### Contents - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # Equity Management Software Resources ##### Glossary Terms, Discussions, and Reports to expand your knowledge on Equity Management Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## Equity Management Software Glossary Terms [![Co-Owner](https://learn.g2.com/hubfs/G2CM_GI454_Glossary_Article_Images-%5BCo-Owner%5D_V1b.png "Co-Owner")](https://www.g2.com/glossary/co-owner-definition) [Co-Owner](https://www.g2.com/glossary/co-owner-definition) A co-owner shares asset ownership with one or more shareholders. Learn about the types, benefits, and challenges of co-ownerships in different industries. by Aayushi Sanghavi [![Treasury Stock](https://learn.g2.com/hubfs/G2CM_GI387_Glossary_Article_Images_%5BTreasury_Stock%5D_V2.png "Treasury Stock")](https://www.g2.com/glossary/treasury-stock-definition) [Treasury Stock](https://www.g2.com/glossary/treasury-stock-definition) Treasury stock is a term for shares a corporation reacquires from shareholders. Learn about the benefits of treasury stock for companies and shareholders. by Kelly Fiorini [![Shareholders' Equity](https://learn.g2.com/hubfs/G2CM_GI353_Glossary_Article_Images-%5BShareholders_Equity%5D_V1b.png "Shareholders' Equity")](https://www.g2.com/glossary/shareholders-equity-definition) [Shareholders' Equity](https://www.g2.com/glossary/shareholders-equity-definition) Shareholders' equity is a company’s net value if its liabilities are subtracted from its assets. Learn ways to calculate this key metric. by Kelly Fiorini [![Cost of Equity](https://learn.g2.com/hubfs/G2CM_GI289_Glossary_Article_Images_%5BCost_of_Equity%5D_V1b.png "Cost of Equity")](https://www.g2.com/glossary/cost-of-equity-definition) [Cost of Equity](https://www.g2.com/glossary/cost-of-equity-definition) The cost of equity is the return investors expect on an investment. Learn why it’s important and the two models used to calculate it. by Alyssa Towns [![Equity Financing](https://learn.g2.com/hubfs/Equity%20financing.png "Equity Financing")](https://www.g2.com/glossary/equity-financing-definition) [Equity Financing](https://www.g2.com/glossary/equity-financing-definition) Equity financing is a business funding method that helps businesses raise capital against company shares. Learn how it works and why it’s important. by Sudipto Paul ## Equity Management Software Discussions 0 [Which is the most trusted equity management by CFOs at B2B SaaS companies based on user reviews?](/discussions/which-is-the-most-trusted-equity-management-by-cfos-at-b2b-saas-companies-based-on-user-reviews) Hi G2 community! After speaking with finance leaders who'd switched equity platforms mid-growth, the question of which is the most trusted [equity management](https://www.g2.com/categories/equity-management) by CFOs at B2B SaaS companies based on user reviews kept coming up without a clear answer. Trust here means always accurate, audit-ready, and no manual reconciliation. A few from the equity management category worth looking at: - [**Carta**](https://www.g2.com/products/carta-carta/reviews) **:** Default choice for many B2B SaaS CFOs with ownership records, vesting, and grants centralized. Does accuracy hold up when options and RSUs are being issued across fast-growing headcount? - [**Eqvista**](https://www.g2.com/products/eqvista/reviews) **:** Auditable ledger eliminating compliance blind spots with integrated 409A reducing vendor count. Does audit-readiness extend to the documentation depth needed during SaaS due diligence? - [**J.P. Morgan Workplace Solutions**](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) **:** JPMorgan backing cited as a credibility signal with investors. Has it held up for CFOs managing rapid headcount growth alongside multiple funding events? - [**Qapita**](https://www.g2.com/products/qapita/reviews) **:** Admin dashboard for quick leadership reporting and audit-ready ESOP tracking. Does reporting depth match what B2B SaaS CFOs need for board presentations? For CFOs at B2B SaaS companies: which platform has never given you a cap table accuracy problem at the worst possible moment? I’d want a platform that offers due diligence, audit readiness, investor reporting, and cap table accuracy under growth-stage pressure. Answered: Darshayita Thakur on June 12, 2026 [Your answer](/discussions/which-is-the-most-trusted-equity-management-by-cfos-at-b2b-saas-companies-based-on-user-reviews/comments/new?remote=true) 0 [What are the most reliable equity management tools based on reviews from Series A-C startup founders?](/discussions/what-are-the-most-reliable-equity-management-tools-based-on-reviews-from-series-a-c-startup-founders) Hey G2 users! A pattern that keeps coming up in VC conversations is equity management errors surfacing as due diligence problems at Series B and C because the wrong tool was picked early. Trying to get to the bottom of the most reliable [equity management tools](https://www.g2.com/categories/equity-management) based on reviews from Series A-C startup founders before those problems show up. A few from the equity management category that keep coming up: 1. [**J.P. Morgan Workplace Solutions**](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) **:** Free under 40 stakeholders with investor-ready cap table management. Does it handle milestone-based vesting as structures get more complex post-Series A? 2. [**Eqvista**](https://www.g2.com/products/eqvista/reviews) **:** Real-time dilution modeling that replaces days of manual calculations with in-meeting scenario analysis. Does it stay reliable as share classes multiply? 3. [**Carta**](https://www.g2.com/products/carta-carta/reviews) **:** Most widely used among US-based Series A-C startups for clean ownership records and vesting visibility. Does reliability hold up during high-stakes moments like acquisitions? 4. [**Cake Equity**](https://www.g2.com/products/cake-equity/reviews) **:** Streamlined grant approvals and centralized document storage that founders describe as shifting equity admin from reactive to proactive. How does scenario analysis hold up for complex round structures? 5. [**Fidelity Private Shares**](https://www.g2.com/products/fidelity-private-shares/reviews) **:** Covers SAFEs, convertible notes, and stock options in one place with onboarding founders call exceptionally smooth. How does it perform during due diligence at Series B or C? For founders who've been through multiple rounds: which platform held up and which one created cleanup work before closing? I think a platform is reliable if it reduces surprises at Series B or C rather than creating manual reconciliation right when finance, legal, and investors need clean records. Answered: Darshayita Thakur on June 12, 2026 [Your answer](/discussions/what-are-the-most-reliable-equity-management-tools-based-on-reviews-from-series-a-c-startup-founders/comments/new?remote=true) 0 [What is the highest rated equity management software most reliable by CFOs managing cap tables at scale?](/discussions/what-is-the-highest-rated-equity-management-software-most-reliable-by-cfos-managing-cap-tables-at-scale) Looking at the highest rated [equity management software](https://www.g2.com/categories/equity-management) most reliable by CFOs managing cap tables at scale because cap table accuracy and reporting overhead are consistently where platforms break down at growth stage. Top options based on G2 ratings: - [**Eqvista**](https://www.g2.com/products/eqvista/reviews) (5.0/5, 184 reviews): Highest rated in the category. Real-time dilution modeling and an auditable cap table ledger that CFOs cite for eliminating manual cross-verification during board reviews and due diligence. - [**J.P. Morgan Workplace Solutions**](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) (4.8/5, 141 reviews): Round simulation and investor-grade reporting that reviewers say removes major operational burden. CFOs cite the JPMorgan brand as adding credibility during fundraising conversations. - [**Cake Equity**](https://www.g2.com/products/cake-equity/reviews) (4.8/5, 130 reviews): Streamlined grant approval workflows and scenario analysis built for scaling companies. Reviewers highlight reduced admin time as the core CFO value. - [**Fidelity Private Shares**](https://www.g2.com/products/fidelity-private-shares/reviews) (4.8/5, 33 reviews): Electronic grant issuance, board notifications, and automated investor reporting in one platform. CFO reviewers describe it as the first platform that gave them a fully accurate cap table from day one. - [**Qapita**](https://www.g2.com/products/qapita/reviews) (4.6/5, 311 reviews): Most reviewed platform in the category. CFOs cite the admin dashboard for quick leadership reporting and audit-ready ESOP tracking. Which of these have you relied on as the cap table grew in complexity, and did it keep up without manual intervention? For CFOs managing cap tables at scale, reliability is less about the headline rating and more about whether the platform stays accurate through new rounds, option grants, exercises, transfers, secondary activity, and board reporting. Manual reconciliation is usually the warning sign that the system is no longer keeping up. Answered: Darshayita Thakur on June 12, 2026 [Your answer](/discussions/what-is-the-highest-rated-equity-management-software-most-reliable-by-cfos-managing-cap-tables-at-scale/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/equity-management/resources) - [1](/categories/equity-management/resources) - 2 - [3](/categories/equity-management/resources?discussions_page=3) - [4](/categories/equity-management/resources?discussions_page=4) - [5](/categories/equity-management/resources?discussions_page=5) - [6](/categories/equity-management/resources?discussions_page=6) - [7](/categories/equity-management/resources?discussions_page=7) - [8](/categories/equity-management/resources?discussions_page=8) - [Next ›Next ›](/categories/equity-management/resources?discussions_page=3) ## Equity Management Software Reports Grid® Report for Equity Management Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Equity Management Summer 2026 G2 Report: Momentum Grid® Report Grid® Report for Equity Management Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Equity Management Spring 2026 G2 Report: Momentum Grid® Report Grid® Report for Equity Management Winter 2026 G2 Report: Grid® Report Momentum Grid® Report for Equity Management Winter 2026 G2 Report: Momentum Grid® Report