Equity Management Software List (July 2024)

Global Shares manages employee stock plans for some of the world’s most exciting startups, tech unicorns and enterprise brands. Our mission is to help companies of all sizes harness the power of employee ownership.

Cake Equity is an equity management software that aids in the growth of a business, rewards employees, and removes the trouble. 3000+ enterprises across the world trust this software. The programme seeks to help businesses reach their full potential and chart a course for expansion. Cake Stock's cloud-based cap table handles everything starting from signature to computations, and it includes built-in contractual contracts for keeping track of one's equity. It aids in money management and earning. It also makes it simple to inspire and honour a team for their efforts by just issuing options and leaving the rest to the system, including offer letters, legal documentation, exercise regulations, upgrades, and automatic vesting. It is set up in such a manner that all records are kept in one location, preventing ping-ponging between different variants of the same document. Furthermore, the software is fully compliant because it provides all necessary information to investors, workers, and authorities.

Qapita is a Singapore-based fintech company that provides capitalization table and ESOP administration software. Qapita's mission is to change the way equity is handled and traded in the region's private capital markets. The platform developed by Qapita aims to streamline the equity management process for startups, including workflows for CapTables, ESOPs, due diligence, and transactions. Through structured liquidity programs and secondary trades, Qapita's market place solution aims to provide liquidity to ESOP holders and shareholders. Qapita's digital platform aims to automate all equity-related operations in private markets. Three experienced co founders, each with over twenty years of experience in investment banking, corporate venture capital, and the technology industry, created the firm. Qapita focuses on startups and now serves clients in Indonesia, Singapore, and India. Its software platform assists private enterprises in digitizing and managing cap tables, doing due diligence, and issuing equity to employees. Its purpose is to make it easier to issue shares in the Indian and Southeast Asian startup ecosystems, resulting in more liquidity and reinvestment. Qapita presently services over 100 businesses, and the new money will be used to expand the company's capabilities and form collaborations with service providers such as legal, accounting, and company secretarial organizations.

Nth Round helps modern CFOs streamline investor workflows–manage equity, distribute reports, and engage shareholders. It envision a time in the near future when all founders, family members, investors, and key employees will be free to buy or sell their shares anytime.

Diligent Equity streamlines the complexities of equity management with tailored solutions for diversified stakeholders in the financial ecosystem. From venture capitalists to emerging start-ups, professional service providers to private equity firms, the platform provides an unparalleled, uncomplicated experience in handling cap tables, navigating legal terms, and evaluating portfolio performance. With the user-friendly portfolio management software, fund tracking becomes refreshingly simple, and, whether a C Corp or an LLC, the dedicated team — composed of expertly trained paralegals — is committed to constructing a comprehensive data room that houses all the vital documents. Diligent Equity meticulously generates cap tables, extract critical legal points such as anti-dilution clauses and liquidation preferences, and ensures seamless correspondence between the current reports and future aspirations. Invest with clarity and ease; invest with Diligent Equity.

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.

A full stack solution to manage your most valuable asset. go paperless and remove manual processes. bring transparency and a unified view for stakeholders. create wealth for employees.

Enty is a comprehensive solution that can be used to take care of a company’s day to day services like invoices, contracts, HR, banking and accounts on the go. Here the users are provided with a unified control panel, within which they can sync company related details, upload documents to get them transversed as accounting reports, share the particulars with individual clients and connect bank accounts as well. Also, businesses can depend on Enty with other important tasks like VAT declarations, EORI applications, profile-based data observations, virtual office, OSS application and more. Automated services available within are capable of saving customer-specific information, invoice generation and forwarding, bank-wise transactions and account-specific invoices in reported format. At present 300+ companies depend on Enty to get their day to day tasks sorted. All the services provided are certified under FIU license, making Enty stand out from the rest as a trusted e-residency organisation in the global market.

OptionTrax is the market's most intuitive, comprehensive equity plan and securities tracking software platform. This equity platform makes it easy to manage vesting, track participants and meet all of your disclosure and financial reporting requirements.

Pulley software is a Cap Table to manage 100% audit-proof defensibility for your 409A. The software offers Legal templates to manage signing and transactions directly through Pulley. Collaborate with employees to pay for options electronically via ACH. Monitor the milestone based vesting to generate and sign a board consent electronically. It integrates with Gusto, and Rippling. Small, Medium companies make use of the software.

Astrella software is a cloud-based self-service management tool for private company shareholder and employee stock plan data through a blockchain-enabled platform. The software offers Artificial Intelligence (AI) to streamlines administrative processes. It is a secure platform with automated transition from private to public company. Entrepreneurs, Small, Medium and Large companies make use of the software.

WE.VESTR is Where Entrepreneurs Manage Their Equity. Manage Your Cap Table, Performance & Shareholders. All in One Platform.

Vestd Software is the only legitimate cloud-based, FCA-regulated advanced digital share scheme platform for small and medium-sized enterprises in the United Kingdom. This software provides two-way companies house incorporation with a team of valuation analyses and offers legal documents as part of their service. Through Vestd, companies can house integration, issue shares and options in real-time using the platform and promptly view an updated 100% accurate spreadsheet. Depending upon the reward, the software offers multiple skin types: EMI, real shares, and approved options, agile partnerships, and growth shares. All the process is done digitally, including shareholder authorization and signing. This tool ensures to take care of all the valuation that you require for HMRC, which developing companies require at least once per year and offers company standard legal documents properly. Vestd platform single handedly simplifies all the aspects of equity distribution, organization and its management. This software helps private businesses avoid hassle and save time and money by making it possible to deploy equity to help meet businesses' goals.

HighCastle is a futuristic capital raising, equity and debt management software for modern private investment companies. It offers a single online platform to connect with investors and manage financial tasks at the same time. By providing solutions to digitise private companies’ cap tables and shareholder registers, the software aims to simplify security transfers, making it easier for companies investing and owning private equity and debt. Also, HighCastle helps companies to reach a wide investor audience and raise funds in a fast and cost-effective way. In the case of investors, the software serves as a single platform to invest in growth companies. It lets investors engage with private company’s shares and debentures as well. Furthermore, Shareholders can depend on the same to transfer and manage their shareholding activities seamlessly. Issuers can depend on the same to raise capital and issue digital securities as well. Besides automating deal flow and equity management, HighCastle also helps companies to get access to corporate advisors and listing brokerage services for partners in real-time.

Vega Equity equips companies with the tools to manage their equity seamlessly and effectively. Offering a streamlined, paperless experience, this intuitive platform customizes to user needs, ensuring stakeholders find the pinpoint accuracy they require. Vega Equity excels in ESOP and cap table management, allowing enterprises to move away from cumbersome spreadsheets and emails to an automated, error-free solution. Users can create custom ESOP plans with drag-and-drop features, visualize multiple dilution and valuation scenarios, and manage options and grants all in one place. Real-time data on vested, allocated, and granted ESOP pools further simplifies equity management. The platform supports talent retention and attraction by enabling quick issuance of grant letters and efficient query handling. It also offers separate dashboards for investors, founders, and employees, making it easy to visualize their positions. Designed to save time and resources, Vega Equity helps growing companies stay compliant, fundraise smarter, and focus on their core activities, all while managing equity with unmatched precision and ease.

Captable.io is a robust equity management solution used by startups to store precise records and plan financial actions. Founders get access to convertible security, quick guided creation, easy collaboration, effortless sharing, options calculators, sturdy round and exit modeling features within the same. Users can generate unlimited cap tables by following a guided process. From making plans for their startups, capturing founders and early employee ownership to negotiating investments Captable.io can be used for all. Users can even streamline common stock option workflows besides monitoring and recording strike prices, grant amounts, start dates and vesting schedules. Updated third-party 409A valuation ensures safe grant stock options. By plugging-in various valuations and investment options, users can evaluate the impacts of different scenarios on ownership and plan their model future investment. Specially designed for founders, Captable.io is a facile and fast management tool that helps in understanding Convertible Notes, Liquidation Preferences as well as Collaboration and sharing.

Corporify is an advanced corporate housekeeping and legal entity management platform that makes company-wise legal hassles a lot more accurate and practical to manage. The platform enables team members to collaborate with each other in real-time, facilitating better workflow management, tasks generation and notification updates. These features save up to 80% of users’ time spent on administrative legal tasks. Moreover, Corporify creates a single source of truth, providing a detailed overview of legal data and related structures through interactive modules and visual dashboards. Here, legally compliant digital registers for shares, bonds and subscription rights take care of the digital securities. Also, Corporify comes equipped with a structural dashboard enabling companies to track detailed information and other legal information in an efficient manner. Users can send, save and sign documents digitally with compliant e-signature facilities. The platform provides unlimited document storage within its customisable folder structures and advanced reading rights. At last, users can also depend on the same to track multiple compliance activities and get notifications about important events in real-time.

CyndX Owner is a table management tool that allows businesspersons to manage their equity distribution. It comes with expert support and advanced capabilities that enable users to track stakeholders and equity and plan their next stage of growth. It is a plug-and-play tool that comes with a user-friendly interface so that everyone, from expert business people to new entrepreneurs, can use it easily. CyndX Owner gives a unified view of ownership that lets users quickly identify and take action on potential opportunities. The feature of powerful scenario modelling is also available through which they can evaluate how their ownership will be affected by different deals. CyndX Owner’s users get expert support if they want to find answers to any questions regarding their cap table management. The tool offers great help in avoiding complicated and error-prone spreadsheets. In addition, dashboard view, equity incentive plans, securities and drafts and full audit logs are the other amazing features of this tool.

Equify is on a mission to fix how European enterprises manage equity and stockholders. It build an equity management platform from scratch and we aim to become the industry standard, THE tool every CFO uses to tackle their legal paperwork burden​.

If they are managing Employee Share Schemes (ESOPs) or preparing to raise external capital, or have 5+ shareholders, then user need to manage share registers. For companies with multiple company structures or entities this can be a time consuming and complex administrative task. Having an efficient share registry solution is essential in streamlining the administration process, ensuring that all company obligations are met and reducing the risk of non-compliance. A good share registry solution will allow to easily manage employee share schemes, keep track of shareholdings, send out notifications to shareholders, and process transactions. User share registry solution should also be able to handle any changes may need to make to employee share schemes, such as when issuing new shares or when shareholders leave the company. It should also have the capability to integrate with other systems, such as accounting or payroll software, to ensure a seamless experience. By choosing the right share registry solution, you can reduce the time and resources you spend on managing employee share schemes and share registers, while also ensuring that all company obligations are met.