# Top Free Equity Management Software

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

**Total Products under this Category:** 84

### Category Stats (Jul 2026)

- **Average Rating:** 4.54/5 (↑0.02 vs Jun 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: July 31, 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=2026-08-01T00%3A58%3A09Z&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%252Fequitylist%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fequity-management%25252Ffree%2526source%253Dcategory&secure%5Btoken%5D=582540f5de61d88fedd1335535882ae32ea8d4d8dfa439f87f356643ca3a9a58&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:** 319

#### 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:** 130

#### 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?

**["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)

**["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)

#### 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:** 3,903

#### 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)

**["All-in-One Virtual HR Hub with an Intuitive UI and Fast AI Search"](https://www.g2.com/survey_responses/remote-review-13189141)**

**Rating:** 4.0/5.0 stars

_— Renny Samuel X._

[Read full review](https://www.g2.com/survey_responses/remote-review-13189141)

#### 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?

**["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)

**["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)

### [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:** 4.7/5.0

**Total Reviews:** 63

#### 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/it/products/xumane-equity/reviews)

Xumane Equity è stato progettato per fornire alle aziende gli strumenti necessari per gestire il loro capitale nel modo più efficace possibile. Oltre a una gestione accurata del cap table, la piattaforma di Xumane Equity offre un'esperienza intuitiva, senza errori e senza carta, personalizzata per soddisfare le esigenze dell'utente e garantisce che sia una destinazione unica per qualsiasi informazione di cui gli stakeholder abbiano bisogno con precisione millimetrica. Xumane Equity aiuta anche a misurare e analizzare i KPI e facilita la creazione di qualsiasi modello di dati basato sullo scenario, il che ha aiutato molti dei nostri clienti a monitorare efficacemente le loro prestazioni rispetto ai loro obiettivi. Noi di Xumane Equity siamo determinati ad aiutare i nostri clienti nel loro percorso verso il successo.

**Average Rating:** 5.0/5.0

**Total Reviews:** 65

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

- **Ritiene che the product sia stato un valido partner commerciale?:** 9.8/10 (Category avg: 9.2/10)
- **Segnalazione:** 9.9/10 (Category avg: 8.8/10)
- **Governance dell'Equità:** 9.9/10 (Category avg: 8.4/10)
- **Cruscotto:** 9.9/10 (Category avg: 9.2/10)

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

- **Venditore:** [Vega HR](https://www.g2.com/it/sellers/vega-hr)
- **Anno di Fondazione:** 2019
- **Sede centrale:** Dover, Delaware
- **Twitter:** @VegaHR4  
167 follower su Twitter
- **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/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 dipendenti su LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Software per computer, Risorse umane
- **Company Size:** 45% Medium, 34% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Gli utenti apprezzano il **cruscotto completo** di Xumane Equity, rendendo la gestione e le informazioni sugli ESOP facilmente accessibili.
- Gli utenti apprezzano l' **automazione della conformità** in Xumane Equity, migliorando l'efficienza e riducendo significativamente gli errori.
- Gli utenti apprezzano l' **interfaccia intuitiva** di Xumane Equity, rendendo la gestione del cap table veloce ed efficiente.
- Gli utenti apprezzano l' **accesso completo** a informazioni e strumenti per una gestione efficace di ESOP e azioni con Xumane Equity.
- Gli utenti amano il **cruscotto intuitivo** di Xumane Equity, trovando tutte le informazioni essenziali sugli ESOP in un unico posto.

##### Cons

- Gli utenti suggeriscono che un **interfaccia utente più personalizzata** potrebbe migliorare notevolmente l'esperienza complessiva di Xumane Equity.

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

**["Rapporto qualità-prezzo!"](https://www.g2.com/it/survey_responses/xumane-equity-review-10978064)**

**Rating:** 5.0/5.0 stars

_— Prantika S._

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

**["Software di gestione del capitale facile e veloce"](https://www.g2.com/it/survey_responses/xumane-equity-review-10977687)**

**Rating:** 5.0/5.0 stars

_— Prince S._

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

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

Astrella è una soluzione Software as a Service (SaaS) basata su cloud progettata per aiutare le aziende a gestire in modo efficiente i loro dati di proprietà, inclusi i tavoli di capitalizzazione (cap tables) e i piani di equità per i dipendenti. Questa piattaforma serve come uno strumento completo per le organizzazioni che cercano di semplificare i loro processi di gestione dell'equità, risparmiando in ultima analisi sia tempo che risorse finanziarie. Fornendo un sistema centralizzato per il monitoraggio dei dati di proprietà, Astrella minimizza i rischi associati ai metodi tradizionali basati su fogli di calcolo, garantendo accuratezza e affidabilità nei report sull'equità. Rivolta principalmente a imprese di varie dimensioni, Astrella si rivolge a datori di lavoro, dipendenti e aziende di servizi come studi legali, private equity (PE), venture capital (VC) e studi contabili. Questi stakeholder spesso richiedono informazioni precise e aggiornate riguardo alla proprietà azionaria e alle strutture di compensazione. L'interfaccia user-friendly della piattaforma e le sue robuste funzionalità la rendono accessibile sia ai professionisti esperti che a coloro che sono nuovi nella gestione dell'equità, facilitando un'esperienza più fluida per tutti gli utenti coinvolti nel processo di gestione dell'equità. Le caratteristiche principali di Astrella includono un Cap Table completamente diluito, l'analisi Waterfall e la valutazione 409A, che forniscono preziose intuizioni sulla struttura azionaria e sulla posizione finanziaria di un'azienda. Inoltre, la piattaforma offre report sulla compensazione azionaria in conformità con l'ASC 718, garantendo che le organizzazioni soddisfino i requisiti normativi mantenendo la trasparenza nelle loro pratiche di equità. L'inclusione della concessione elettronica di certificati e di un portale online per azionisti e dipendenti migliora ulteriormente l'esperienza utente, rendendo più facile gestire in modo efficiente i compiti legati all'equità. La funzione di Audit-trail Immutabile di Astrella si distingue come un vantaggio significativo, permettendo agli utenti di mantenere una genealogia incontestata delle azioni. Questa capacità non solo aumenta la fiducia tra gli stakeholder, ma semplifica anche il processo di audit. Inoltre, Astrella si vanta di offrire un servizio clienti di alto livello, garantendo che gli utenti ricevano supporto personalizzato ogni volta che ne hanno bisogno. Senza contratti a sorpresa al momento del rinnovo, le organizzazioni possono fare affidamento su Astrella per un servizio coerente e prevedibile. Nel complesso, Astrella fornisce una soluzione completa per la gestione dei cap table e l'amministrazione dell'equità, affrontando le complessità dei dati di proprietà con precisione e facilità. Integrando funzionalità essenziali e un impegno per la soddisfazione del cliente, Astrella si posiziona come una risorsa preziosa per le aziende che navigano nelle complessità della gestione dell'equità.

**Average Rating:** 4.5/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate Astrella?

- **Ritiene che the product sia stato un valido partner commerciale?:** 9.0/10 (Category avg: 9.2/10)
- **Segnalazione:** 8.1/10 (Category avg: 8.8/10)
- **Governance dell'Equità:** 8.4/10 (Category avg: 8.4/10)
- **Cruscotto:** 8.2/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Astrella?

- **Venditore:** [Equiniti](https://www.g2.com/it/sellers/equiniti)
- **Anno di Fondazione:** 1988
- **Sede centrale:** New York, USA
- **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/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 dipendenti su LinkedIn®
- **Proprietà:** LSE:EQN
- **Ricavi Totali (USD mln):** $529

#### Who Uses This Product?

- **Top Industries:** Software per computer, Tecnologia dell'informazione e servizi
- **Company Size:** 76% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Gli utenti elogiano il **supporto live eccellente e veloce** di Astrella, evidenziando un eccezionale follow-up e guida.
- Gli utenti apprezzano la **facilità d'uso** di Astrella, permettendo un'esperienza fluida e intuitiva fin dall'inizio.
- Gli utenti trovano **facile l'implementazione** di Astrella, godendo di un'esperienza di avvio fluida e intuitiva.
- Gli utenti apprezzano il **processo di integrazione senza soluzione di continuità** di Astrella, rendendolo facile da iniziare e utilizzare quotidianamente.
- Gli utenti apprezzano il **design intuitivo** di Astrella, rendendo facile e piacevole gestire i dati azionari senza intoppi.

##### Cons

- Gli utenti affrontano significativi **problemi di onboarding** con Astrella, trovandolo disorganizzato e portando a frustranti problemi di trasferimento dati.
- Gli utenti sperimentano **prestazioni lente** con Astrella, poiché la generazione dei report può richiedere più tempo del previsto.
- Gli utenti trovano il **miglioramento dell'UX** necessario poiché l'interfaccia utente è goffa e l'onboarding è frustrantemente inefficace.

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

**["Anashe è la ragione per cui siamo venuti da LTSE. Fornisce sempre la giusta guida e supporto."](https://www.g2.com/it/survey_responses/astrella-review-11242730)**

**Rating:** 5.0/5.0 stars

_— Troy C._

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

**["Configurazione senza sforzo e integrazione senza soluzione di continuità con Astrella"](https://www.g2.com/it/survey_responses/astrella-review-11936705)**

**Rating:** 4.5/5.0 stars

_— McNair J._

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

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

- [A cosa serve Astrella?](https://www.g2.com/it/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?

**["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)

**["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)

#### 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/products/altshare/reviews)

A fintech company that provides equity management solutions through a SaaS platform. Our mission is to simplify equity management for everyone. ‍ We've been growing since 2006, establishing ourselves as leaders in the technology industry. We're proud to serve over 3,000 companies and organizations, over 100 venture capital firms, and over 80,000+ beneficiaries worldwide. All-in-one equity management products: - Automated cap table management - 409Aa and company valuations - Accurate funding & exit scenarios - A comprehensive and efficient solution - Waterfall scenarios And much more! To give our clients the best equity management experience, we're always innovating and adding new features to our products. ‍ All our products include customer service, an onboarding process, support, and a comprehensive feature set. ‍ We're committed to giving our customers and partners quality, value, and peace of mind. With altshare you get a simple, easy-to-use, all-in-one, and secure equity management platform.

**Average Rating:** 4.5/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate altshare?

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

#### Who Is the Company Behind altshare?

- **Seller:** [altshare](https://www.g2.com/sellers/altshare)
- **Year Founded:** 2006
- **HQ Location:** Ramat Hajayal, IL
- **Twitter:** @Altshare1  
772 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Easy Equity Management Platform"](https://www.g2.com/survey_responses/altshare-review-7581014)**

**Rating:** 4.5/5.0 stars

_— Zeeshan N._

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

**["The Best in Segment"](https://www.g2.com/survey_responses/altshare-review-7569977)**

**Rating:** 4.5/5.0 stars

_— VEKHANDE V._

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

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

Capboard: Simplify Equity Management for Startups Capboard is a cutting-edge equity management software designed to help startups streamline and optimize their ownership and investor relations. With an intuitive platform and a focus on user experience, Capboard empowers startups to manage their cap tables, ESOPs (employee equity plans), and investor reporting with ease and precision. Key Features: Cap Table Management Stay on top of ownership structures with real-time tracking of shareholder information, company valuations, and ownership percentages. Capboard makes managing equity events and future financings straightforward. ESOP (Equity Plans) Management Automate complex equity plans with real-time vesting calculations, tax optimization, and tracking. Whether it's stock options, RSUs, or other plans, Capboard ensures transparency and accuracy. Virtual Data Room Share sensitive documents securely with investors and stakeholders. Our virtual data room is ideal for due diligence, fundraising, or regular updates, with built-in permissions and activity tracking. Investor Reporting Simplify the process of keeping investors informed. Create, share, and track engaging reports with key metrics, financials, and updates—all in one place.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Capboard?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Reporting:** 8.3/10 (Category avg: 8.8/10)
- **Equity Governance:** 9.2/10 (Category avg: 8.4/10)
- **Dashboard:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Capboard?

- **Seller:** [Capboard](https://www.g2.com/sellers/capboard)
- **Year Founded:** 2022
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b4ffbf6b6532a1c0e47acccd851e0bd13159a8626bc4129c66a845b512b65477&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F77577065&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Great captable and ESOP tool"](https://www.g2.com/survey_responses/capboard-review-8929610)**

**Rating:** 5.0/5.0 stars

_— Alex B._

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

**["It is a good place to gather all the information and communications"](https://www.g2.com/survey_responses/capboard-review-9387487)**

**Rating:** 4.0/5.0 stars

_— Indira G._

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

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