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Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop
Backstop Solutions exists to help the institutional and alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders. Learn more about Backstop

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Ledgy is used by high-growth companies to manage their equity: cap tables, incentive schemes ESOPs, funding scenarios, exit, and more Learn more about Ledgy
Ledgy is the leading equity management solution for high-growth scale-ups and their investors. A UK, EU compliant single source of truth that's scaleable and easy to use with best-in-class security and privacy. Cap table and employee participation plans are always accurate. Custom employee dashboards to attract and engage a talented team. Model accurate financing rounds and impress investors. Portfolio views give investors, lawyers and employees information about their investments - in realtime. Learn more about Ledgy

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
United Kingdom Local product
Capdesk is an equity management solution that helps private companies automate & manage their cap tables & employee stock option plans. Learn more about Capdesk
Capdesk is an equity management platform that enables high-growth companies across Europe to keep track of their cap tables as they scale, with greater accuracy and efficiency. Its unique cap table software is complemented by a suite of features that turn equity, options and warrants into a tangible bonus for employees, and a powerful method for employers to incentivise their workforce. Put your equity in motion with Capdesk. Learn more about Capdesk

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
A complete suite of private equity software solutions that helps funds grow and scale successfully. Learn more about Allvue
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. Built in conjunction with Microsoft’s enterprise solutions, Allvue creates private equity software that powers many of the world’s most successful fund managers. Learn more about Allvue

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Shareworks is a complete ecosystem of equity compensation solutions that unifies your plans and delivers next-generation flexibility. Learn more about Shareworks
Shareworks is a complete and integrated Share Plan Management solution purpose-built to serve the unique needs of innovative companies. Simplify share plan management and do away with spreadsheets with integrated cap tables, customisable IFRS and ASC 718 financial reporting, mobile app for participants, and dedicated support for global plans with tax and regulatory updates alongside the ability to customise currencies and language. Learn more about Shareworks

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet. Learn more about Certent Equity Management
Certent Cap Table and Equity Management software and services offer everything private and public companies need to manage, administer, account for, and report on equity compensation plans, including the most comprehensive accounting calculations and in-depth stock plan reporting on the market. With Certent Equity Management’s participant/shareholder portal, administrative role, and console, you can streamline equity compensation processes, and tighten compliance across the entire organization. Learn more about Certent Equity Management

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Global Shares provide an easy-to-use platform for private & public companies that simplifies and streamlines stock plan administration. Learn more about Global Shares
An easy-to-use platform for private & public companies that simplifies & streamlines stock plan administration. We integrate key data seamlessly with your stock plan, ensuring that wherever you're based, whatever your plan type, you're maximizing the benefits of stock compensation. Your employees can log onto their Global Shares equity portal & see exactly what stock they have and how much its worth. They can easily sell stock, accept grants, exercise options & even vote in your company's AGM. Learn more about Global Shares

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Papaya manages the entire global equity life-cycle, bringing all of the global expertise and administration necessary. Learn more about Papaya Global
Papaya global equity management is designed to give you maximum flexibility. Our solution supports every type of equity plan (e.g. RSU, ESOP, ESPP) and all types of employment (payroll, employer of record, and contractors). You can apply your plan to all or some of your employees, create incentives for top executives, or even reward your best consultants with company equity. If you are working with an EoR, Papaya coordinates between your company and the EoR to deliver the equity plan. Learn more about Papaya Global

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
EquityEffect is an easy-to-use platform for private companies to manage their equity. Easily manage your option administration, cap tab Learn more about Diligent Equity
EquityEffect (a Diligent Brand) is an easy-to-use platform for private companies to manage their equity. Easily manage your option administration, cap table and run scenarios to understand exits and how next funding rounds dilute you. Learn more about Diligent Equity

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Corporify is a Legal Entity Management & Corporate Housekeeping Platform Learn more about Corporify
Corporify is a European based cloud-based platform to run corporate housekeeping and legal entity management. The Platform and Portal provide users with a market-leading solution for communicating with investors, board members and Learn more about Corporify

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
EQS COCKPIT is a cloud solution for investor relations managers. Users can manage contacts, disclosure obligations & news distribution. Learn more about EQS IR COCKPIT
EQS IR COCKPIT is a cloud solution for investor relations managers. Users can manage contacts, disclosure obligations & news distribution. Learn more about EQS IR COCKPIT

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
United Kingdom Local product
FolioSure

FolioSure

(0) United Kingdom Local product
End-to-end portfolio-monitoring platform for Private Equity and Venture Capital firms including Fund of Funds. Learn more about FolioSure
FolioSure can give PE and VC firms an added advantage in their portfolio monitoring and data operations functions. FolioSure is an end-to-end cloud-based portfolio-monitoring solution that enables accurate tracking and comparison of the performance of portfolio companies. It can be fully integrated into your current tech stack and processes, and be customised according to your requirements, so you can take full control of your portfolios life cycle. Learn more about FolioSure

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Juniper Square provides easy-to-use, all-in-one investment management solutions.
Juniper Square is transforming private equity with innovative software and solutions that deliver a more modern, efficient, and effective approach to managing private partnerships. Designed to provide real-time information and workflow for all parties involved, Juniper Square enables forward-thinking GPs to lower administrative costs, increase investor satisfaction, and raise more capital. Learn more about Juniper Square

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Contracts, risks, insurance, claims, incidents, assets, workflow management software with integrations & dashboard reporting.
Contract, risk, claims, incident, litigation, compliance, & insurance management software, Web-based with features for document management, approval workflow, log history, document templates, email notifications, contact notes, date and time stamps, customizable reporting, and document version control. Fully hosted or self-hosted options available with private labeling and integration to your web site. Multiple currencies and multiple languages. Learn more about A1 Tracker

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Carta is an equity management platform for companies, investors, and employees.
Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets. Learn more about Carta

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
United Kingdom Local product
Vestd is the original and only FCA regulated equity management platform in the UK. Built for SMEs. Five scheme types to choose from.
Vestd is the original and only FCA regulated equity management platform for SMEs in the UK. It is fully integrated with Companies House, so you can issue shares and options instantly via the platform and see an updated 100% accurate cap table in real time. Everything is done digitally - including shareholder signing and authorisation. We take care of any valuations that you need for HMRC (growing companies need at least one per year) and provide industry standard legal docs. Learn more about Vestd

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Employer of Record (EOR) Platform that enables businesses to manage contract, temp, and remote employees with full HR, Payroll, & more.
FoxHire is an Employer of Record (EOR) platform that enables businesses to manage contract, temporary, and remote employees in one easy to use portal. FoxHire delivers payroll funding, compliant payroll administration, workers compensation insurance, health benefits, timesheets, and more. Through FoxHire recruiting agencies and employers can save time, save money, and mitigate their risk through an all-in-one HR Solution. Learn more about FoxHire

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Pulley helps hyper growth startups around the world manage their equity. One-day onboarding and world-class support provided.
Pulley helps founders and hyper growth startups around the world manage their equity. Join the thousands of startups, law firms, and investors already using our cap table platform to manage and optimize their equity. Starting a company is hard enough. Managing a cap table shouldn't be. Pulley provides concierge onboarding with one-day onboarding and world-class support. Platform features include scenario modeling, 409A valuations, custom views for investors and employees, and more. Learn more about Pulley

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments.
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. Learn more about AIM

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Orchestra provides equity management software for growth companies & businesses with many stakeholders.
Orchestra provides equity management software for growth companies & businesses with many stakeholders, enabling them to build better stakeholder relationships. Orchestra provides better visibility with a single source for your stakeholders to easily view and manage their investments in your business. Ensure your share registry and cap table are accurate and compliant, easily communicate with investors and keep them up-to-date, and manage staff ESOPs on one platform. Learn more about Orchestra

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Investment Management and Portfolio Monitoring tool designed for Venture Capital, Private Equity firms and Angel Investors.
Rundit powers a single source of truth and helps private equity firms stay on top of their investments. With Rundit, fund managers could automate LP reporting tasks and gain insights into investment and portfolio performance through well-demonstrated dashboards. Learn more about Rundit

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Eqvista allows companies to manage their cap table, equity operations, issue shares and options, get 409a valuation.
Our sophisticated software and technology will transform your company, and work to manage your cap table, company shares, 409a valuations and more, in an easy and effective way. Incorporate your company and manage your equity all in one place without all the extra work. Join now and enjoy all the benefits of our system! Learn more about Eqvista

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Save time and headaches with our full-featured and easy-to-use equity plan and cap table management software.
Full-featured and easy-to-use equity plan and cap table management software backed by the support of highly-experienced equity professionals. Learn more about OptionTrax

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
United Kingdom Local product
Europe's most sophisticated digital share registry and fundraising management platform for growing companies.
HighCastle equity management software is designed for companies' Directors and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, manage vesting and exercise share options, manage convertibles, debt securities and interest payments, do the UK Companies House filings (SH01, CS01, AR01), execute share transfers and many other corporate actions. Learn more about HighCastle

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Software suite that seamlessly manage your deal flow and track portfolio performance. Kushim builds tools tailored for VC firms.
Software suite for VCs that seamlessly manages your deal flow and tracks portfolio performance. Important insights, metrics, and data are probably floating freely throughout your tech stack. Kushim brings entire investment teams and their workflow together so that you spend less time trying to complete the puzzle and more time discovering the next big thing. Kushim builds tools tailored to investors. Learn more about Kushim

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing. Learn more about WebVision

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Cake helps over 2,000 pre-seed to series C startups manage ESOPs and streamline cap table management & capital raising operations.
Cake transforms Cap table management, ESOPs & early stage capital raising. Doing it the old way leaves founders buried in spreadsheets, wastes thousands of dollars & is a poor experience for investors and employees. The Cake way is a beautiful simple intuitive app that simplifies startup equity. Founders love Cake's inbuild doc templates & contract engine to streamline doc generation & signing. Automated ESOP vesting & sharing useful insights with investors with Cake's dynamic cap table. Learn more about Cake

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Forget about wasting time and brain power while managing your company in multiple software tools and
Forget about wasting time and brain power while managing your company in multiple software tools and Learn more about WE.VESTR

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Digitize your company's equity: cap table, equity plans, funding simulation and much more.
For founders and lawyers: Capboard makes managing company equity easy. Save time and avoid mistakes: the one source of truth for funding and cap table history - avoid receiving investor emails asking for equity details. Funding and exit simulations: make projections of dilution and voting rights with different funding rounds and exit scenarios. Calculate payouts taking into account your current cap table. Learn more about Capboard

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Captable.io is free equity management software used by startups to plan & manage equity, keep accurate records & plan financing rounds
Captable.io is a free equity management software used by startups, companies, law firms and investors to plan and manage equity, keep accurate records and plan financing rounds Learn more about Captable.io

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Secure web-based solution that handles all the accounting and tracking of employee stock options and other types of equity instruments.
Secure web-based solution which handles all the accounting and tracking of employee stock options and other types of equity instruments. The OPTRACK application has been designed to track all activities related to all company equity instruments (e.g. employee stock options, warrants, etc.) in real time for publicly traded and private companies that use the solution. Learn more about OPTRACK

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Turnkey solution for exempt market issuers to manage their investors, documents, filings and key statistics.
Turnkey solution for exempt market issuers to manage their investors, documents, filings and key statistics. Learn more about PCFM

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Equity management platform that generates, executes, and stores legal documents.
When you're ready to raise your next round, the last thing you want to be worried about is chasing down signatures or figuring out your cap table. Our all-in-one platform gives you all the workflows you need to to manage your company throughout its entire lifecycle, from incorporation, to granting equity, to exit. We leverage industry-standard documents to ensure the process is as risk-free and smooth as possible. If you need it for a financing, you'll find it on Shoobx. Learn more about Shoobx

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes.
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. Katipult caters to equity capital markets, wealth management and alternative investment groups at investment banks, real estate and crowdfunding firms. Katipult's product covers all aspects of private deal management including issuer qualification, investor onboarding and KYC, and deal brokering and syndication. Learn more about Katipult

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor. Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data. As a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas. Learn more about Seeking Alpha

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
From diligence to exit, Maestro helps PE firms modernize operations and maximize value creation.
Maestro, the collaboration and insights platform built exclusively for private equity and their portfolio companies, is a cloud-based solution that helps manage operational improvements, measure the impact, and report outcomes to investors. Maestro enhances collaboration among stakeholders, drives operational improvements across the portfolio, and empowers smarter business decisions by leveraging data and insights. Learn more about Maestro

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS.
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS. Learn more about IKAS

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
United Kingdom Local product
Baxon Solutions

Baxon Solutions

(0) United Kingdom Local product
Portfolio Management Made Easy - Private Capital Software
Preqin Solutions, formerly Baxon Solutions, delivers market-leading cloud collaboration software for streamlining the entire portfolio management process, including monitoring, management and reporting of investment performance. The platform automates compilation, analysis and exchange of a portfolio's financial information. Learn more about Baxon Solutions

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
United Kingdom Local product
SeedLegals

SeedLegals

(0) United Kingdom Local product
We automate your legals Say hello to faster fundraising, customisable contracts, award-winning service and transparent low fees.
We automate the legals for startups and small businesses, dramatically cutting down the time and expense companies used to spend with traditional lawyers and accountants. Our agile funding services help founders raise money, from one-off investments to a full funding round and top-ups in between 🚀 Learn more about SeedLegals

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations.
A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations. Learn more about Gust

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
A comprehensive and intuitive investor CRM and targeting platform for corporate investor relations teams to optimise.
IR.Manager is a comprehensive and intuitive investor relationship management and targeting platform. With IR.Manager, you can optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports. Learn more about IR.Manager

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Data-driven platform helping founders organize cap table events, while helping investors access investment-ready opportunities
InstaVal is a data-driven investment platform made to promote equity investments in startups and scaleups. InstaVal helps tech founders discover their venture investability, find out their business valuation, get deal ready & get matched with investors. The Platform also assists investors to improve their investment process with centralized dealflow vetting, filtered opportunity sourcing, standardized data rooms & data analytics. Learn more about InstaVal

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Elevate your equity with the most affordable RSU management available. Upstock makes RSUs accessible for all companies at any stage.
75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. Upstock offers a better way for teams to both share and see company ownership without having to hire expensive lawyers. We spent five years working with top legal experts to automate the timely and costly process of equity because we believe that big dreams grow from humble beginnings and all companies regardless of size should be able to offer their team the best equity plan. Learn more about Upstock

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Tool to research, reach and manage investors across the entire fundraising process.
Tool to research, reach and manage investors across the entire fundraising process. Learn more about Investor Intelligence

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Global solutions for compliant digital entities.
Global solutions for compliant digital entities. Learn more about Securitize

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Equify is the equity and stockholder management solution for fast-growing European companies.
Equify is the equity and stockholder management solution for fast-growing European companies. The application becomes the single-source of truth to access all pieces of the equity puzzle (cap table, equity awards, corporate governance documents). Equify helps companies like Doctolib, BackMarket or Sigfox collaborate efficiently with their investors and deliver an engaging equity award experience to their employees. Learn more about Equify

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Aumni is an investment analytics company for the Innovation Economy.
Aumni is an automated investment analytics platform for the Innovation Economy. By extracting information directly from audited and verified closing documents, Aumni provides the most comprehensive strategic insights related to the economic position and legal rights of every investment. Aumni accelerates front and back office operations by providing information from the entire portfolio in just a few clicks. Learn more about Aumni

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Capital raising simplified - Capiche brings capital raising online, simplifying the process while ensuring compliance.
Capiche brings capital raising online, simplifying the process while ensuring compliance. Go live fast - Input your corporate details, set your terms and youre ready to go live in minutes not days. Invest with ease - Investors are guided through a process that takes minutes to complete. No more frustrating back & forth. The complete solution - Capiche prepares all required documentation, facilitates interactions and ensures your offering moves rapidly to completion. Learn more about Capiche

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Equity management platform that enables direct shareholder engagement, streamlined equity management, and more.
Nth Round helps modern CFOs streamline investor workflows manage equity, distribute reports, and engage shareholders, all in one secure place. Learn more about Nth Round

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
United Kingdom Local product
Raising, managing and selling equity doesnt have to be complicated. Let Globacap do the hard work so you dont have to.
Globacap offers everything you need to manage your capital in one place, freeing up your time and resources to focus on your business. We offer the only equity management software that can support you for the entire life cycle, from private placement and cap table management to EMI Option plans and secondary transferability, taking you from day one to exit in one simple, cost-effective solution. And by embracing advanced blockchain technology, we ensure your data is always accurate and secure. Learn more about Cap Table Management

Features

  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management