Home/Equity Management Software/Capdesk vs EquityListUpdated on: April 19, 2024

Compare Capdesk vs EquityList

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Overview

Summary

Capdesk is a user-friendly private equity management solution that helps companies to streamline their equity plans. It also allows easy reporting of all the finances to the respective financial authorities. Owing to its flexibility, the service is suitable for early stage, high growth, and even crowdfunded ventures. It aids in saving legal fees and be fully compliant to the standards set by the financial institutions of your province or country. Growth companies can plan and manage ESOPS (Employee Stock Option Plans) with ease and minimise on common mistakes. Capdesk has the capability to handle a lot of shareholders and offers adequate investor relation tools, both of which are essential for crowd-funded and venture backed companies. Most CFOs spend time in creating these documents and spreadsheets which can completely be replaced with Capdesk’s advanced capabilities over traditional methods of doing the same task. It reduces manual work to a large extent and helps you with simple one-click solutions. ..show more

EquityList software is an Equity Management software for Indian Startups. Manage E-signatures and a secure document hub for potential acquistions. The software offers ESOP template documents to set up an ESOP program with legal fees. Measure employees with vesting dates, exercise options, and tools to measure the company workflows. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

London, United Kingdom - EC2A 2EX / +44 7460 086253

Delhi, India

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Holding
Free

Unlimited stakeholders

Features

  • Holding Company Features

All the Plans includes these Features

  • Employee share schemes with advanced vesting
  • End-to-end execution of employee share option grants, including signing
  • Securities including shares, growth shares, options, warrants, debt
  • Automatic share certificates, signable online
  • Full cap table (live, shareable, downloadable)
  • Multiple share classes and funding rounds
  • Advanced share class configuration (liquidation preferences, etc)
  • Compliant shareholder register
  • Draft mode for simulations
  • Round modelling
  • Waterfall analysis
  • See fully diluted ownership
  • Export your raw data any time
  • Download helpful financial reports
  • Complete transaction audit log
  • Investor/employee access to ownership data
  • Store and share company documents
  • Multiple company administrators
  • Granular access control
  • Full Support
Starter
$64.99 /Month

Features

  • 1–10 Stakeholders
  • Includes features of All Plan
Corporate
$129.98 /Month

Features

  • 11–25 Stakeholders
  • Includes features of All Plan

Enterprise
Custom

Features

  • 25 plus Stakeholders
  • Dedicated Account Manager
  • Includes features of All Plan

Contact the vendor to get the latest pricing detail.

View Price Page
EquityList
Custom

Features

  • ESOP Set Up
  • Cap Table Set Up
  • Cap Table Import
  • ESOP Grant Import
  • ESOP & Cap Table Consultation
  • Issue Options
  • Custom Vesting
  • Grant Letter Generation
  • E-Sign Grants
  • Exercise Requests
  • Value Calculator
  • Tax Estimator
  • Employee Access
  • Cap Table Management
  • Equity Shares
  • Liquidation Preferences
  • Convertible Instruments
  • Investor Access
  • Financing Modeling
  • Exit Modeling
  • Spreadsheet Export
  • Granular Permissions
  • Law Firm Access
  • Secure Data Room
  • Investor Updates
  • Compliance Reports
  • Accounting Exports
View Price Page

SCREENSHOTS

Capdesk Screenshots
View 8 screenshot(s)
EquityList Screenshots

ALTERNATIVES

Top alternatives to Capdesk

Carta
Carta
Equidam
Equidam
Orchestra
Orchestra
WOWS Cap Table
WOWS Cap Table
Global Shares
Global Shares

Top alternatives to EquityList

Equidam
Equidam
Orchestra
Orchestra
WOWS Cap Table
WOWS Cap Table
Global Shares
Global Shares
OptionTrax
OptionTrax