highlighting prompt assistance for any queries or issues.
  • Users appreciate the easy-to-use interface of Remote, enjoying quick access to support and information seamlessly.
  • Users find the easy setup and structured onboarding process of Remote to be efficient and user-friendly.
Cons
  • Users find Remote's customer support inadequate due to slow response times and inconsistent team communication.
  • Users often experience delays in processing times and payment transfers, which can hinder their overall experience with Remote.
  • Users find missing features in Remote, such as unclear timelines and limited country-specific information accessibility.
  • Users face payment issues due to tight schedules and inflexible due dates affecting cash flow and approvals.
  • Users often experience slow response times for payments and app startup, affecting overall satisfaction with Remote.

What Are Recent G2 Reviews of Remote?

What Are G2 Users Discussing About Remote?

Carta Equity Suite

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 cutting-edge AI and human 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: 4.3/5.0

Total Reviews: 232

How Do G2 Users Rate Carta Equity Suite?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Reporting: 8.2/10 (Category avg: 8.8/10)
  • Public Equity: 8.6/10 (Category avg: 8.4/10)
  • Dashboard: 8.6/10 (Category avg: 9.2/10)

Who Is the Company Behind Carta Equity Suite?

  • Seller: Carta
  • Company Website:
  • Year Founded: 2007
  • HQ Location: San Francisco, California
  • Twitter: @cartainc
    29,004 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9,187 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, CFO
  • Top Industries: Computer Software, Financial Services
  • Company Size: 49% Medium, 44% Small

What Do G2 Reviewers Say About Carta Equity Suite?

AI-generated summary from verified user reviews

Pros
  • Users find Carta Equity Suite to be user-friendly and intuitive, simplifying complex equity management tasks efficiently.
  • Users value the streamlined management of equity with Carta, praising its user-friendly interface and reliable features.
  • Users commend the clean and intuitive interface of Carta, making equity management straightforward and efficient.
  • Users rave about the fantastic Cap Table Management tool, offering real-time visibility and simplifying equity tracking.
  • Users appreciate the simplicity of managing equity and cap tables with Carta, enhancing navigation and efficiency.
Cons
  • Users find Carta Equity Suite to be too expensive, especially for smaller teams and mid-sized companies.
  • Users experience onboarding issues with Carta, finding it confusing and slow, especially for newcomers to equity plans.
  • Users find the reporting options complex, requiring a steep learning curve and limiting customization flexibility.
  • Users report poor customer support, noting difficulties in reaching help and slow response times during critical periods.
  • Users note that the navigation complexity of Carta Equity Suite can hinder overall user experience and ease of use.

What Are Recent G2 Reviews of Carta Equity Suite?

What Are G2 Users Discussing About Carta Equity Suite?

Ledgy

Stay compliant, save time and engage your team. Ledgy is the world's first unified platform for equity and executive compensation, built to take your company further. Turn time-consuming, manual processes into simple, automated workflows. Adapt Ledgy to your needs, update records instantly, and keep it working for your team in any country, at any time. With AI built into the core of the platform and 70+ HRIS integrations, your data stays accurate as you scale. Create simple, effective communications that bring equity to life for your people. Get set up quickly, and Ledgy is ready to deliver value, day in, day out. Ledgy is exactly what you need to drive greater efficiency and stay on top of compliance and risk, from first hire to IPO and beyond. It's the single source of truth that aligns every stakeholder, so you can achieve more and inspire positive change. Speak with an expert to see Ledgy in action. https://ledgy.com/demo/ledgy/?utm_source=g2

Average Rating: 4.7/5.0

Total Reviews: 82

How Do G2 Users Rate Ledgy?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Reporting: 8.4/10 (Category avg: 8.8/10)
  • Public Equity: 8.4/10 (Category avg: 8.4/10)
  • Dashboard: 8.8/10 (Category avg: 9.2/10)

Who Is the Company Behind Ledgy?

  • Seller: Ledgy
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Zurich, Zurich
  • Twitter: @Ledgy
    671 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    87 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 56% Medium, 33% Small

What Do G2 Reviewers Say About Ledgy?

AI-generated summary from verified user reviews

Pros
  • Users commend Ledgy's exceptional customer support, highlighting its ease of use and seamless onboarding experience.
  • Users commend Ledgy for its intuitive cap table management, making the process seamless and efficient for stakeholders.
  • Users appreciate the customisation options in Ledgy, enhancing their ability to tailor the platform to specific needs.
  • Users appreciate the intuitive interface of Ledgy, requiring minimal training for employees and enhancing overall usability.
  • Users value the exemplary support from Ledgy's team, enhancing their experience with training and management assistance.
Cons
  • Users face technical issues like occasional bugs and reporting errors, though the team is quick to resolve them.
  • Users experience occasional reporting system hiccups with skewed data, but appreciate the team's quick resolutions.
  • Users note the limited customization options in Ledgy, yet appreciate the team's willingness to assist with workarounds.
  • Users face occasional bugs and desire more educational tools for stakeholders within Ledgy's platform.

What Are Recent G2 Reviews of Ledgy?

What Are G2 Users Discussing About Ledgy?

EquityList

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

How Do G2 Users Rate EquityList?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Public Equity: 8.7/10 (Category avg: 8.4/10)
  • Dashboard: 9.3/10 (Category avg: 9.2/10)

Who Is the Company Behind EquityList?

  • Seller: EquityList
  • Year Founded: 2020
  • HQ Location: New Delhi, Delhi
  • Twitter: @EquityListHQ
    935 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Information Technology and Services
  • Company Size: 52% Small, 43% Medium

What Do G2 Reviewers Say About EquityList?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of EquityList, enabling easy access to grant management.
  • Users highlight the ease of managing equity and cap tables with EquityList, praising its continuous improvement and expert onboarding.
  • Users value the user-friendly dashboard of EquityList, which simplifies equity management and investor relations effectively.
  • Users appreciate the intuitive and user-friendly interface of EquityList, enhancing transparency and accessibility for employees.
  • Users value the excellent dashboard visualization of EquityList, appreciating its comprehensiveness and user-friendly presentation.
Cons
  • Users feel that the limited features of EquityList hinder usability, especially regarding share status representation.
  • Users find the navigation confusing, suggesting that improvements could enhance their overall experience with EquityList.
  • Users report a difficult setup for adding documents, as they cannot insert files in the desired order easily.
  • Users find the overall platform cost of EquityList to be slightly on the expensive side for its services.
  • Users report experiencing technical issues that occasionally require assistance, but support is responsive and helpful.

What Are Recent G2 Reviews of EquityList?

Xumane Equity

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

How Do G2 Users Rate Xumane Equity?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Reporting: 9.9/10 (Category avg: 8.8/10)
  • Public Equity: 9.9/10 (Category avg: 8.4/10)
  • Dashboard: 9.9/10 (Category avg: 9.2/10)

Who Is the Company Behind Xumane Equity?

  • Seller: Vega HR
  • Year Founded: 2019
  • HQ Location: Dover, Delaware
  • Twitter: @VegaHR4
    167 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Human Resources
  • Company Size: 45% Medium, 34% Small

What Do G2 Reviewers Say About Xumane Equity?

AI-generated summary from verified user reviews

Pros
  • Users value the comprehensive dashboard of Xumane Equity, making ESOP management and ownership tracking effortless.
  • Users appreciate the automation of compliance tasks with Xumane Equity, significantly reducing errors and improving efficiency.
  • Users appreciate the easy navigation and comprehensive dashboard of Xumane Equity, making cap table management stress-free.
  • Users value the comprehensive access of Xumane Equity, facilitating informed decisions with its insightful dashboard and reports.
  • Users love the intuitive dashboard of Xumane Equity, providing comprehensive insights and seamless real-time tracking for ESOPs.
Cons
  • Users suggest that a more personalized user interface could significantly enhance the overall experience with Xumane Equity.

What Are Recent G2 Reviews of Xumane Equity?

Eqvista

Eqvista, a top-rated 409A valuation provider on G2, combines comprehensive equity management with expert valuation services provided by our in-house NACVA-certified professionals. 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: 4.2/5.0

Total Reviews: 10

How Do G2 Users Rate Eqvista?

  • Has the product been a good partner in doing business?: 7.1/10 (Category avg: 9.2/10)
  • Reporting: 8.6/10 (Category avg: 8.8/10)
  • Public Equity: 8.6/10 (Category avg: 8.4/10)
  • Dashboard: 9.2/10 (Category avg: 9.2/10)

Who Is the Company Behind Eqvista?

  • Seller: Eqvista
  • Year Founded: 2018
  • HQ Location: San Francisco, CA
  • Twitter: @eqvista
    373 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    60 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Financial Services
  • Company Size: 70% Small, 20% Medium

What Do G2 Reviewers Say About Eqvista?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the founder-friendly cap table management of Eqvista, making equity management simple and efficient for first-time founders.
  • Users value the complete transparency of Eqvista in managing equity, enhancing talent acquisition and retention during growth phases.
  • Users value the seamless stock plan administration of Eqvista, enhancing management of equity and commission structures effectively.
  • Users value the real-time updates from Eqvista, ensuring accurate tracking of stock options and incentives for the sales team.
  • Users commend the complete transparency of Eqvista, aiding in attracting top talent and ensuring compliance.
Cons
  • Users find the complex reporting features challenging, especially for non-financial professionals needing clearer insights.
  • Users find the limited customization in Eqvista restricts tailored reporting and dashboard options for specific needs.
  • Users report that manual operations can slow down large cap-table updates and require exporting advanced reports to Excel.
  • Users find the steep learning curve of Eqvista's interface challenging, especially for non-finance specialists.
  • Users find the difficult setup of Eqvista challenging, as it requires technical knowledge for effective use.

What Are Recent G2 Reviews of Eqvista?

What Are G2 Users Discussing About Eqvista?

trica equity

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: 52

How Do G2 Users Rate trica equity?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)
  • Reporting: 8.0/10 (Category avg: 8.8/10)
  • Public Equity: 8.5/10 (Category avg: 8.4/10)
  • Dashboard: 8.8/10 (Category avg: 9.2/10)

Who Is the Company Behind trica equity?

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Financial Services, Computer Software
  • Company Size: 48% Medium, 44% Small

What Are Recent G2 Reviews of trica equity?

Astrella

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

How Do G2 Users Rate Astrella?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Reporting: 8.1/10 (Category avg: 8.8/10)
  • Public Equity: 8.4/10 (Category avg: 8.4/10)
  • Dashboard: 8.2/10 (Category avg: 9.2/10)

Who Is the Company Behind Astrella?

  • Seller: Equiniti
  • Year Founded: 1988
  • HQ Location: New York, USA
  • LinkedIn® Page: www.linkedin.com
    5,763 employees on LinkedIn®
  • Ownership: LSE:EQN
  • Total Revenue (USD mm): $529

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 76% Small, 16% Medium

What Do G2 Reviewers Say About Astrella?

AI-generated summary from verified user reviews

Pros
  • Users praise the excellent and fast customer support, highlighting outstanding follow-up and industry-leading guidance.
  • Users appreciate the ease of use of Astrella, making it simple to start and enjoy daily functionality.
  • Users appreciate the implementation ease of Astrella, finding it intuitive and seamlessly integrated with existing systems.
  • Users appreciate the seamless integration process of Astrella, making it easy to start and use daily.
  • Users appreciate the intuitive design of Astrella, finding it easy to start and enjoy managing equity data.
Cons
  • Users find the onboarding experience to be severely lacking, leading to frustration and excessive manual data management.
  • Users find the slow performance of Astrella frustrating, as report generation often takes longer than expected.
  • Users report a terrible UI and clunky data organization, leading to frustration and inefficiencies in their experience.

What Are Recent G2 Reviews of Astrella?

What Are G2 Users Discussing About Astrella?

Shareworks by Morgan Stanley

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 compensation strategy planning tools.

Average Rating: 3.8/5.0

Total Reviews: 32

How Do G2 Users Rate Shareworks by Morgan Stanley?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Reporting: 7.8/10 (Category avg: 8.8/10)
  • Public Equity: 8.5/10 (Category avg: 8.4/10)
  • Dashboard: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Shareworks by Morgan Stanley?

  • Seller: Morgan Stanley Smith Barney
  • Year Founded: 1935
  • HQ Location: New York, New York, United States
  • Twitter: @MorganStanley
    752,657 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    103,323 employees on LinkedIn®
  • Ownership: NYSE: MS

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 41% Medium, 38% Large

What Do G2 Reviewers Say About Shareworks by Morgan Stanley?

AI-generated summary from verified user reviews

Cons
  • Users find the lack of mobile accessibility in Shareworks problematic, affecting seamless interaction and overall trust in the platform.
  • Users find Shareworks by Morgan Stanley clunky and inconsistent, raising concerns about the brand's commitment to user experience.

What Are Recent G2 Reviews of Shareworks by Morgan Stanley?

What Are G2 Users Discussing About Shareworks by Morgan Stanley?

Mantle

Mantle is an AI-native cap table management platform built for founders, CFOs, and the law firms that support them. - Manage like a pro: Track, issue, and manage ownership on a next-gen cap table built for accuracy at every stage. Flat pricing, no stakeholder caps. - Meet Mantle Clerk: Your AI equity assistant reads your documents, answers questions about your cap table, and executes actions like issuing grants and drafting communications. Ask, review, done. - Documents, decoded: Upload articles of incorporation, term sheets, option agreements, and equity plans. Mantle extracts the structure and turns dense legal documents into clean, verified data. - Model before you commit: Run fundraising scenarios, build hiring plans, and see dilution impact before you sign anything. No spreadsheets required. - Everything equity, one platform: SAFE issuance, 409A valuations, equity plans, and option grants without the lawyer back-and-forth. - Built for collaboration: Give your law firm, board, and stakeholders the right level of access. Everyone works from the same source of truth. - From garage to IPO: Support at every stage, whether you're issuing your first SAFE or managing thousands of stakeholders. - SOC 2 compliant: Mantle adheres to AICPA best practices for managing and protecting your data. Get started today at www.withmantle.com/equity.

Average Rating: 5.0/5.0

Total Reviews: 9

How Do G2 Users Rate Mantle?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Public Equity: 8.5/10 (Category avg: 8.4/10)
  • Dashboard: 9.4/10 (Category avg: 9.2/10)

Who Is the Company Behind Mantle?

  • Seller: Mantle
  • Year Founded: 2022
  • HQ Location: Toronto, ON, Canada
  • Twitter: @withmantle
    732 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    31 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 89% Small, 11% Medium

What Do G2 Reviewers Say About Mantle?

AI-generated summary from verified user reviews

Pros
  • Users value the responsive customer support from Mantle, often going the extra mile to assist effectively.
  • Users appreciate the competitive pricing plans of Mantle, highlighting its value compared to other options like Carta.

What Are Recent G2 Reviews of Mantle?

altshare

A fintech company that provides equity management solutions through a SaaS platform. Our mission is to simplify equity management for everyone. ‍ We've been growing since 2006, establishing ourselves as leaders in the technology industry. We're proud to serve over 3,000 companies and organizations, over 100 venture capital firms, and over 80,000+ beneficiaries worldwide. All-in-one equity management products: - Automated cap table management - 409Aa and company valuations - Accurate funding & exit scenarios - A comprehensive and efficient solution - Waterfall scenarios And much more! To give our clients the best equity management experience, we're always innovating and adding new features to our products. ‍ All our products include customer service, an onboarding process, support, and a comprehensive feature set. ‍ We're committed to giving our customers and partners quality, value, and peace of mind. With altshare you get a simple, easy-to-use, all-in-one, and secure equity management platform.

Average Rating: 4.5/5.0

Total Reviews: 3

How Do G2 Users Rate altshare?

  • Reporting: 9.2/10 (Category avg: 8.8/10)
  • Public Equity: 8.3/10 (Category avg: 8.4/10)
  • Dashboard: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind altshare?

  • Seller: altshare
  • Year Founded: 2006
  • HQ Location: Ramat Hajayal, IL
  • Twitter: @Altshare1
    772 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    114 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of altshare?

Capboard

Capboard: Simplify Equity Management for Startups Capboard is a cutting-edge equity management software designed to help startups streamline and optimize their ownership and investor relations. With an intuitive platform and a focus on user experience, Capboard empowers startups to manage their cap tables, ESOPs (employee equity plans), and investor reporting with ease and precision. Key Features: Cap Table Management Stay on top of ownership structures with real-time tracking of shareholder information, company valuations, and ownership percentages. Capboard makes managing equity events and future financings straightforward. ESOP (Equity Plans) Management Automate complex equity plans with real-time vesting calculations, tax optimization, and tracking. Whether it's stock options, RSUs, or other plans, Capboard ensures transparency and accuracy. Virtual Data Room Share sensitive documents securely with investors and stakeholders. Our virtual data room is ideal for due diligence, fundraising, or regular updates, with built-in permissions and activity tracking. Investor Reporting Simplify the process of keeping investors informed. Create, share, and track engaging reports with key metrics, financials, and updates—all in one place.

Average Rating: 4.7/5.0

Total Reviews: 3

How Do G2 Users Rate Capboard?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Reporting: 8.3/10 (Category avg: 8.8/10)
  • Public Equity: 9.2/10 (Category avg: 8.4/10)
  • Dashboard: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Capboard?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Capboard?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024