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.

Paras Kela
Researched and Written by Paras Kela
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Jainy Patel
Reviewed and Edited by Jainy Patel
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Most Popular Equity Management Software

This listing showcases software based on user recommendations and popularity. It also highlights products from our valued client partnerships.

SoftwareSuggest offers verified & unbiased user reviews based on user ratings and feedback. Our ratings and reports do not contain any paid placements. Learn more about our ranking methodology.

List of 20 Best Equity Management Software

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Category Champions | 2025

Product Description

This information is provided by vendor.

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

Grow Global

$ 25

Employee/Month

Scale Global

$ 20

Employee/Month

Enterprise Global

$ 15

Employee/Month

4.7
out of 5 (3 Reviews)
Features
5.0
Ease of Use
4.3
Value for Money
4.3
Customer Support
4.7
CHRISTOPHER NGARI
Content Strategist & Writer

Papaya Global is an exceptional platform for global payroll, onboarding, and HR management. Its user-friendly interface simplifies complex international payroll processes, making it easy to manage employee records, payroll compliance, and benefits across multiple countries. The platform’s automated features reduce errors, streamline workflows, and ensure compliance with local regulations, which is invaluable for companies scaling internationally. The customer support team is knowledgeable and responsive, providing assistance when needed. With Papaya Global, managing a global workforce becomes a seamless process, saving time and reducing administrative hassles, making it an excellent choice for businesses expanding globally.

Read all 3 Reviews

Papaya Global Features and Usability-Based User Satisfaction Score

Rating Score 9.4

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 10.0

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Emergents | 2025

Best-in-class service and technology for fund metrics

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

Freshness Score 7.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

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

Freshness Score 7.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

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

Freshness Score 7.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

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

Freshness Score 6.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

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

Freshness Score 8.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

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

Freshness Score 7.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

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

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Contenders | 2025

Agile project management software for M&A individuals

Product Description

This information is provided by vendor.

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

Get Offer

Professional

$ 1500

Per Month

Get Offer

Company

$ 3000

Per Month

Get Offer

Enterprise

$ 5000

Per Month

Get Offer
5.0
out of 5 (1 Review)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Konstantin Husarevich
Account Manager

Dealroom is a great document-sharing tool. Easy to use, friendly, and customizable, you can easily find the expected features. Highly recommended for everyone!

Read Review

DealRoom Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 10.0

Social Score

Out of 10

Visitor Score 6.0

Visitor Score

Out of 10

Contenders | 2025

Innovative financial solution for small & medium businesses

Product Description

This information is provided by vendor.

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
4.8
out of 5 (6 Reviews)
Features
4.8
Ease of Use
4.8
Value for Money
4.5
Customer Support
4.7
Charleen Ave Gallagher
Automation Specialist

It is a solution to the difficulties of administration and financial control. Thanks to the robust integration with other software, we can generate detailed reports. It is also a tool that can be used by my entire team without any difficulty, thanks to its straightforward interface. I also want to mention that the license costs are adequate considering the functions it allows.

Read all 6 Reviews

Sage Intacct Features and Usability-Based User Satisfaction Score

Rating Score 9.6

Rating Score

Out of 10

Review Score 2.0

Review Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Most Reviewed

Emergents | 2025

Flexible equity management software to handle equity plans

Product Description

This information is provided by vendor.

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

Get Offer

Corporate

$ 125

25 Users/Month

Get Offer

Capdesk Features and Usability-Based User Satisfaction Score

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 2.0

Visitor Score

Out of 10

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

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

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

Freshness Score 8.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 2.0

Visitor Score

Out of 10

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

Freshness Score 7.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Emergents | 2025

A secure equity management tool for startups and companies

Product Description

This information is provided by vendor.

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

Freshness Score 6.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 2.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

This information is provided by vendor.

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
5.0
out of 5 (1 Review)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Manal Alghazeer

It's amazingly good and even easy to use. I recommend it; overall, a great experience, so you should try it now.

Read Review

CompTrak Equity Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Emergents | 2025

Dynamic accounting plug-in for private companies & agencies

Product Description

This information is provided by vendor.

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

Freshness Score 6.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 2.0

Visitor Score

Out of 10

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

Freshness Score 7.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

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

Get Offer

Cap Table Management for Private Companies

$ 50

Per Month

Get Offer

Equity Plan Management for Private Companies

$ 200

Per Month

Get Offer

OptionTrax Features and Usability-Based User Satisfaction Score

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 2.0

Visitor Score

Out of 10

Emergents | 2025

Raise capital and manage cap table in one place

Product Description

This information is provided by vendor.

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

Get Offer

Growth

$ 33

Per Month

Get Offer

Convertibles, Debt and Options

$ 3

Per Month

Get Offer

Private Placement

$ 300

Month

Get Offer

Quoroom Features and Usability-Based User Satisfaction Score

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 2.0

Visitor Score

Out of 10

FAQs

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.

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Last Updated: August 20, 2024