Best Equity Management Solutions - Page 2

How Many Equity Management Software Products Does G2 Track?

Total Products under this Category: 100

Category Stats (Oct 2026)

  • Average Rating: 4.6/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Ledgy (+0.54%) - Among all products in this category, Ledgy recorded the largest rating increase compared to last month

Last updated: October 26, 2026

How Does G2 Rank Equity Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 8,100+ Authentic Reviews
  • 100+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Equity Management Software

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

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

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

EquityList

EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table management: Manage your cap table seamlessly and invite investors to accurately track the company's valuation history, store share classes, and digital certificates, and conduct valuation exercises. You can model fundraising scenarios and waterfall exits. ESOP/SAR/RSU management: Administer and manage your company's stock options plans with ease and invite employees and partners for a transparent ownership experience. Fundraise workflows: Raise capital efficiently and smartly by using EquityList's fundraising workflows. Equity advisory: Leverage the expertise of a decade's worth of experience in creating industry-best equity award schemes. Valuation reports: Get your company's valuation exercise (like 409A, HMRC, and more) done by the industry’s best valuers or merchant bankers. Multi-entity management: Simplify complex cross-border shareholding for subsidiaries, manage put-call structures, and visualize dilution from a single dashboard. Get onboarded in less than 24 hours. 400+ companies across India, the US, APAC, and MENA manage their equity operations with EquityList. Learn more at https://www.equitylist.co/

Average Rating: 4.7/5.0

Total Reviews: 117

How Do G2 Users Rate EquityList?

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

Who Is the Company Behind EquityList?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About EquityList?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of EquityList?

Xumane Equity

Xumane Equity was designed to equip companies to manage their equity in the most effective way possible Along with accurate cap table management, Xumane Equity’s platform offers an intuitive, error-free and paperless experience which is customized to suit the needs of the user and ensures that it is a one-stop destination for any information which the stakeholders require with pinpoint accuracy. Xumane Equity also helps in measuring and analysing KPIs and facilitates the creation of any data model based on the scenario, which has helped a lot of our clients in effectively tracking their performance with respect to their goals. We at Xumane Equity are determined to help our clients on their path to being successful organizations.

Average Rating: 5.0/5.0

Total Reviews: 65

How Do G2 Users Rate Xumane Equity?

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

Who Is the Company Behind Xumane Equity?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Xumane Equity?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Xumane Equity?

Eqvista

Eqvista, a top-rated 409A valuation provider on G2, combines comprehensive equity management with expert valuation services provided by our in-house NACVA-certified professionals. Eqvista Real-Time Company Valuation® technology gives you instant access to your company’s worth alongside complete cap table control. Our platform handles every aspect of equity operations in one place. Issue and manage all types of equity including common stock, preferred shares, stock options, RSUs, warrants, and convertible securities entirely online with real-time updates. Advanced vesting features support cliff vesting, graded vesting, and custom schedules for employee equity programs. Track shareholders across all equity types, manage grant administration, and provide stakeholders with transparent access to their equity information through our shareholder portal. As industry leaders in 409A valuations, we serve companies from startups to enterprises with NACVA-certified assessments that meet audit-ready compliance standards. Every valuation comes with full IRS defense and integrates directly with your cap table management across all equity types. Eqvista also helps private companies give shareholders liquidity through Company-Sponsored Tender Offers. You set the price, decide who can participate, and control how much stock is sold. Because every offer connects to Eqvista Real-Time Company Valuation®, pricing is backed by a current, audit-defensible fair market value. Completed transactions update your cap table automatically. A secondary marketplace for private share sales is coming soon. With our Eqvista Real-Time Company Valuation® advantage, no more waiting weeks for valuation reports when making critical decisions. Whether you’re planning fundraising rounds, issuing employee options or RSUs, running a tender offer, or evaluating M&A opportunities, your company’s fair market value is always current and ready. With over $9 trillion in company assets valued, we deliver Big Four quality results that power strategic planning with real-time insights into your company’s true worth.

Average Rating: 4.2/5.0

Total Reviews: 10

How Do G2 Users Rate Eqvista?

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

Who Is the Company Behind Eqvista?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Eqvista?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Eqvista?

What Are G2 Users Discussing About Eqvista?

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trica equity

trica equity is helping companies simplify equity management with their stock options and cap table management products. trica's customer-centric approach is visible in its startup friendly pricing and features that are tailored to grow as a company progresses on its growth journey Currently trica equity is used by more than 550 companies from India, the USA and Singapore including over 100 Series B+ startups, unicorns and pre-IPO companies. You can start your equity management journey with trica equity for free by simply clicking on the "Get Started" button on the top right of this page.

Average Rating: 4.4/5.0

Total Reviews: 52

How Do G2 Users Rate trica equity?

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

Who Is the Company Behind trica equity?

Who Uses This Product?

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

What Are Recent G2 Reviews of trica equity?

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 provided by Nth Round, enhancing security and communication efficiency.
  • Users value the effective communication facilitated by Nth Round, enhancing shareholder engagement and participation significantly.
  • Users commend the exceptional customer support of Nth Round, ensuring seamless problem resolution and effective communication.
  • Users love the ease of use of Nth Round, enhancing communication and increasing shareholder participation effortlessly.
  • Users value the intuitive design of Nth Round, enhancing communication and increasing shareholder engagement effortlessly.

What Are Recent G2 Reviews of Nth Round?

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?

Cyndx

Cyndx is an AI-powered deal search and discovery engine that uses machine learning (ML) and natural language processing (NLP) to identify closely-similar companies for deal sourcing, client prospecting, and more. Instead of relying on keywords, static company classifications, and purely historical data. Cyndx uses artificial intelligence (AI) and natural language processing (NLP) to ingest and analyze millions of companies and transactions, understand them in the context of your search query, and provide a precise, actionable list of the right opportunities, right now.

Average Rating: 4.6/5.0

Total Reviews: 20

How Do G2 Users Rate Cyndx?

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

Who Is the Company Behind Cyndx?

  • Seller: Cyndx
  • Year Founded: 2013
  • HQ Location: 525 Okeechobee Blvd West Palm Beach, FL 33401
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Investment Banking
  • Company Size: 80% Small, 15% Medium

What Do G2 Reviewers Say About Cyndx?

AI-generated summary from verified user reviews

Pros
  • Users value the extensive and intuitive database of Cyndx, enabling informed decision-making with comprehensive insights.
  • Users praise the amazing customer support from Cyndx, highlighting their quick response and helpfulness during onboarding.
  • Users value the massive database size of Cyndx, enabling thorough research and informed business decisions effectively.
  • Users commend the superior data and ease of use of Cyndx for informed business decision-making.
  • Users appreciate the ease of use of Cyndx, seamlessly transitioning from overviews to detailed insights for decision-making.
Cons
  • Users experience a difficult learning curve with Cyndx, needing time to master its powerful features and advanced searches.
  • Users find limited features in Cyndx, wishing for more customization and refined search options to enhance usability.
  • Users find that data inaccuracy in Cyndx can lead to outdated information and unreliable contact details.
  • Users find Cyndx's difficult usability daunting, citing complex features and a steep learning curve for optimal use.
  • Users find the inadequate search functionality hinders precise data retrieval and complicates query creation for efficient use.

What Are Recent G2 Reviews of Cyndx?

Shareworks by Morgan Stanley

Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify equity plan administration, provide confident disclosures and comply with certainty. Shareworks includes both US GAAP and IFRS financial reporting, supports global tax and legal compliance for over 170+ countries, offers 409A valuations, liquidity events, equity compensation benchmarking and compensation strategy planning tools.

Average Rating: 3.8/5.0

Total Reviews: 32

How Do G2 Users Rate Shareworks by Morgan Stanley?

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

Who Is the Company Behind Shareworks by Morgan Stanley?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Shareworks by Morgan Stanley?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Shareworks by Morgan Stanley?

What Are G2 Users Discussing About Shareworks by Morgan Stanley?

Equitest

Equitest's online valuation platform provides a simple and affordable valuation tool which enables the valuation of all kind of businesses

Average Rating: 4.1/5.0

Total Reviews: 13

How Do G2 Users Rate Equitest?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Reporting: 8.9/10 (Category avg: 8.8/10)
  • Public Equity: 8.3/10 (Category avg: 8.4/10)
  • Dashboard: 8.6/10 (Category avg: 9.2/10)

Who Is the Company Behind Equitest?

  • Seller: Nezikist
  • Year Founded: 2020
  • HQ Location: Hod HaSharon, IL
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 46% Medium, 31% Small

What Are Recent G2 Reviews of Equitest?

Upstock.io

Upstock is a platform that simplifies equity compensation management by offering real-time tracking of Restricted Stock Units (RSUs) and performance-based equity plans. Designed to enhance employee engagement and retention, Upstock aligns team members' financial interests with company success across over 75 jurisdictions. Key Features and Functionality: - Real-Time Equity Tracking: Provides employees with motivational dashboards that display the growth and value of their equity in real time. - Support for Various Equity Types: Manages different forms of equity compensation, including RSUs and performance-based plans. - Global Compliance: Ensures legal adherence by managing equity plans across more than 75 jurisdictions. - Transparent Agreements and Reporting: Offers clear and understandable equity agreements and reporting tools. - Mobile Accessibility: Features a mobile app for convenient access to equity information. Primary Value and Solutions Provided: Upstock addresses the challenges companies face in effectively managing and communicating equity compensation. Traditional methods can be costly, legally complex, and lack transparency, especially for organizations operating across multiple jurisdictions. By offering a user-friendly platform with real-time insights, Upstock fosters a culture of ownership among employees. This alignment of financial interests with company success leads to increased motivation, engagement, and retention, ultimately driving the organization's growth and prosperity.

Average Rating: 4.2/5.0

Total Reviews: 37

How Do G2 Users Rate Upstock.io?

  • Reporting: 8.1/10 (Category avg: 8.8/10)
  • Public Equity: 9.0/10 (Category avg: 8.4/10)
  • Dashboard: 8.8/10 (Category avg: 9.2/10)

Who Is the Company Behind Upstock.io?

  • Seller: Upstock.io
  • Year Founded: 2019
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    48 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 68% Small, 22% Medium

What Do G2 Reviewers Say About Upstock.io?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive dashboard visualization of Upstock.io, simplifying equity management for teams and startups.
  • Users value the straightforward and transparent equity management provided by Upstock.io, simplifying the complexities for all teams.
  • Users praise the intuitive design of Upstock.io, making equity management simple and accessible for everyone.
  • Users value the process simplification of Upstock.io, making equity management clear and accessible for everyone.
  • Users appreciate the simple and transparent equity management of Upstock.io, which is ideal for startups and small teams.
Cons
  • Users find the complex reporting features of Upstock.io lacking in detail, hindering their advanced analysis needs.
  • Users find the limited customization options restrictive, hindering advanced integration with other essential tools.
  • Users find the onboarding flow confusing, particularly for those unfamiliar with equity terms, requiring further clarification.
  • Users experience poor customer support due to slower response times during peak periods, affecting their overall satisfaction.

What Are Recent G2 Reviews of Upstock.io?

Mantle

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

Average Rating: 5.0/5.0

Total Reviews: 9

How Do G2 Users Rate Mantle?

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

Who Is the Company Behind Mantle?

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

Who Uses This Product?

  • Company Size: 89% Small, 11% Medium

What Do G2 Reviewers Say About Mantle?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Mantle?

Sprout

Sprout is a comprehensive stakeholder management platform designed to help companies efficiently manage their equity, stock options, cap tables, and fundraising activities. By consolidating these critical functions into a single, user-friendly interface, Sprout empowers organizations to streamline ownership administration, enhance governance, and foster transparency among stakeholders. Key Features and Functionality: - ESOP and Vesting Management: Design and oversee employee stock option plans, including RSUs, RSAs, and phantom stock, with customizable vesting schedules. - Cap Table Management: Maintain an up-to-date cap table, issue digital stock certificates, and manage the shareholder registry in real time. - Fundraising Tools: Utilize scenario modeling to plan fundraising efforts, analyze term sheets, and assess the impact of new investments on shareholder dilution. - Individual Shareholder Accounts: Provide self-service portals for investors, employees, and shareholders to access personal information, reducing administrative overhead. Primary Value and User Solutions: Sprout addresses the complexities of equity and stakeholder management by offering a centralized platform that automates and simplifies these processes. This solution eliminates the need for cumbersome spreadsheets and manual tracking, reducing errors and saving time. By enhancing transparency and governance, Sprout enables companies to build trust with stakeholders, attract and retain talent through well-managed equity plans, and make informed decisions during fundraising activities. Ultimately, Sprout empowers organizations to focus on growth and innovation while ensuring efficient and accurate stakeholder management.

Average Rating: 4.9/5.0

Total Reviews: 8

How Do G2 Users Rate Sprout?

  • Reporting: 9.5/10 (Category avg: 8.8/10)
  • Public Equity: 8.9/10 (Category avg: 8.4/10)
  • Dashboard: 9.8/10 (Category avg: 9.2/10)

Who Is the Company Behind Sprout?

Who Uses This Product?

  • Company Size: 88% Medium, 13% Large

What Are Recent G2 Reviews of Sprout?

Hissa

Hissa is India's most comprehensive ESOP management company, managing 350 million+ employee stock options worth $3.5 billion in equity grants across 100+ Indian companies. Hissa operates across three verticals: 1. ESOP Platform: Equity management software for Indian startups to set up, manage, and automate their ESOP programmes replacing spreadsheets with a purpose-built platform covering grants, vesting, compliance, and employee dashboards. 2. ESOP Liquidity: India's first dedicated ESOP secondary fund ($35M), providing liquidity to startup employees before an IPO or acquisition. The fund has facilitated cash exits for 3,000+ employees across the Indian startup ecosystem. 3. ESOP Market Access: Pre-IPO investment access for investors looking to participate in India's best growth-stage companies through employee equity transactions. Hissa serves founders, employees, and investors - the three stakeholders in every ESOP transaction making it the only company in India that covers the full ESOP lifecycle in one place.

Average Rating: 4.8/5.0

Total Reviews: 7

How Do G2 Users Rate Hissa?

  • Reporting: 10.0/10 (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 Hissa?

  • Seller: Hissa
  • Year Founded: 2019
  • HQ Location: Bengaluru, IN
  • LinkedIn® Page: www.linkedin.com
    38 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 57% Small, 43% Medium

What Are Recent G2 Reviews of Hissa?

HRSoft Long-Term Incentive Management

HRSoft’s LTI Solution empowers organizations to streamline the management of deferred cash or phantom stock programs with automated processes and clear communication. From establishing tailored rules to consolidating bonus calculations, our platform enhances operational efficiency while fostering transparency. Take a short self-guided tour: https://demo.cloud.hrsoft.com/share/xinuqnecoqre

Average Rating: 4.5/5.0

Total Reviews: 21

How Do G2 Users Rate HRSoft Long-Term Incentive Management?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Reporting: 10.0/10 (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 HRSoft Long-Term Incentive Management?

  • Seller: HRSoft
  • Year Founded: 2012
  • HQ Location: Maitland, FL
  • Twitter: @HRsoft_Inc
    3,342 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    178 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 77% Large, 23% Medium

What Are Recent G2 Reviews of HRSoft Long-Term Incentive Management?

What Are G2 Users Discussing About HRSoft Long-Term Incentive Management?

TWO12 Cap Table

Unlimited shareholders, unlimited rounds, unlimited dilution and exit modeling PLUS free migration & white-glove onboarding.

Average Rating: 3.9/5.0

Total Reviews: 5

How Do G2 Users Rate TWO12 Cap Table?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Reporting: 6.7/10 (Category avg: 8.8/10)
  • Public Equity: 3.3/10 (Category avg: 8.4/10)
  • Dashboard: 8.8/10 (Category avg: 9.2/10)

Who Is the Company Behind TWO12 Cap Table?

Who Uses This Product?

  • Top Industries: Venture Capital & Private Equity
  • Company Size: 80% Medium, 20% Small

What Are Recent G2 Reviews of TWO12 Cap Table?

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