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Best Equity Management Software At A Glance
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Carta and how does it work?
Carta is an equity management software that helps the users to efficiently and conveniently manage their companies valuations, cap tables, investments and equity plans. The software acts as the source of truth for the user’s companies equity. It provides audit-ready, fast and cost-effective valuations. Carta offers liquidity to the user’s companies by running tender-offers, one-off transactions, and stock buybacks. It is an SEC-registered platform that acts as a transfer agent. It allows users to issue electronics security to those stakeholders who are ready to use Carta. The software allows users to do sensitivity and breakpoint analysis along with dilution and payout modelling. Users can perform full-service fund accounting and even view their real-time financials. This helps the users to make better financial decisions that will benefit them in the long run. The software’s portfolio dashboard helps the users to track their performance. Further, the experienced team members of the software provide accurate and on-time valuations to the users.
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User Sentiment
Palo Alto, California
96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Pulley and how does it work?
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.
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User Sentiment
San Francisco, CA
Live Since 2019
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Diligent Equity (formerly EquityEffect) and how does it work?
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.
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Diligent Equity (formerly EquityEffect) Pricing
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SaaSworthy’s own chatbot that helps you find, compare, and choose better in seconds.80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Eqvista and how does it work?
Eqvista is an ideal platform for issuing electronic shares to employees, founders and investors. It offers stellar services related to cap table management and valuation for all relevant organisations. Whether the client is a small, medium or large organisation, Eqvista offers tailored services. These services are entirely customisable to provide the latter with flexibility. The platform is an ideal one to issue stocks and stay connected with the shareholders for good. The feature for share management allows clients to manage their shares seamlessly across all online platforms. With this, clients can issue new shares, transfer the existing ones and conduct various other actions simultaneously. Eqvista is also a go-to for business startups. Such clients simply need to fill in their ideals and ideas along with relevant objectives and the page comes up with ample company incorporations. With Eqvista, client companies can easily issue electronic stocks that eliminate the use of physical certificates. This, in turn, eliminates the chance of human inaccuracy as the entire process is automated.
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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Qapita and how does it work?
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.
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User Sentiment
Singapore, Singapore
Live Since 2019
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Enty and how does it work?
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.
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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Capboard and how does it work?
Capboard assists in increasing a company's equity. It's the tool for keeping track of one's capital table and paperwork in one place, simulating fundraising rounds & exits, and much more. Uploading and keeping monthly updates, fundraising papers, presentations, and due diligence documentation, also aids in the management of connections with investors and staff. It keeps track of funding and exit simulations following a funding event or any other form of transaction. It also allows existing and future investors to view and comprehend one's equity and documentation. It saves time for both founders and lawyers by avoiding errors, calculating distributions using one's current cap table, and increasing transparency with investors by displaying one's equity and company success history. Employees also benefit from the programme since it allows them to see the worth and terms of their equity at all of the firms where they have worked.
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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Corporify and how does it work?
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.
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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Global Shares and how does it work?
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.
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User Sentiment
Clonakilty, Ireland
Live Since 2005
77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is WE.VESTR and how does it work?
WE.VESTR is Where Entrepreneurs Manage Their Equity. Manage Your Cap Table, Performance & Shareholders. All in One Platform.
SW Score Breakdown
77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Capdesk and how does it work?
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.
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Mantle and how does it work?
Mantle Company revolutionizes equity management with a next-generation platform tailored for modern founders. Powered by AI, it empowers users to take control of ownership by tracking, issuing, and managing equity effortlessly. Founders can reduce professional fees and transform complex tasks, such as issuing equity and stakeholder communications, into simple, automated workflows. Mantle’s intuitive interface allows founders to focus on building their businesses in minutes, not hours. From modeling hiring plans to deciphering complex term sheets, Mantle offers clear, in-context advice for confident decision-making. Providing support at every stage from their garage startup to a thriving public company this platform models rounds, issues SAFEs, and tracks the entire process seamlessly. Founders can effortlessly manage their cap table, visualize hiring needs, and handle multiple option plans with predictive workflows. Automatic reminders and centralized document storage ensure nothing falls through the cracks. With Mantle, all their documents are easily accessible, streamlining their equity management and freeing them to focus on growth.
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Capshare and how does it work?
Capshare is an extensive cap table management system designed to help businesses, shareholders, and lawyers to manage and monitor their cap and equity with utmost ease and comfort. It assists you in transitioning away from spreadsheets and physical work and toward a more time-saving, productive, and streamlined method of managing and analyzing stock equity, dilution, and ownership percentages. With Capshare, you can issue stocks and manage all of your equity in one location without getting mired down in spreadsheets and paperwork. You can monitor your asset plan with a system that expands with your firm from inception to IPO and beyond and can future-proof your equity strategy. With its cap table management system, it keeps everyone on the same page to assist you in making smart decisions about raising money models and comparing future rounds. Users can easily manage shareholders by keeping track of vesting timelines, terminating option holders, granting view access to holdings, and signing equity awards online. Capshare further assists the user in meeting the criteria of ISO 100k, 83b elections, and ASC 718 limitations.
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Upstock and how does it work?
Upstock helps businesses of all sizes accomplish big goals by helping workers think and believe like entrepreneurs. Our top-shelf Fortune 1000-grade equity plans and motivational dashboard truly align & motivate teams while being 40x more affordable.
SW Score Breakdown
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Vestd and how does it work?
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.
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User Sentiment
London, United Kingdom
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Nth Round and how does it work?
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.
SW Score Breakdown
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Equidam and how does it work?
Equidam offers a comprehensive valuation platform for professionals in finance, mergers and acquisitions, and fundraising. With advanced algorithms and real-time market insights, can make informed decisions to ensure to get the most value out of any strategic conversation. Whether looking for a reliable way to calculate equity participation or require accurate valuations during startup negotiations, Equidam gives insight every step of the way. From forecasting cash flow, macroeconomic trends and business health to benchmarking against industry peers - the unique platform puts in the driver's seat when it comes to making important financial decisions. This innovative tool provides assurance that all key decisions will be based on comprehensive data points and reliable insights from early-stage markets. Invest with confidence knowing that Equidam's valuation platform has back!
Read moreSW Score Breakdown
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is CyndX Owner and how does it work?
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.
Read moreSW Score Breakdown
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Gust Equity Management and how does it work?
Gust Equity Management (GEM) is a Software-as-a-Service platform simplifying the process of managing the evolution of enterprise capitalizations from startup through sale/IPO. The free software offers a full suite of cap table management tools, modeling for rounds and exits, 409A valuations, and ASC718s. Issue options, easily see your cap table at any point in time and share customizable views with stakeholders. Next-day valuations that stand up to Big 4 scrutiny.
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Gust Equity Management Pricing
74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is HighCastle and how does it work?
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.
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The Average Cost of a basic Equity Management Software plan is $40 per month.
17% of Equity Management Software offer a Free Trial , while 40% offer a Freemium Model .
| PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
|---|---|---|
Carta
|
98 | 1.8 |
Pulley
|
96 | 0 |
Diligent Equity (formerly EquityEffect)
|
92 | 0 |
Eqvista
|
80 | 0 |
Qapita
|
80 | 0 |
Enty
|
78 | 0 |
Capboard
|
77 | 0 |
Corporify
|
77 | 0 |
Global Shares
|
77 | 0 |
WE.VESTR
|
77 | 0 |
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