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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List of 20 Best Equity Management Software
Category Champions | 2024
Software by Papaya Global
Papaya Global is a fully featured Payroll Software designed to serve Enterprises, SMEs and StartUps. Papaya Global provides end-to-end solutions designed for Web App and Android. This online Payroll system offers Document Storage, Cap Table Management, Financial Modeling, Compliance Management, Reporting/Analytics, Scheduling, Self Service Portal, Vacation/Leave Tracking, Benefits Management, Direct Deposit, Document Management, Multi-Country and Multi-State at one place. Read Papaya Global Reviews
Explore various Papaya Global features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Papaya Global Features- Payroll Data Import and Export
- Reporting/Analytics
- Payroll Reporting and Analytics
- Document Storage
- Self Service Portal
- Performance Management
- Document Management
- HR analytics and reporting
Pricing
Papaya Global Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Best-in-class service and technology for fund metrics
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. Learn more about Carta
Explore various Carta features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Carta Features- Compliance Reporting
- Accounting Management
- Performance Metrics
- Fund Management
- Compliance Management
- Risk Management
Carta Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Comprehensive cap table management solution for businesses
Capshare 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. Learn more about Capshare
Explore various Capshare features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Capshare Features- What If Scenarios
- Audit Trail
Capshare Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Innovative equity software for streamlining equity plans
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. Learn more about Shareworks
Explore various Shareworks features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Shareworks Features- Options Management
- Participant Portal
- Compensation Plan Modeling
- Salary Planning
- Employee Reward Programs
- Private Equity
- Vesting Management
- Budgeting & Forecasting
Shareworks Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Simplified and sophisticated equity management solutions
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. Learn more about Certent
Explore various Certent features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Certent Features- Employee Reward Programs
- Forecasting
- Incentive Programs
- Audit Trail
- What If Scenarios
- Compensation Plan Modeling
- Compensation Statements
Certent Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Affordable options management software for new companies
Gust is a cloud-based cap table software to allow 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. Learn more about Gust
Explore various Gust features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Gust Features- Options Management
- Valuation Management
- Document Storage
- Cap Table Management
- Financial Modeling
- Private Equity
Gust Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Feature-rich investment solution for managers and investors
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. Learn more about Dynamo
Explore various Dynamo features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Dynamo Features- Contact Management
- Portfolio Analysis
- Partnership Accounting
- Fund Management
- Accounting Management
- Compliance Reporting
- Performance Analysis
- Portfolio Management
Dynamo Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Advanced security measures and extensive customization
eFront is one of the industry's 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. Learn more about eFront
Explore various eFront features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all eFront Features- Portfolio Management
- Risk Analytics Benchmarks
- Fund Management
- Benchmarking
- Risk Management
- Stress Tests
eFront Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Contenders | 2024
Agile project management software for M&A individuals
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 DealRoom Reviews
Explore various DealRoom features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all DealRoom Features- Status Tracking
- File Sharing
- Reporting
- Project Planning
- Catalog Management
- Project Budgeting
- Dashboard
- Calendar Management
Pricing
Standard
$ 500
Per Month
Professional
$ 1500
Per Month
Company
$ 3000
Per Month
DealRoom Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Contenders | 2024
Innovative financial solution for small & medium businesses
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 Sage Intacct Reviews
Explore various Sage Intacct features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Sage Intacct Features- Multi-Company
- Partial Payments
- Duplicate Payment Alert
- Balance Sheet
- Billing & Invoicing
- Accounting Management
- Multi Location
- Financial Reports
Sage Intacct Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Flexible equity management software to handle equity plans
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. Learn more about Capdesk
Explore various Capdesk features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Capdesk Features- Private Equity
- Financial Modeling
- Cap Table Management
- Portfolio Management
- Vesting Management
- Participant Portal
- Document Storage
- Options Management
Pricing
Starter
$ 60
10 Users/Month
Corporate
$ 125
25 Users/Month
Capdesk Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
A complete and sophisticated portfolio analytics service
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. Learn more about StatPro Revolution
Explore various StatPro Revolution features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all StatPro Revolution Features- Compliance Reporting
- Investor Reporting
- Benchmarking
- Performance Analysis
- Fund Management
- Performance Metrics
- Risk Management
- Portfolio Analysis
StatPro Revolution Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Intuitive management solution for simplifying tasks
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. Learn more about Truequity
Explore various Truequity features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Truequity Features- Vesting Management
- Participant Portal
- Private Equity
- Financial Modeling
- Options Management
- Cap Table Management
- Document Storage
- Valuation Management
Truequity Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Leading valuation services for effective company management
Eqvista is an excellent equity portfolio management software used for cap table ad evaluations. This equity management software provides features like Shareholders & cap table, company valuation, types of company funding, employee shares, and resources. Learn more about Eqvista
Explore various Eqvista features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Eqvista Features- Financial Modeling
- Deal Management
- Valuation Management
- Options Management
- Portfolio Management
- Cap Table Management
- Vesting Management
- Document Storage
Eqvista Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
A secure equity management tool for startups and companies
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. Learn more about Ledgy
Explore various Ledgy features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Ledgy Features- Benchmarking
- Bonds / Stocks
- Compliance Reporting
- Performance Metrics
- Fund Management
Ledgy Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Contenders | 2024
Maximize the Value of Long-Term Incentives
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 CompTrak Equity Reviews
Explore various CompTrak Equity features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all CompTrak Equity Features- Participant Portal
- Private Equity
- Public Equity
- Document Storage
- Cap Table Management
- Options Management
- Vesting Management
- Portfolio Management
CompTrak Equity Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Dynamic accounting plug-in for private companies & agencies
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. Learn more about PENTAS
Explore various PENTAS features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all PENTAS Features- Investor Reporting
- Multi-Department / Project
- Valuation Management
- Financial Modeling
- Private Equity
- Portfolio Management
- Participant Portal
- Accounts payable
PENTAS Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Software by Global Shares
Global Shares is a fully featured Equity Management Software designed to serve SMEs, Startups. Global Shares provides end-to-end solutions designed for Web App. This online Equity Management system offers Document Storage, Participant Portal, Portfolio Management, Private Equity, Public Equity at one place. Learn more about Global Shares
Explore various Global Shares features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Global Shares Features- Portfolio Management
- Public Equity
- Participant Portal
- Document Storage
- Private Equity
Global Shares Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Deep Expertise. Easy-to-use software.
OptionTrax is an intuitive, robust platform backed by the support of highly-experienced equity professionals who have guided clients through 1000s of corporate action and stand ready to help take the headaches out of your equity. Learn more about OptionTrax
Explore various OptionTrax features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all OptionTrax Features- Valuation Management
- Vesting Management
- Financial Reporting
- Activity Tracking
- Financial Modeling
- Cap Table Management
- Document Storage
- Expense Tracking
Pricing
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 Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
Emergents | 2024
Raise capital and manage cap table in one place
Quoroom has all set of features for equity, debt and options management, additionally, it includes a highly sophisticated fundraising management solution. Learn more about Quoroom
Explore various Quoroom features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Quoroom Features- Employee Reward Programs
- Transaction Review
- Shareholder Management
- Company Formation
- Activity Tracking
- Voting Management
- Annual Filings
- Portfolio Analysis
Pricing
Starter
$ 0
Per Month
Growth
$ 33
Per Month
Convertibles, Debt and Options
$ 3
Per Month
Quoroom Caters to
- StartUps
- SMBs
- Agencies
- Enterprises
FAQs
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.