Equity management software makes it easier to manage a company’s equity, which is defined as its assets less its liabilities. Businesses utilize equity management software, also known as cap table management software, to track and manage the complicated operations of issuing stock, maintaining compliance, receiving 409A values, and keeping track of capitalization tables.
Finance teams and management use equity management solutions as a consolidated location for all equity-related tasks. The use of equity management software removes the need for legal teams to be involved in each offering. These solutions can also assist management in making investment and expansion decisions by giving them a clear picture of their cap table at any given time.
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What is Equity Management?
The process of creating and managing owners in your firm is known as equity management. This may appear straightforward, but it entails everything from keeping track of and reporting ownership changes to amending paperwork, engaging with stakeholders, consulting your board of directors, and remaining compliant. From equity administrators and outside investors to employee stakeholders and board members, equity management incorporates everyone’s experience.
Top 10 Equity Management Software
Pulley
Pulley streamlines the complicated process of managing your cap table and equity so you can concentrate on building your company. Onboard the same day to Pulley and get a 409a valuation in five days. Pulley is a simple-to-use platform that helps early-stage enterprises from the start. We have the flexibility to grow with businesses as they expand. Pulley handles 409A valuations, Form 3921 filings, Rule 701 compliance, board approvals, and stock certificate issuing electronically. We instantly process complex equity events such as stock splits and complex vesting occurrences. Managing a cap table is a challenge. Pulley provides support in less than five minutes for paralegals and lawyers, allowing them to reply to clients swiftly.
Carta
Carta is developing a worldwide equity management software and mapping the ownership network for businesses, investors, and employees. Carta began in 2012 by assisting individual corporations with their cap tables. Carta has since grown to include valuations, investment services, and public markets. We now assist over 8,000 organizations and 500,000 distinct stakeholders, with over $200 billion in private assets appraised.
Carta is a technology business situated in San Francisco, California that specializes in capitalization table administration and valuation software. Paper stock certificates, as well as stock options, warrants, and derivatives, are digitized by the company to assist corporations, investors, and employees in managing their equity and producing a real-time image of corporate ownership. In addition, the company runs the CartaX private stock exchange and publishes studies on the gender equity gap in several industries.
Astrella
Astrella’s equity management software, which is powered by private blockchain and artificial intelligence, allows you to manage firm shareholder and employee stock plan data in real-time. Any size business, anywhere in the globe, can benefit from our solution. For the first ten stakeholders, it’s free!
Certent Equity Compensation Management
Equity awards and grants are still an important part of public company remuneration. However, the complexities of managing equity compensation have never been greater, thanks to a quickly changing legal framework and ever-evolving compensation structures. Equity compensation can quickly become a drain on productivity and a bottleneck in completing your finances, from accounting complications and compliance issues to orchestrating the exercise and settlement process and creating reports. There’s a better way now. Certent’s comprehensive Equity Compensation Management streamlines and simplifies all areas of stock administration and reporting. You can expedite equity compensation processes, enhance efficiency, and tighten compliance with a participant interface, comprehensive administrative console, and 400+ pre-built reports.
Vestd
Vestd is the first fully automated equity distribution and management software for small and medium-sized businesses in the United Kingdom (SMEs). Our cloud-based technology streamlines the process of arranging and managing equity distribution. We help private firms save time, bother, and money by allowing them to leverage equity to help them achieve their objectives.
Ledgy
Ledgy is an equity management platform designed specifically for fast-growing businesses. Scalable, versatile, and simple to use, with best-in-class security and privacy for end-to-end stock management. Ledgy helps you get your cap table and employee participation plans right from the start: ESOPs & PSOPs to empower your employees with ownership. Trusted by leading companies to manage their equity, Ledgy helps you get your cap table and employee participation plans right from the start: ESOPs & PSOPs to empower your employees with ownership. With always accurate scenarios and exit modeling, you can make your funding rounds a success and engage your investors. Ledgy keeps your chosen stakeholders up to date on their investments while streamlining due diligence and managing all vesting schedules. Invite investors to their own customized dashboard, which displays real-time funding possibilities such as valuations, dilutions, and exits, as well as a clear perspective of shared KPIs and more.
Highcastle
HighCastle is a one-stop shop for managing investor pipelines, connecting with new investors, closing fundraising rounds with all required legal paperwork, issuing and managing stock and debt instruments, convertibles, options, and maintaining shareholder relations. HighCastle equity management software is designed to assist company directors and CFOs in managing complex cap tables, maintaining a compliant shareholder register, issuing securities and digital share certificates, communicating with shareholders, storing, sharing, and signing documents, vesting and exercising equity options, converting securities, making dividend or interest payments, filing official documents, executing share transfers, and other corporate actions.
KoreConX
Companies can use this all-in-one platform to manage shareholder communication, plan meetings, generate reports, and news releases, among other things.
Keep track of what documents each shareholder has received and read with the all-in-one platform for easier compliance. Companies can measure interaction through records for regulatory audits generated within the software, eliminating the need for a separate system.
Shareholders can send and receive messages through their portfolio, allowing them and the company to keep track of all important conversations. View extensive shareholder information such as the amount and types of shares they own, one-on-one meetings, and contact information to help your company improve its shareholder connections.
Corporify
Corporify is a cloud-based platform for corporate housekeeping and legal entity administration established in Europe. Large corporate organizations, conglomerates, holdings, investment funds, VC/Angel investors, business law firms, accountants, and other tax professionals benefit from the Platform and Portal, which offer a market-leading solution for communicating with investors, board members, and other stakeholders. Through interactive modules and visual dashboards, Corporify offers a single source of truth by offering a complete overview of legal data and related structures. The digital securities are managed via legally competent digital registries for shares, bonds, and subscription rights. Corporify also includes a structural dashboard that allows businesses to efficiently track detailed information and other legal information. With compliant e-signature facilities, users can send, save, and sign documents digitally. The software offers unlimited document storage and sophisticated reading rights within its customized folder structures. Finally, users may rely on the same to track multiple compliance actions and receive real-time notifications about significant events.
Captable.io
Startups, enterprises, law firms, and investors utilize Captable.io‘s free stock management software to organize and manage equity, preserve accurate records, and arrange fundraising rounds.
Over 32,000 firms use Captable.io’s free, robust equity management software to keep accurate records, plan fundraising rounds, and save time and money.
Ideally suited for startups, businesses, legal firms, and investors.
Conclusion
Equity management is more than just updating your cap table; it involves a wide range of people, processes, and duties. Equity management can get much more challenging as your firm grows and you raise additional money.This is why having a single, streamlined equities management software might be beneficial.Granting cap table access, obtaining board member permissions, performing liquidity events, and sending investor information are all made easier with a single equity management platform.
When you use a single equities management software, you can do the following:
- Take the lead in increasing the number of owners You can spend less time on paperwork and more time courting new investors with the help of an equity management software.
- It’s simple to scale All of your equity and liquidity information is connected and automatically updated on a single platform, saving you time and money as your business grows.
- Ensure that you are audit-ready throughout the year. You’ll never have to worry about laws like the $100K ISO limit if you use equity management software.
Your company’s success depends on effective equity management. An equity management software can assist you if you’re thinking about offering equity or if you’re just getting started with your company’s equity plan.
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