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Equity Management Software

Equity Management software is used by private equity firms and PE managers to organize, execute, and track their capitalization and employee incentive programs. Private equity management tools oversee the tracking and administration of a company's equity and stock options. Canadian companies and their finance departments use equity applications, also known as cap table software, to streamline their equity-related processes. Browse all equity property management tools in Canada to find the best tool for your small business.

Featured software

Most reviewed software

Explore the most reviewed products by our users on the Equity Management Software

Canada Show local products
Global Shares provide an easy-to-use platform for private & public companies that simplifies and streamlines stock plan administration. Learn more about Global Shares
An easy-to-use platform for private & public companies that simplifies & streamlines stock plan administration. We integrate key data seamlessly with your stock plan, ensuring that wherever you're based, whatever your plan type, you're maximizing the benefits of stock compensation. Your employees can log onto their Global Shares equity portal & see exactly what stock they have and how much its worth. They can easily sell stock, accept grants, exercise options & even vote in your company's AGM. Learn more about Global Shares

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Long-Term Incentive Management solution that helps you manage award allocation, deferrals, tracking, documents, reporting, and more. Learn more about CompTrak Long Term Incentive Management
CompTrak’s Long-Term Incentive Management platform enables the end-to-end management of deferrals and long-term incentives across multiple award types, instruments and vesting schedules for mid-to-large enterprises. From cash deferrals to phantom equity, RSU, PSU and carried interest programs, CompTrak's platform gives you the flexibility to track all award types within one platform. A fully branded employee portal gives participants a real-time portfolio view of their holdings. Learn more about CompTrak Long Term Incentive Management

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Save time and headaches with our full-featured and easy-to-use equity plan and cap table management software. Learn more about OptionTrax
Full-featured and easy-to-use equity plan and cap table management software backed by the support of highly-experienced equity professionals. Learn more about OptionTrax

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Juniper Square is a universal system for private investment partnerships. Learn more about Juniper Square
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, from fundraising to investor management to fund administration. Juniper Square empowers investment managers to accelerate fundraising, scale operations efficiently, and improve investor satisfaction. More than 1,800 GPs rely on Juniper Square to manage more than 500,000 LPs. Learn more about Juniper Square

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting Learn more about Certent Equity Management
Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk. Learn more about Certent Equity Management

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations.
AppFolio Investment Manager is a complete ecosystem of CRE innovations to maximize returns, reduce overhead, and simplify investment operations. We help you optimize: Back-office operations including waterfall distributions, performance dashboards, and fundraising tracking. Relationship management with a CRM and Investor Portal that elevate and automate investor communications. Asset management with AppFolio Alpha™ that visualizes key asset data and gives your business a competitive edge. Learn more about AppFolio Investment Manager

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Display shareholders in our clear, standardised cap table investors love.
SeedLegals is a SaaS platform founded in 2016. Build your cap table - unlimited shareholders, no extra cost Do share splits and share transfers Set up a share options scheme - EMI valuation - EMI scheme for PAYE employees - Unapproved scheme for consultants, freelancers, advisors and staff based abroad Learn more about SeedLegals

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Vestd, the easiest way to issue shares to team members and investors. FCA-regulated and fully synced with Companies House.
Vestd, the easiest way to issue shares to team members and investors. From motivating employees with shares to communicating with your investors, Vestd’s powerful tools ensure that sharing has never been so effortless. Vestd is fully synced with Companies House, making paperwork a piece of cake. And it’s also FCA regulated, giving you peace of mind. Vestd’s oh-so-simple dashboard is loved by company leaders and inspires shareholders and investors like nothing else. **Sharing the love** The platform is the perfect partner for all of the UK’s favourite and most tax-efficient share schemes and also enables you to split interests the right way with your shareholders, right from the off. Learn more about Vestd

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Contracts, risks, insurance, claims, incidents, assets, workflow management software with integrations & dashboard reporting.
Contract, risk, claims, incident, litigation, compliance, & insurance management software, Web-based with features for document management, approval workflow, log history, document templates, email notifications, contact notes, date and time stamps, customizable reporting, and document version control. Fully hosted or self-hosted options available with private labeling and integration to your web site. Multiple currencies and multiple languages. Learn more about A1 Tracker

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Equity management solution that helps businesses run deal scenarios, calculate dilution impact, monitor stock awards and more.
Equity management solution that helps businesses run deal scenarios, calculate dilution impact, monitor stock awards and more. Learn more about WOWS Cap Table

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Carta is an equity management platform for companies, investors, and employees.
Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets. Learn more about Carta

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers.
Backstop, a service of ION Analytics, an investment management platform is purpose-built for institutional and alternative investment management professionals who need to drive investment strategies, optimize decision-making, deepen relationships and achieve new levels of operational excellence. Backstop's award-winning and industry-leading platform enables multi-asset class portfolio, and research management, performing IDD/ODD, and exceptionally servicing investors. Learn more about Backstop

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor. Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data. As a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas. Learn more about Seeking Alpha

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Cloud-based tool that allows users to identify real-time trading opportunities, build strategies, compare stock positions and more.
Trade Ideas empowers traders to consistently make better trading and investing decisions with the tools, education, and community they need to become successful. Since 2003, Trade Ideas has offered real-time scanning along with charting, backtesting, simulation, entry/exit signals, and risk analysis. Additionally, what separates Trade Ideas from other vendors is their Artificial Intelligence component that analyzes the statistical patterns of the market. Learn more about Trade Ideas

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Papaya’s global equity management lets companies use equity to motivate teams, reward outstanding performance, and recruit top talent.
In today’s global business environment, a competitive equity plan is essential to attracting and retaining top global talent. To simplify the process, Papaya offers an end-to-end global equity management solution in over 160 countries. Papaya runs the whole program, ensuring that all the necessary reports are filed. The solution applies to all types of employment (payroll, employer of record, and contractors) and every type of equity plan (RSU, ESOP, ESPP). Learn more about Papaya Global

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Capdesk enables high-growth European companies to keep track of their cap tables as they scale, with greater accuracy and efficiency.
Capdesk from Carta is the all-in-one solution for managing equity in the UK and Europe. Our unique cap table software is complemented by a suite of features that turn equity, options and warrants into a tangible bonus for employees, and a powerful method for employers to incentivise their workforce. In September 2022, Capdesk joined US industry leaders Carta to create a global equity management solution. Learn more about Capdesk

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Ledgy is trusted by high-growth companies to manage their equity: cap tables, ESOPs, HRIS integrations, scenario modelling and more
Ledgy makes equity work for thousands of companies around the world. Scaleable and easy to use, Ledgy offers a compliant single source of truth for finance, legal and HR teams globally. Powerful automation workflows and HRIS integrations reduce time spent on manual processes. Ledgy's simple, beautiful interface makes sharing equity information with the team and investors a delightful experience. Learn more about Ledgy

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Employer of Record (EOR) Platform that enables businesses to manage contract, temp, and remote employees with full HR, Payroll, & more.
FoxHire is an Employer of Record (EOR) platform that enables businesses to manage contract, temporary, and remote employees in one easy to use portal. FoxHire delivers payroll funding, compliant payroll administration, workers compensation insurance, health benefits, timesheets, and more. Through FoxHire recruiting agencies and employers can save time, save money, and mitigate their risk through an all-in-one HR Solution. Learn more about FoxHire

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Built to scale real estate funds and syndicates. For GP's, LP's and Investor Relations Teams.
Built to scale real estate funds and syndicates. For GP's, LP's and Investor Relations Teams. Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributions and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process. Features include an Investor Portal, Investment Management, CRM, Capital raising and distribution, Investor Relations, Co-Sponsor Support, Fundraising and Back-Office Automation. Grow with us. Learn more about InvestNext

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Canada Local product
Shareworks is a complete ecosystem of equity compensation solutions that unifies your plans and delivers next-generation flexibility.
Shareworks is an integrated equity compensation solution designed for private and public companies. An ecosystem solution, Shareworks works together seamlessly for improved accuracy, collaboration and decision making. Evolve from spreadsheets to a simplified, real-time solution with integrated cap tables, 409A valuations, and customizable ASC and IFRS reporting. Achieve audit-ready accuracy, empower owners with a mobile app and leverage support for global plans with tax and regulatory updates. Learn more about Shareworks

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Corporify: Legal Entity Management & Corporate Housekeeping SaaS Platform which enables accessibility, control and efficiency.
Corporify simplifies and automates corporate compliance and entity management, via a centralized platform to efficiently manage regulatory obligations, streamline corporate record-keeping, and enhance collaboration, all while ensuring data security and reducing the risk of non-compliance. European-based cloud-based platform to run corporate housekeeping and legal entity management. Free product tour: https://www.corporify.com/en/producttour A market-leading solution for communicating with investors, board members and stakeholders. Learn more about Corporify

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Pulley is a cap table platform giving founders and employees the tools and insights to make smarter decisions about their equity.
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 smarter decisions about your ownership — before they get recorded on the cap table. Join the 1,700+ companies scaling with Pulley. Onboard in less than 5 days. Get support in minutes. Learn more about Pulley

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Knowliah's software organizes and leverages insights from your legal and operational information, contracts and corporate documents.
Knowliah is the #1 software to organize and leverage insights from your legal and operational information, contracts and corporate documents. We support legal departments with their Contract Lifecycle Management, Claims & Litigation Management, Legal Entity Management, Legal Matter Management and Information & Knowledge management. Gartner has recognized Knowliah as a Representative Vendor worldwide for its AI-based Enterprise Legal Management & Corporate Legal Matter Management Solutions. Learn more about Knowliah

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
Investment Management and Portfolio Monitoring tool designed for Venture Capital, Private Equity firms and Startups.
Rundit powers a single source of truth and helps private equity firms stay on top of their investments and enhance efficiency within their team. With Rundit, fund managers could automate different tasks, from aggregating portfolio data, calculating fund KPIs to drafting LP report. Your VC team will get the entire portfolio snapshots, plus quick and automatic discovery of insights from the company and fund levels. Learn more about Rundit

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management
EquityEffect is an easy-to-use platform for private companies to manage their equity. Easily manage your option administration, cap tab
Diligent Equity (powered by EquityEffect) is an easy-to-use platform for private companies to manage their equity. Easily manage your option administration, cap table and run scenarios to understand exits and how next funding rounds dilute you. Learn more about Diligent Equity

Features

  • Cap Table Management
  • Investor Reporting
  • Financial Modeling
  • Valuation Management