# Best Equity Management Solutions - Page 5

## 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**

### UserGuiding

UserGuiding is a no-code product adoption platform for teams who need users to reach value on their own, without a support ticket or a training call. You build in-app guidance inside your own product using a visual editor and a Chrome extension, with no engineering ticket. Interactive guides and walkthroughs, onboarding checklists, tooltips, hotspots, banners and announcement modals, each targeted to segments you define from user attributes and events. One platform for the whole adoption loop. Onboard users, see where they stall, ask them why, collect what they want built next, show them what you committed to, then announce it in-app when it ships. Self-serve help: a standalone multilingual Knowledge Base, a Resource Center widget inside your product, and an AI Assistant that answers your users' questions conversationally from your own content. Deflect tickets without adding headcount. Feedback and evidence: in-app surveys and NPS targeted to the right users at the right moment, analytics on every guide, checklist and survey, and Session Replay to see exactly where users stall. Custom Alerts flag a material that stops performing, instead of you finding out at the monthly review. Feature requests and public roadmap: your users submit ideas inside your product and vote on each other's. Everything lands in an inbox you approve before anything goes public. What you pick moves onto a public roadmap in status columns you name yourself, and when it ships it becomes an update post on the same page the request started on. AI-native access: UserGuiding ships an MCP server, so you can query your own adoption data straight from Claude, Cursor or any MCP client rather than exporting spreadsheets. The 1:1 onboarding program: twelve weeks, one hour a week, someone from our team on a call with yours, building in your account instead of handing you a plan. Each session takes one piece of your user journey and gets something live. UserGuiding is the only product adoption platform that includes a weekly 1:1 onboarding program at no additional fee. Everywhere else, hands-on implementation is a paid services engagement or reserved for enterprise contracts. You can see what UserGuiding costs without booking a call. Plans start at $174 per month billed annually. Enterprise adds SAML SSO, activity logs, migration support, and SOC 2, GDPR and HIPAA compliance. More than 1,000 companies use UserGuiding, which holds 4.7 stars across 772 G2 reviews, most often praised for how quickly it goes live.

[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=2026-08-12T23%3A21%3A29Z&secure%5Bdisplayable_resource_id%5D=1561&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=85720&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=85720&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%3D5&secure%5Btoken%5D=b50a4d65fd258dd794c4db932f18c534cc3c5fbf7a606e3343eb4f1cbb3da554&secure%5Burl%5D=https%3A%2F%2Fuserguiding.com%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2_cpc&secure%5Burl_type%5D=custom_url)

### [EQUAFY](https://www.g2.com/products/equafy/reviews)

Equafy is the platform where any company manages its entire cap table and corporate life. It keeps a live cap table where shares are the source of truth and percentages update automatically, alongside shareholder and team management, an investment round simulator with real-time dilution, convertibles (SAFEs and notes), share classes and a Legal Hub for documentation and equity certificates. What sets Equafy apart from tools like Carta or Capboard is optional dynamic equity: beyond traditional fixed ownership, equity can be earned in real time from actual contributions — time, money and resources — and then frozen into a fixed cap table when investors arrive. Run it fully static, fully dynamic or hybrid. Built for people without finance or legal expertise, the interface stays simple and intuitive.

#### Who Is the Company Behind EQUAFY?

- **Seller:** [Equafy](https://www.g2.com/sellers/equafy)
- **Year Founded:** 2025
- **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=516340143b50bab9b3e25a16baf087119f1d573f7b59c1c3dab7ec6076336273&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fequafy&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Incredibly Intuitive and Economical for Member Management"](https://www.g2.com/survey_responses/equafy-review-13241129)**

**Rating:** 4.5/5.0 stars

_— Isaac G._

[Read full review](https://www.g2.com/survey_responses/equafy-review-13241129)

### [F2 AI](https://www.g2.com/products/f2-ai/reviews)

F2 AI offers an AI platform specifically designed for private markets, including private finance, private equity, and commercial banking.

#### Who Is the Company Behind F2 AI?

- **Seller:** [F2 AI](https://www.g2.com/sellers/f2-ai)
- **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=c2056b5e94e8a41388262e5cc0319fe59b698226ed1a3143af170aa757ee3053&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ff2aihq&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

### [Figure](https://www.g2.com/products/figure/reviews)

Figure is transforming the trillion-dollar financial services industry using blockchain technology. In three short years, Figure has unveiled a series of fintech firsts using the Provenance Blockchain for loan origination, equity management, private fund services, banking, and payments sectors - bringing speed, efficiency, and savings to both consumers and institutions. Today, Figure is one of less than a thousand companies considered a unicorn, globally.

#### Who Is the Company Behind Figure?

- **Seller:** [FIGURE TECHNOLOGIES](https://www.g2.com/sellers/figure-technologies)
- **Year Founded:** 2018
- **HQ Location:** New York City, US
- **Twitter:** @Figure  
21,843 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c01bd3574fde2dfe930f049d0d068b57c71171aafb40b53b9d37b4b6d54946a2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffiguretechnologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
519 employees on LinkedIn®

### [Fundwave](https://www.g2.com/products/fundwave/reviews)

Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact funds 6. Family offices 7. Real estate funds Key features of Fundwave include: 1. Fund Administration: Automates complex allocations, fund accounting, and investor reporting. This includes generating capital notices, NAV statements, and custom financial reports. 2. Portfolio Management: Tracks portfolio performance with real-time analytics, IRR and MOIC calculations, cap tables, and KPI collection. 3. Investor Relations: Offers secure investor portals for sharing reports, capital calls, and other key documents, enhancing transparency and communication with investors. 4. Deal Pipeline Management: Organizes and tracks deal flow, helping fund managers focus on high-potential investment opportunities.

#### Who Is the Company Behind Fundwave?

- **Seller:** [Fundwave](https://www.g2.com/sellers/fundwave)
- **Year Founded:** 2013
- **HQ Location:** Singapore, SG
- **Twitter:** @getfundwave  
204 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e8b0c51c08a94def14890c7ad61095e811eb5d5dacc0d8da8c37ba912251e312&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffundwave%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

### [Incentrium](https://www.g2.com/products/incentrium/reviews)

Incentrium is a cloud-based solution for managing, valuation and reporting share-based compensation. As the Single Source of Truth (SSOT), it offers a clear, comprehensive dashboard for an up-to-date overview of your plans. Valuation of SOPs, RSUs, PSUs, and more is simplified with drag-and-drop functionality, requiring no advanced math skills. Incentrium ensures reliable, compliant, and fast reporting, accommodating flexible assumptions and customized structures. It expertly balances complexity

#### Who Is the Company Behind Incentrium?

- **Seller:** [Finidy](https://www.g2.com/sellers/finidy)
- **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=4384dc65384aa0fc51dbf23e7fb33f714f0357e41a0442411a27d304e5dbef67&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinidy-gmbh%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Kore All-In-One Platform](https://www.g2.com/products/kore-all-in-one-platform/reviews)

KoreConX is an all-in-one platform for companies looking to raise capital. The platform supports a wide variety of activities, from issuing securities to managing shareholder relations and cap table. Our solution can be utilized by broker-dealers, investor acquisition firms, law firms and accountants. KoreConX streamlines the capital raise process for RegCF, RegA+, and RegD offerings, improving efficiency and compliance. It also enhances ongoing communications with investors, fostering better relationships beyond the initial fundraising.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Kore All-In-One Platform?

- **Seller:** [KoreConX](https://www.g2.com/sellers/koreconx)
- **Year Founded:** 2016
- **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=eaeb202c372d0a30e635539ea9fae71af2eaa99faf3fbcf021f5771fb66387e1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkoreconx%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Kore All-In-One Platform?

**["Kore keeps me Very organized, is easy to navigate and customizable. "](https://www.g2.com/survey_responses/kore-all-in-one-platform-review-3057032)**

**Rating:** 4.5/5.0 stars

_— Verified User in Sports_

[Read full review](https://www.g2.com/survey_responses/kore-all-in-one-platform-review-3057032)

#### What Are G2 Users Discussing About Kore All-In-One Platform?

- [What is KoreConX Manage IR used for?](https://www.g2.com/discussions/what-is-koreconx-manage-ir-used-for)

### [Octelligence](https://www.g2.com/products/octelligence/reviews)

Octelligence is a private corporation based in Ottawa, Ontario, Canada. The company builds and operates cap table and corporate records software for private corporations, holding companies, and the law and accounting firms that serve them. Octelligence supports customers across Canada, the United States, and the United Kingdom, with first-class jurisdiction support for each. The platform combines a cap table, share register, share certificates, and a structured corporate records book (minute book) into one system. Features include SAFE notes with cap, discount, and conversion handling, stock options with vesting schedules, warrants, multi-round scenarios with A/B comparison, priced-round batch SAFE conversion, and QR-verified share certificates with public verification pages. Multi-entity management is available for holding companies, and Portfolio Licensing supports law and accounting firms managing 50 to 500 or more client corporations. Most cap table software stops at the cap table, leaving the minute book, share certificates, resolutions, and governance documents scattered across shared drives. This drift between systems creates reconciliation work during diligence, audits, and term sheet negotiations. Octelligence eliminates the drift by tying every issuance, transfer, SAFE conversion, and option grant to the same share register that backs the certificates. The result is a corporate record that stays accurate and audit-ready, without the spreadsheet maintenance.

#### Who Is the Company Behind Octelligence?

- **Seller:** [Octelligence](https://www.g2.com/sellers/octelligence)
- **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=de3f2b811834230afc31bd4c65006bf9a73600cfd1b939d12281349d43961c48&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foctelligence&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [OPTRACK](https://www.g2.com/products/optrack/reviews)

IFRSTRACK is the answer for small and medium sized businesses searching for a solution to guide them through the intricacies of GAAP conversion. IFRSTRACK allows a firm to move quickly from establishing a conversion plan through the use of pre-defined templates to assigning responsibilities and monitoring the conversion process through real-time workflow and reporting tools.

#### Who Is the Company Behind OPTRACK?

- **Seller:** [SyncBase](https://www.g2.com/sellers/syncbase)
- **Year Founded:** 1978
- **HQ Location:** Melbourne, Victoria, Australia
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=245f340161b0c62670bb30edb5ca493a2f0d1b634cfbaa5c25db69c91b96e4af&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcomputershare&secure%5Burl_type%5D=linkedin_company_website)  
8,022 employees on LinkedIn®

### [Palico](https://www.g2.com/products/palico/reviews)

Palico is the leading online marketplace for the private equity fund community.

#### Who Is the Company Behind Palico?

- **Seller:** [Palico](https://www.g2.com/sellers/palico)
- **Year Founded:** 2012
- **HQ Location:** New York ,United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7895953c83e5c14692ae746b3fa52e3b66d6fd1dac073211665f35780195a5ec&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpalico&secure%5Burl_type%5D=linkedin_company_website)  
27 employees on LinkedIn®

### [Perks.Vision](https://www.g2.com/products/perks-vision/reviews)

Perks.Vision automates your online share plan system workflow to reduce repetitive data entry and to ensure accuracy of information. Customize our solutions to suit your requirements.

#### Who Is the Company Behind Perks.Vision?

- **Seller:** [Perks.Vision](https://www.g2.com/sellers/perks-vision)
- **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®

### [Quoroom](https://www.g2.com/products/quoroom/reviews)

Quoroom (formerly HighCastle) provides a professional cross-integrated software solution to manage investment workflow and securities. Quoroom solution includes shares, debentures and options management, data room with e-signing, legal templates and direct issuance to a cap table, issuer and investor portals to support ongoing investor relations and compliance.

#### Who Is the Company Behind Quoroom?

- **Seller:** [HighCastle Ltd.](https://www.g2.com/sellers/highcastle-ltd)
- **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=d048f5c82ee05e0d697ddcad2832d4c422420f715eef962ea5b4fbd011fe99c1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmyquoroom&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [Raylu](https://www.g2.com/products/raylu/reviews)

Raylu is the AI Platform for Private Market Investors. More companies, smarter diligence, bigger wins.

#### Who Is the Company Behind Raylu?

- **Seller:** [Raylu](https://www.g2.com/sellers/raylu)
- **Year Founded:** 2022
- **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=8af4b5c34a30a35c7581bf0882097e7cf83bdf2ce48adc63b5dedf973989bfd2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fraylu-ai&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

### [RegiStar](https://www.g2.com/products/registar/reviews)

Shareholders Management platform RegiStar is the most efficient system to perform complete monitoring and management of shareholders registry. The platform provides a user-friendly interface, fast data management, a plethora of tools and it is easy to adjust and customise according to any listed company’s requirements.

#### Who Is the Company Behind RegiStar?

- **Seller:** [PROFILE SOFTWARE S.A](https://www.g2.com/sellers/profile-software-s-a)
- **Year Founded:** 1990
- **HQ Location:** Néa Smírni, Attiki, Greece
- **Twitter:** @PROFILESoftware  
330 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f6ee6f655de7c473c6254078b957cf5ff0899eda278e0e034744f2d1c1503855&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprofile-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
229 employees on LinkedIn®

### [Salto X](https://www.g2.com/products/salto-x/reviews)

Salto X is an easy-to-use cap table management platform for growing teams. It offers effortless onboarding, a user-friendly interface, and a scalable design that makes managing equity simpler and more efficient than ever.

#### Who Is the Company Behind Salto X?

- **Seller:** [Salto X](https://www.g2.com/sellers/salto-x)
- **Year Founded:** 2021
- **HQ Location:** N/A
- **Twitter:** @joinSaltoX  
169 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b6ec8b7f269c8991c6607c409b3352dc35a41fa12ccfff0a4172b75297b2c1c4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalto-x%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

### [Sharetrack](https://www.g2.com/products/sharetrack/reviews)

Sharetrack is a flexible, modular Share Plan Management software solution. Whether you run LTIPs, CSOPs or SIPs, this system will assist you in delivering a complete share plan solution to complete your employee compensation package. It enables you to complete a range of complex tasks from Grants to Exercises, streamlining them and saving you time. It records, manages, and reports the information required for Share Plan Management and regulatory compliance efficiently and comprehensively. And it helps you communicate with your participants easily and effectively so you can rest easy. We offer Sharetrack for use in-house as well as via a co-sourced model. For those looking for help with their SIP we also offer fully outsourced SIP administration and Trustee services. Additional modules available with Sharetrack are: • Employee portal • Share Registration • Director’s Interests • Liquidity Event/Internal Market • IFRS2 • Loan Register

#### Who Is the Company Behind Sharetrack?

- **Seller:** [Cytec](https://www.g2.com/sellers/cytec)
- **Year Founded:** 2000
- **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=61693ea882d1af62230518a6d13d347eb06e16d2cd0cf64778277da93c61cb18&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcytec-solutions-limited&secure%5Burl_type%5D=linkedin_company_website)  
29 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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