Learn why Software Advice is free

Equity Management Software

Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage... Learn more

FolioSure is a cloud-based solution designed to help private equity (PE) and venture capital (VC) firms monitor and analyze the performance of portfolio companies. Using the built-in cash flow engine, managers can calculate net... Learn more

(0 reviews)

SeedLegals is an online platform for founders and investors. It helps create free page to share a deck, company info and fundraising details with investors in one URL. SeedLegals members can see who's viewed their page, and store... Learn more

Vestd is a legal document management software that helps businesses manage equity or start a share scheme. The platform enables managers to divide shares with a cofounder and gain real-time insights into the portfolio using a... Learn more

Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture... Learn more

Capdesk makes equity management straightforward by supporting funding rounds, employee share schemes, end-to-end deed execution, stakeholder management and more. It helps you look credible to future investors, ley stakeholders... Learn more

Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the common goal of achieving growth. Key features include employee participation plan templates and... Learn more

FoxHire is a technology-enabled Employer of Record (EOR) service designed for contract staffing and recruiting firms. FoxHire's HR services are all leveraged through a cloud-based portal, which allows recruiting and staffing... Learn more

InvestNext helps businesses track their investment portfolios, plan and execute their goals, and manage their finances efficiently. The software can be integrated with most accounting and CRM systems, including QuickBooks,... Learn more

Shareworks is a cloud-based equity plan management solution that assists small to large public and private organizations with asset and portfolio management. Key features include stock options exercising, e-filing, restricted... Learn more

Corporify revolutionizes the way in which legal teams, legal service providers and investments funds handle their legal entity management and corporate housekeeping. The cloud-based SaaS platform allows users to manage the full... Learn more

Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights to make smarter decisions about their equity. Equity is your company’s most important asset. Make... Learn more

Knowliah is a cloud-based legal case and knowledge management solution that allows enterprise-level law firms and corporate legal counsel to effectively manage and organize matters and unstructured information/knowledge for... Learn more

Eqvista is a cloud-based equity management software designed to help investors and shareholders manage capitalization tables, equity shares, valuations, and more. Eqvista is suitable for organizations of all sizes, from small... Learn more

Rundit is a customizable tool that helps venture capital firms to streamline operations related to investment data analytics and insights. Rundit aggregates data from portfolio and investment levels and enables fund managers to... Learn more

Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform,... Learn more