# Best Equity Management Solutions - Page 2 *By [Nathan Calabrese](https://research.g2.com/insights/author/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 ## Top Equity Management Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) | 4.8/5.0 (144 reviews) | Enterprise-scale equity administration | "[Terrific Onboarding Experience and Exceptional Support from Juliette Collins.](https://www.g2.com/survey_responses/j-p-morgan-workplace-solutions-review-12936735)" | | 2 | [Qapita](https://www.g2.com/products/qapita/reviews) | 4.6/5.0 (313 reviews) | Cap table accuracy for scaling startups | "[Streamlined ESOP Experience](https://www.g2.com/survey_responses/qapita-review-12727727)" | | 3 | [Eqvista](https://www.g2.com/products/eqvista/reviews) | 4.9/5.0 (67 reviews) | Straightforward valuations and shareholder records | "[Strategic Equity Planning That Supercharged Our Marketing Team Performance](https://www.g2.com/survey_responses/eqvista-review-11948885)" | | 4 | [Cake Equity](https://www.g2.com/products/cake-equity/reviews) | 4.8/5.0 (130 reviews) | Founder-friendly ESOP setup and fundraising workflows | "[Streamlined Cap Table Management with Ease](https://www.g2.com/survey_responses/cake-equity-review-12750516)" | | 5 | [Fidelity Private Shares](https://www.g2.com/products/fidelity-private-shares/reviews) | 4.8/5.0 (32 reviews) | Compliance-ready ownership recordkeeping | "[Accurate Cap Table Management with Exceptional Onboarding](https://www.g2.com/survey_responses/fidelity-private-shares-review-12581178)" | | 6 | [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) | 4.4/5.0 (232 reviews) | — | "[Intuitive Equity Management Made Easy](https://www.g2.com/survey_responses/carta-equity-suite-review-12470664)" | | 7 | [Optio Incentives](https://www.g2.com/products/optio-incentives/reviews) | 4.9/5.0 (61 reviews) | Equity incentive modeling and employee engagement | "[Saved time and effort by automating Share Option management](https://www.g2.com/survey_responses/optio-incentives-review-11971952)" | | 8 | [Pulley](https://www.g2.com/products/pulley-pulley/reviews) | 4.7/5.0 (131 reviews) | — | "[Exceptional Support and Seamless Cap Table Management with Pulley - Highly recommend!](https://www.g2.com/survey_responses/pulley-review-12173513)" | | 9 | [Empower Stock Plan Services](https://www.g2.com/products/empower-stock-plan-services/reviews) | 4.7/5.0 (24 reviews) | Advanced stock plan administration | "[Incredibly easy to set up and highly knowledgeable support staff.](https://www.g2.com/survey_responses/empower-stock-plan-services-review-9694020)" | | 10 | [Slice Global Equity](https://www.g2.com/products/slice-global-equity/reviews) | 5.0/5.0 (24 reviews) | — | "[Real-Time Cap Table Visibility and Confident Equity Planning with Slice](https://www.g2.com/survey_responses/slice-global-equity-review-12591032)" | ## G2 Grid® for Equity Management Software ![G2 Grid® for Equity Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/equity-management/grids.png?focus%5B%5D=148110&focus%5B%5D=133633&focus%5B%5D=95044&focus%5B%5D=134444&focus%5B%5D=16024&focus%5B%5D=141703&focus%5B%5D=1242322&focus%5B%5D=147088) Highlighted products: J.P.Morgan Workplace Solutions, Qapita, Eqvista, Cake Equity, Carta Equity Suite, Fidelity Private Shares, Optio Incentives, and Pulley. Underlying data: [Grid® JSON](https://www.g2.com/categories/equity-management/grids.json?focus%5B%5D=j-p-morgan-workplace-solutions&focus%5B%5D=qapita&focus%5B%5D=eqvista&focus%5B%5D=cake-equity&focus%5B%5D=carta-equity-suite&focus%5B%5D=fidelity-private-shares&focus%5B%5D=optio-incentives&focus%5B%5D=pulley-pulley) ## How Many Equity Management Software Products Does G2 Track? **Total Products under this Category:** 82 ### Category Stats (Jul 2026) - **Average Rating**: 4.52/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Qapita (+0.06%) - Among all products in this category, Qapita recorded the largest rating increase compared to last month *Last updated: July 08, 2026* ## How Does G2 Rank Equity Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 6,300+ Authentic Reviews - 82+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Equity Management Software Is Best for Your Use Case? - **Leader:** [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) - **Highest Performer:** [Optio Incentives](https://www.g2.com/products/optio-incentives/reviews) - **Easiest to Use:** [Optio Incentives](https://www.g2.com/products/optio-incentives/reviews) - **Top Trending:** [Eqvista](https://www.g2.com/products/eqvista/reviews) - **Best Free Software:** [Qapita](https://www.g2.com/products/qapita/reviews) --- **Sponsored** ### Cake Equity Cake Equity is an equity management platform that helps startups and growing companies manage their cap table, equity compensation, and compliance in one place. It moves with a company from its first SAFE or option grant through complex funding rounds, giving founders, finance, legal, and employees one system to stay aligned as the company scales. Designed as a system of action, Cake brings cap table management, stock option and ESOP administration, equity plan design, and built-in compliance into a single platform, with automated workflows and intelligent insights that surface what matters before teams have to ask. Core capabilities include: - Cap table management and modeling: a real-time cap table with scenario modeling for funding rounds, SAFE conversions, and exits. - Stock option and ESOP administration: grant issuance, vesting schedules, and equity plan management in one place. - Built-in compliance: 409A valuations, ASC 718 reporting, and board approval workflows for audit-ready records. - Automated document workflows: document generation, scanning, and contract editing that reduce manual equity admin. - Employee equity education: built-in tools that help employees understand what they own, how their equity works, and why it matters. What sets Cake apart is motivation. Beyond managing equity, Cake gives every stakeholder a reason to care about it: founders get a cap table they can trust, finance and legal teams get audit-ready reporting and faster document workflows, and employees get real clarity on their ownership. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1715&secure%5Bchosen_at%5D=2026-07-09T04%3A22%3A56Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=134444&secure%5Bresource_id%5D=1715&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fequity-management%3Futf8%3D%25E2%259C%2593&secure%5Btoken%5D=cd26da5dbbf588926a0fdfc5f40dad4ba105df05e5df05a335ba4176f0eebdf2&secure%5Burl%5D=https%3A%2F%2Fcakeequity.com%3Futm_source%3Dg2%26utm_medium%3Dpaid-social%26utm_campaign%3Dpromo%26utm_term%3Dtop10%26utm_content%3Dcta&secure%5Burl_type%5D=paid_promos) --- ## What Are the Top-Rated Equity Management Software Products in 2026? ### 1. [Remote](https://www.g2.com/products/remote/reviews) Remote is the all-in-one HR and payroll platform to find, hire, manage, and pay your entire team everywhere. Whether onboarding your first cross-border hire or scaling across continents, Remote delivers enterprise-grade compliance, intuitive design, and dedicated local expertise. With one platform for every contract, payslip, and regulation, Remote helps you grow without borders. Services we offer: HRIS, Payroll, Performance Management, Employer of Record, Contractor of Record, Contractor Management, Recruit, Job Listings and PEO services. You no longer need to rely on convoluted HR tech stacks, expensive in-house teams, or unreliable third parties; Remote’s centralized platform supports you at every stage of the employment lifecycle. Easily find and hire the ideal candidate anywhere in the world with Recruit’s data-driven insights, then onboard them in a matter of days. Create and provide a locally-tailored benefits package, including equity incentives. Pay them accurately and compliantly through Payroll’s cutting-edge, best-in-class infrastructure, and easily track, manage, and solve their day-to-day HR needs. And that’s not all. Need to relocate people? Set up your own entity abroad? Whatever your situation and size, Remote has you covered. Remote also makes it simple to onboard and pay contractors, with localized agreements, multi-currency payments, and protection against misclassification. And all the while, it does so safely and securely. Remote doesn’t cut corners or entertain risk; compliance always comes first, with no exceptions. This includes taking stringent, enterprise-standard security measures, and ensuring your data and IPs are protected at all times. Whatever your business goals and HR needs, Remote doesn’t just save you time and money — and it’s more than just a vendor. It’s a dedicated strategic partner, empowering you to build the workforce that drives your company’s growth — smartly, efficiently, and compliantly. **Average Rating:** 4.5/5.0 **Total Reviews:** 3,603 **How Do G2 Users Rate Remote?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Reporting:** 9.2/10 (Category avg: 8.8/10) - **Equity Governance:** 10.0/10 (Category avg: 8.4/10) - **Dashboard:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Remote?** - **Seller:** [Remote](https://www.g2.com/sellers/remote) - **Company Website:** https://remote.com - **Year Founded:** 2019 - **HQ Location:** San Francisco, CA - **Twitter:** @remote (34,740 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/remote.com (15,644 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Software Engineer, Senior Software Engineer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 44% Mid-Market, 42% Small-Business #### What Are Remote's Pros and Cons? **Pros:** - Ease of Use (1873 reviews) - Helpful (1238 reviews) - Customer Support (1198 reviews) - User Interface (836 reviews) - Easy Setup (801 reviews) **Cons:** - Poor Customer Support (373 reviews) - Delays (313 reviews) - Missing Features (191 reviews) - Payment Issues (161 reviews) - Slow Response (157 reviews) ### What Do G2 Reviewers Say About Remote? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** with Remote, benefiting from clear information and efficient payment processes. - Users appreciate the **helpful customer support** and user-friendly interface that enhance the overall experience with Remote. - Users value the **friendly and responsive customer support** that resolves issues quickly and enhances the user experience. - Users praise Remote for its **clean and easy-to-use UI** , facilitating seamless access to essential HR processes. - Users appreciate the **easy setup** of Remote, enjoying a seamless onboarding process with helpful resources and support. **Cons:** - Users express frustration over **poor customer support** , experiencing slow responses and inconsistent communication regarding crucial documents. - Users often face **delays in processing timelines** , impacting the efficiency and experience of using Remote. - Users find that Remote has **missing features** , particularly in transparency and data accessibility for different countries. - Users feel the **payment issues** with Remote can be restrictive and cause delays in receiving approvals and payments. - Users experience **slow response times** for payments and app start-up, impacting their overall satisfaction with Remote. #### What Are Recent G2 Reviews of Remote? **"[Intuitive, Reliable Platform with a Helpful Payroll Representative](https://www.g2.com/survey_responses/remote-review-13076362)"** **Rating:** 4.0/5.0 stars *— Martina R.* [Read full review](https://www.g2.com/survey_responses/remote-review-13076362) --- **"[Smooth, Reliable Onboarding with Fast Time Tracking and Helpful AI Assistant](https://www.g2.com/survey_responses/remote-review-13067615)"** **Rating:** 4.5/5.0 stars *— Russel Dave B.* [Read full review](https://www.g2.com/survey_responses/remote-review-13067615) --- #### What Are G2 Users Discussing About Remote? - [What is Remote used for?](https://www.g2.com/discussions/what-is-remote-used-for) - 6 comments, 1 upvote ### 2. [Sprout](https://www.g2.com/products/sprout-stakeholder-management-sprout/reviews) Sprout is a comprehensive stakeholder management platform designed to help companies efficiently manage their equity, stock options, cap tables, and fundraising activities. By consolidating these critical functions into a single, user-friendly interface, Sprout empowers organizations to streamline ownership administration, enhance governance, and foster transparency among stakeholders. Key Features and Functionality: - ESOP and Vesting Management: Design and oversee employee stock option plans, including RSUs, RSAs, and phantom stock, with customizable vesting schedules. - Cap Table Management: Maintain an up-to-date cap table, issue digital stock certificates, and manage the shareholder registry in real time. - Fundraising Tools: Utilize scenario modeling to plan fundraising efforts, analyze term sheets, and assess the impact of new investments on shareholder dilution. - Individual Shareholder Accounts: Provide self-service portals for investors, employees, and shareholders to access personal information, reducing administrative overhead. Primary Value and User Solutions: Sprout addresses the complexities of equity and stakeholder management by offering a centralized platform that automates and simplifies these processes. This solution eliminates the need for cumbersome spreadsheets and manual tracking, reducing errors and saving time. By enhancing transparency and governance, Sprout enables companies to build trust with stakeholders, attract and retain talent through well-managed equity plans, and make informed decisions during fundraising activities. Ultimately, Sprout empowers organizations to focus on growth and innovation while ensuring efficient and accurate stakeholder management. **Average Rating:** 4.9/5.0 **Total Reviews:** 8 **How Do G2 Users Rate Sprout?** - **Reporting:** 9.5/10 (Category avg: 8.8/10) - **Equity Governance:** 8.9/10 (Category avg: 8.4/10) - **Dashboard:** 9.8/10 (Category avg: 9.2/10) **Who Is the Company Behind Sprout?** - **Seller:** [Sprout Stakeholder Management](https://www.g2.com/sellers/sprout-stakeholder-management) - **Year Founded:** 2019 - **HQ Location:** Hong Kong, HK - **LinkedIn® Page:** https://www.linkedin.com/company/roots-technologies/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 88% Mid-Market, 13% Enterprise #### What Are Recent G2 Reviews of Sprout? **"[A Helpful Tool for Daily Work](https://www.g2.com/survey_responses/sprout-review-10593920)"** **Rating:** 5.0/5.0 stars *— Verified User in Transportation/Trucking/Railroad* [Read full review](https://www.g2.com/survey_responses/sprout-review-10593920) --- **"[Honest review to Sprout](https://www.g2.com/survey_responses/sprout-review-9690717)"** **Rating:** 5.0/5.0 stars *— Nasser A.* [Read full review](https://www.g2.com/survey_responses/sprout-review-9690717) --- ### 3. [Hissa](https://www.g2.com/products/hissa/reviews) Hissa is India's most comprehensive ESOP management company, managing 350 million+ employee stock options worth $3.5 billion in equity grants across 100+ Indian companies. Hissa operates across three verticals: 1. ESOP Platform: Equity management software for Indian startups to set up, manage, and automate their ESOP programmes replacing spreadsheets with a purpose-built platform covering grants, vesting, compliance, and employee dashboards. 2. ESOP Liquidity: India's first dedicated ESOP secondary fund ($35M), providing liquidity to startup employees before an IPO or acquisition. The fund has facilitated cash exits for 3,000+ employees across the Indian startup ecosystem. 3. ESOP Market Access: Pre-IPO investment access for investors looking to participate in India's best growth-stage companies through employee equity transactions. Hissa serves founders, employees, and investors - the three stakeholders in every ESOP transaction making it the only company in India that covers the full ESOP lifecycle in one place. **Average Rating:** 4.8/5.0 **Total Reviews:** 7 **How Do G2 Users Rate Hissa?** - **Reporting:** 10.0/10 (Category avg: 8.8/10) - **Equity Governance:** 10.0/10 (Category avg: 8.4/10) - **Dashboard:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Hissa?** - **Seller:** [Hissa](https://www.g2.com/sellers/hissa) - **Year Founded:** 2019 - **HQ Location:** Bengaluru, IN - **LinkedIn® Page:** https://www.linkedin.com/company/hissa-rulezero/ (38 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 57% Small-Business, 43% Mid-Market #### What Are Recent G2 Reviews of Hissa? **"[Effortless ESOP Management with Stellar Support](https://www.g2.com/survey_responses/hissa-review-12828175)"** **Rating:** 5.0/5.0 stars *— Anisha A.* [Read full review](https://www.g2.com/survey_responses/hissa-review-12828175) --- **"[Effortlessly Manages ESOPs with Great UI](https://www.g2.com/survey_responses/hissa-review-12771132)"** **Rating:** 5.0/5.0 stars *— Surobheet B.* [Read full review](https://www.g2.com/survey_responses/hissa-review-12771132) --- ### 4. [HRSoft Long-Term Incentive Management](https://www.g2.com/products/hrsoft-long-term-incentive-management/reviews) 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 to consolidating bonus calculations, our platform enhances operational efficiency while fostering transparency. Take a short self-guided tour: https://demo.cloud.hrsoft.com/share/xinuqnecoqre **Average Rating:** 4.5/5.0 **Total Reviews:** 21 **How Do G2 Users Rate HRSoft Long-Term Incentive Management?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Reporting:** 10.0/10 (Category avg: 8.8/10) - **Equity Governance:** 10.0/10 (Category avg: 8.4/10) - **Dashboard:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind HRSoft Long-Term Incentive Management?** - **Seller:** [HRSoft](https://www.g2.com/sellers/hrsoft-b850a3f4-ccbf-4afa-b9e5-8a4cc12bd826) - **Year Founded:** 2012 - **HQ Location:** Maitland, FL - **Twitter:** @HRsoft_Inc (3,342 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/8554/ (180 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 77% Enterprise, 23% Mid-Market #### What Are Recent G2 Reviews of HRSoft Long-Term Incentive Management? **"[Great experience working with the team. They were always willing to jump in and help.](https://www.g2.com/survey_responses/hrsoft-long-term-incentive-management-review-8188678)"** **Rating:** 4.5/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/hrsoft-long-term-incentive-management-review-8188678) --- **"[Overall a great product](https://www.g2.com/survey_responses/hrsoft-long-term-incentive-management-review-8195536)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/hrsoft-long-term-incentive-management-review-8195536) --- #### What Are G2 Users Discussing About HRSoft Long-Term Incentive Management? - [What is CompTrak used for?](https://www.g2.com/discussions/what-is-comptrak-used-for) ### 5. [TWO12 Cap Table](https://www.g2.com/products/two12-cap-table/reviews) Unlimited shareholders, unlimited rounds, unlimited dilution and exit modeling PLUS free migration & white-glove onboarding. **Average Rating:** 3.9/5.0 **Total Reviews:** 5 **How Do G2 Users Rate TWO12 Cap Table?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Reporting:** 6.7/10 (Category avg: 8.8/10) - **Equity Governance:** 3.3/10 (Category avg: 8.4/10) - **Dashboard:** 8.8/10 (Category avg: 9.2/10) **Who Is the Company Behind TWO12 Cap Table?** - **Seller:** [TWO12](https://www.g2.com/sellers/two12) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Venture Capital & Private Equity - **Company Size:** 80% Mid-Market, 20% Small-Business #### What Are Recent G2 Reviews of TWO12 Cap Table? **"[Great tool for Cap table startups](https://www.g2.com/survey_responses/two12-cap-table-review-8902704)"** **Rating:** 4.5/5.0 stars *— Verified User in Venture Capital & Private Equity* [Read full review](https://www.g2.com/survey_responses/two12-cap-table-review-8902704) --- **"[Basic Cap Table Management Software](https://www.g2.com/survey_responses/two12-cap-table-review-8902593)"** **Rating:** 4.5/5.0 stars *— Ryan M.* [Read full review](https://www.g2.com/survey_responses/two12-cap-table-review-8902593) --- ### 6. [Orchestra](https://www.g2.com/products/orchestra/reviews) 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 trusted source of truth across share registries, cap table management, employee share schemes or option plans (ESOP) and company compliance. All the while ensuring investors stay informed and engaged on the journey with you. Orchestra ensures your share registry and cap table are accurate and compliant including a full transaction history, and provides better visibility with a single source for your stakeholders to easily view and manage their investments in your business. Easily communicate with investors and keep them up-to-date, build investor relationships to assist for future capital raises and enhance staff shareholder interactions & sense of ownership using these key features: - ESS and ESOP tools - Document Vault - Communications hub - Investor portal **Average Rating:** 4.6/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Orchestra?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Reporting:** 9.2/10 (Category avg: 8.8/10) - **Equity Governance:** 9.2/10 (Category avg: 8.4/10) - **Dashboard:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Orchestra?** - **Seller:** [Orchestra](https://www.g2.com/sellers/orchestra) - **Year Founded:** 2020 - **HQ Location:** Auckland, NZ - **LinkedIn® Page:** https://www.linkedin.com/company/orchestra-io (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 75% Small-Business, 25% Enterprise #### What Are Recent G2 Reviews of Orchestra? **"[Orchestra made life easy](https://www.g2.com/survey_responses/orchestra-review-9840059)"** **Rating:** 5.0/5.0 stars *— Chirag P.* [Read full review](https://www.g2.com/survey_responses/orchestra-review-9840059) --- **"[A weight off my shoulders](https://www.g2.com/survey_responses/orchestra-review-8467824)"** **Rating:** 5.0/5.0 stars *— Alice S.* [Read full review](https://www.g2.com/survey_responses/orchestra-review-8467824) --- ### 7. [Rollups](https://www.g2.com/products/rollups/reviews) Rollups offers private companies: 1. Roll Up Vehicles that enable companies to raise capital from many investors in a single line on the cap table with a company-led SPV. 2. Consolidation Vehicles that enable companies to consolidate existing stakeholders into a single entity, and off the direct cap table to save time and money. Built on the broader AngelList platform, where over $125B private market assets are held and managed, Rollups is the solution of choice for thousands of companies from pre-seed to $4B in valuation. **Average Rating:** 5.0/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Rollups?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Reporting:** 7.2/10 (Category avg: 8.8/10) - **Equity Governance:** 8.9/10 (Category avg: 8.4/10) - **Dashboard:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind Rollups?** - **Seller:** [AngelList](https://www.g2.com/sellers/angellist-ed18d076-c46f-4958-a86a-e6eafcfbebcb) - **Year Founded:** 2010 - **HQ Location:** San Francisco, US - **Twitter:** @AngelList (410,999 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/angellist/ (521 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Rollups's Pros and Cons? **Pros:** - Cap Table Management (1 reviews) - Communication (1 reviews) - Customer Support (1 reviews) - Dashboard Visualization (1 reviews) - Pricing (1 reviews) ### What Do G2 Reviewers Say About Rollups? *AI-generated summary from verified user reviews* **Pros:** - Users value the **simple setup and great pricing** of Rollups, enhancing their cap table management experience. - Users value the **exceptional communication** from AngelList, appreciating their attentive and supportive approach throughout the process. - Users praise the **exceptional customer support** from Rollups, highlighting their attentiveness and guidance throughout the process. - Users value the **straightforward visualizations** of Rollups, enhancing their data analysis and overall experience. - Users highlight the **great pricing** of Rollups, appreciating its inclusion in the cap table plan and quick setup. #### What Are Recent G2 Reviews of Rollups? **"[RUV was super simple to create, market, and close](https://www.g2.com/survey_responses/rollups-review-11037275)"** **Rating:** 5.0/5.0 stars *— Chris R.* [Read full review](https://www.g2.com/survey_responses/rollups-review-11037275) --- **"[Excellent solution for Founders willing to roll up their sleeves](https://www.g2.com/survey_responses/rollups-review-9949085)"** **Rating:** 5.0/5.0 stars *— Jeff K.* [Read full review](https://www.g2.com/survey_responses/rollups-review-9949085) --- ### 8. [StartupTools](https://www.g2.com/products/startuptools/reviews) 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--Signing - Holding account for investors It provides collaborations for the board, a process to issue stock options easily and can source all relevant information from the authorities automatically. **Average Rating:** 5.0/5.0 **Total Reviews:** 4 **How Do G2 Users Rate StartupTools?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Reporting:** 7.5/10 (Category avg: 8.8/10) - **Equity Governance:** 8.3/10 (Category avg: 8.4/10) - **Dashboard:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind StartupTools?** - **Seller:** [StartupTools](https://www.g2.com/sellers/startuptools) - **Year Founded:** 2021 - **HQ Location:** Stockholm, SE - **LinkedIn® Page:** https://linkedin.com/company/startuptools (8 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of StartupTools? **"[Great set of tools for the aspiring startup Founder / CEO](https://www.g2.com/survey_responses/startuptools-review-9409333)"** **Rating:** 5.0/5.0 stars *— Anders B.* [Read full review](https://www.g2.com/survey_responses/startuptools-review-9409333) --- **"[Fantastic solution for growing companies](https://www.g2.com/survey_responses/startuptools-review-8490354)"** **Rating:** 5.0/5.0 stars *— Johan L.* [Read full review](https://www.g2.com/survey_responses/startuptools-review-8490354) --- ### 9. [altshare](https://www.g2.com/products/altshare/reviews) 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 as leaders in the technology industry. We're proud to serve over 3,000 companies and organizations, over 100 venture capital firms, and over 80,000+ beneficiaries worldwide. All-in-one equity management products: - Automated cap table management - 409Aa and company valuations - Accurate funding & exit scenarios - A comprehensive and efficient solution - Waterfall scenarios And much more! To give our clients the best equity management experience, we're always innovating and adding new features to our products. ‍ All our products include customer service, an onboarding process, support, and a comprehensive feature set. ‍ We're committed to giving our customers and partners quality, value, and peace of mind. With altshare you get a simple, easy-to-use, all-in-one, and secure equity management platform. **Average Rating:** 4.5/5.0 **Total Reviews:** 3 **How Do G2 Users Rate altshare?** - **Reporting:** 9.2/10 (Category avg: 8.8/10) - **Equity Governance:** 8.3/10 (Category avg: 8.4/10) - **Dashboard:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind altshare?** - **Seller:** [altshare](https://www.g2.com/sellers/altshare) - **Year Founded:** 2006 - **HQ Location:** Ramat Hajayal, IL - **Twitter:** @Altshare1 (772 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/altshare/ (116 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of altshare? **"[Easy Equity Management Platform](https://www.g2.com/survey_responses/altshare-review-7581014)"** **Rating:** 4.5/5.0 stars *— Zeeshan N.* [Read full review](https://www.g2.com/survey_responses/altshare-review-7581014) --- **"[The Best in Segment](https://www.g2.com/survey_responses/altshare-review-7569977)"** **Rating:** 4.5/5.0 stars *— VEKHANDE V.* [Read full review](https://www.g2.com/survey_responses/altshare-review-7569977) --- ### 10. [Capboard](https://www.g2.com/products/capboard/reviews) Capboard: Simplify Equity Management for Startups Capboard is a cutting-edge equity management software designed to help startups streamline and optimize their ownership and investor relations. With an intuitive platform and a focus on user experience, Capboard empowers startups to manage their cap tables, ESOPs (employee equity plans), and investor reporting with ease and precision. Key Features: Cap Table Management Stay on top of ownership structures with real-time tracking of shareholder information, company valuations, and ownership percentages. Capboard makes managing equity events and future financings straightforward. ESOP (Equity Plans) Management Automate complex equity plans with real-time vesting calculations, tax optimization, and tracking. Whether it's stock options, RSUs, or other plans, Capboard ensures transparency and accuracy. Virtual Data Room Share sensitive documents securely with investors and stakeholders. Our virtual data room is ideal for due diligence, fundraising, or regular updates, with built-in permissions and activity tracking. Investor Reporting Simplify the process of keeping investors informed. Create, share, and track engaging reports with key metrics, financials, and updates—all in one place. **Average Rating:** 4.7/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Capboard?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Reporting:** 8.3/10 (Category avg: 8.8/10) - **Equity Governance:** 9.2/10 (Category avg: 8.4/10) - **Dashboard:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Capboard?** - **Seller:** [Capboard](https://www.g2.com/sellers/capboard) - **Year Founded:** 2022 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/77577065 (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Capboard? **"[It is a good place to gather all the information and communications](https://www.g2.com/survey_responses/capboard-review-9387487)"** **Rating:** 4.0/5.0 stars *— Indira G.* [Read full review](https://www.g2.com/survey_responses/capboard-review-9387487) --- **"[Great captable and ESOP tool](https://www.g2.com/survey_responses/capboard-review-8929610)"** **Rating:** 5.0/5.0 stars *— Alex B.* [Read full review](https://www.g2.com/survey_responses/capboard-review-8929610) --- ### 11. [Equity Edge Online](https://www.g2.com/products/equity-edge-online/reviews) Equity Edge Online is a stock plan administration platform. **Average Rating:** 4.2/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Equity Edge Online?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind Equity Edge Online?** - **Seller:** [eTrade](https://www.g2.com/sellers/etrade) - **Year Founded:** 1982 - **HQ Location:** United States - **Twitter:** @etrade (84,937 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3030/ (9,166 employees on LinkedIn®) - **Ownership:** NASDAQ:ETFC **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market #### What Are Recent G2 Reviews of Equity Edge Online? **"[E Trade review](https://www.g2.com/survey_responses/equity-edge-online-review-736438)"** **Rating:** 5.0/5.0 stars *— Verified User in Non-Profit Organization Management* [Read full review](https://www.g2.com/survey_responses/equity-edge-online-review-736438) --- **"[Easy to use](https://www.g2.com/survey_responses/equity-edge-online-review-740342)"** **Rating:** 4.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/equity-edge-online-review-740342) --- ### 12. [Eldison platform](https://www.g2.com/products/eldison-platform/reviews) Eldison is an ESOP platform that simplifies ESOP implementation and management. With standardized plans it makes the implementation faster, cheaper and legal-proof. In the app, users can take advantage of built-in legal documents, pool allocation, in-app team communication and digital signing. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **Who Is the Company Behind Eldison platform?** - **Seller:** [Eldison](https://www.g2.com/sellers/eldison) - **Year Founded:** 2014 - **HQ Location:** Prague, CZ - **LinkedIn® Page:** http://www.linkedin.com/company/teameldison (37 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are Eldison platform's Pros and Cons? **Pros:** - Real-time Updates (1 reviews) - Transparency (1 reviews) ### What Do G2 Reviewers Say About Eldison platform? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **real-time updates** on Eldison, enhancing clarity on portfolio performance and future trends. - Users value the **clarity of portfolio insights** provided by Eldison, aiding in informed decision-making for the future. #### What Are Recent G2 Reviews of Eldison platform? **"[Effortless ESOP Management with Stellar Support](https://www.g2.com/survey_responses/eldison-platform-review-12997216)"** **Rating:** 5.0/5.0 stars *— Martin M.* [Read full review](https://www.g2.com/survey_responses/eldison-platform-review-12997216) --- **"[Super easy to use](https://www.g2.com/survey_responses/eldison-platform-review-11543226)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospitality* [Read full review](https://www.g2.com/survey_responses/eldison-platform-review-11543226) --- ### 13. [Equidam](https://www.g2.com/products/equidam/reviews) Equidam is an online business valuation software. **Average Rating:** 3.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Equidam?** - **Reporting:** 8.3/10 (Category avg: 8.8/10) - **Equity Governance:** 0.0/10 (Category avg: 8.4/10) - **Dashboard:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind Equidam?** - **Seller:** [Equidam](https://www.g2.com/sellers/equidam) - **Year Founded:** 2013 - **HQ Location:** València, ES - **LinkedIn® Page:** https://www.linkedin.com/company/equidam (11 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business ### 14. [Equity Matrix](https://www.g2.com/products/equity-matrix/reviews) Equity Matrix is a dynamic equity tracking platform for startups and small businesses. It allows co-founders and team members to log contributions (time and cash), automatically calculates each person's ownership percentage based on configurable multipliers, and generates equity allocation agreements. The platform includes a Slack integration for logging contributions via natural language, a real-time equity dashboard, and tools for converting dynamic equity splits into fixed cap tables when companies are ready to formalize. It is designed for pre-revenue teams who need to track and split equity before incorporating or raising funding. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Equity Matrix?** - **Reporting:** 10.0/10 (Category avg: 8.8/10) - **Dashboard:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Equity Matrix?** - **Seller:** [Equity Matrix](https://www.g2.com/sellers/equity-matrix) - **Year Founded:** 2023 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/equity-matrix/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Equity Matrix? **"[Fair Equity Splits Made Simple—Fast Setup, Great Slack Integration, Founder-Led Support](https://www.g2.com/survey_responses/equity-matrix-review-12805040)"** **Rating:** 5.0/5.0 stars *— Verified User in Design* [Read full review](https://www.g2.com/survey_responses/equity-matrix-review-12805040) --- **"[Simple, Transparent Equity Tracking That Replaced Our Spreadsheets](https://www.g2.com/survey_responses/equity-matrix-review-12768490)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/equity-matrix-review-12768490) --- ### 15. [ESOP Guardian](https://www.g2.com/products/esop-guardian/reviews) ESOP Guardian is a powerful web-based platform designed to simplify and streamline the complete lifecycle management of Employee Stock Option Plans (ESOPs). It enables organizations to efficiently administer equity compensation while ensuring transparency, accuracy, and regulatory compliance. The platform automates key ESOP processes including plan creation, option grants, vesting tracking, exercise management, and reporting, eliminating manual errors and reducing administrative effort. With its robust system architecture, ESOP Guardian can seamlessly manage multiple ESOP schemes, large employee databases, and bulk transactions, making it ideal for startups, growth-stage companies, and large enterprises. ESOP Guardian also strengthens governance and compliance by maintaining structured records of all ESOP-related activities. The platform supports documentation, reporting, and audit readiness aligned with corporate and securities regulations, helping organizations maintain regulatory confidence and operational control. Through an intuitive dashboard, administrators gain real-time visibility into ESOP pools, grant history, vesting schedules, and option exercises, while employees can easily track their equity benefits and vesting progress. By combining automation, compliance support, and stakeholder transparency, ESOP Guardian transforms ESOP management into a scalable, secure, and efficient digital process, enabling companies to manage employee ownership programs with confidence and strategic clarity **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **How Do G2 Users Rate ESOP Guardian?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Reporting:** 9.2/10 (Category avg: 8.8/10) - **Equity Governance:** 10.0/10 (Category avg: 8.4/10) - **Dashboard:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind ESOP Guardian?** - **Seller:** [ESOP Guardian](https://www.g2.com/sellers/esop-guardian) - **Year Founded:** 2013 - **HQ Location:** New Delhi, IN - **LinkedIn® Page:** https://www.linkedin.com/company/esopguardian/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are ESOP Guardian's Pros and Cons? **Pros:** - Features (2 reviews) - Compliance Automation (1 reviews) - Customer Support (1 reviews) - Dashboard Visualization (1 reviews) - Ease of Use (1 reviews) **Cons:** - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About ESOP Guardian? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive platform** of ESOP Guardian, making ESOP management simple and efficient with responsive support. - Users value the **comprehensive compliance automation** of ESOP Guardian, enhancing efficiency and reducing risk throughout the ESOP lifecycle. - Users value the **responsive customer support** of ESOP Guardian, ensuring prompt assistance and a smooth experience. - Users value the **single dashboard for managing multiple ESOP schemes** , enhancing visibility and control for efficient management. - Users appreciate the **ease of use** of ESOP Guardian, finding it simple and intuitive for managing ESOP activities effectively. **Cons:** - Users experience **slow performance** when downloading large reports, which can be frustrating and time-consuming. #### What Are Recent G2 Reviews of ESOP Guardian? **"[End-to-End ESOP Lifecycle Management with Real-Time Cap Table Visibility](https://www.g2.com/survey_responses/esop-guardian-review-12335869)"** **Rating:** 5.0/5.0 stars *— Verified User in Consulting* [Read full review](https://www.g2.com/survey_responses/esop-guardian-review-12335869) --- **"[ESOP Guardian: Simple, Easy-to-Use, All-in-One Features](https://www.g2.com/survey_responses/esop-guardian-review-12390168)"** **Rating:** 4.5/5.0 stars *— Verified User in Consulting* [Read full review](https://www.g2.com/survey_responses/esop-guardian-review-12390168) --- ### 16. [Gust Equity Management](https://www.g2.com/products/gust-equity-management/reviews) Gust Equity Management (GEM) is a Software-as-a-Service platform simplifying the process of managing the evolution of enterprise capitalizations from startup through sale/IPO. Managing an enterprise capitalization table via Excel as well as the related documentation becomes a time-consuming and difficult process as a venture evolves, raises money, and grows. If early-stage startups trivialize or ignore their cap tables, mismanagement can cause significant expenses down the line when lawyers come in to clean it up, can create shareholder disputes, and might even kill an M&A deal. To put this into perspective, as an enterprise moves through its funding stages and development, it will typically deal with hundreds of equity issuances, option grants, exercises, forfeitures, transfers, vesting dates, board approvals, etc. All of these events must be tracked along with the underlying legal documentation in order to be auditable by shareholders and other interested parties. Because this kind of administrative work usually falls to legal counsel, it traditionally costs $200-500 an hour. To minimize costs and time investment, GEM corrects this inefficiency with tools that make the process easier, faster, and cheaper than traditional means. At its core, the GEM platform empowers internal or external administrators of the capitalization table by providing powerful and intuitive tools to track all the required documentation of any equity issuance, in one easy to use interface. In GEM, administrators can issue equity grants directly to employees / advisors through the platform, so there is no need to contact legal counsel every time they hire a new employee and need to issue grants. Through GEM, users can also request 409A valuation reports so they can issue option grants at a fair market value, avoiding tax consequences for both employees and the enterprise. GEM also handles ASC718 calculations (stock option expensing), a time-consuming and expensive exercise for GAAP-compliant financials. GEM also includes round modeling to see dilution impact on future equity and convertible note financing rounds, a time-hop feature allowing users to view the capitalization at any point in time, views for employees to track their equity vesting in real time, and other value-adding features. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Gust Equity Management?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind Gust Equity Management?** - **Seller:** [Gust, Inc.](https://www.g2.com/sellers/gust-inc) - **Year Founded:** 2004 - **HQ Location:** New York, US - **Twitter:** @gustly (11,194 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/gust (144 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market #### What Are Recent G2 Reviews of Gust Equity Management? **"[Makes admin for company formation easy](https://www.g2.com/survey_responses/gust-equity-management-review-5033375)"** **Rating:** 4.5/5.0 stars *— Chris T.* [Read full review](https://www.g2.com/survey_responses/gust-equity-management-review-5033375) --- **"[Incredibly simple, straightforward, and affordable solution for equity management & incorporation](https://www.g2.com/survey_responses/gust-equity-management-review-5140637)"** **Rating:** 5.0/5.0 stars *— Sam R.* [Read full review](https://www.g2.com/survey_responses/gust-equity-management-review-5140637) --- #### What Are G2 Users Discussing About Gust Equity Management? - [How do I connect with investors online?](https://www.g2.com/discussions/how-do-i-connect-with-investors-online) - [What is gust launch?](https://www.g2.com/discussions/what-is-gust-launch) - [What is Gust program?](https://www.g2.com/discussions/what-is-gust-program) ### 17. [Cap Table Management](https://www.g2.com/products/wows-global-cap-table-management/reviews) WOWS Cap Table is a digital equity management platform designed to streamline the management of company shareholding structures and Employee Stock Ownership Plans (ESOPs. It offers a comprehensive suite of tools that enhance transparency, facilitate due diligence readiness, and enable companies to efficiently manage funding rounds and equity distribution. By providing real-time dashboards and automated processes, WOWS Cap Table empowers businesses to engage stakeholders effectively and make informed decisions regarding their equity management. Key Features and Functionality: - Cap Table Management: Organize and monitor all stages of funding, from seed to exit, ensuring clarity and control over the company's equity structure. - Deal Scenario Modeling: Evaluate potential financial outcomes by forecasting the impacts of various funding rounds on equity dilution and company valuation. - Stakeholder Dashboards: Provide investors with personalized dashboards that offer comprehensive views of their holdings, growth trajectories, and performance metrics. - Dilution Impact Calculation: Anticipate future equity changes using dilution calculators, aiding in effective planning for new funding rounds and equity grants. - ESOP Management: Design and deploy custom ESOP plans tailored to the company's structure, with automated tracking of vesting periods and exercise options. - Liquidity Solutions: Facilitate structured buyback programs and liquidity events for employees directly through the platform. Primary Value and User Solutions: WOWS Cap Table addresses the complexities of equity management by providing a user-friendly platform that enhances transparency and operational efficiency. It simplifies the management of funding rounds, equity distribution, and ESOPs, reducing the reliance on cumbersome spreadsheets. By offering real-time insights and automated processes, the platform enables companies to make informed decisions, maintain compliance, and foster trust among stakeholders. This comprehensive approach ensures that businesses are always prepared for due diligence requirements and can effectively manage their growth and equity strategies. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Cap Table Management?** - **Reporting:** 8.3/10 (Category avg: 8.8/10) - **Equity Governance:** 6.7/10 (Category avg: 8.4/10) - **Dashboard:** 6.7/10 (Category avg: 9.2/10) **Who Is the Company Behind Cap Table Management?** - **Seller:** [WOWS Global](https://www.g2.com/sellers/wows-global) - **Year Founded:** 2022 - **HQ Location:** Singapore - **LinkedIn® Page:** https://www.linkedin.com/company/wows-global (18 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Enterprise #### What Are Cap Table Management's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Real-time Updates (1 reviews) - User Interface (1 reviews) ### What Do G2 Reviewers Say About Cap Table Management? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Cap Table Management, making stock tracking accessible for everyone. - Users value the **real-time updates** for better control and visibility of their company's ownership structure. - Users appreciate the **user-friendly interface** of the Cap Table Management, enabling easy updates and real-time tracking. #### What Are Recent G2 Reviews of Cap Table Management? **"[Great experience having used Cap Table Management software.](https://www.g2.com/survey_responses/cap-table-management-review-10569756)"** **Rating:** 4.5/5.0 stars *— Sergio B.* [Read full review](https://www.g2.com/survey_responses/cap-table-management-review-10569756) --- ### 18. [Equify](https://www.g2.com/products/equify/reviews) Equify intelligently centralizes all the legal and financial information of your shareholding. With Equify, take back control. **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Equify?** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.2/10) - **Reporting:** 8.3/10 (Category avg: 8.8/10) - **Equity Governance:** 8.3/10 (Category avg: 8.4/10) - **Dashboard:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind Equify?** - **Seller:** [Equify](https://www.g2.com/sellers/equify) - **Year Founded:** 2017 - **HQ Location:** Paris, FR - **LinkedIn® Page:** http://www.linkedin.com/company/getequify (15 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are G2 Users Discussing About Equify? - [What is Equify used for?](https://www.g2.com/discussions/what-is-equify-used-for) ### 19. [Fairmint](https://www.g2.com/products/fairmint/reviews) 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 and get back to building your business. **Average Rating:** 0.5/5.0 **Total Reviews:** 1 **Who Is the Company Behind Fairmint?** - **Seller:** [Fairmint](https://www.g2.com/sellers/fairmint) - **Year Founded:** 2019 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** http://www.linkedin.com/company/fairmint (11 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 20. [Globacap](https://www.g2.com/products/globacap/reviews) Raising, managing and selling equity doesn’t have to be complicated. Let Globacap do the hard work so you don’t 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. See our website to find out more, or contact us to set up a personalised demo: sales@globacap.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Globacap?** - **Reporting:** 8.3/10 (Category avg: 8.8/10) - **Equity Governance:** 8.3/10 (Category avg: 8.4/10) - **Dashboard:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Globacap?** - **Seller:** [Globacap](https://www.g2.com/sellers/globacap) - **Year Founded:** 2017 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/globacap/ (42 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Globacap? **"[Futuristic Financial blockchain based platform](https://www.g2.com/survey_responses/globacap-review-7139113)"** **Rating:** 4.5/5.0 stars *— Sriram V.* [Read full review](https://www.g2.com/survey_responses/globacap-review-7139113) --- ### 21. [HighCastle Fundraising and Cap Table Management](https://www.g2.com/products/highcastle-fundraising-and-cap-table-management/reviews) Quoroom equity management software is designed for companies' Directors and CFOs to automate the management of complex cap tables and issue employee options or warrants. Quoroom has a built-in CRM for investor relations, an advanced data room for document storage and eSignatures - all you need to run and close your funding round with immediate auto-update of the cap table. Quoroom integration with UK Companies House and legal workflows saves time you spend on compliance and filings. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Who Is the Company Behind HighCastle Fundraising and Cap Table Management?** - **Seller:** [HighCastle](https://www.g2.com/sellers/highcastle) - **Year Founded:** 2018 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/myquoroom/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of HighCastle Fundraising and Cap Table Management? **"[The best service for a startup that wants to get ready to receive investments](https://www.g2.com/survey_responses/highcastle-fundraising-and-cap-table-management-review-4562429)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/highcastle-fundraising-and-cap-table-management-review-4562429) --- #### What Are G2 Users Discussing About HighCastle Fundraising and Cap Table Management? - [What is HighCastle Fundraising and Cap Table Management used for?](https://www.g2.com/discussions/what-is-highcastle-fundraising-and-cap-table-management-used-for) ### 22. [Kaaria](https://www.g2.com/products/kaaria-kaaria/reviews) Kaaria an online platform for startup valuation & equity management. Our technology enables entrepreneurs and investors to truly understand what drives their valuation, transparently discuss it, and make good equity decisions. - Kaaria uses the 5 leading valuation methods in combination with the most reliable data, tailored for more hundreds of industries applying data from thousands of startups. - Kaaria applied Industry leading methodologies for startup valuation and incorporating updated startup market data. Covering Qualitative(Scorecard Method benchmarked with PitchBook industry sector "Average Pre-Money Valuation & Berkus Method benchmarked with PitchBook industry sector "Max Pre-Money Valuation") and Quantitative( Venture Capital Method with PitchBook Industry Multiples, DFC LT and PV Multiples PitchBook Industry Multiples) Methodologies. An automated and impartial result, informed by market data. Calculate a fair valuation for your startup. Understand your startup's value Learn what drives your valuation. - Transparently discuss it. Clear and detailed valuation reports. Close fair deals. Grow the value for all stakeholders Target Audience: Startup Founders. Startup Entrepreneurs. Related or similar roles: startup investors, startup stakeholders, startup investment advisors, startup mentors, startup finance coaches and all related roles involved in running, operating, assessing or investing in Startups and Small businesses. Tagline's: Kaaria Fair and Clear Startup Valuation Unique Selling Points: 1) 5 valuation methods. Selected to capture the value of startups from different perspectives. Score Card, Berkus, Venture Capital, DFC and PV Multiples 2) Valuation reports: Professional, clear and detailed valuation reports. Web Report version to share or downloadable in one click. Reports can be shared via sending a secure link through email, or share secure web link via WhatsApp or any other communication tool. 3) Reliable data sources: Reliable data sources tailored to your country and industry. PtichBook is one of our trusted partners. 4) Valuation Benchmarks: Benchmark your valuation against similar startups and companies, locally, regionally to get a precise comparison of what the market is offering. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Kaaria?** - **Reporting:** 10.0/10 (Category avg: 8.8/10) - **Dashboard:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Kaaria?** - **Seller:** [Kaaria](https://www.g2.com/sellers/kaaria) - **Year Founded:** 2023 - **HQ Location:** Dover, US - **LinkedIn® Page:** https://www.linkedin.com/company/kaarias/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Kaaria's Pros and Cons? **Pros:** - Affordable (1 reviews) - Customer Support (1 reviews) - Ease of Use (1 reviews) - Features (1 reviews) - Pricing (1 reviews) ### What Do G2 Reviewers Say About Kaaria? *AI-generated summary from verified user reviews* **Pros:** - Users commend Kaaria for its **affordable pricing** , making it a valuable tool for in-depth valuation analysis. - Users commend the **exceptional customer support** of Kaaria, enhancing their experience with prompt and effective assistance. - Users commend the **ease of use** of Kaaria, making valuation analysis straightforward and efficient. - Users value the **well-designed valuation software** for its powerful analysis capabilities and professional feature set. - Users commend the **great pricing** of Kaaria, finding it valuable for professional valuation analysis and support. #### What Are Recent G2 Reviews of Kaaria? **"[Powerfull Insight to Validate Offering Priceing](https://www.g2.com/survey_responses/kaaria-review-10282854)"** **Rating:** 5.0/5.0 stars *— Jorge B.* [Read full review](https://www.g2.com/survey_responses/kaaria-review-10282854) --- ### 23. [LoyaltyOptions](https://www.g2.com/products/loyaltyoptions/reviews) 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 to help with any questions you may have. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate LoyaltyOptions?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind LoyaltyOptions?** - **Seller:** [VeritableSoft Innovations](https://www.g2.com/sellers/veritablesoft-innovations) - **Year Founded:** 2016 - **HQ Location:** Toronto, CA - **LinkedIn® Page:** https://www.linkedin.com/company/veritablesoft-innovations (9 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are LoyaltyOptions's Pros and Cons? **Pros:** - Customer Support (1 reviews) - Ease of Use (1 reviews) - Feedback Management (1 reviews) - Implementation Ease (1 reviews) - Setup Ease (1 reviews) **Cons:** - Insufficient Detail (1 reviews) - Lack of Instructions (1 reviews) ### What Do G2 Reviewers Say About LoyaltyOptions? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **superb customer support** from LoyaltyOptions, enhancing their experience and ease of implementation. - Users find LoyaltyOptions to be **easy to use** , appreciating its reliable web-based database and superb support. - Users value the **reliable and user-friendly feedback management** of LoyaltyOptions, appreciating its easy implementation and excellent support. - Users value the **ease of implementation** of LoyaltyOptions, finding it reliable and user-friendly. - Users value the **setup ease** of LoyaltyOptions, finding the implementation process straightforward and support exceptional. **Cons:** - Users express concerns about the **insufficient detail** in online support materials, impacting their experience with LoyaltyOptions. - Users feel there is a **lack of instructions** for LoyaltyOptions, diminishing the overall effectiveness of the product. #### What Are Recent G2 Reviews of LoyaltyOptions? **"[LoyaltyOptions is a robust control systems and very friendly to use and easy of implementation.](https://www.g2.com/survey_responses/loyaltyoptions-review-9875619)"** **Rating:** 4.5/5.0 stars *— Rosana B.* [Read full review](https://www.g2.com/survey_responses/loyaltyoptions-review-9875619) --- ### 24. [Maestro](https://www.g2.com/products/maestro-maestro/reviews) Maestro is the value creation platform designed exclusively for the Private Equity industry. Founded by Accordion, the PE-focused financial consulting and technology firm, and backed by S&P Global Market Intelligence, Maestro helps PE sponsors modernize their operations and maximize value creation in private equity–backed companies through enhanced portfolio management and increased collaboration with all stakeholders. The Maestro platform serves as an essential solution for the private equity industry – from diligence to exit. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Maestro?** - **Reporting:** 8.3/10 (Category avg: 8.8/10) - **Equity Governance:** 8.3/10 (Category avg: 8.4/10) - **Dashboard:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Maestro?** - **Seller:** [Maestro](https://www.g2.com/sellers/maestro-3b5f8e9f-cdad-4fbb-80bb-1c80bdc66572) - **Year Founded:** 2019 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/go-maestro/ (77 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 100% Small-Business, 100% Mid-Market #### What Are Recent G2 Reviews of Maestro? **"[Best service for credit card](https://www.g2.com/survey_responses/maestro-review-8983790)"** **Rating:** 4.0/5.0 stars *— Piyush G.* [Read full review](https://www.g2.com/survey_responses/maestro-review-8983790) --- ### 25. [Nana Fund](https://www.g2.com/products/nana-fund/reviews) All-in-one platform for SMBs to get funded **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Nana Fund?** - **Reporting:** 8.3/10 (Category avg: 8.8/10) - **Equity Governance:** 0.0/10 (Category avg: 8.4/10) - **Dashboard:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Nana Fund?** - **Seller:** [GetGrant](https://www.g2.com/sellers/getgrant) - **Year Founded:** 2023 - **HQ Location:** San Diego, US - **LinkedIn® Page:** https://www.linkedin.com/company/nana-fund (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Nana Fund? **"[I found funding on the platform, which was quickly approved for me](https://www.g2.com/survey_responses/nana-fund-review-10243139)"** **Rating:** 5.0/5.0 stars *— Verified User in Public Safety* [Read full review](https://www.g2.com/survey_responses/nana-fund-review-10243139) --- ## What Is Equity Management Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Equity Management Software? - [Stock Plan Administration Software](https://www.g2.com/categories/stock-plan-administration) --- ## How Do You Choose the Right Equity Management Software? ### What You Should Know About Equity Management Software ### What are Equity Management Software? Equity management software helps in managing ownership of the company in relation to stakeholders of a company. It helps in tracking shares, communicating with stakeholders and the board of directors, staying compliant with laws and regulations, and maintaining company records and documents. Equity management software also consists of features for managing cap tables, equity issuance, equity transactions tracking, and conducting annual 409a valuations. Equity management software is used by equity administrators, which is a part of the finance department of companies worldwide. It helps free up spare time that is otherwise spent on legal procedures, eliminates the risk of human errors, creates equity reports, and integrates with other finance and accounting-related software. ** ** ### What are the Common Features of Equity Management Software? Equity management software not only helps in tracking and managing all the shares of a company but also helps users in several other ways. The following are some core features an equity management software offers: **409A valuation:** Equity management software has the capability of conducting a 409A valuation that determines the worth of the company. Before offering equity to potential investors, it is essential to decide a fair market price of the stock or share of the company. Equity management software performs 409A valuation to find out the right price before starting off with raising funds and helps generate reports that are simple and easy to understand for investors. **Cap table management:** Cap table management is an intricate breakdown of all the equity of the shareholders of a company. This feature in the equity management software helps in automatically recording all types of securities such as stock, preferred shares, equity grants, convertible notes, bonds, warrants, etc. With expanding business, equity management software helps to access data in cap tables that are otherwise more complex to find manually. **Investor relations and reporting:** A good equity management software must be capable of providing financial analytics dashboards for investors' ease. The investor gets real-time access to their portfolios and can make informed decisions based on which share to buy, hold or sell, it also provides measurable KPIs like goals, investment, and measure risk tolerance. ### What are the Benefits of Equity Management Software? Equity management software has many benefits over its archaic paper counterpart. Here are some of the benefits a company may get using an equity management tool: **Organized equity management:** Equity management software streamlines work and allows the company to focus on bringing new investors instead of losing a lot of time on organizing documents. It automates the documentation process, ensuring compliance and managing capitalization tables, and is well known for simplifying tasks such as reserve, issue, and transfer of company shares, shareholder management, and 409 valuations.  **Powerful analytics for scalable growth:** Built-in analytics in equity management software helps make financial management, forecasting, and capital restructuring decisions easy. On a single dashboard, all financial metrics are consolidated and updated automatically, which saves time and helps in making strategic decisions for the company’s scalable growth. Analytics in equity management software also allows round modeling and scenario modeling. **Scalable system and support:** Equity management solutions are designed to cater to all types of businesses. It enables customization as per complex processes and requirements. While it might encounter technical issues or glitches during regular operation days, a team of technical experts is constantly on standby around the clock to assist in such circumstances. ### Who Uses Equity Management Software? Equity management software is used by equity administrators, financial analysts, and managers in different companies. **Equity administrators:** Equity administrators are responsible for handling equity management systems and processes of the companies. They conduct company valuations (409a valuation) and engage in tracking company equity transactions, shareholder management, and cap table management. **Financial analysts:** Financial analysts use this software to do various analyses such as scenario modeling, round and exit modeling, and waterfall analysis and analyze different financial metrics to review the company’s financial health. ### What are the Alternatives to Equity Management Software? An alternative to equity management software can replace this type of software, either partially or completely: **Cap table management software** : Cap table management software guides the company’s equity distribution and helps business owners and investors understand the firm’s capital structure. Cap table management software facilitates automated equity management for the business. It is hosted on an online server and replaces the traditional way of managing cap tables on a spreadsheet manually.  ### Challenges with Equity Management Software Some common challenges faced using equity management software are:  **Internet connectivity:** Most equity management solutions available in the market are cloud-based solutions that require an internet connection. While these tools are hosted in the cloud and can be accessed anywhere, they have their share of disadvantages also. No internet or slow internet connection hinders the smooth operation of this software and possibly leads to errors in the work process. **Finding desirable software:** Finding the right equity management software is a complex process. One should select software that works well with the business. Many equity management software come with basic features suitable for small size companies. But, small-scale solutions may not be able to handle higher volumes as the business grows. An ideal solution must offer advanced features like tracking or issuing equity, compliances, maintaining compliance, receiving 409A valuation, modeling, forecasting, analytics, reporting, etc. ### Which Companies Should Buy Equity Management Software? Equity management software can be used by private companies to distribute ownership amongst the stakeholders. It can be used by businesses of all sizes having plans to offer equity or currently engaged in equity distribution. It supports the company’s stakeholders and helps onboard new investors with ease. ### **How to Buy Equity Management Software** #### Requirements Gathering (RFI/RFP) for Equity Management Software When selecting equity management software, it is important to first look at how the business operates, and then familiarize oneself with the different types of software available. There are a variety of options when it comes to equity management software products, including those designed for the business needs of small, medium, and enterprise-sized businesses. After understanding the requirements, the buyer can reach out to different vendors and ask for product-related information through RFP or RFIs. Upon receiving RFP or RFIs, the buyer needs to look at the features, pricing, and contract agreements to understand what problems the new system will solve. Buyers need to carefully examine all relevant information and documents before opting for the vendor and product. #### Compare Equity Management Software Products **Create a long list** Depending on the industry, the buyer might want to first create a long list of software that is designed to help businesses in the particular industry. A long list always helps select the right software from many products available for equity management. The buyer should keep in mind to look at the existing software and prioritize asking what problem the new software can solve. A long list must consist of products that qualify metrics like required feature offerings, reviews and ratings from buyers, vendor add-ons, price points, and overall popularity in the category. **Create a short list** A short list narrows down the options available on the long list. It is generally done by mapping existing requirements to the offerings of the software. A short list generally widdles down the long list based on the budget. Buyers must keep in mind, however, that the more specialized a software is, the more expensive it gets. This is the case because the user base for specialized software is usually relatively small. If the company wants something specific to their industry or customized for the business, they should be ready to pay a premium. **Conduct demos** As a rule of thumb, companies should make sure to demo all of the products that end up on their short list. Software demos are crucial to understanding how compatible the product is with existing systems and processes. It helps meet the realistic expectations from the product. During demos, buyers should ask specific questions related to the functionalities they care most about; for example, one might ask to be walked through equity issuance or tracking features, how to create cap tables, how to check investor portfolios, or how look at real-time financial data. #### Selection of Equity Management Software **Choose a selection team** A team consisting of managers who will be using the software, equity administrator, IT personnel, or consultants is required for the selection process. Every business is different and the equity administrator is most likely the best person to give an educated opinion about which one is the best choice for the particular needs of the business. Collaborative communication around different functionalities of the equity management solution and collecting individual feedback from the people going to be engaged with the software would help make a better decision.  **Negotiation** The negotiation process can happen upon receiving a price quote from the vendor. Depending on the available budget, the buyer can offer a price to the vendor considering all the equity management features required for the business. Buyers shouldn’t forget to ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. Other times, a software provider may offer unlimited usage or add-ons if the buyers pay upfront instead of paying in installments. A successful negotiation means a courteous and constructive interaction that is a win-win for both parties. **Final decision** The final decision should be based on all the information gathered, features offerings, and price agreed upon by both parties involved in the purchasing process of the product. Businesses should keep in mind to select the solution that meets most of, if not all of, their requirements.  If possible, buyers must conduct a pilot program with a smaller sample size of users to identify how well the software is received. If the platform gets good remarks, the buyer should make the final purchase decision. If the tool is found to be not performing as expected, there might be some other software that meets the expectations.