Equity Management Software

EquityEffect is a cloud-based equity management solution, which helps law firms, investors and financial institutions of all sizes monitor, manage and organize shares using cap tables and what-if analysis. It comes with a stock... Learn more

AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. In other words, we are... ?A modernized portal that helps you stay... Learn more

Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships. Juniper... 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

A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform. A1 Tracker's features include contract approval workflow, documents, vendors, audits, reminder notifications, templates,... Learn more

Backstop is a cloud-based suite of applications designed to help small to large businesses in the institutional investment industry. The suite provides various solutions to manage customer relationships, portfolios, research,... Learn more

Using Seeking Alpha, businesses can link their portfolio to get customized stock screeners, alerts and updates. Professionals can view stock prices, charts, news and more from within a unified platform. 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

•Transmit information seamlessly between existing data sources. •Your choice of broker and payroll providers •Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and... Learn more

Papaya Global is a SaaS fintech company providing global payroll technology and the only one with an embedded payments platform designed for the workforce needs of global enterprises. Papaya's comprehensive technology, known as... 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

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

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

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

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

Orchestra is a cloud-based equity management platform that ensures your share registry and cap table are accurate and compliant including a full transaction history. It provides better visibility with a single source for your... Learn more

Agora is a comprehensive, user-friendly real estate investment management platform designed specifically for general partners, syndicators, owners/operators, and investment firms. We enable our customers to do what they do... 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

Capboard is an equity and investor management tool that can be adapted to all countries and currencies. It can be used to digitize capitalization tables, projections, equity plans, and more. Capboard can increase equity visibility... 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

Global Shares is an equity management software with solutions for small-medium sized companies as well as large enterprises. The solution helps manage and administer all major employee stock plans and provides the tools users... Learn more

Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations and... 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

OptionTrax is a cloud-based equity management software that helps market research and other businesses access transaction details, generate real-time summary reports, and filter them by demographics. It lets users handle stocks,... Learn more

Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of products can help streamline workflows and manage funds. Kushim allows users to spend less time searching... Learn more

Cake offers a range of unique benefits that make it a must-have tool for startup founders. With Cake, users can automate many equity-related processes, reducing the risk of errors and saving time and money. It also provides... Learn more

WOWS Cap Table Management tool allows companies to digitally manage their cap table and give all shareholders visibility of their shareholding. WOWS Cap Table is a comprehensive digital tool designed to help startups manage their... Learn more

Upstock is a cloud-based RSU management software solution. RSUs remove the need for 409a's by acting like IOUs for future stock and provides users with instant buy-in privilege. This allows employees the change to buy-in without... Learn more

As private equity firms face continued pressure to demonstrate returns faster, the need for increased operational engagement and efficiency has become critical. Maestro is a cloud-based solution designed specifically to modernize... Learn more

Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to information. The solutions are integrated across the full end-to-end fund lifecycle, ultimately empowering... 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

Pepper solves the enterprise complexities of data, speed, insight, and action for asset managers, enabling the best investment decisions. Pepper is a System of Engagement (SOE) with a cloud-based platform adaptable to the types... Learn more

The World's Fastest Private Equity Platform, Create SPVs Instantly to Fund Your Projects. Set up SPVs and funds instantly to invest in multiple deals. Allocations provides an end-to-end fund platform that increases efficiency and... Learn more

Designed for small to large financial businesses, FCX is a cloud-based solution that helps manage investments via document storage, digital wallet, investor verification and more. The platform offers various features including... Learn more

IR Manager is a comprehensive CRM investor relations platform that helps listed companies, advisory firms and private companies manage their shareholder outreach strategies with post-listing analytics. It features everything... Learn more

The Optio platform offers all the necessary tools for all stages of the equity compensation life cycle. The administrator portal is a tool that helps users easily plan and manage equity compensation for their employees. Users... Learn more

EQS IR COCKPIT is a cloud-based investor relations (IR) solution specifically developed to combine investor data, contact management, disclosure obligations, and news distribution in a single system. EQS IR COCKPIT allows... Learn more

Vantage Portfolio Accounting is a cloud-based portfolio accounting software for investment managers and advisory firms that helps generate customizable reports and provides accounting and operational support including portfolio... Learn more

Startup finance is complicated. At TWO12, we aim to simplify the process by helping founders reduce dilution and maximize control. Our pricing structure allows you to check out directly on our website, no long sales pitches or... Learn more

Designed for businesses in consulting, financial services and other industries, Gain.pro is a cloud-based equity management solution that helps manage portfolio analysis, market research, asset benchmarking and more. Key features... Learn more