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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
94% 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
Unsure which SaaS tool fits your needs? Let Clara guide you.
SaaSworthy’s own chatbot that helps you find, compare, and choose better in seconds.79% 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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SW Score Breakdown
User Sentiment
London, United Kingdom
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 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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Mantle Pricing
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!
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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 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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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 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
Nth Round Pricing
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 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
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 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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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 Captable.io and how does it work?
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.
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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 Astrella and how does it work?
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.
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 EquityList and how does it work?
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.
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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 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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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 TOPPEQ and how does it work?
TOPPEQ is Asia’s first 360-degree cap table and working capital management firm. The mission is to bring clarity to the business of equity. The cloud-based platform employs both AI and the expertise of seasoned hedge fund industry professionals to deliver an accurate and real-time financial and regulatory roadmap to both startups and venture capitalists.
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TOPPEQ Pricing
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 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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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 Orchestra and how does it work?
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.
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Orchestra Pricing
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 Equify and how does it work?
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​.
SW Score Breakdown
Equify 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 Capiche and how does it work?
Capiche is a compact capital raising software(online) simplifying the entire process while ensuring compliance on the go. Businesses can get started with the same, just in three simple steps. All they need to do is input corporate details of their own and get ready to go live within minutes. Second, the software provides complete guidance throughout the entire investing process, besides assuring access to error-free and compliant documents. Third, Capiche gets a list of essential documents absolutely ready in an automated way, by providing necessary guidance. The software is of great use for both the public and private companies who are ready to get the cost and timing related to their capital raise, reduced in a seamless manner. While ensuring complete compliance at the same time. Now coming to the security part, Capiche aims to protect user-specific information and identity-related stuff efficiently. For this purpose, it abides by 128-bit and 256-bit encryption standards on the go.
Read moreSW Score Breakdown
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 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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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 .
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