Equity Management Software

Equity Management software is used by private firms to organize, execute, and track their capitalization and employee incentive programs.

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Best for VCs and PE firms, 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 ASC 820 valuations, fund accounting, and more. We support 10,000+ companies, 700,000+ unique stakeholders, & have valued over $200B in private assets. Learn more about Carta Equity Management Carta is the ownership management platform for companies, investors, and employees. Learn more about Carta Equity Management

by EquityEffect

(0 reviews)
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EquityEffect is the only fully-integrated portfolio and cap table management platform investors will ever need. Our software will provide a single source of truth view across all your portfolio company cap tables and waterfalls enabling investors to gain visibility into the performance of all their investments, companies, and funds. Say goodbye to sloppy data, and enjoy an accurate view of your fund performance. Learn more about EquityEffect EquityEffect is the only fully-integrated portfolio and cap table management platform built for venture capital firms. Learn more about EquityEffect

by Morgan Stanley

(7 reviews)
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Shareworks is a complete and integrated Equity Management solution purpose-built to meet the unique needs of innovative companies. Easily control your equity plan, collaborate with teams, make more informed decisions and engage employees as never before. Trusted by more than 3000 companies, the Shareworks ecosystem is integrated so everything works together seamlessly for improved accuracy, collaboration and decision making. Learn more about Shareworks Trusted by more than 3000 companies, Shareworks is an integrated Equity Management solution purpose-built to meet your unique needs. Learn more about Shareworks

by Dynamo Software

(1 review)
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Dynamo offers cloud-based investment management software to firms in the alternative investments industry. Dynamo provides tailored products to firms to both GP and LP firms, as well as service providers. Workflow automation tools and industry-specific pipelines, dashboards, and reporting features streamline process management. Our integrations with Microsoft Office and third-party data providers allow users to centralize front-to-back office investment operations. Learn more about Dynamo Software for the alternative asset community - private equity, hedge funds, funds of funds and institutional investors. Learn more about Dynamo

AIM

by Altvia Solutions

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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 Manage fundraising, deal flow, due diligence, and portfolios. For alternative asset fund managers and institutional investors. Learn more about AIM

by A1 Enterprise

(42 reviews)
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Equity investment management software web-based with features for tracking equity accounts, interest transactions, deposits, withdrawals, automated account holder statements, data import, export, batch transactions, batch updates, and financial dashboard metrics. Self-service account holder & management portals. Transaction workflow, automation, & approval requests. Generate letter templates, email templates, supports multiple currencies, multiple languages, & integrations with other systems. Equity management software designed to meet unique business needs, bring value to your business, & streamline investment management.
Streamlines and simplifies how businesses track, manage, and report equity compensation. - visibility into real-time equity compensation data - financial reporting to meet all SEC and proxy requirements, including FAS123R/ASC718 - flexibility to choose your own broker and integrate with other platforms - detailed audit trails - employee portal to view and accept grants, exercise options - transition from private to public company reporting without changing systems - SSAE16 certified Web-based stock plan solution that streamlines and simplifies how businesses track, manage, and report on equity compensation.
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Equity management solution that helps private companies distribute company ownership among their employees. Equity management solution that helps private companies distribute company ownership among their employees.

by Imagineer Technology Group

(4 reviews)
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WebVision provides asset managers with a sophisticated platform for managing fund and investor level online-reporting and event management from within their own corporate website. All investor and prospect communications can be automated through this powerful and secure online tool. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. WebVision is a sophisticated cloud-based platform that helps asset managers effortlessly manage client reporting and fund marketing.

by Computershare

(1 review)
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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. Secure web-based solution that handles all the accounting and tracking of employee stock options and other types of equity instruments.
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.

by Koger

(0 reviews)
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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.

by Preqin Solutions

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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. Portfolio Management Made Easy - Private Capital Software

by Gust

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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.

by Global Shares

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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 youre based, whatever your plan type, youre 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 companys AGM. Global Shares provide an easy-to-use platform for private & public companies that simplifies and streamlines stock plan administration

by Eqvista

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Our sophisticated software and technology will transform your company, and work to manage your cap table, company shares, 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! Eqvista allows companies, investors and shareholders to track, manage, and make intelligent decisions about their company's equity.

by Euronext

(0 reviews)
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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 Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders

by Upside Digital

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Business valuation and deal discovery platform for founders, enablers and investors to engage, individually and collectively, efficiently and confidently around valuation. Business valuation technology made to promote equity investments in startups & scaleups.

by Upstock

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Performance-based employee equity platform that is sophisticated, simple, and requires no lawyers to issue equity. Performance-based employee equity platform that is sophisticated, simple, and requires no lawyers to issue equity.

by Investor Intelligence

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Tool to research, reach and manage investors across the entire fundraising process. Tool to research, reach and manage investors across the entire fundraising process.

by CompTrak

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CompTrak's Equity Plan Management platform brings simplicity, visibility and security to help you better manage your Equity Plans. As a comprehensive compensation management solution, our Equity Plan Management solution allows you to centrally manage your end to end process, from grants such as RSUs, PSUs, Options, through to vesting and proxy reporting. We eliminate the need for manual processes, spreadsheets and multiple legacy systems. A comprehensive compensation management solution that brings incentive, equity, merit review and total rewards into a single platform.