# Top Free Equity Management Software

## 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:** Pulley (+0.06%) - Among all products in this category, Pulley recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Equity Management Software Products?

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

- 30 Analysts and Data Experts
- 6,600+ 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=16024&focus%5B%5D=1420241&focus%5B%5D=1242322)

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

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=carta-equity-suite&focus%5B%5D=slice-global-equity&focus%5B%5D=optio-incentives)

**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=2026-08-02T01%3A39%3A41Z&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%2Ffree%3Fopen_modal_url%3D%252Fproducts%252Fcapboard%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fequity-management%25252Ffree%2526source%253Dcategory&secure%5Btoken%5D=8377a1afc6cb29f27ca2aa023b2fbc0cdf3f1a310125b53a07aec731270153e6&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)

### [Qapita](https://www.g2.com/products/qapita/reviews)

Qapita is an equity management platform for startups and listed companies that helps them seed, build, harness and eventually Unlock the Power of Ownership for their stakeholders. Qapita supports over 2,000 clients across the globe, while engaging their investors and over 300,000 employees holding more than USD 55 billion of equity value. Qapita's platform offers cap table and equity management tools for founders, finance, legal, reward and HR teams, and provides VCs with a holistic view of their portfolio companies, fund administration and portfolio valuation and reporting tools and helps facilitate LP engagement. Complementing their platform, Qapita offers equity compensation and equity and cash incentive plan design consulting services, valuation and financial reporting expertise, and private market liquidity solutions tailored to meet the needs of both shareholders and employees. For more information, visit us at https://www.qapita.com/ Request a FREE demo by clicking the button on the top right of this page

**Average Rating:** 4.6/5.0

**Total Reviews:** 321

#### How Do G2 Users Rate Qapita?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Reporting:** 8.8/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.9/10 (Category avg: 8.4/10)
- **Dashboard:** 8.9/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Qapita?

- **Seller:** [Qapita](https://www.g2.com/sellers/qapita)
- **Company Website:** www.qapita.com
- **Year Founded:** 2019
- **HQ Location:** Singapore, Singapore
- **Twitter:** @qapita  
294 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=61fe428c02d2565b5bbcbc75be0160ce7428d45a97411cbf628ce6bff8f25906&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fqapita%2F&secure%5Burl_type%5D=linkedin_company_website)  
503 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 48% Medium, 26% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Qapita, highlighting its simplicity and effective support for handling queries.
- Users commend the **responsive customer support** of Qapita, ensuring a smooth and efficient onboarding experience.
- Users commend the **team's responsiveness and cooperative approach** , ensuring a smooth and efficient experience with Qapita.
- Users appreciate the **efficient ESOP management** of Qapita, saving time and streamlining processes for both HR and finance.
- Users appreciate the **intuitive interface** of Qapita, enhancing navigation and efficient management of tasks.

##### Cons

- Users find Qapita's **limited customization** restricts configuration options, complicating report generation and overall efficiency.
- Users face **limited responsiveness** occasionally, resulting in delays and sub-optimal conversations during remote access.
- Users face challenges with **complex reporting** , lacking customization and requiring reconciliations, complicating their workflow.
- Users report **poor customer support** , noting communication issues and inconsistent responses affecting their experience with Qapita.
- Users face **workflow inefficiencies** due to limited customization and excessive clicks, complicating their tasks and processes.

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

**["Seamless access to accurate, audit-ready reports through Qapita platform."](https://www.g2.com/survey_responses/qapita-review-12335376)**

**Rating:** 5.0/5.0 stars

_— Vinayak N._

[Read full review](https://www.g2.com/survey_responses/qapita-review-12335376)

**["Streamlined ESOP Experience"](https://www.g2.com/survey_responses/qapita-review-12727727)**

**Rating:** 5.0/5.0 stars

_— Anvi B._

[Read full review](https://www.g2.com/survey_responses/qapita-review-12727727)

#### What Are G2 Users Discussing About Qapita?

- [What is your experience with Qapita for equity management, and what features do you find most useful?](https://www.g2.com/discussions/what-is-your-experience-with-qapita-for-equity-management-and-what-features-do-you-find-most-useful)

### [Eqvista](https://www.g2.com/products/eqvista/reviews)

Eqvista, ranked #1 Equity Management Platform on G2 combines comprehensive equity managementcombines comprehensive equity management with expert valuation services provided by our in-house NACVA-certified professionals and our breakthrough Eqvista Real-Time Company Valuation® technology, giving 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. 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, or evaluating M&A opportunities, your company's fair market value is always current and ready. We process over $5 billion in valuations monthly, providing Big Four quality results that power strategic planning with real-time insights into your company's true worth.

**Average Rating:** 4.9/5.0

**Total Reviews:** 67

#### How Do G2 Users Rate Eqvista?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Reporting:** 9.8/10 (Category avg: 8.8/10)
- **Equity Governance:** 9.5/10 (Category avg: 8.4/10)
- **Dashboard:** 9.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Eqvista?

- **Seller:** [Eqvista](https://www.g2.com/sellers/eqvista)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, CA
- **Twitter:** @eqvista  
373 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b81fa562b684b6bc6587b55e60e28a79a113cf458549459776f60623ff638c09&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feqvista%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 58% Medium, 51% Small

#### 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 report that **manual operations** can slow down large cap-table updates and require exporting advanced reports to Excel.
- Users find the **steep learning curve** of Eqvista's interface challenging, especially for non-finance specialists.
- Users find the **difficult setup** of Eqvista challenging, as it requires technical knowledge for effective use.

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

**["The Transparent Equity Engine for Data-Driven Marketers"](https://www.g2.com/survey_responses/eqvista-review-12284908)**

**Rating:** 5.0/5.0 stars

_— Kevin Z._

[Read full review](https://www.g2.com/survey_responses/eqvista-review-12284908)

**["Strategic Equity Planning That Supercharged Our Marketing Team Performance"](https://www.g2.com/survey_responses/eqvista-review-11948885)**

**Rating:** 5.0/5.0 stars

_— Olivia S._

[Read full review](https://www.g2.com/survey_responses/eqvista-review-11948885)

#### What Are G2 Users Discussing About Eqvista?

- [What is shareholder management?](https://www.g2.com/discussions/what-is-shareholder-management)
- [Who owns Eqvista?](https://www.g2.com/discussions/who-owns-eqvista)
- [Is Eqvista free?](https://www.g2.com/discussions/is-eqvista-free)

### [Cake Equity](https://www.g2.com/products/cake-equity/reviews)

Cake Equity is an equity management platform that helps startups and growing companies manage their cap table, equity compensation, and compliance in one place. It moves with a company from its first SAFE or option grant through complex funding rounds, giving founders, finance, legal, and employees one system to stay aligned as the company scales. Designed as a system of action, Cake brings cap table management, stock option and ESOP administration, equity plan design, and built-in compliance into a single platform, with automated workflows and intelligent insights that surface what matters before teams have to ask. Core capabilities include: - Cap table management and modeling: a real-time cap table with scenario modeling for funding rounds, SAFE conversions, and exits. - Stock option and ESOP administration: grant issuance, vesting schedules, and equity plan management in one place. - Built-in compliance: 409A valuations, ASC 718 reporting, and board approval workflows for audit-ready records. - Automated document workflows: document generation, scanning, and contract editing that reduce manual equity admin. - Employee equity education: built-in tools that help employees understand what they own, how their equity works, and why it matters. What sets Cake apart is motivation. Beyond managing equity, Cake gives every stakeholder a reason to care about it: founders get a cap table they can trust, finance and legal teams get audit-ready reporting and faster document workflows, and employees get real clarity on their ownership.

**Average Rating:** 4.8/5.0

**Total Reviews:** 131

#### How Do G2 Users Rate Cake Equity?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Reporting:** 8.7/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.9/10 (Category avg: 8.4/10)
- **Dashboard:** 9.1/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Cake Equity?

- **Seller:** [Cake Equity](https://www.g2.com/sellers/cake-equity)
- **Company Website:** www.cakeequity.com
- **Year Founded:** 2018
- **HQ Location:** Venice, CA
- **Twitter:** @CakeEquity  
839 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b37d96f12958a766493b6a7713554caad309301b92d3e9d77e0a5705744043cd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcake-equity%2F&secure%5Burl_type%5D=linkedin_company_website)  
228 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, CFO
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 69% Small, 12% Medium

#### What Do G2 Reviewers Say About Cake Equity?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate Cake Equity's **intuitive and user-friendly design** , making equity management straightforward and efficient.
- Users commend the **friendly and responsive support team** at Cake Equity, enhancing the overall user experience significantly.
- Users appreciate the **intuitive and visually appealing interface** of Cake Equity, facilitating smooth navigation and effective workflows.
- Users value the **transparent insights** provided by Cake Equity, simplifying ESOP management and enhancing employee understanding.
- Users appreciate the **ease of use** of Cake Equity, valuing its straightforward setup and management features.

##### Cons

- Users find the **frequent layout changes** and navigation challenges hinder the overall user experience with Cake Equity.
- Users find the **lack of instructions** frustrating, as navigating the platform can be confusing without guidance.
- Users experience **poor customer support** due to delays in responses and difficulty reaching service representatives.
- Users found the **difficult setup** of Cake Equity challenging initially, though manageable with time and effort.
- Users find Cake Equity's pricing **expensive** for necessary features, leading to concerns about overall value for smaller teams.

#### What Are Recent G2 Reviews of Cake Equity?

**["Cake makes Equity simple, clear, and employee-friendly (cool admin tools at a great value!)"](https://www.g2.com/survey_responses/cake-equity-review-12346482)**

**Rating:** 5.0/5.0 stars

_— Colleen B._

[Read full review](https://www.g2.com/survey_responses/cake-equity-review-12346482)

**["Streamlined Cap Table Management with Ease"](https://www.g2.com/survey_responses/cake-equity-review-12750516)**

**Rating:** 4.0/5.0 stars

_— Nick B._

[Read full review](https://www.g2.com/survey_responses/cake-equity-review-12750516)

### [Fidelity Private Shares](https://www.g2.com/products/fidelity-private-shares/reviews)

Fidelity Private Shares is offering the next generation of equity management. We're reshaping how private companies get started, raise capital, and exit by raising the bar for cap table management and making venture financing simpler. With our platform, you get everything you need to scale and exit: - Fundraise faster than ever before - Have more accurate data and documentation - Automate your legal operations Thousands of users, investors, and attorneys rely on us for fundraising and legal due diligence.

**Average Rating:** 4.8/5.0

**Total Reviews:** 32

#### How Do G2 Users Rate Fidelity Private Shares?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Reporting:** 8.8/10 (Category avg: 8.8/10)
- **Equity Governance:** 9.3/10 (Category avg: 8.4/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Fidelity Private Shares?

- **Seller:** [Fidelity](https://www.g2.com/sellers/fidelity)
- **Year Founded:** 1946
- **HQ Location:** Boston, US
- **Twitter:** @Fidelity  
396,474 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2148f8af67fa1575b99e9d1a871ad362ce5b68f3c525a923d926af127f45b8f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1307%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,605 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 76% Small, 15% Medium

#### What Do G2 Reviewers Say About Fidelity Private Shares?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **quick and efficient features** of Fidelity Private Shares, enhancing their overall experience with ease.
- Users appreciate the **ease of use** of Fidelity Private Shares, benefiting from efficient workflows and excellent customer support.
- Users highlight the **exceptional customer support** of Fidelity Private Shares, making onboarding and navigation seamless and efficient.
- Users value the **exceptional support** from the Fidelity Private Shares team, guiding them effectively through every step.
- Users value the **easy dashboard for effective cap table management** that enhances organization and simplifies startup processes.

##### Cons

- Users find the platform's **non-intuitive interface** and confusing workflows hinder their overall experience and usage.
- Users struggle with **workflow inefficiencies** on Fidelity Private Shares, finding the platform unintuitive and confusing without support.
- Users face **access limitations** due to a confusing workflow and non-intuitive platform, needing support for better usability.
- Users note that the **trading costs increase with lower account balances** , making it expensive for smaller investors.
- Users find the **modeling tools limited** , noting they are not effective for exploring various scenario analyses.

#### What Are Recent G2 Reviews of Fidelity Private Shares?

**["Accurate Cap Table Management with Exceptional Onboarding"](https://www.g2.com/survey_responses/fidelity-private-shares-review-12581178)**

**Rating:** 5.0/5.0 stars

_— Michael D._

[Read full review](https://www.g2.com/survey_responses/fidelity-private-shares-review-12581178)

**["Incredible Functionality with Robust Cap Table Management"](https://www.g2.com/survey_responses/fidelity-private-shares-review-12656557)**

**Rating:** 5.0/5.0 stars

_— Leon S._

[Read full review](https://www.g2.com/survey_responses/fidelity-private-shares-review-12656557)

#### What Are G2 Users Discussing About Fidelity Private Shares?

- [What is Shoobx used for?](https://www.g2.com/discussions/what-is-shoobx-used-for)

### [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews)

Carta is the ERP for private capital, connecting the entire ecosystem—from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines every ownership workflow, making it easier to understand, manage, and grow equity. With cutting-edge AI and human services built to scale, Carta empowers you to build, invest, and grow with confidence. Carta’s Fund Administration platform supports 8,800+ funds and SPVs, representing more than $203B in assets under management, with tools designed to enhance the strategic impact of Fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is transforming how private capital operates.

**Average Rating:** 4.3/5.0

**Total Reviews:** 233

#### How Do G2 Users Rate Carta Equity Suite?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Reporting:** 8.2/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.6/10 (Category avg: 8.4/10)
- **Dashboard:** 8.6/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Carta Equity Suite?

- **Seller:** [Carta](https://www.g2.com/sellers/carta)
- **Company Website:** www.carta.com
- **Year Founded:** 2007
- **HQ Location:** San Francisco, California
- **Twitter:** @cartainc  
29,004 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04fc0fde2933886d93c87220be3f98760307dfe54423a2d1b63d9223d0554708&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcarta--%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,068 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, CFO
- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 49% Medium, 45% Small

#### What Do G2 Reviewers Say About Carta Equity Suite?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Carta Equity Suite very **easy to use** , simplifying equity management with its intuitive design and helpful support.
- Users value the **user-friendly interface** of Carta, which simplifies equity management and enhances transparency and organization.
- Users appreciate the **clean and intuitive interface** of Carta, making equity management easy and user-friendly.
- Users value the **real-time visibility and simplification** of cap table management, enhancing transparency and efficiency.
- Users love how Carta Equity Suite makes managing equity and cap tables **simple and user-friendly** , streamlining the entire process.

##### Cons

- Users find Carta Equity Suite to be **expensive** , particularly for smaller teams with limited support options.
- Users experience **onboarding issues** with unclear options and slow loading speeds, making it challenging for new users.
- Users find Carta Equity Suite's **complex reporting** features to be inflexible and challenging for beginners to navigate.
- Users express concern over **poor customer support** , citing difficulties in getting timely assistance when needed.
- Users find the **navigation complex** and occasionally experience slow loading times, making the platform less user-friendly.

#### What Are Recent G2 Reviews of Carta Equity Suite?

**["Intuitive Equity Management Made Easy"](https://www.g2.com/survey_responses/carta-equity-suite-review-12470664)**

**Rating:** 4.5/5.0 stars

_— Govind S._

[Read full review](https://www.g2.com/survey_responses/carta-equity-suite-review-12470664)

**["Effortless Equity Management with Intuitive Interface"](https://www.g2.com/survey_responses/carta-equity-suite-review-12037572)**

**Rating:** 4.0/5.0 stars

_— Zak S._

[Read full review](https://www.g2.com/survey_responses/carta-equity-suite-review-12037572)

#### What Are G2 Users Discussing About Carta Equity Suite?

- [What is Carta stock options?](https://www.g2.com/discussions/what-is-carta-stock-options)
- [What is Carta Fintech?](https://www.g2.com/discussions/what-is-carta-fintech)
- [What does Carta company do?](https://www.g2.com/discussions/what-does-carta-company-do) - 1 comment
- [What services Carta provide?](https://www.g2.com/discussions/what-services-carta-provide)

### [Remote](https://www.g2.com/products/remote/reviews)

Remote is the all-in-one HR and payroll platform to find, hire, manage, and pay your entire team everywhere. Whether onboarding your first cross-border hire or scaling across continents, Remote delivers enterprise-grade compliance, intuitive design, and dedicated local expertise. With one platform for every contract, payslip, and regulation, Remote helps you grow without borders. Services we offer: HRIS, Payroll, Performance Management, Employer of Record, Contractor of Record, Contractor Management, Recruit, Job Listings and PEO services. You no longer need to rely on convoluted HR tech stacks, expensive in-house teams, or unreliable third parties; Remote’s centralized platform supports you at every stage of the employment lifecycle. Easily find and hire the ideal candidate anywhere in the world with Recruit’s data-driven insights, then onboard them in a matter of days. Create and provide a locally-tailored benefits package, including equity incentives. Pay them accurately and compliantly through Payroll’s cutting-edge, best-in-class infrastructure, and easily track, manage, and solve their day-to-day HR needs. And that’s not all. Need to relocate people? Set up your own entity abroad? Whatever your situation and size, Remote has you covered. Remote also makes it simple to onboard and pay contractors, with localized agreements, multi-currency payments, and protection against misclassification. And all the while, it does so safely and securely. Remote doesn’t cut corners or entertain risk; compliance always comes first, with no exceptions. This includes taking stringent, enterprise-standard security measures, and ensuring your data and IPs are protected at all times. Whatever your business goals and HR needs, Remote doesn’t just save you time and money — and it’s more than just a vendor. It’s a dedicated strategic partner, empowering you to build the workforce that drives your company’s growth — smartly, efficiently, and compliantly.

**Average Rating:** 4.5/5.0

**Total Reviews:** 3,925

#### How Do G2 Users Rate Remote?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Reporting:** 9.4/10 (Category avg: 8.8/10)
- **Equity Governance:** 10.0/10 (Category avg: 8.4/10)
- **Dashboard:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Remote?

- **Seller:** [Remote](https://www.g2.com/sellers/remote)
- **Company Website:** remote.com
- **Year Founded:** 2019
- **HQ Location:** San Francisco, CA
- **Twitter:** @remote  
34,740 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5a07bd8d6792e525e030bc92ddd59b47d1f88d66972e20dc0ae34b6c63cd4f3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fremote.com&secure%5Burl_type%5D=linkedin_company_website)  
15,644 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Engineer, Senior Software Engineer
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 45% Medium, 42% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Remote, appreciating effortless setup and quick access to support and information.
- Users value the **friendly and responsive customer support** that quickly resolves issues, enhancing the overall experience.
- Users appreciate the **responsive support** from Remote, enhancing overall satisfaction during updates and payment processes.
- Users appreciate the **clean and easy-to-use UI** of Remote, enhancing their overall experience and accessibility.
- Users find the **easy setup** of Remote seamless, making the onboarding process smooth and efficient.

##### Cons

- Users report **poor customer support** , highlighting slow response times and inconsistent service experiences.
- Users often face **delays** in processes like payroll and contract approvals, impacting their overall experience with Remote.
- Users note that Remote has **missing features** such as country-specific documentation and flexible reporting capabilities.
- Users experience **payment issues** with rigid schedules and delays in client authorizations affecting their cash flow.
- Users face **slow response times** , with delays in app start-ups and payment processing causing frustration.

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

**["Smooth, fast experience using US employer of record services, great customer support"](https://www.g2.com/survey_responses/remote-review-13191193)**

**Rating:** 4.0/5.0 stars

_— Amrit S._

[Read full review](https://www.g2.com/survey_responses/remote-review-13191193)

**["Remote Streamlines Hiring & Payroll with a Fast, Intuitive Platform"](https://www.g2.com/survey_responses/remote-review-13194949)**

**Rating:** 5.0/5.0 stars

_— Rohit C._

[Read full review](https://www.g2.com/survey_responses/remote-review-13194949)

#### What Are G2 Users Discussing About Remote?

- [What is Remote used for?](https://www.g2.com/discussions/what-is-remote-used-for) - 6 comments, 1 upvote

### [EquityList](https://www.g2.com/products/equitylist/reviews)

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)
- **Equity Governance:** 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](https://www.g2.com/sellers/equitylist)
- **Year Founded:** 2020
- **HQ Location:** New Delhi, Delhi
- **Twitter:** @EquityListHQ  
935 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=39d9fda5a7b64ce55836cb5d2e783e97a754356689a1088cfffb2f29cd7899f5&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fequitylist&secure%5Burl_type%5D=linkedin_company_website)  
26 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 value the **ease of equity management** with EquityList, benefiting from its intuitive features and expert support.
- Users appreciate the **ease of use** of EquityList, highlighting its user-friendly platform and straightforward access to grant management.
- Users value the **informative and presentable dashboard** of EquityList for its comprehensive overview of share capital.
- Users value the **comprehensive and user-friendly platform** of EquityList, praising its expert onboarding and support.
- Users value the **compliance automation** of EquityList, which enhances transparency and simplifies complex ESOP management effortlessly.

##### Cons

- Users feel that **navigation and feature clarity** in EquityList could be improved for a better experience.
- Users experience **difficult setup** when adding documents, requiring cumbersome re-uploading to maintain order in the data room.
- Users find the **overall cost** of EquityList to be somewhat steep, impacting its value perception.
- Users desire more **features** in EquityList, such as better status indicators for transferred shares.
- Users report experiencing some **technical issues** with EquityList, occasionally requiring assistance for resolution.

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

**["Commendable platform for ESOPs management and Cap table"](https://www.g2.com/survey_responses/equitylist-review-11367010)**

**Rating:** 5.0/5.0 stars

_— Riya M._

[Read full review](https://www.g2.com/survey_responses/equitylist-review-11367010)

**["Outstanding Instant Support Sets Them Apart"](https://www.g2.com/survey_responses/equitylist-review-11914198)**

**Rating:** 5.0/5.0 stars

_— Yash G._

[Read full review](https://www.g2.com/survey_responses/equitylist-review-11914198)

### [Ledgy](https://www.g2.com/products/ledgy/reviews)

Stay compliant, save time and engage your team. Ledgy is the world's first unified platform for equity and executive compensation, built to take your company further. Turn time-consuming, manual processes into simple, automated workflows. Adapt Ledgy to your needs, update records instantly, and keep it working for your team in any country, at any time. With AI built into the core of the platform and 70+ HRIS integrations, your data stays accurate as you scale. Create simple, effective communications that bring equity to life for your people. Get set up quickly, and Ledgy is ready to deliver value, day in, day out. Ledgy is exactly what you need to drive greater efficiency and stay on top of compliance and risk, from first hire to IPO and beyond. It's the single source of truth that aligns every stakeholder, so you can achieve more and inspire positive change. Speak with an expert to see Ledgy in action. https://ledgy.com/demo/ledgy/?utm\_source=g2

**Average Rating:** 4.6/5.0

**Total Reviews:** 64

#### How Do G2 Users Rate Ledgy?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Reporting:** 8.2/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.4/10 (Category avg: 8.4/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Ledgy?

- **Seller:** [Ledgy](https://www.g2.com/sellers/ledgy)
- **Company Website:** www.ledgy.com
- **Year Founded:** 2017
- **HQ Location:** Zurich, Zurich
- **Twitter:** @Ledgy  
671 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aad40226a7a789160b61141a6ed637f4d8700f16d61f4c7c09d6f367b619a686&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fledgy%2F&secure%5Burl_type%5D=linkedin_company_website)  
78 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 55% Medium, 41% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Ledgy for its **exceptional customer support** , highlighting responsive assistance and comprehensive onboarding guidance.
- Users praise the **intuitive cap table management** of Ledgy, highlighting its flexibility and excellent support throughout the onboarding process.
- Users value the **extensive customization options** in Ledgy, allowing for tailored experiences and improved management.
- Users find the **intuitive interface** of Ledgy makes equity management easy and requires minimal training for employees.
- Users value the **exceptional support from Ledgy's team** , enhancing user experience through excellent training and management assistance.

##### Cons

- Users experience **occasional technical issues** with Ledgy, but appreciate the team's quick resolution and dedication to improvement.
- Users report **complex reporting issues** in Ledgy, though the team responds quickly to resolve them.
- Though there are **customization limitations** , the team is supportive in finding workarounds and addressing feedback.
- Users report occasional **bugs** in Ledgy, wishing for more education resources for stakeholders about equity.

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

**["Solid equity management tool that keeps getting better"](https://www.g2.com/survey_responses/ledgy-review-13180991)**

**Rating:** 4.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/ledgy-review-13180991)

**["Great UI, Easy to Use Equity Management Platform"](https://www.g2.com/survey_responses/ledgy-review-9117504)**

**Rating:** 5.0/5.0 stars

_— Hubert F._

[Read full review](https://www.g2.com/survey_responses/ledgy-review-9117504)

#### What Are G2 Users Discussing About Ledgy?

- [What is Ledgy used for?](https://www.g2.com/discussions/what-is-ledgy-used-for)

### [Xumane Equity](https://www.g2.com/products/xumane-equity/reviews)

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)
- **Equity Governance:** 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](https://www.g2.com/sellers/vega-hr)
- **Year Founded:** 2019
- **HQ Location:** Dover, Delaware
- **Twitter:** @VegaHR4  
167 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=512cb1d115495483c97c1fae73363f4998dfbcfbdaf095e54707d22bc1e296d2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F77751413%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Xumane Equity?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **comprehensive dashboard** of Xumane Equity, making ESOP management and insights easily accessible.
- Users appreciate the **automation of compliance** in Xumane Equity, enhancing efficiency and reducing errors significantly.
- Users appreciate the **user-friendly interface** of Xumane Equity, making cap table management fast and efficient.
- Users value the **comprehensive access** to insights and tools for effective ESOP and equity management with Xumane Equity.
- Users love the **intuitive dashboard** of Xumane Equity, finding all essential ESOP information in one place.

##### Cons

- Users suggest that a **more personalized user interface** could greatly enhance the overall experience of Xumane Equity.

#### What Are Recent G2 Reviews of Xumane Equity?

**["Easy and Fast Equity Management Software"](https://www.g2.com/survey_responses/xumane-equity-review-10977687)**

**Rating:** 5.0/5.0 stars

_— Prince S._

[Read full review](https://www.g2.com/survey_responses/xumane-equity-review-10977687)

**["Value for money!"](https://www.g2.com/survey_responses/xumane-equity-review-10978064)**

**Rating:** 5.0/5.0 stars

_— Prantika S._

[Read full review](https://www.g2.com/survey_responses/xumane-equity-review-10978064)

### [Astrella](https://www.g2.com/products/astrella/reviews)

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)
- **Equity Governance:** 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](https://www.g2.com/sellers/equiniti)
- **Year Founded:** 1988
- **HQ Location:** New York, USA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2bba108e412b0d96fbb9d71c7adc6bcf32b6a1ac28f6deaad546d149ed40a2d1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fequiniti%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,729 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 live support** of Astrella, highlighting outstanding follow-up and guidance.
- Users value the **ease of use** of Astrella, allowing for a smooth and intuitive experience from the start.
- Users find the **implementation ease** of Astrella refreshing, enjoying a smooth and intuitive startup experience.
- Users enjoy the **seamless integration** process of Astrella, making it easy to get started and use daily.
- Users appreciate the **intuitive design** of Astrella, making it easy and enjoyable to manage equity data smoothly.

##### Cons

- Users face significant **onboarding issues** with Astrella, finding it unorganized and leading to frustrating data transfer problems.
- Users experience **slow performance** with Astrella, as report generation can take longer than expected.
- Users find the **UX improvement** necessary as the UI is clunky and onboarding is frustratingly ineffective.

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

**["Anashe is the reason we came over from LTSE. She always provide the right guidance and support"](https://www.g2.com/survey_responses/astrella-review-11242730)**

**Rating:** 5.0/5.0 stars

_— Troy C._

[Read full review](https://www.g2.com/survey_responses/astrella-review-11242730)

**["Effortless Setup and Seamless Integration with Astrella"](https://www.g2.com/survey_responses/astrella-review-11936705)**

**Rating:** 4.5/5.0 stars

_— McNair J._

[Read full review](https://www.g2.com/survey_responses/astrella-review-11936705)

#### What Are G2 Users Discussing About Astrella?

- [What is Astrella used for?](https://www.g2.com/discussions/what-is-astrella-used-for)

### [trica equity](https://www.g2.com/products/trica-equity/reviews)

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:** 51

#### 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)
- **Equity Governance:** 8.5/10 (Category avg: 8.4/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind trica equity?

- **Seller:** [Capital Grid Technologies Pvt Ltd](https://www.g2.com/sellers/capital-grid-technologies-pvt-ltd)
- **Year Founded:** 2013
- **HQ Location:** Bangalore, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aa1b7d66bba703e7b81be432ae177ff049a7731ca8293918a65f75c0438603fe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fletsventure%2F&secure%5Burl_type%5D=linkedin_company_website)  
117 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Financial Services, Computer Software
- **Company Size:** 47% Medium, 45% Small

#### What Are Recent G2 Reviews of trica equity?

**["Effortless ESOP Tracking with Stellar Support"](https://www.g2.com/survey_responses/trica-equity-review-13173435)**

**Rating:** 4.0/5.0 stars

_— Raksha S._

[Read full review](https://www.g2.com/survey_responses/trica-equity-review-13173435)

**["User-Friendly Interface, Exceptional Support"](https://www.g2.com/survey_responses/trica-equity-review-13141488)**

**Rating:** 5.0/5.0 stars

_— Priyanka Y._

[Read full review](https://www.g2.com/survey_responses/trica-equity-review-13141488)

### [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews)

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)
- **Equity Governance:** 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](https://www.g2.com/sellers/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](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97fcfbfa96437f7406b629c63e4dfabb791218e5230dc7b16d0bccbd0b2ab6b4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmorgan-stanley%2F&secure%5Burl_type%5D=linkedin_company_website)  
95,264 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** frustrating, diminishing confidence in Shareworks' overall functionality and security.
- Users find the interface **clunky and inconsistent** , raising concerns about the brand's commitment to user experience and security.

#### What Are Recent G2 Reviews of Shareworks by Morgan Stanley?

**["Share works of Morgan stanly"](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-9673125)**

**Rating:** 4.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-9673125)

**["Clear interface, but could be simplified"](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-5339055)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-5339055)

#### What Are G2 Users Discussing About Shareworks by Morgan Stanley?

- [How much does Shareworks cost?](https://www.g2.com/discussions/how-much-does-shareworks-cost)
- [Is Shareworks owned by Morgan Stanley?](https://www.g2.com/discussions/is-shareworks-owned-by-morgan-stanley)
- [What does Shareworks by Morgan Stanley do?](https://www.g2.com/discussions/what-does-shareworks-by-morgan-stanley-do)
- [What is Shareworks used for?](https://www.g2.com/discussions/what-is-shareworks-used-for)

### [Mantle](https://www.g2.com/products/mantle-mantle/reviews)

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)
- **Equity Governance:** 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](https://www.g2.com/sellers/mantle)
- **Year Founded:** 2022
- **HQ Location:** Toronto, ON, Canada
- **Twitter:** @withmantle  
732 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65058dad74841696af4fdf7cb98e76d02c985d4064e56da43d0fce141f6b4d8b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwithmantle%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 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 appreciate the **responsive and helpful customer support** from Mantle, making switching an easy decision.
- Users find Mantle's **competitive pricing plans** a significant factor in their decision to switch from Carta.

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

**["Sleek and feature rich!"](https://www.g2.com/survey_responses/mantle-review-9930994)**

**Rating:** 5.0/5.0 stars

_— Jilanne R._

[Read full review](https://www.g2.com/survey_responses/mantle-review-9930994)

**["Bye Bye Carta. Hello Mantle!"](https://www.g2.com/survey_responses/mantle-review-12191712)**

**Rating:** 5.0/5.0 stars

_— Roland L._

[Read full review](https://www.g2.com/survey_responses/mantle-review-12191712)

### [altshare](https://www.g2.com/es/products/altshare/reviews)

Una empresa fintech que ofrece soluciones de gestión de capital a través de una plataforma SaaS. Nuestra misión es simplificar la gestión de capital para todos. Hemos estado creciendo desde 2006, estableciéndonos como líderes en la industria tecnológica. Estamos orgullosos de servir a más de 3,000 empresas y organizaciones, más de 100 firmas de capital de riesgo, y más de 80,000 beneficiarios en todo el mundo. Productos de gestión de capital todo en uno: - Gestión automatizada de tablas de capitalización - Valuaciones 409Aa y de empresas - Escenarios precisos de financiación y salida - Una solución integral y eficiente - Escenarios de cascada ¡Y mucho más! Todos nuestros productos incluyen servicio al cliente, un proceso de incorporación, soporte, y un conjunto de características integrales. Estamos comprometidos a ofrecer a nuestros clientes y socios calidad, valor y tranquilidad. Con altshare obtienes una plataforma de gestión de capital simple, fácil de usar, todo en uno y segura.

**Average Rating:** 4.5/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate altshare?

- **Informes:** 9.2/10 (Category avg: 8.8/10)
- **Gobernanza de la equidad:** 8.3/10 (Category avg: 8.4/10)
- **Tablero de instrumentos:** 8.3/10 (Category avg: 9.2/10)

#### Who Is the Company Behind altshare?

- **Vendedor:** [altshare](https://www.g2.com/es/sellers/altshare)
- **Año de fundación:** 2006
- **Ubicación de la sede:** Ramat Hajayal, IL
- **Twitter:** @Altshare1  
772 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d32a4e1154e043ab414cd963584407fe4f9b0990106e6ceefc5b69c768584ca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faltshare%2F&secure%5Burl_type%5D=linkedin_company_website)  
116 empleados en LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Plataforma de Gestión de Capital Fácil"](https://www.g2.com/es/survey_responses/altshare-review-7581014)**

**Rating:** 4.5/5.0 stars

_— Zeeshan N._

[Read full review](https://www.g2.com/es/survey_responses/altshare-review-7581014)

**["El mejor en su segmento"](https://www.g2.com/es/survey_responses/altshare-review-7569977)**

**Rating:** 4.5/5.0 stars

_— VEKHANDE V._

[Read full review](https://www.g2.com/es/survey_responses/altshare-review-7569977)

### [Capboard](https://www.g2.com/es/products/capboard/reviews)

Capboard es la plataforma de gestión de acciones más sencilla para startups y empresas de rápido crecimiento. Nuestra misión es hacer que la gestión de acciones sea simple, eficiente y segura para todas las partes interesadas. Nuestro sitio web cumple con HTTPS y SSL, por lo que sus datos están seguros, cifrados y protegidos. Con Capboard, puede mantener su tabla de capitalización actualizada, mantener a todos los accionistas informados, gestionar fácilmente los planes de acciones y mantenerse en contacto con los inversores, todo en solo unos pocos clics. Pase menos tiempo en tareas administrativas para que pueda centrarse en lo que mejor hace: hacer avanzar su empresa.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Capboard?

- **¿Ha sido the product un buen socio para hacer negocios?:** 8.3/10 (Category avg: 9.2/10)
- **Informes:** 8.3/10 (Category avg: 8.8/10)
- **Gobernanza de la equidad:** 9.2/10 (Category avg: 8.4/10)
- **Tablero de instrumentos:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Capboard?

- **Vendedor:** [Capboard](https://www.g2.com/es/sellers/capboard)
- **Año de fundación:** 2022
- **Ubicación de la sede:** N/A
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b4ffbf6b6532a1c0e47acccd851e0bd13159a8626bc4129c66a845b512b65477&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F77577065&secure%5Burl_type%5D=linkedin_company_website)  
4 empleados en LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Es un buen lugar para reunir toda la información y las comunicaciones."](https://www.g2.com/es/survey_responses/capboard-review-9387487)**

**Rating:** 4.0/5.0 stars

_— Indira G._

[Read full review](https://www.g2.com/es/survey_responses/capboard-review-9387487)

**["Gran herramienta de tabla de capitalización y ESOP."](https://www.g2.com/es/survey_responses/capboard-review-8929610)**

**Rating:** 5.0/5.0 stars

_— Alex B._

[Read full review](https://www.g2.com/es/survey_responses/capboard-review-8929610)

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