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Best Equity Management Solutions - Page 2

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Equity management software facilitates the administration of a company’s equity, or its assets minus its liabilities. Businesses use equity management software, sometimes referred to as cap table management software, to track and manage the complex processes involved with issuing equity, maintaining compliance, receiving 409A valuations, and staying on top of capitalization tables.

Equity management solutions are used by finance teams and management as a centralized location for all equity-related activities. The use of equity management software eliminates the need to involve legal teams for every issuance. These solutions can also help drive investment and expansion decision-making by providing management with a solid understanding of their cap table at any given point.

To qualify for inclusion in the Equity Management category, a product must:

Provide cap table features
Allow equity issuance and governance
Model potential growth and exit scenarios

Best Equity Management Software At A Glance

Best for Small Businesses:
Best for Mid-Market:
Best for Enterprise:
Highest User Satisfaction:
Best Free Software:
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Best for Enterprise:
Highest User Satisfaction:
Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

No filters applied
68 Listings in Equity Management Available
(24)4.7 out of 5
11th Easiest To Use in Equity Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Expert-backed, easy-to-use equity plan and cap table management software. As the longest standing provider in the space, we have the most experienced Certified Equity Professionals, with an average t

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 46% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • OptionTrax By Empower Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    8
    Ease of Use
    6
    User Interface
    4
    Knowledge
    3
    Simple
    3
    Cons
    Complex Reporting
    2
    Poor Customer Support
    2
    Difficult Setup
    1
    Lack of Instructions
    1
    Poor User Interface
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OptionTrax By Empower features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    9.1
    Reporting
    Average: 8.7
    9.2
    Equity Governance
    Average: 8.3
    8.9
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1992
    HQ Location
    Radnor, PA
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Expert-backed, easy-to-use equity plan and cap table management software. As the longest standing provider in the space, we have the most experienced Certified Equity Professionals, with an average t

Users
No information available
Industries
No information available
Market Segment
  • 46% Mid-Market
  • 29% Small-Business
OptionTrax By Empower Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
8
Ease of Use
6
User Interface
4
Knowledge
3
Simple
3
Cons
Complex Reporting
2
Poor Customer Support
2
Difficult Setup
1
Lack of Instructions
1
Poor User Interface
1
OptionTrax By Empower features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.1
9.1
Reporting
Average: 8.7
9.2
Equity Governance
Average: 8.3
8.9
Dashboard
Average: 9.2
Seller Details
Year Founded
1992
HQ Location
Radnor, PA
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
(19)5.0 out of 5
9th Easiest To Use in Equity Management software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Nth Round is an industry-leading, end-to-end equity management solution built for large private enterprises and family businesses. We specialize in handling complex equity scenarios & structures,

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 63% Small-Business
    • 16% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Nth Round Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Communication
    3
    Customer Support
    3
    Ease of Use
    2
    Product Quality
    2
    Team Helpfulness
    2
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Nth Round features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.1
    9.7
    Reporting
    Average: 8.7
    9.3
    Equity Governance
    Average: 8.3
    10.0
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Nth Round
    Year Founded
    2018
    HQ Location
    Philadelphia, Pennsylvania
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Nth Round is an industry-leading, end-to-end equity management solution built for large private enterprises and family businesses. We specialize in handling complex equity scenarios & structures,

Users
No information available
Industries
No information available
Market Segment
  • 63% Small-Business
  • 16% Enterprise
Nth Round Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Communication
3
Customer Support
3
Ease of Use
2
Product Quality
2
Team Helpfulness
2
Cons
This product has not yet received any negative sentiments.
Nth Round features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
9.7
Reporting
Average: 8.7
9.3
Equity Governance
Average: 8.3
10.0
Dashboard
Average: 9.2
Seller Details
Seller
Nth Round
Year Founded
2018
HQ Location
Philadelphia, Pennsylvania
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 41% Mid-Market
    • 38% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Shareworks by Morgan Stanley Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Equity Management
    2
    Process Simplification
    1
    Real-time Updates
    1
    Cons
    Poor User Interface
    3
    Lack of Mobile Accessibility
    1
    Poor Customer Support
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Shareworks by Morgan Stanley features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.1
    7.8
    Reporting
    Average: 8.7
    8.5
    Equity Governance
    Average: 8.3
    8.3
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1935
    HQ Location
    New York, NY
    Twitter
    @MorganStanley
    716,574 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    88,497 employees on LinkedIn®
    Ownership
    NYSE: MS
Product Description
How are these determined?Information
This description is provided by the seller.

Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify

Users
No information available
Industries
  • Computer Software
Market Segment
  • 41% Mid-Market
  • 38% Enterprise
Shareworks by Morgan Stanley Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Equity Management
2
Process Simplification
1
Real-time Updates
1
Cons
Poor User Interface
3
Lack of Mobile Accessibility
1
Poor Customer Support
1
Shareworks by Morgan Stanley features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.1
7.8
Reporting
Average: 8.7
8.5
Equity Governance
Average: 8.3
8.3
Dashboard
Average: 9.2
Seller Details
Year Founded
1935
HQ Location
New York, NY
Twitter
@MorganStanley
716,574 Twitter followers
LinkedIn® Page
www.linkedin.com
88,497 employees on LinkedIn®
Ownership
NYSE: MS
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    trica equity is helping companies simplify equity management with their stock options and cap table management products. trica's customer-centric approach is visible in its startup friendly pricing

    Users
    • CEO
    Industries
    • Financial Services
    • Computer Software
    Market Segment
    • 47% Mid-Market
    • 45% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • trica equity features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.1
    8.0
    Reporting
    Average: 8.7
    8.5
    Equity Governance
    Average: 8.3
    8.8
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2013
    HQ Location
    Bangalore, IN
    Twitter
    @letsventurein
    17,399 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    96 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

trica equity is helping companies simplify equity management with their stock options and cap table management products. trica's customer-centric approach is visible in its startup friendly pricing

Users
  • CEO
Industries
  • Financial Services
  • Computer Software
Market Segment
  • 47% Mid-Market
  • 45% Small-Business
trica equity features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.1
8.0
Reporting
Average: 8.7
8.5
Equity Governance
Average: 8.3
8.8
Dashboard
Average: 9.2
Seller Details
Year Founded
2013
HQ Location
Bangalore, IN
Twitter
@letsventurein
17,399 Twitter followers
LinkedIn® Page
www.linkedin.com
96 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Equitest's online valuation platform provides a simple and affordable valuation tool which enables the valuation of all kind of businesses

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 46% Mid-Market
    • 31% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Equitest features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.1
    8.9
    Reporting
    Average: 8.7
    8.3
    Equity Governance
    Average: 8.3
    8.6
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    Hod HaSharon, IL
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Equitest's online valuation platform provides a simple and affordable valuation tool which enables the valuation of all kind of businesses

Users
No information available
Industries
  • Computer Software
Market Segment
  • 46% Mid-Market
  • 31% Small-Business
Equitest features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.1
8.9
Reporting
Average: 8.7
8.3
Equity Governance
Average: 8.3
8.6
Dashboard
Average: 9.2
Seller Details
Year Founded
2020
HQ Location
Hod HaSharon, IL
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. We spent five years working with top legal experts to automate the timely and costly

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 69% Small-Business
    • 19% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Upstock.io features and usability ratings that predict user satisfaction
    0.0
    No information available
    8.3
    Reporting
    Average: 8.7
    9.2
    Equity Governance
    Average: 8.3
    8.6
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2019
    HQ Location
    San Francisco, US
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. We spent five years working with top legal experts to automate the timely and costly

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 69% Small-Business
  • 19% Mid-Market
Upstock.io features and usability ratings that predict user satisfaction
0.0
No information available
8.3
Reporting
Average: 8.7
9.2
Equity Governance
Average: 8.3
8.6
Dashboard
Average: 9.2
Seller Details
Year Founded
2019
HQ Location
San Francisco, US
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
(8)5.0 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mantle is an equity management platform built for modern founders and operators, powered by AI. - Manage like a pro: Take control of your ownership with a next-gen platform that lets you track, issue

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 88% Small-Business
    • 13% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Mantle Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Features
    5
    Implementation Ease
    3
    Simple
    3
    User Interface
    3
    Cons
    Access Limitations
    1
    Limited Features
    1
    Poor Customer Support
    1
    Poor User Interface
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Mantle features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Reporting
    Average: 8.7
    8.5
    Equity Governance
    Average: 8.3
    9.4
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Mantle
    Year Founded
    2022
    HQ Location
    Toronto, ON, Canada
    Twitter
    @withmantle
    814 Twitter followers
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

Mantle is an equity management platform built for modern founders and operators, powered by AI. - Manage like a pro: Take control of your ownership with a next-gen platform that lets you track, issue

Users
No information available
Industries
No information available
Market Segment
  • 88% Small-Business
  • 13% Mid-Market
Mantle Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Features
5
Implementation Ease
3
Simple
3
User Interface
3
Cons
Access Limitations
1
Limited Features
1
Poor Customer Support
1
Poor User Interface
1
Mantle features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.1
8.8
Reporting
Average: 8.7
8.5
Equity Governance
Average: 8.3
9.4
Dashboard
Average: 9.2
Seller Details
Seller
Mantle
Year Founded
2022
HQ Location
Toronto, ON, Canada
Twitter
@withmantle
814 Twitter followers
LinkedIn® Page
www.linkedin.com
(19)4.6 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cyndx is an AI-powered deal search and discovery engine that uses machine learning (ML) and natural language processing (NLP) to identify closely-similar companies for deal sourcing, client prospectin

    Users
    No information available
    Industries
    • Financial Services
    • Investment Banking
    Market Segment
    • 79% Small-Business
    • 16% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Cyndx Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    10
    Customer Support
    9
    Database Size
    9
    Business Acquisition
    8
    Ease of Use
    7
    Cons
    Difficult Learning
    5
    Limited Features
    5
    Data Inaccuracy
    4
    Difficult Usability
    3
    Inadequate Search Functionality
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Cyndx features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Cyndx
    Year Founded
    2013
    HQ Location
    525 Okeechobee Blvd West Palm Beach, FL 33401
    LinkedIn® Page
    www.linkedin.com
    50 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Cyndx is an AI-powered deal search and discovery engine that uses machine learning (ML) and natural language processing (NLP) to identify closely-similar companies for deal sourcing, client prospectin

Users
No information available
Industries
  • Financial Services
  • Investment Banking
Market Segment
  • 79% Small-Business
  • 16% Mid-Market
Cyndx Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
10
Customer Support
9
Database Size
9
Business Acquisition
8
Ease of Use
7
Cons
Difficult Learning
5
Limited Features
5
Data Inaccuracy
4
Difficult Usability
3
Inadequate Search Functionality
3
Cyndx features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Cyndx
Year Founded
2013
HQ Location
525 Okeechobee Blvd West Palm Beach, FL 33401
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    HRSoft’s LTI Solution empowers organizations to streamline the management of deferred cash or phantom stock programs with automated processes and clear communication. From establishing tailored rules

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 77% Enterprise
    • 23% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • HRSoft Long-Term Incentive Management features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.1
    10.0
    Reporting
    Average: 8.7
    10.0
    Equity Governance
    Average: 8.3
    10.0
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    HRSoft
    Year Founded
    2012
    HQ Location
    Maitland, FL
    Twitter
    @HRsoft_Inc
    3,426 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    171 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

HRSoft’s LTI Solution empowers organizations to streamline the management of deferred cash or phantom stock programs with automated processes and clear communication. From establishing tailored rules

Users
No information available
Industries
No information available
Market Segment
  • 77% Enterprise
  • 23% Mid-Market
HRSoft Long-Term Incentive Management features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.1
10.0
Reporting
Average: 8.7
10.0
Equity Governance
Average: 8.3
10.0
Dashboard
Average: 9.2
Seller Details
Seller
HRSoft
Year Founded
2012
HQ Location
Maitland, FL
Twitter
@HRsoft_Inc
3,426 Twitter followers
LinkedIn® Page
www.linkedin.com
171 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Users
    No information available
    Industries
    No information available
    Market Segment
    • 86% Mid-Market
    • 14% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Sprout Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3
    Navigation Ease
    3
    Communication
    1
    Customer Support
    1
    Flexibility
    1
    Cons
    Slow Performance
    2
    Technical Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Sprout features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.5
    Reporting
    Average: 8.7
    8.9
    Equity Governance
    Average: 8.3
    9.7
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2019
    HQ Location
    Hong Kong, HK
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Users
No information available
Industries
No information available
Market Segment
  • 86% Mid-Market
  • 14% Enterprise
Sprout Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3
Navigation Ease
3
Communication
1
Customer Support
1
Flexibility
1
Cons
Slow Performance
2
Technical Issues
1
Sprout features and usability ratings that predict user satisfaction
0.0
No information available
9.5
Reporting
Average: 8.7
8.9
Equity Governance
Average: 8.3
9.7
Dashboard
Average: 9.2
Seller Details
Year Founded
2019
HQ Location
Hong Kong, HK
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Entry Level Price:$240.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Unlimited shareholders, unlimited rounds, unlimited dilution and exit modeling PLUS free migration & white-glove onboarding.

    Users
    No information available
    Industries
    • Venture Capital & Private Equity
    Market Segment
    • 80% Mid-Market
    • 20% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • TWO12 Cap Table Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Cap Table Management
    3
    Ease of Use
    1
    Equity Management
    1
    Integration Process
    1
    Platform Usability
    1
    Cons
    Complex ESOP Management
    1
    Limited Features
    1
    Poor User Interface
    1
    Shareholder Management
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • TWO12 Cap Table features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.1
    6.7
    Reporting
    Average: 8.7
    3.3
    Equity Governance
    Average: 8.3
    8.8
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    TWO12
Product Description
How are these determined?Information
This description is provided by the seller.

Unlimited shareholders, unlimited rounds, unlimited dilution and exit modeling PLUS free migration & white-glove onboarding.

Users
No information available
Industries
  • Venture Capital & Private Equity
Market Segment
  • 80% Mid-Market
  • 20% Small-Business
TWO12 Cap Table Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cap Table Management
3
Ease of Use
1
Equity Management
1
Integration Process
1
Platform Usability
1
Cons
Complex ESOP Management
1
Limited Features
1
Poor User Interface
1
Shareholder Management
1
TWO12 Cap Table features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.1
6.7
Reporting
Average: 8.7
3.3
Equity Governance
Average: 8.3
8.8
Dashboard
Average: 9.2
Seller Details
Seller
TWO12
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform. Helping businesses get out of manual spreadsheets, Orchestra has the tools to easily manage a

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 75% Small-Business
    • 25% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Orchestra Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2
    Communication
    1
    Customer Support
    1
    Document Management
    1
    Implementation Ease
    1
    Cons
    Difficult Setup
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Orchestra features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    9.2
    Reporting
    Average: 8.7
    9.2
    Equity Governance
    Average: 8.3
    10.0
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Orchestra
    Year Founded
    2020
    HQ Location
    Auckland, NZ
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform. Helping businesses get out of manual spreadsheets, Orchestra has the tools to easily manage a

Users
No information available
Industries
No information available
Market Segment
  • 75% Small-Business
  • 25% Enterprise
Orchestra Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2
Communication
1
Customer Support
1
Document Management
1
Implementation Ease
1
Cons
Difficult Setup
1
Orchestra features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
9.2
Reporting
Average: 8.7
9.2
Equity Governance
Average: 8.3
10.0
Dashboard
Average: 9.2
Seller Details
Seller
Orchestra
Year Founded
2020
HQ Location
Auckland, NZ
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    StartupTools is a platform to manage corporate actions and legal for your company. It handles: - Share Register - Board Portal - Stock Option Programs - Investments - Document Templates - E--Signi

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • StartupTools Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2
    Efficiency
    2
    Features
    2
    Time-Saving
    2
    Affordable
    1
    Cons
    Document Management
    1
    Inefficient Meetings
    1
    Manual Adjustments
    1
    Manual Operations
    1
    Poor User Interface
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • StartupTools features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.1
    7.5
    Reporting
    Average: 8.7
    8.3
    Equity Governance
    Average: 8.3
    8.3
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2021
    HQ Location
    Stockholm, SE
    LinkedIn® Page
    linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

StartupTools is a platform to manage corporate actions and legal for your company. It handles: - Share Register - Board Portal - Stock Option Programs - Investments - Document Templates - E--Signi

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
StartupTools Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2
Efficiency
2
Features
2
Time-Saving
2
Affordable
1
Cons
Document Management
1
Inefficient Meetings
1
Manual Adjustments
1
Manual Operations
1
Poor User Interface
1
StartupTools features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
7.5
Reporting
Average: 8.7
8.3
Equity Governance
Average: 8.3
8.3
Dashboard
Average: 9.2
Seller Details
Year Founded
2021
HQ Location
Stockholm, SE
LinkedIn® Page
linkedin.com
11 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    A fintech company that provides equity management solutions through a SaaS platform. Our mission is to simplify equity management for everyone. ‍ We've been growing since 2006, establishing ourselves

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • altshare features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.2
    Reporting
    Average: 8.7
    8.3
    Equity Governance
    Average: 8.3
    8.3
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    altshare
    HQ Location
    Tel Aviv-Yafo, Israel
    Twitter
    @Altshare1
    801 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    101 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

A fintech company that provides equity management solutions through a SaaS platform. Our mission is to simplify equity management for everyone. ‍ We've been growing since 2006, establishing ourselves

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
altshare features and usability ratings that predict user satisfaction
0.0
No information available
9.2
Reporting
Average: 8.7
8.3
Equity Governance
Average: 8.3
8.3
Dashboard
Average: 9.2
Seller Details
Seller
altshare
HQ Location
Tel Aviv-Yafo, Israel
Twitter
@Altshare1
801 Twitter followers
LinkedIn® Page
www.linkedin.com
101 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    For private companies, AngelList Equity is a modern cap table solution that enables electronic issuance of shares and equity awards, offers 409A valuations, and enables stakeholders to view holdings,

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • AngelList Equity Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    3
    Communication
    1
    Dashboard Visualization
    1
    Equity Management
    1
    Features
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • AngelList Equity features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.1
    8.3
    Reporting
    Average: 8.7
    8.3
    Equity Governance
    Average: 8.3
    9.2
    Dashboard
    Average: 9.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    AngelList
    Year Founded
    2010
    HQ Location
    San Francisco, US
    Twitter
    @AngelList
    412,835 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    521 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

For private companies, AngelList Equity is a modern cap table solution that enables electronic issuance of shares and equity awards, offers 409A valuations, and enables stakeholders to view holdings,

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
AngelList Equity Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
3
Communication
1
Dashboard Visualization
1
Equity Management
1
Features
1
Cons
This product has not yet received any negative sentiments.
AngelList Equity features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
8.3
Reporting
Average: 8.7
8.3
Equity Governance
Average: 8.3
9.2
Dashboard
Average: 9.2
Seller Details
Seller
AngelList
Year Founded
2010
HQ Location
San Francisco, US
Twitter
@AngelList
412,835 Twitter followers
LinkedIn® Page
www.linkedin.com
521 employees on LinkedIn®