Best Equity Management Software for Small Business

How Many Equity Management Software Products Does G2 Track?

Total Products under this Category: 125

Category Stats (Nov 2026)

  • Average Rating: 4.6/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Ledgy (+0.53%) - Among all products in this category, Ledgy recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Equity Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 8,600+ Authentic Reviews
  • 125+ 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, Cake Equity, Carta Equity Suite, Fidelity Private Shares, Remote, Pulley, and Vestd.

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=cake-equity&focus%5B%5D=carta-equity-suite&focus%5B%5D=fidelity-private-shares&focus%5B%5D=remote&focus%5B%5D=pulley-pulley&focus%5B%5D=vestd&segment=small-business)

J.P.Morgan Workplace Solutions

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: 166

How Do G2 Users Rate J.P.Morgan Workplace Solutions?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Reporting: 9.2/10 (Category avg: 8.8/10)
  • Public Equity: 9.2/10 (Category avg: 8.4/10)
  • Dashboard: 9.4/10 (Category avg: 9.2/10)

Who Is the Company Behind J.P.Morgan Workplace Solutions?

  • Seller: JPMorgan Chase
  • Company Website:
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    238,350 employees on LinkedIn®
  • Ownership: NYSE:JPM
  • Total Revenue (USD mm): $115,627

Who Uses This Product?

  • Who Uses This: CEO, Co-Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 78% Small, 13% Medium

What Do G2 Reviewers Say About J.P.Morgan Workplace Solutions?

AI-generated summary from verified user reviews

Pros
  • Users value the excellent customer support from J.P.Morgan Workplace Solutions, making onboarding and usage seamless and efficient.
  • Users appreciate the ease of use of J.P.Morgan Workplace Solutions, making onboarding and management seamless and efficient.
  • Users value the exceptional support and ease of use offered by J.P. Morgan's cap table management solution.
  • Users appreciate the intuitive and startup-friendly platform of J.P. Morgan Workplace Solutions, enhancing cap table management effortlessly.
  • Users appreciate the excellent onboarding experience with helpful support, making the setup process simple and efficient.
Cons
  • Users note the limited features of J.P. Morgan Workplace Solutions, lacking essential tools for early-stage startups.
  • Users face onboarding issues, needing training and wishing for demo recording options that are not permitted.
  • Users face challenges with manual operations due to the Cap Table's lack of third-party system integration.
  • Users experienced technical issues during setup, requiring time-consuming calculations, though overall satisfaction remained high.

What Are Recent G2 Reviews of J.P.Morgan Workplace Solutions?

What Are G2 Users Discussing About J.P.Morgan Workplace Solutions?

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: 385

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: 8.9/10 (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
  • 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: 49% Medium, 25% Small

What Do G2 Reviewers Say About Qapita?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Qapita, highlighting its user-friendly dashboard and responsive support.
  • Users praise the quick and helpful customer support of Qapita, enhancing their overall experience with ESOP management.
  • Users value Qapita's structured and transparent equity management, enhancing clarity and compliance in ESOP processes.
  • Users value the responsive support team at Qapita, highlighting their availability and helpfulness in resolving queries.
  • Users value the efficient ESOP management provided by Qapita, highlighting its detailed tracking and excellent support.
Cons
  • Users find the limited customization in Qapita frustrating, hindering their ability to tailor reports and dashboards effectively.
  • Users face technical issues including slow allotment updates and email assignment problems affecting their experience.
  • Users find Qapita's complex reporting system limiting and inflexible, hindering effective data management and workflow.
  • Users experience poor customer support with delays and communication issues affecting their overall satisfaction with Qapita.
  • Users face workflow inefficiencies due to limited customization, excessive clicks, and complexity in managing data uploads.

What Are Recent G2 Reviews of Qapita?

What Are G2 Users Discussing About Qapita?

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: 146

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
  • 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, 14% Medium

What Do G2 Reviewers Say About Cake Equity?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Cake Equity, finding it simple to manage cap tables and distributions.
  • Users praise the exceptional customer support of Cake Equity, noting its ease of use and helpful assistance.
  • Users love the intuitive and visually appealing user interface of Cake Equity, enhancing their overall experience.
  • Users find Cake Equity's ease of use and comprehensive features invaluable for managing equity with confidence and clarity.
  • Users praise Cake Equity for its ease of use and simple setup, making cap table management straightforward and efficient.
Cons
  • Users find the inconsistent layout of Cake Equity challenging, impacting navigation and understanding of features.
  • Users express dissatisfaction with poor customer support, noting delays in responses from the Australian team affecting timely assistance.
  • Users find the difficult setup of Cake Equity challenging, especially when establishing advanced equity plans and arrangements.
  • Users find a lack of instructions frustrating, often needing more guidance and detailed help to navigate the platform.
  • Users find Cake Equity has limited features, affecting usability despite improvements and frequent updates.

What Are Recent G2 Reviews of Cake Equity?

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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: 240

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
  • 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 appreciate the ease of use of Carta Equity Suite, simplifying equity management and enhancing navigation.
  • Users value the reliable source of truth that Carta provides for equity management and compensation data accessibility.
  • Users praise the clean and intuitive interface of Carta, making equity management and navigation effortless.
  • Users value the simple and efficient cap table management provided by Carta, streamlining equity and ownership tracking.
  • Users find Carta's simplicity invaluable for managing equity, cap tables, and ownership with ease and efficiency.
Cons
  • Users find Carta Equity Suite too expensive, especially as equity programs scale, impacting smaller companies significantly.
  • Users face onboarding issues with Carta, finding the platform confusing and suggesting clearer instructions would help greatly.
  • Users find the complex reporting system challenging for newcomers, highlighting the need for clearer onboarding and explanations.
  • Users report poor customer support with slow responses, making it difficult to resolve issues effectively.
  • Users find the platform's complexity and overwhelming features challenging, particularly for first-time users and smaller companies.

What Are Recent G2 Reviews of Carta Equity Suite?

What Are G2 Users Discussing About Carta Equity Suite?

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
  • 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 praise the quick and efficient workflows of Fidelity Private Shares, enhancing their overall management experience significantly.
  • Users value the ease of use of Fidelity Private Shares, enjoying quick workflows and responsive customer support.
  • Users value the excellent customer support from Fidelity, highlighting responsiveness and helpfulness in resolving issues.
  • Users commend the exceptional customer support at Fidelity Private Shares, praising its responsiveness and proactive assistance.
  • Users value the exceptional support from the Fidelity team, enhancing onboarding and guiding them throughout the process.
Cons
  • Users find the platform's non-intuitive UX and confusing workflows hinder usability without support from the success manager.
  • Users struggle with workflow inefficiencies on Fidelity Private Shares, finding the platform confusing and non-intuitive without support.
  • Users find the access limitations challenging, relying on support due to the system's confusing workflows and interface.
  • Users note that trading costs can be expensive for those with lower account balances, affecting overall affordability.
  • Users find the modeling tools for scenario analysis lacking, limiting their ability to explore diverse financial outcomes.

What Are Recent G2 Reviews of Fidelity Private Shares?

What Are G2 Users Discussing About Fidelity Private Shares?

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: 4,908

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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
  • 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, 43% Small

What Do G2 Reviewers Say About Remote?

AI-generated summary from verified user reviews

Pros
  • Users find Remote's interface easy to use, appreciating the streamlined management and quick support from the team.
  • Users appreciate Remote's quick response to queries and reliable support, enhancing their HR management experience.
  • Users appreciate the quick and helpful customer support from Remote, enhancing their experience and resolving inquiries promptly.
  • Users value the intuitive user interface of Remote, finding it easy to navigate and access important features.
  • Users find the easy setup of Remote impressive, enabling swift onboarding and seamless international payroll management.
Cons
  • Users express frustration over poor customer support, citing slow response times and language barriers in communication.
  • Users express concern over the delays in payment processing, leading to extended waiting periods for necessary information.
  • Users find the missing language support and app issues frustrating, needing better assistance for employee benefits.
  • Users find the slow response times frustrating, wishing for quicker answers to their inquiries for better service.
  • Users face payment issues with long processing times and frustrating third-party portal reliance affecting their payroll experience.

What Are Recent G2 Reviews of Remote?

What Are G2 Users Discussing About Remote?

Pulley

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: 132

How Do G2 Users Rate Pulley?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Reporting: 8.6/10 (Category avg: 8.8/10)
  • Public Equity: 9.2/10 (Category avg: 8.4/10)
  • Dashboard: 9.1/10 (Category avg: 9.2/10)

Who Is the Company Behind Pulley?

  • Seller: Pulley
  • Company Website:
  • Year Founded: 2019
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    108 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 87% Small, 6% Medium

What Do G2 Reviewers Say About Pulley?

AI-generated summary from verified user reviews

Pros
  • Users find Pulley to be easy to use, appreciating its straightforwardness and excellent support throughout the process.
  • Users value Pulley's cap table management services for their effectiveness and exceptional customer support throughout the process.
  • Users value the exceptional customer support at Pulley, noting prompt and effective assistance throughout their experience.
  • Users value the ease of use and effective cap table management features, enhancing their overall experience with Pulley.
  • Users value the helpfulness of Pulley's team, appreciating their quick responses and effective support throughout their experience.
Cons
  • Users report poor customer support, experiencing unresponsiveness and difficulties with subscription cancellations.
  • Users find the difficult setup for modeling in Pulley to be a barrier to efficient use and learning.
  • Users face challenges with limited features, such as broken security options and unfulfilled payroll integration promises.
  • Users experience frustrating onboarding issues, facing unresponsiveness and billing complications despite attempts to cancel subscriptions.
  • Users find the slow performance of Pulley tedious when converting multiple notes individually during large financings.

What Are Recent G2 Reviews of Pulley?

What Are G2 Users Discussing About Pulley?

Vestd

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: 4.7/5.0

Total Reviews: 67

How Do G2 Users Rate Vestd?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Reporting: 9.8/10 (Category avg: 8.8/10)
  • Public Equity: 9.7/10 (Category avg: 8.4/10)
  • Dashboard: 9.6/10 (Category avg: 9.2/10)

Who Is the Company Behind Vestd?

  • Seller: Vestd
  • Year Founded: 2014
  • HQ Location: London
  • LinkedIn® Page: www.linkedin.com
    120 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 69% Small, 25% Medium

What Are Recent G2 Reviews of Vestd?

What Are G2 Users Discussing About Vestd?

Optio Incentives

Optio Incentives is a comprehensive equity management platform designed to streamline stock plan administration for companies of all sizes. This innovative solution caters to organizations looking to efficiently manage their equity programs across a global landscape, encompassing 130 countries. By leveraging a combination of advanced technology and expert support, Optio Incentives simplifies the complexities associated with equity management, ensuring that businesses can focus on their core operations while effectively handling their incentive programs. Targeted at businesses ranging from startups to established corporations, Optio Incentives serves a diverse clientele, including over 500 organizations worldwide. The platform is particularly beneficial for companies that require a robust system to manage their equity awards, track employee performance, and generate financial reports that comply with both global standards and local regulations. This makes it an ideal choice for HR professionals, finance teams, and executives who need a reliable solution to navigate the intricacies of equity compensation. Key features of Optio Incentives include clear participant communications, powerful financial reporting capabilities, and flexible global shareholding options. The user-friendly interface allows companies to manage awards effortlessly, ensuring that employees are well-informed about their equity holdings and the performance of their stock plans. Additionally, the platform's reporting tools enable organizations to generate accurate and insightful reports, which can be crucial for decision-making and compliance purposes. What sets Optio Incentives apart is its commitment to being an equity partner for its clients. By combining cutting-edge technology with specialized equity knowledge, the platform supports both local and global businesses, whether they are private or public. This unique approach empowers organizations to build and scale incentive programs that not only meet regulatory requirements but also drive employee engagement and retention. With Optio Incentives, companies can create impactful equity plans that align with their strategic goals and enhance their overall compensation strategies.

Average Rating: 4.8/5.0

Total Reviews: 78

How Do G2 Users Rate Optio Incentives?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Reporting: 9.3/10 (Category avg: 8.8/10)
  • Public Equity: 9.0/10 (Category avg: 8.4/10)
  • Dashboard: 9.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Optio Incentives?

  • Seller: Optio Incentives
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Oslo, NO
  • LinkedIn® Page: www.linkedin.com
    143 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 28% Large

What Do G2 Reviewers Say About Optio Incentives?

AI-generated summary from verified user reviews

Pros
  • Users commend the extraordinary customer support from Optio Incentives, noting their responsiveness and dedication to satisfaction.
  • Users commend the dedicated and responsive team at Optio Incentives for ensuring customer satisfaction and solutions.
  • Users find Optio Incentives easy to use, appreciating its adaptability and excellent customer support from day one.
  • Users praise the intuitive interface and clear reporting of Optio Incentives for efficient equity management.
  • Users praise the user-friendly interface of Optio Incentives, noting its smooth functionality and intuitive navigation.
Cons
  • Users note the manual operations required, highlighting a need for more automation and streamlined processes in Optio Incentives.
  • Users note that complex reporting features require improvement and more flexibility for effective analysis and planning.
  • Users note the lack of instructions for complex setups, requiring extensive support for optimal use of the product.
  • Users experience limited features, lacking essential tools like export functions for complex scenario modeling.
  • Users find the access limitations frustrating, specifically due to outdated authentication methods like one-time codes.

What Are Recent G2 Reviews of Optio Incentives?

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: 94

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: 8.5/10 (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
  • LinkedIn® Page: www.linkedin.com
    87 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 58% Medium, 30% Small

What Do G2 Reviewers Say About Ledgy?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the exemplary customer support from Ledgy, enhancing their overall experience and ease of use.
  • Users praise Ledgy for its intuitive user interface, enhancing the overall experience for participants and administrators alike.
  • Users appreciate the ease of use of Ledgy, finding it intuitive and efficient for equity management.
  • Users commend Ledgy for its intuitive cap table management and exceptional support during onboarding and transition.
  • Users value the customisation options of Ledgy, enabling tailored experiences and efficient management of employee equity.
Cons
  • Users experience technical issues such as bugs and skewed reporting, yet appreciate swift resolutions from the responsive team.
  • Users experience occasional complex reporting issues with Ledgy, which can skew data but get resolved promptly.
  • Users experience limited customization options, yet the team is supportive in providing workarounds and improving features.
  • Users encounter occasional bugs and desire more educational resources for stakeholders within Ledgy's platform.

What Are Recent G2 Reviews of Ledgy?

What Are G2 Users Discussing About Ledgy?

Certent

Trusted for more than 20 years, Certent is an employee equity management platform built for simplicity and scale, for companies at every stage of growth. Certent 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: 4.5/5.0

Total Reviews: 124

How Do G2 Users Rate Certent?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Reporting: 8.6/10 (Category avg: 8.8/10)
  • Public Equity: 8.4/10 (Category avg: 8.4/10)
  • Dashboard: 8.5/10 (Category avg: 9.2/10)

Who Is the Company Behind Certent?

  • Seller: insightsoftware
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Raleigh, North Carolina
  • LinkedIn® Page: www.linkedin.com
    2,281 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller
  • Top Industries: Biotechnology, Banking
  • Company Size: 53% Medium, 37% Large

What Do G2 Reviewers Say About Certent?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Certent is enhanced by its intuitive interface and organized information presentation.
  • Users praise the superb customer support of Certent, noting responsiveness and effective issue resolution as highlights.
  • Users value the reporting efficiency of Certent, praising its ability to provide clear and timely reports for various needs.
  • Users value the user-friendly reporting of Certent, finding it efficient for month-end and quarterly needs.
  • Users value the organization of equity information in Certent, simplifying tracking and management significantly.
Cons
  • Users experience a challenging learning curve due to unintuitive features and clunky navigation within Certent.
  • Users find the difficult implementation of Certent frustrating, often requiring constant communication for necessary changes.
  • Users find the user experience cumbersome with report creation and system changes requiring constant team communication.
  • Users find the limited customization of Certent frustrating, hindering their ability to make necessary adjustments efficiently.
  • Users experience navigation difficulties due to a learning curve and clunky report switching, impacting usability.

What Are Recent G2 Reviews of Certent?

What Are G2 Users Discussing About Certent?

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: 118

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?

Who Uses This Product?

  • Top Industries: Financial Services, Information Technology and Services
  • Company Size: 50% Small, 45% Medium

What Do G2 Reviewers Say About EquityList?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of EquityList, finding it user-friendly and accessible for grant management.
  • Users laud the comprehensive and user-friendly features of EquityList, making equity management straightforward and efficient.
  • Users value the user-friendly dashboard of EquityList, which effectively simplifies equity management and investor relations.
  • Users appreciate the user-friendly interface of EquityList, highlighting its intuitiveness and ease of access.
  • Users appreciate the dashboard visualization of EquityList, which offers a clear and comprehensive view of share capital.
Cons
  • Users note the limited features of EquityList, wishing for better functionality and status updates for shares.
  • Users feel that navigation can be improved, as current features are confusing and complicate the user experience.
  • Users find the difficult setup for document management frustrating, as it complicates adding new files efficiently.
  • Users find the cost of EquityList to be somewhat high, affecting their overall satisfaction with the platform.
  • Users report technical issues such as bugs and occasional feature confusion, but support resolves them quickly.

What Are Recent G2 Reviews of EquityList?

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?

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
  • 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 appreciate the comprehensive dashboard of Xumane Equity, simplifying ESOP management and providing valuable insights.
  • Users value the efficiency of compliance automation in Xumane Equity, enhancing accuracy and streamlining administrative tasks.
  • Users love the easy navigation and comprehensive dashboard of Xumane Equity, making cap table management effortless.
  • Users value the comprehensive access provided by Xumane Equity, aiding informed equity decision-making and management.
  • Users love the intuitive dashboard of Xumane Equity, providing all necessary ESOP information in one place.
Cons
  • Users suggest that enhancing the user interface with a more personalized design would greatly improve their experience.

What Are Recent G2 Reviews of Xumane Equity?

Nth Round

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: 23

How Do G2 Users Rate Nth Round?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Reporting: 9.6/10 (Category avg: 8.8/10)
  • Public Equity: 9.3/10 (Category avg: 8.4/10)
  • Dashboard: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Nth Round?

  • Seller: Nth Round
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Philadelphia, Pennsylvania
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 57% Small, 22% Medium

What Do G2 Reviewers Say About Nth Round?

AI-generated summary from verified user reviews

Pros
  • Users value the streamlined cap table management and superior customer service offered by Nth Round.
  • Users value the effective communication facilitated by Nth Round, enhancing shareholder engagement and participation seamlessly.
  • Users praise the exceptional customer support of Nth Round, highlighting their responsiveness and effective problem-solving.
  • Users find the ease of use of Nth Round enhances communication and boosts shareholder engagement significantly.
  • Users appreciate the intuitive design of Nth Round, enhancing shareholder engagement and simplifying communication.

What Are Recent G2 Reviews of Nth Round?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated