Best Equity Management Software
Best equity management software includes Carta for investors, Capshare, Shareworks, Certent, and Gust. This software enables organizations to issue grants, maintain company records and documents, comply with laws and regulations, share information about the cap table, etc.
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Most Popular Equity Management Software
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List of 20 Best Equity Management Software
Category Champions | 2025
Product Description
Papaya Global is a comprehensive payroll and workforce management solution, offering seamless automation, compliance assurance, and real-time analytics. It simplifies global payroll processes, ensuring accuracy and efficiency, while enhancing user experience with its intuitive interface and robust support system. Read More About Papaya Global
Papaya Global Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Onboarding
- Automated Payments
- Audit Trail
- Analytics And Insights
- Time And Attendance Tracking
- Offboarding
- Mobile Access
- Expense Management
- View all Features
Papaya Global Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
Carta is an equity management software used to provide up-to-date fund metrics for venture capital firms. This equity portfolio management software is supported on mobile and web. Some key features include investment management and fund accounting. Read More About Carta
Carta Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Investor Relations
- Compliance Management
- Cap Table Management
- Secondary Transactions
- Equity Plan Management
- Portfolio Tracking
- Scenario Planning
- Option Expensing
- View all Features
Carta Features and Usability-Based User Satisfaction Score
Emergents | 2025
Comprehensive cap table management solution for businesses
Product Description
Capshares equity management platform provides a centralized place for equity monitoring and equity management. The benefits of this cap table software include easy shareholder management, effortless scalability, and knowledgeable customer support. Read More About Capshare
Capshare Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Waterfall Analysis
- Document Storage
- Audit Trail
- Data Import/export
- Vesting Schedules
- Employee Portal
- Support And Training
- 409a Valuations
- View all Features
Capshare Features and Usability-Based User Satisfaction Score
Emergents | 2025
Innovative equity software for streamlining equity plans
Product Description
Shareworks is a cloud-based cap table management software that allows businesses to handle equity plan administration and expense accounting. This equity management software offers effective cap table management and reliable cloud collaboration. Read More About Shareworks
Shareworks Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Audit Trail
- Document Management
- Mobile Access
- Multi Currency Support
- Transaction Processing
- Customizable Dashboards
- Expense Accounting
- Real Time Analytics
- View all Features
Shareworks Features and Usability-Based User Satisfaction Score
Emergents | 2025
Simplified and sophisticated equity management solutions
Product Description
Certent is an equity portfolio management software used to simplify equity management and administration. It includes all primary equity management and administration areas, like stock options, purchase plans, and restricted stocks. Read More About Certent
Certent Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Version Control
- Customizable Templates
- Xbrl Tagging
- Narrative Reporting
- Dashboard Analytics
- Regulatory Filing
- Data Validation
- Real Time Data Updates
- View all Features
Certent Features and Usability-Based User Satisfaction Score
Emergents | 2025
Affordable options management software for new companies
Product Description
Gust is a cloud-based cap table software that allows startups to simplify equity ownership and manage options cap table management. Some benefits of this cap table management software include private equity, valuation management, and options management. Read More About Gust
Gust Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Compliance Tracking
- Custom Reporting
- 409a Valuations
- Stakeholder Management
- Exit Modeling
- Multi Currency Support
- Investor Relations
- Grant Management
- View all Features
Gust Features and Usability-Based User Satisfaction Score
Emergents | 2025
Feature-rich investment solution for managers and investors
Product Description
Dynamo is a feature-rich, highly configurable equity management software built for institutional investors, foundations, endowments, and fund managers. Benefits of this equity portfolio management software include easy implementation and investment research. Read More About Dynamo
Dynamo Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Audit Trail
- Trade Order Management
- Data Aggregation
- Risk Management
- Customizable Dashboards
- Scenario Analysis
- Portfolio Management
- Workflow Automation
- View all Features
Dynamo Features and Usability-Based User Satisfaction Score
Emergents | 2025
Advanced security measures and extensive customization
Product Description
eFront is one of the industrys most adaptable equity management software and provides complete control over the data and virtual training environment. This equity portfolio management software also includes risk analytics, benchmarks, and benchmarking. Read More About eFront
eFront Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Workflow Automation
- Mobile Access
- Document Management
- User Access Controls
- Compliance Monitoring
- Performance Analytics
- Scenario Analysis
- Audit Trail
- View all Features
eFront Features and Usability-Based User Satisfaction Score
Contenders | 2025
Agile project management software for M&A individuals
Product Description
This equity management platform is used to boost the M&A process by 40 percent and reduce related expenses by 50 percent. Benefits of this cap table software include simplified mergers and acquisitions, faster entry, reduced cost, and focused analytics. Read More About DealRoom
DealRoom Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Data Room Integration
- Real Time Collaboration
- Mobile Access
- Q&a Management
- Due Diligence Tracking
- User Permissions
- Email Notifications
- Analytics Dashboard
- View all Features
Standard
$ 500
Per Month
Professional
$ 1500
Per Month
Company
$ 3000
Per Month
Enterprise
$ 5000
Per Month
DealRoom Features and Usability-Based User Satisfaction Score
Contenders | 2025
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Innovative financial solution for small & medium businesses
Product Description
Sage Business Cloud is a cap table management software that merges cloud computing with finance and accounting. This equity management software offers a wide range of core accounting capabilities, safe and fast processing, and built-in customizable reports. Read More About Sage Intacct
Sage Intacct Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Budgeting And Planning
- General Ledger
- Project Accounting
- Fixed Assets
- Sales And Use Tax
- Cash Management
- Multi Entity And Global Consolidations
- Dashboards And Insights
- View all Features
Sage Intacct Features and Usability-Based User Satisfaction Score
Emergents | 2025
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Flexible equity management software to handle equity plans
Product Description
Capdesk is an efficient & flexible equity portfolio management software that is used to handle private equity plans. Some of the benefits of Capdesk include employee private equity plan engagement, compliance management, and investor relationship management. Read More About Capdesk
Capdesk Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Integration With Payroll
- Tax Reporting
- Document Storage
- Custom Reporting
- Scenario Modeling
- Compliance Reporting
- Stakeholder Portal
- Dividend Distribution
- View all Features
Starter
$ 60
10 Users/Month
Corporate
$ 125
25 Users/Month
Capdesk Features and Usability-Based User Satisfaction Score
Emergents | 2025
A complete and sophisticated portfolio analytics service
Product Description
Statpro Revolution is a multi-asset class equity management platform used to increase sales, improve client service, and reduce costs. This cap table software offers market data integration, multi-asset class analytics, reporting, and online distribution. Read More About StatPro Revolution
StatPro Revolution Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Factor Analysis
- Real Time Analytics
- Performance Measurement
- Compliance Monitoring
- Scenario Analysis
- Historical Data Analysis
- Reporting
- Transaction Cost Analysis
- View all Features
StatPro Revolution Features and Usability-Based User Satisfaction Score
Emergents | 2025
Intuitive management solution for simplifying tasks
Product Description
Truequity is a cap table management software used by companies with their stakeholders and employees. This equity management software provides better decision making, stakeholders collaboration, and streamlined equity management. Read More About Truequity
Truequity Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Grant Management
- Stakeholder Management
- Employee Portal
- Cap Table Management
- Audit Trails
- Custom Reporting
- Expense Reporting
- 409a Valuations
- View all Features
Truequity Features and Usability-Based User Satisfaction Score
Emergents | 2025
Leading valuation services for effective company management
Product Description
Eqvista is an excellent equity portfolio management software used for cap table and evaluations. This equity management software provides features like shareholders & cap table, company valuation, types of company funding, employee shares, and resources. Read More About Eqvista
Eqvista Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Equity Plan Management
- Electronic Share Issuance
- Audit Trail
- Document Storage
- Exit Modeling
- Multi Currency Support
- Board Management
- Investor Relations
- View all Features
Eqvista Features and Usability-Based User Satisfaction Score
Emergents | 2025
A secure equity management tool for startups and companies
Product Description
Ledgy is a secure equity management software used by companies for preparing capitalization tables, handling employee participation plans, and building successful investor relationships. Equity data security is another standout feature of this software. Read More About Ledgy
Ledgy Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Shareholder Portal
- Integration With Accounting Software
- Employee Participation
- Custom Reporting
- Cap Table Management
- Multi Currency Support
- Data Import/export
- Compliance Tracking
- View all Features
Ledgy Features and Usability-Based User Satisfaction Score
Contenders | 2025
Product Description
CompTrak’s configurable cloud solution brings simplicity and transparency to equity and compensation management. We help companies deliver and simplify equity plan management. CompTrak accommodates whatever unique needs your organization requires. Read More About CompTrak Equity
CompTrak Equity Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Notifications And Alerts
- Scenario Modeling
- Mobile Access
- Global Equity Management
- Expense Accounting
- Tax Management
- Compliance Management
- Document Management
- View all Features
CompTrak Equity Features and Usability-Based User Satisfaction Score
Emergents | 2025
Dynamic accounting plug-in for private companies & agencies
Product Description
Pentas is a fund accounting and hedge fund software used by private companies and agencies for fund reporting and multi-department/project management. This dynamic accounting plug-in is designed to support fund structures that are created in the NRAs. Read More About PENTAS
PENTAS Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Integration With Erp Systems
- Automated Consolidation
- Role Based Access Control
- Financial Statement Generation
- Ad Hoc Reporting
- Customizable Dashboards
- Budgeting And Forecasting
- Cash Flow Management
- View all Features
PENTAS Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
Global Shares is a comprehensive equity compensation platform under J.P. Morgan Workplace Solutions, offering intuitive technology and dedicated support to manage employee stock programs. It simplifies equity administration and enhances employee engagement through financial education and seamless integration with HR and tax systems. Read More About Global Shares
Global Shares Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Expense Accounting
- Customizable Workflows
- Multi Currency Support
- Employee Portal
- Performance Awards
- Global Compliance
- Reporting And Analytics
- Dividend Management
- View all Features
Global Shares Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
OptionTrax is an intuitive, robust platform backed by the support of highly experienced equity professionals who have guided clients through thousands of corporate actions and stand ready to help take the headaches out of your equity. Read More About OptionTrax
OptionTrax Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Reporting And Analytics
- Data Import/export
- Grant Management
- Performance Metrics
- Support And Training
- Expense Accounting
- Employee Portal
- Equity Plan Management
- View all Features
Equity Plan Management for Public Companies
$ 350
Per Month
Cap Table Management for Private Companies
$ 50
Per Month
Equity Plan Management for Private Companies
$ 200
Per Month
OptionTrax Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
Quoroom has a full set of features for equity, debt, and options management. Additionally, it includes a highly sophisticated fundraising management solution. Read More About Quoroom
Quoroom Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Automated Workflows
- Multi Currency Support
- Compliance Tracking
- Document Management
- Reporting And Analytics
- Scenario Modeling
- Expense Reporting
- Mobile Access
- View all Features
Starter
$ 0
Per Month
Growth
$ 33
Per Month
Convertibles, Debt and Options
$ 3
Per Month
Private Placement
$ 300
Month
Quoroom Features and Usability-Based User Satisfaction Score
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What is Equity Management Software?
Equity management software is a tool that helps manage the equity in a company. Best equity management software, also known as cap table software, helps businesses track and manage their shares. With this, companies can streamline a complicated process.