Here's our list of apps for Equity Management. Filters help you narrow down the results to find exactly what you’re looking for.

38 Software options

Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions & pensions, hedge funds, private equity & venture capital, endowments, and more, through a suite of products including Backstop CRM, Portfolio, Research, Accounting, Portal & IR Read more about Backstop
Ledgy simplifies equity management for growing companies. Manage employee participation plans, shareholdings, prepare cap tables, and more on a unified and scalable platform. Invite investors into your dashboard. Automate document signing, shareholder agreements, convertible loans and more. Read more about Ledgy
Capdesk is a private equity and employee share scheme management platform that helps private companies distribute ownership amongst employees. It can be used by early stage, growth, and crowdfunded businesses to help them manage employee share grants and streamline equity plans. Read more about Capdesk
Global Shares is a cloud-based employee ownership platform, which assists public and private companies with managing stock compensation plans for employees. Key features include performance tracking, rewards management, goal setting, stock trading, and electronic messaging. Read more about Global Shares
EQUITY MANAGEMENT & REPORTING Streamline equity management, tighten compliance, minimize risk, improve your productivity. It’s life beyond the spreadsheet. Read more about Certent Equity Management
EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents. Read more about Diligent Equity
Papaya is a cloud-based solution, which assists multinational businesses with managing global payroll, cross-border payments, and contractors. Key features include cost breakdown analysis, data security, benefits administration, and records management. Read more about Papaya Global
FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR). Read more about FolioSure
AppFolio Investment Management is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. Read more about AppFolio Investment Management
Investment management software designed specifically for real estate. Juniper Square serves as the system of record with tools that automate and streamline investor reporting, fundraising, and partnership accounting. Read more about Juniper Square
A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more. Read more about A1 Tracker
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration. Read more about Carta
FoxHire's Employer of Record (EOR) platform enables businesses to manage contract, temporary, and remote employees without having to do the admin work or worry about the risk. FoxHire delivers world-class payroll, insurance, benefits, and timesheets solutions through an all-in-one HR suite. Read more about FoxHire
Pulley helps startups around the world manage their equity. One-day onboarding and world-class support provided. Read more about Pulley
Utilized by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits, with integrated 409A valuations and cap tables. Read more about Shareworks
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more. Read more about AIM
Orchestra provides equity management software for growth companies so they can manage stakeholder requirements & relationships on one platform. Read more about Orchestra
All-in-one tool to stay on top of your investments and portfolio performance. With Rundit, investors are able to get holistic insights, make decisions from a unified data source and focus on investment returns and portfolio performance analysis. Read more about Rundit
Eqvista is a cloud-based equity management software designed to help investors and shareholders manage capitalization tables, equity shares, valuations, and more. With an integrated share management platform, stakeholders can electronically issue and transfer existing shares to investors. Read more about Eqvista
OptionTrax is an equity management software designed to help businesses manage capitalization tables, equity shares, valuations, and employee stock plans. Read more about OptionTrax
Corporify is a leading European cloud-based solution for legal entity management and corporate housekeeping. The platform is a game-changer for legal teams at corporates, modern legal service providers and investment funds (PE/VC). It covers the full end-to-end entity lifecycle, from tracking securities to automated document generation and... Read more about Corporify
From deal screening to exit, Kushim's suite of products helps you streamline your workflow, collaborate with stakeholders, and manage your funds. Read more about Kushim
Capboard is the tool to keep your cap table up to date, have all documents in one place, simulate funding rounds and exits, and more. It enables users to manage relationships with investors and employees, share and store monthly updates, fundraising documents, decks, and due diligence paperwork. Read more about Capboard
Captable.io is an equity management solution for startups, which offers tools for creating, collaborating on, and sharing cap tables, convertible instrument and option calculators, and round and exit models. It helps startups plan and manage equity, build reports, and maintain accurate records. Read more about Captable.io
From the back office to investor relations to deal tracking, Allvue’s fully integrated suite of private equity solutions has everything a GP needs to run their operations and businesses successfully – regardless of size or strategy. Read more about Allvue
Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades... Read more about Seeking Alpha
From diligence to exit, Maestro is the collaboration and insights platform purpose-built for private equity. Read more about Maestro
Gust is a SaaS equity management software designed to help businesses issue employee stock options (ESO), set up vesting schedules, and create equity incentive plan agreements. It allows organizations to divide equity among co-founders, establish bylaws, and appoint board members. Read more about Gust
TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders. Read more about TradeSmart
Fundrbird supports the automation of investor reports. The platform is tailored specially for private investment fund managers and private equity firms. The software is tailored to suit individual funds by adapting workflow rules. Read more about Fundrbird
Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform. Read more about Pepper
Elevate your equity with the most affordable RSU management available. Upstock makes RSUs accessible for all companies at any stage. Read more about Upstock
InstaVal is a data-driven platform helping founders organize recurring cap table events while helping investors access investment-ready opportunities. Read more about InstaVal
Gain.pro is a fintech platform that identifies investment options by matching company profiles through self-learning algorithms. Financial statements and one-pagers are instantly downloadable. There is also up-to-date background information on companies and sector deals. Read more about Gain.pro
Capiche is a web-based equity management platform designed to help businesses streamline the capital-raising and investing process through electronic signatures, subscription tracking, and more in compliance with stock exchange policies, securities laws, and other regulations. Read more about Capiche
Join the 10,000+ investors and fund managers who would have launched their SPVs and Funds on the fastest, most advanced Fund platform in the world. Read more about Allocations
The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing. Read more about daappa
Nth Round helps streamline investor workflows – distribute reports, manage equity, and engage investors, all from one platform. Read more about Nth Round

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