Introducing G2.ai, the future of software buying.Try now

Best Equity Management Solutions - Page 4

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

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
Show More
Show Less

Best Equity Management Software At A Glance

Highest Performer:
Easiest to Use:
Top Trending:
Best Free Software:
Show LessShow More
Easiest to Use:
Top Trending:
Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

No filters applied
73 Listings in Equity Management Available
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    All-in-one platform for SMBs to get funded

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Nana Fund Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Features
    1
    Simple
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Nana Fund features and usability ratings that predict user satisfaction
    0.0
    No information available
    8.3
    Reporting
    Average: 8.6
    0.0
    Equity Governance
    Average: 8.2
    10.0
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    GetGrant
    Year Founded
    2023
    HQ Location
    San Diego, US
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

All-in-one platform for SMBs to get funded

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Nana Fund Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Features
1
Simple
1
Cons
This product has not yet received any negative sentiments.
Nana Fund features and usability ratings that predict user satisfaction
0.0
No information available
8.3
Reporting
Average: 8.6
0.0
Equity Governance
Average: 8.2
10.0
Dashboard
Average: 9.1
Seller Details
Seller
GetGrant
Year Founded
2023
HQ Location
San Diego, US
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 do

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • WE.VESTR features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    WE.VESTR
    Year Founded
    2020
    HQ Location
    Amsterdam, NL
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 do

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
WE.VESTR features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
WE.VESTR
Year Founded
2020
HQ Location
Amsterdam, NL
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 m

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Allocations SPV and Fund Generation features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2019
    HQ Location
    Miami, US
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 m

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Allocations SPV and Fund Generation features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2019
HQ Location
Miami, US
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 employee

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Barback features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2023
    HQ Location
    San Francisco, US
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 employee

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Barback features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2023
HQ Location
San Francisco, US
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Capyx features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Capyx
    HQ Location
    United States
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Capyx features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Capyx
HQ Location
United States
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
0 ratings
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 c

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Clara features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Clara
    Year Founded
    2019
    HQ Location
    Dubai International Financial Centre, AE
    Twitter
    @Clara_TechCo
    627 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    69 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 c

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Clara features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Clara
Year Founded
2019
HQ Location
Dubai International Financial Centre, AE
Twitter
@Clara_TechCo
627 Twitter followers
LinkedIn® Page
www.linkedin.com
69 employees on LinkedIn®
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 an

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Easop features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Easop
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 an

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Easop features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Easop
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Give your community skin in the game. Fairmint empowers you to grant equity to anyone that adds value to your company and passively receive investment from your biggest fans. Launch in a few clicks an

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fairmint features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Fairmint
    Year Founded
    2019
    HQ Location
    San Francisco, US
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Give your community skin in the game. Fairmint empowers you to grant equity to anyone that adds value to your company and passively receive investment from your biggest fans. Launch in a few clicks an

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Fairmint features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Fairmint
Year Founded
2019
HQ Location
San Francisco, US
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Figure features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    New York City, US
    Twitter
    @Figure
    19,670 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    519 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Figure features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2018
HQ Location
New York City, US
Twitter
@Figure
19,670 Twitter followers
LinkedIn® Page
www.linkedin.com
519 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 f

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fundwave features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Fundwave
    Year Founded
    2013
    HQ Location
    Singapore, SG
    Twitter
    @getfundwave
    204 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    21 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 f

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Fundwave features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Fundwave
Year Founded
2013
HQ Location
Singapore, SG
Twitter
@getfundwave
204 Twitter followers
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Incentrium features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Finidy
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Incentrium features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Finidy
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Kore All-In-One Platform features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    KoreConX
    Year Founded
    2016
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    60 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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.

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Kore All-In-One Platform features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
KoreConX
Year Founded
2016
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
60 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 establishi

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OPTRACK features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SyncBase
    Year Founded
    1978
    HQ Location
    Melbourne, Victoria, Australia
    LinkedIn® Page
    www.linkedin.com
    8,022 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 establishi

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
OPTRACK features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
SyncBase
Year Founded
1978
HQ Location
Melbourne, Victoria, Australia
LinkedIn® Page
www.linkedin.com
8,022 employees on LinkedIn®
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Palico features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Palico
    Year Founded
    2012
    HQ Location
    New York ,United States
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Palico features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Palico
Year Founded
2012
HQ Location
New York ,United States
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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.

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Perks.Vision features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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.

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Perks.Vision features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®