# Best Equity Management Solutions - Page 4

## How Many Equity Management Software Products Does G2 Track?

**Total Products under this Category:** 84

### Category Stats (Aug 2026)

- **Average Rating:** 4.54/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Cake Equity (+0.1%) - Among all products in this category, Cake Equity recorded the largest rating increase compared to last month

_Last updated: August 12, 2026_

## How Does G2 Rank Equity Management Software Products?

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

- 30 Analysts and Data Experts
- 6,700+ Authentic Reviews
- 84+ 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](https://www.g2.com/categories/equity-management/grids.png?focus%5B%5D=148110&focus%5B%5D=133633&focus%5B%5D=95044&focus%5B%5D=134444&focus%5B%5D=141703&focus%5B%5D=1242322&focus%5B%5D=16024&focus%5B%5D=1420241)

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

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=eqvista&focus%5B%5D=cake-equity&focus%5B%5D=fidelity-private-shares&focus%5B%5D=optio-incentives&focus%5B%5D=carta-equity-suite&focus%5B%5D=slice-global-equity)

**Sponsored**

### 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.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1715&secure%5Bchosen_at%5D=2026-08-13T08%3A41%3A00Z&secure%5Bdisplayable_resource_id%5D=1715&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1715&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=134444&secure%5Bresource_id%5D=1715&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fequity-management%3FhsCtaTracking%3Df3f724c0-8bdb-4825-a926-e8abcbac3712%257Cbe229ca7-04a9-49dd-891f-4967bb1d0cd3%26page%3D4&secure%5Btoken%5D=24fe3fb60067251bdadaf1d93e9efce794b66577af567b35037e5ef124626869&secure%5Burl%5D=https%3A%2F%2Fcakeequity.com%3Futm_source%3Dg2%26utm_medium%3Dpaid-social%26utm_campaign%3Dclicks%26utm_term%3Dem%26utm_content%3Dcta&secure%5Burl_type%5D=custom_url)

### [Gemifi](https://www.g2.com/products/gemifi/reviews)

Gemifi is equity compensation planning software for financial advisors. It helps advisors manage grant data, model taxes and AMT, analyze concentration risk, compare strategies, and create client-ready plans.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Gemifi?

- **Reporting:** 10.0/10 (Category avg: 8.8/10)
- **Dashboard:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Gemifi?

- **Seller:** [Gemifi](https://www.g2.com/sellers/gemifi)
- **Year Founded:** 2020
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0fd7367b729ca4b085f4228888b548784130bbd86c187aba3fb7921d39f38d64&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgemifi%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Gemifi?

**["Clear Equity Inventory & Trading History Views for Building Strategies"](https://www.g2.com/survey_responses/gemifi-review-13129755)**

**Rating:** 5.0/5.0 stars

_— John O._

[Read full review](https://www.g2.com/survey_responses/gemifi-review-13129755)

**["Gemifi Tax Reports: A Must Need For CPA Firms"](https://www.g2.com/survey_responses/gemifi-review-13131389)**

**Rating:** 5.0/5.0 stars

_— Dan B._

[Read full review](https://www.g2.com/survey_responses/gemifi-review-13131389)

### [Globacap](https://www.g2.com/products/globacap/reviews)

Raising, managing and selling equity doesn’t have to be complicated. Let Globacap do the hard work so you don’t have to. Globacap offers everything you need to manage your capital in one place, freeing up your time and resources to focus on your business. We offer the only equity management software that can support you for the entire life cycle, from private placement and cap table management to EMI Option plans and secondary transferability, taking you from day one to exit in one simple, cost-effective solution. And by embracing advanced blockchain technology, we ensure your data is always accurate and secure. See our website to find out more, or contact us to set up a personalised demo: sales@globacap.com.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Globacap?

- **Reporting:** 8.3/10 (Category avg: 8.8/10)
- **Public Equity:** 8.3/10 (Category avg: 8.4/10)
- **Dashboard:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Globacap?

- **Seller:** [Globacap](https://www.g2.com/sellers/globacap)
- **Year Founded:** 2017
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f4cfaa72d626f7e0e3b6531eba2cabdc39293382bfef097c0cd2b0b36e04ff8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fglobacap%2F&secure%5Burl_type%5D=linkedin_company_website)  
42 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Globacap?

**["Futuristic Financial blockchain based platform"](https://www.g2.com/survey_responses/globacap-review-7139113)**

**Rating:** 4.5/5.0 stars

_— Sriram V._

[Read full review](https://www.g2.com/survey_responses/globacap-review-7139113)

### [HighCastle Fundraising and Cap Table Management](https://www.g2.com/products/highcastle-fundraising-and-cap-table-management/reviews)

Quoroom equity management software is designed for companies' Directors and CFOs to automate the management of complex cap tables and issue employee options or warrants. Quoroom has a built-in CRM for investor relations, an advanced data room for document storage and eSignatures - all you need to run and close your funding round with immediate auto-update of the cap table. Quoroom integration with UK Companies House and legal workflows saves time you spend on compliance and filings.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind HighCastle Fundraising and Cap Table Management?

- **Seller:** [HighCastle](https://www.g2.com/sellers/highcastle)
- **Year Founded:** 2018
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2cdf9d8c0733b094c863ef4bf1ed1e09efb9a0247e5a2cb63f283737ac1c9126&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmyquoroom%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of HighCastle Fundraising and Cap Table Management?

**["The best service for a startup that wants to get ready to receive investments"](https://www.g2.com/survey_responses/highcastle-fundraising-and-cap-table-management-review-4562429)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/highcastle-fundraising-and-cap-table-management-review-4562429)

#### What Are G2 Users Discussing About HighCastle Fundraising and Cap Table Management?

- [What is HighCastle Fundraising and Cap Table Management used for?](https://www.g2.com/discussions/what-is-highcastle-fundraising-and-cap-table-management-used-for)

### [Kaaria](https://www.g2.com/products/kaaria-kaaria/reviews)

Kaaria an online platform for startup valuation & equity management. Our technology enables entrepreneurs and investors to truly understand what drives their valuation, transparently discuss it, and make good equity decisions. - Kaaria uses the 5 leading valuation methods in combination with the most reliable data, tailored for more hundreds of industries applying data from thousands of startups. - Kaaria applied Industry leading methodologies for startup valuation and incorporating updated startup market data. Covering Qualitative(Scorecard Method benchmarked with PitchBook industry sector "Average Pre-Money Valuation & Berkus Method benchmarked with PitchBook industry sector "Max Pre-Money Valuation") and Quantitative( Venture Capital Method with PitchBook Industry Multiples, DFC LT and PV Multiples PitchBook Industry Multiples) Methodologies. An automated and impartial result, informed by market data. Calculate a fair valuation for your startup. Understand your startup's value Learn what drives your valuation. - Transparently discuss it. Clear and detailed valuation reports. Close fair deals. Grow the value for all stakeholders Target Audience: Startup Founders. Startup Entrepreneurs. Related or similar roles: startup investors, startup stakeholders, startup investment advisors, startup mentors, startup finance coaches and all related roles involved in running, operating, assessing or investing in Startups and Small businesses. Tagline's: Kaaria Fair and Clear Startup Valuation Unique Selling Points: 1) 5 valuation methods. Selected to capture the value of startups from different perspectives. Score Card, Berkus, Venture Capital, DFC and PV Multiples 2) Valuation reports: Professional, clear and detailed valuation reports. Web Report version to share or downloadable in one click. Reports can be shared via sending a secure link through email, or share secure web link via WhatsApp or any other communication tool. 3) Reliable data sources: Reliable data sources tailored to your country and industry. PtichBook is one of our trusted partners. 4) Valuation Benchmarks: Benchmark your valuation against similar startups and companies, locally, regionally to get a precise comparison of what the market is offering.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Kaaria?

- **Reporting:** 10.0/10 (Category avg: 8.8/10)
- **Dashboard:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Kaaria?

- **Seller:** [Kaaria](https://www.g2.com/sellers/kaaria)
- **Year Founded:** 2023
- **HQ Location:** Dover, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9bfc66208527d46122ba2cba9ea90eca202a15117011d17d59b0dbb0000ff9f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkaarias%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Kaaria?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **affordable pricing** of Kaaria, appreciating its value for in-depth analysis and insights.
- Users value the **excellent customer support** of Kaaria, enhancing their experience with insightful valuation analysis.
- Users praise Kaaria for its **ease of use** , facilitating in-depth analysis and valuation scenarios effortlessly.
- Users appreciate the **well-designed valuation software** that offers powerful tools and essential features for in-depth analysis.
- Users appreciate the **great pricing and support** of Kaaria, enhancing their valuation analysis experience significantly.

#### What Are Recent G2 Reviews of Kaaria?

**["Powerfull Insight to Validate Offering Priceing"](https://www.g2.com/survey_responses/kaaria-review-10282854)**

**Rating:** 5.0/5.0 stars

_— Jorge B._

[Read full review](https://www.g2.com/survey_responses/kaaria-review-10282854)

### [LoyaltyOptions](https://www.g2.com/products/loyaltyoptions/reviews)

LoyaltyOptions provides the full suite of components associated with managing and accounting for your stock-based compensation and employee ownership plans. In addition, we are always available 24x7 to help with any questions you may have.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate LoyaltyOptions?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind LoyaltyOptions?

- **Seller:** [VeritableSoft Innovations](https://www.g2.com/sellers/veritablesoft-innovations)
- **Year Founded:** 2016
- **HQ Location:** Toronto, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9f171090a697c163942558b57a0d0c65e62c61b4dc5a5e56279c03e50ec28b93&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fveritablesoft-innovations&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About LoyaltyOptions?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **superb customer support** of LoyaltyOptions, highlighting its reliability and ease of use.
- Users find LoyaltyOptions to be **easy to use** , appreciating its reliable web-based database and excellent customer support.
- Users praise the **reliable and user-friendly database** of LoyaltyOptions, along with excellent customer support and easy implementation.
- Users appreciate the **ease of implementation** of LoyaltyOptions, finding it straightforward and supported by excellent customer service.
- Users value the **setup ease** of LoyaltyOptions, highlighting its reliable web-based database and superb customer support.

##### Cons

- Users feel the **insufficient detail** in online support materials limits their ability to effectively use LoyaltyOptions.
- Users find the **lack of instructions** in support materials for LoyaltyOptions frustrating and inadequate for their needs.

#### What Are Recent G2 Reviews of LoyaltyOptions?

**["LoyaltyOptions is a robust control systems and very friendly to use and easy of implementation."](https://www.g2.com/survey_responses/loyaltyoptions-review-9875619)**

**Rating:** 4.5/5.0 stars

_— Rosana B._

[Read full review](https://www.g2.com/survey_responses/loyaltyoptions-review-9875619)

### [Maestro](https://www.g2.com/products/maestro-maestro/reviews)

Maestro is the value creation platform designed exclusively for the Private Equity industry. Founded by Accordion, the PE-focused financial consulting and technology firm, and backed by S&P Global Market Intelligence, Maestro helps PE sponsors modernize their operations and maximize value creation in private equity–backed companies through enhanced portfolio management and increased collaboration with all stakeholders. The Maestro platform serves as an essential solution for the private equity industry – from diligence to exit.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Maestro?

- **Reporting:** 8.3/10 (Category avg: 8.8/10)
- **Public Equity:** 8.3/10 (Category avg: 8.4/10)
- **Dashboard:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Maestro?

- **Seller:** [Maestro](https://www.g2.com/sellers/maestro-3b5f8e9f-cdad-4fbb-80bb-1c80bdc66572)
- **Year Founded:** 2019
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96ab6e4802813058ca44ae9d1014fd59332db6d5198576a485391a3796dfc204&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgo-maestro%2F&secure%5Burl_type%5D=linkedin_company_website)  
77 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 100% Medium, 100% Small

#### What Are Recent G2 Reviews of Maestro?

**["Best service for credit card"](https://www.g2.com/survey_responses/maestro-review-8983790)**

**Rating:** 4.0/5.0 stars

_— Piyush G._

[Read full review](https://www.g2.com/survey_responses/maestro-review-8983790)

### [Nana Fund](https://www.g2.com/products/nana-fund/reviews)

All-in-one platform for SMBs to get funded

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Nana Fund?

- **Reporting:** 8.3/10 (Category avg: 8.8/10)
- **Public Equity:** 0.0/10 (Category avg: 8.4/10)
- **Dashboard:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Nana Fund?

- **Seller:** [GetGrant](https://www.g2.com/sellers/getgrant)
- **Year Founded:** 2023
- **HQ Location:** San Diego, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=789874601d37d666a7cf91d002666fdca0dba927490b9da8d2421e873e26ac25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnana-fund&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Nana Fund?

**["I found funding on the platform, which was quickly approved for me"](https://www.g2.com/survey_responses/nana-fund-review-10243139)**

**Rating:** 5.0/5.0 stars

_— Verified User in Public Safety_

[Read full review](https://www.g2.com/survey_responses/nana-fund-review-10243139)

### [WE.VESTR](https://www.g2.com/products/we-vestr/reviews)

Forget about wasting time and brain power while managing your company in multiple software tools and spreadsheets. Instead, unify your cap table, financials, KPIs, equity reward structure and legal documents with WE.VESTR.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind WE.VESTR?

- **Seller:** [WE.VESTR](https://www.g2.com/sellers/we-vestr)
- **Year Founded:** 2020
- **HQ Location:** Amsterdam, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b1457e8f391c2eed49bbe7cd1120a0ef8061881a16491e1e15d0476c3f0d3039&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwevestr%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of WE.VESTR?

**["Great equity management platform"](https://www.g2.com/survey_responses/we-vestr-review-8706070)**

**Rating:** 5.0/5.0 stars

_— Yuma H._

[Read full review](https://www.g2.com/survey_responses/we-vestr-review-8706070)

### [Allocations SPV and Fund Generation](https://www.g2.com/products/allocations-spv-and-fund-generation/reviews)

10,000+ investors and fund managers build, onboard, and close funds on Allocations - the fastest and most advanced private markets platform in the world. Set up SPVs and funds instantly to invest in multiple deals. Allocations provides an end-to-end fund platform that increases efficiency and empowers you to spend more time on deal sourcing & fundraising! Onboard investors with ease. Keep track of commitments, wires, and which investors have viewed the deal or signed the documents. Afterward, sit back and relax as the capital has been deployed and Allocations takes care of all post-close formalities.

#### Who Is the Company Behind Allocations SPV and Fund Generation?

- **Seller:** [Allocations](https://www.g2.com/sellers/allocations)
- **Year Founded:** 2019
- **HQ Location:** Miami, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=06961eb2e8e341a183eae669f005d2680742d6fb4e69a38a07adcd34fce11e30&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallocations&secure%5Burl_type%5D=linkedin_company_website)  
34 employees on LinkedIn®

### [Barback](https://www.g2.com/products/barback/reviews)

Barback, is a software-as-a-service tool, helps startups, agencies, and enterprises distribute shares fairly and boost productivity through collaboration and competition. It tracks department employees' contributions to commissions, profit, and shares. Barback aims to change employee share distribution to help firms prosper in today's fast-paced economy.

#### Who Is the Company Behind Barback?

- **Seller:** [Barback Technologies](https://www.g2.com/sellers/barback-technologies)
- **Year Founded:** 2023
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4ad9663507d4bbe0b99e0bf4f686bbd2c72c1dbd48265be3e967dee6237b595c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fusebarback%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Capital Suite](https://www.g2.com/products/capital-suite/reviews)

Tallystone Capital Suite is a deal-readiness workspace for companies managing capital, governance and investor processes in one place. It combines an AI Data Room with cap table, securities ledger, document workflow and eSigning tools, so teams can prepare for raises, acquisitions, board approvals and investor updates without scattering records across email, drives and signing platforms. Users can organise and share documents, collect signatures, automate approval steps, monitor activity, maintain stakeholder records, and keep equity transactions connected to the company’s source-of-truth records. The suite is designed to reduce manual chasing, improve record integrity, and help founders, boards, advisors and investors see the right information when decisions need to be made. By connecting documents, stakeholders, decisions, actions and transactions, Capital Suite supports faster execution while helping companies preserve transparency, trust and compliance across fundraising, governance, shareholder management and ongoing corporate activity as their capital structure and external relationships scale over time responsibly.

#### Who Is the Company Behind Capital Suite?

- **Seller:** [Tallystone](https://www.g2.com/sellers/tallystone)
- **Year Founded:** 2024
- **HQ Location:** Brisbane, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e686e393251a15fbf8ef8b789e7ceeb3115121500acf77db75824ffd66680951&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftallystone&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [Capyx](https://www.g2.com/products/capyx/reviews)

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

#### Who Is the Company Behind Capyx?

- **Seller:** [Capyx](https://www.g2.com/sellers/capyx)
- **HQ Location:** United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=262fbe8c3c70ef19de023dc2f3d20396988ce286159101cd8b049310a882685a&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcapyx&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Clara](https://www.g2.com/products/clara-formations-clara/reviews)

Clara is a trusted company operating system that offers a digital platform tailored for Startups, SMEs, Law firms, Venture Capitalists, Investors and Accelerators. Using Clara you can digitally form companies within prominent jurisdictions like - ADGM, Cayman Islands, Delaware, Singapore, DIFC and Saudi Arabia. Clara's platform helps businesses generate key legal documents, including SAFEs, founders’ agreement, IP assignments, consulting agreements, advisor agreements and others. Our platform also allows you to build your ESOP, vesting schedules and manage your cap table. Additionally, you can benefit from a built-in data room and share key information and documents with your potential investors.

#### Who Is the Company Behind Clara?

- **Seller:** [Clara](https://www.g2.com/sellers/clara-4353a5da-3260-4b7b-bd20-fad8c77c8d30)
- **Year Founded:** 2019
- **HQ Location:** Dubai International Financial Centre, AE
- **Twitter:** @Clara\_TechCo  
622 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=931a2c0ea35c0800809aa6bfb1866803c826ac7a170ecdf6c5ae39dfa18e479c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclaradotco&secure%5Burl_type%5D=linkedin_company_website)  
69 employees on LinkedIn®

### [Easop](https://www.g2.com/products/easop/reviews)

Easop is the first globally compliant equity compensation solution. We provide startups and scale-ups with self-serve SaaS solutions to offer and manage equity incentives for their global workforce and assistance with tax handling. Companies incentivize their direct employees, EoR employees, contractors, and advisors with equity globally by leveraging Easop’s in-house back office, approved by top-tier law firms. Founders, Finance and HR leaders, and General Counsels can issue new grants, get assistance with tax handling, set up equity grids, send automated board reports and approvals, and instantly access legal information for each geography. Team members get personalized tax and compliance information tailored to their tax residency and contractual status for the first time. Easop covers workers in 65 countries and is expanding quickly. Book a demo of Easop’s platform and offer worldwide equity incentives in minutes at a fraction of the cost.

#### Who Is the Company Behind Easop?

- **Seller:** [Easop](https://www.g2.com/sellers/easop)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Ektie](https://www.g2.com/products/ektie/reviews)

Ektie is an AI-native B2B go-to-market platform where teams hire an autonomous AI team instead of bolting AI features onto an existing CRM. Seven named agents — an SDR, an Account Executive, a Marketing Manager, an Ad Manager, a RevOps Manager, and two Directors who supervise the workers — run sales and marketing together on heartbeat cycles every 60 to 180 minutes, without prompts. Every module of the platform — CRM, Sequences, Workflows, Forms, Prospect Finder, Ads Intelligence, Website Audit, AI Studio, and Omni AI — was built AI-native from the first commit. Each record exposes a typed schema that the agents act through directly, with no integration glue between modules. The team shares a three-tier Brain (Personal · Team · Company) that holds every coaching note, won deal, and hand-off as memory the whole team uses on the next cycle. When an SDR books a meeting, the Account Executive picks it up next cycle with the prospect's full context already loaded. When a Marketing Manager publishes content, the Ad Manager sees it through the shared Brain and builds a retargeting campaign without being asked. When a Director coaches a worker in one line, the coaching becomes a permanent memory block — and patterns that prove themselves get promoted from Personal Brain to Team Brain to Company Brain. Ektie is built for founders, sales and marketing teams, and B2B agencies that want the output of a 10-person team from existing headcount. Per-workspace database isolation makes it usable for agencies running multiple clients in parallel.

#### Who Is the Company Behind Ektie?

- **Seller:** [Ektie](https://www.g2.com/sellers/ektie)
- **Year Founded:** 2024
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=37278c6e0514b734f5038a429da0d5b3ef6ed3dc784a3088f15f024253f26846&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fektie&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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[Browse Equity Management Themes](/categories/equity-management/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

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

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

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

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

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