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Best Equity Management Solutions - Page 4

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.

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68 Listings in Equity Management Available
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AngelList RUVs enable companies to raise big and small checks from up to 250 investors in a single line on the cap table with a company-led SPV. AngelList Equity and RUVs are combined into a single pr

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
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  • AngelList RUV features and usability ratings that predict user satisfaction
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    Seller
    AngelList
    Year Founded
    2010
    HQ Location
    San Francisco, US
    Twitter
    @AngelList
    412,853 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.

AngelList RUVs enable companies to raise big and small checks from up to 250 investors in a single line on the cap table with a company-led SPV. AngelList Equity and RUVs are combined into a single pr

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
AngelList RUV features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
AngelList
Year Founded
2010
HQ Location
San Francisco, US
Twitter
@AngelList
412,853 Twitter followers
LinkedIn® Page
www.linkedin.com
521 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Barback, is a software-as-a-service tool, helps startups, agencies, and enterprises distribute shares fairly and boost productivity through collaboration and competition. It tracks department employee

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
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    Market Segment
    No information available
  • User Satisfaction
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  • Seller Details
    Year Founded
    2023
    HQ Location
    San Francisco, CA
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Barback, is a software-as-a-service tool, helps startups, agencies, and enterprises distribute shares fairly and boost productivity through collaboration and competition. It tracks department employee

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Barback features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2023
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®

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

    Capyx is a Cap table management that enables users to track equity, easily collaborate with shareholders and manage portfolio.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
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  • Capyx features and usability ratings that predict user satisfaction
    0.0
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  • Seller Details
    Seller
    Capyx
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Capyx is a Cap table management that enables users to track equity, easily collaborate with shareholders and manage portfolio.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Capyx features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Capyx
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
0 ratings
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Entry Level Price:Free
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clara is a trusted company operating system that offers a digital platform tailored for Startups, SMEs, Law firms, Venture Capitalists, Investors and Accelerators. Using Clara you can digitally form c

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
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  • Clara features and usability ratings that predict user satisfaction
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  • Seller Details
    Seller
    Clara
    Year Founded
    2019
    HQ Location
    Dubai International Financial Centre, AE
    Twitter
    @Clara_TechCo
    625 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    69 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clara is a trusted company operating system that offers a digital platform tailored for Startups, SMEs, Law firms, Venture Capitalists, Investors and Accelerators. Using Clara you can digitally form c

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Clara features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Clara
Year Founded
2019
HQ Location
Dubai International Financial Centre, AE
Twitter
@Clara_TechCo
625 Twitter followers
LinkedIn® Page
www.linkedin.com
69 employees on LinkedIn®
0 ratings
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Easop is the first globally compliant equity compensation solution. We provide startups and scale-ups with self-serve SaaS solutions to offer and manage equity incentives for their global workforce an

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
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  • Easop features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
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  • Seller Details
    Seller
    Easop
Product Description
How are these determined?Information
This description is provided by the seller.

Easop is the first globally compliant equity compensation solution. We provide startups and scale-ups with self-serve SaaS solutions to offer and manage equity incentives for their global workforce an

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Easop features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Easop
0 ratings
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Give your community skin in the game. Fairmint empowers you to grant equity to anyone that adds value to your company and passively receive investment from your biggest fans. Launch in a few clicks an

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
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  • Fairmint features and usability ratings that predict user satisfaction
    0.0
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    0.0
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    0.0
    No information available
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  • Seller Details
    Seller
    Fairmint
    Year Founded
    2019
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Give your community skin in the game. Fairmint empowers you to grant equity to anyone that adds value to your company and passively receive investment from your biggest fans. Launch in a few clicks an

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Fairmint features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Fairmint
Year Founded
2019
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Figure is transforming the trillion-dollar financial services industry using blockchain technology. In three short years, Figure has unveiled a series of fintech firsts using the Provenance Blockchain

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
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  • Figure features and usability ratings that predict user satisfaction
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  • Seller Details
    Year Founded
    2018
    HQ Location
    San Francisco, California
    Twitter
    @Figure
    5,282 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    555 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Figure is transforming the trillion-dollar financial services industry using blockchain technology. In three short years, Figure has unveiled a series of fintech firsts using the Provenance Blockchain

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Figure features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@Figure
5,282 Twitter followers
LinkedIn® Page
www.linkedin.com
555 employees on LinkedIn®
0 ratings
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Entry Level Price:Free
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact f

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
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  • Fundwave features and usability ratings that predict user satisfaction
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  • Seller Details
    Seller
    Fundwave
    Year Founded
    2013
    HQ Location
    Singapore, Malaysia
    Twitter
    @getfundwave
    210 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact f

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Fundwave features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Fundwave
Year Founded
2013
HQ Location
Singapore, Malaysia
Twitter
@getfundwave
210 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Incentrium is a cloud-based solution for managing, valuation and reporting share-based compensation. As the Single Source of Truth (SSOT), it offers a clear, comprehensive dashboard for an up-to-date

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
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  • Incentrium features and usability ratings that predict user satisfaction
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    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

Incentrium is a cloud-based solution for managing, valuation and reporting share-based compensation. As the Single Source of Truth (SSOT), it offers a clear, comprehensive dashboard for an up-to-date

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Incentrium features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    KoreConX is an all-in-one platform for companies looking to raise capital. The platform supports a wide variety of activities, from issuing securities to managing shareholder relations and cap table.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
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  • Kore All-In-One Platform features and usability ratings that predict user satisfaction
    0.0
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    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
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  • Seller Details
    Seller
    KoreConX
    Year Founded
    2016
    LinkedIn® Page
    www.linkedin.com
    35 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

KoreConX is an all-in-one platform for companies looking to raise capital. The platform supports a wide variety of activities, from issuing securities to managing shareholder relations and cap table.

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Kore All-In-One Platform features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
KoreConX
Year Founded
2016
LinkedIn® Page
www.linkedin.com
35 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LoyaltyOptions provides the full suite of components associated with managing and accounting for your stock-based compensation and employee ownership plans. In addition, we are always available 24x7 t

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
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  • LoyaltyOptions 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
    1
    Ease of Use
    1
    Feedback Management
    1
    Implementation Ease
    1
    Setup Ease
    1
    Cons
    Insufficient Detail
    1
    Lack of Instructions
    1
  • User Satisfaction
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  • LoyaltyOptions features and usability ratings that predict user satisfaction
    10.0
    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
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  • Seller Details
    Year Founded
    2016
    HQ Location
    Toronto, CA
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LoyaltyOptions provides the full suite of components associated with managing and accounting for your stock-based compensation and employee ownership plans. In addition, we are always available 24x7 t

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
LoyaltyOptions 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
1
Ease of Use
1
Feedback Management
1
Implementation Ease
1
Setup Ease
1
Cons
Insufficient Detail
1
Lack of Instructions
1
LoyaltyOptions features and usability ratings that predict user satisfaction
10.0
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
Year Founded
2016
HQ Location
Toronto, CA
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
0 ratings
Save to My Lists
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IFRSTRACK is the answer for small and medium sized businesses searching for a solution to guide them through the intricacies of GAAP conversion. IFRSTRACK allows a firm to move quickly from establishi

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
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  • OPTRACK features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SyncBase
    HQ Location
    Toronto, Canada
    LinkedIn® Page
    www.linkedin.com
    99 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IFRSTRACK is the answer for small and medium sized businesses searching for a solution to guide them through the intricacies of GAAP conversion. IFRSTRACK allows a firm to move quickly from establishi

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
OPTRACK features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
SyncBase
HQ Location
Toronto, Canada
LinkedIn® Page
www.linkedin.com
99 employees on LinkedIn®
0 ratings
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Palico is the leading online marketplace for the private equity fund community.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Palico features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Palico
Product Description
How are these determined?Information
This description is provided by the seller.

Palico is the leading online marketplace for the private equity fund community.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Palico features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Palico
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Perks.Vision automates your online share plan system workflow to reduce repetitive data entry and to ensure accuracy of information. Customize our solutions to suit your requirements.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Perks.Vision features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

Perks.Vision automates your online share plan system workflow to reduce repetitive data entry and to ensure accuracy of information. Customize our solutions to suit your requirements.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Perks.Vision features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Quoroom (formerly HighCastle) provides a professional cross-integrated software solution to manage investment workflow and securities. Quoroom solution includes shares, debentures and options manageme

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Quoroom features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

Quoroom (formerly HighCastle) provides a professional cross-integrated software solution to manage investment workflow and securities. Quoroom solution includes shares, debentures and options manageme

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Quoroom features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details