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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. Read more Read less
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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
- Valuation Management
- Financial Modeling
- Investor Reporting
HRSoft's LTI Management solution helps you manage award allocation, deferrals, tracking, documents, reporting, & more.
Learn more about HRSoft Long-Term Incentive Management
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
Learn more about HRSoft Long-Term Incentive Management
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
Juniper Square is the leading provider of innovative fund software and administration solutions for the private markets.
Learn more about Juniper Square
Juniper Square is the leading provider of innovative fund software and administration solutions for the private markets, helping GPs and LPs seamlessly connect and communicate across every stage of the investment lifecycle. From fundraising and onboarding to investor management and fund administration, Juniper Square empowers investment managers to accelerate fundraising, scale operations efficiently, and improve investor satisfaction. With over 2,000 GPs relying on its platform to manage more than 38,000 investment entities, 600,000 LP accounts, and $1 trillion in investor equity, Juniper Square continues to invest in cutting-edge technology. The firm’s focus on mastering data management and leveraging modern solutions delivers a compelling and seamless experience for both fund managers and their LPs.
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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.
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers.
Learn more about Backstop
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.
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
Corporify: Legal Entity Management & Corporate Housekeeping SaaS Platform which enables accessibility, control and efficiency.
Learn more about Corporify
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.
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
Deel Equity simplifies global equity management, ensuring compliance across 110+ countries.
Deel Equity simplifies the process of providing global teams with equity and stock options, ensuring compliance across 110+ countries. The platform handles the complexities of tax laws and regulatory requirements, making it easy to grant equity to employees worldwide. With Deel Equity, you can confidently select the right equity plan for your employees based on their location, stay ahead of regulatory changes, and ensure compliance with local tax laws. The platform integrates seamlessly with other tools like Carta, allowing you to sync tax details, events, and more for a comprehensive view of compensation. Deel Equity also centralizes all employee compensation data, automates administrative tasks, and generates detailed reports on benefits and equity payroll. With over 200 in-house experts, Deel Equity provides the expertise needed to navigate global tax and regulatory complexities, making it the ideal solution for managing employee equity on a global scale.
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
Vestd, the easiest way to issue shares to team members and investors. FCA-regulated and integrated 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.
**Sharing the love**
Vestd’s oh-so-simple dashboard is loved by company leaders and inspires shareholders and investors like nothing else.
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.
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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 Equity
Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
Enterprise Risk Management (ERM) featuring claims, incidents, contracts, insurance, compliance, and assets with Analytics and Workflow.
Integrated and stand-alone Enterprise Risk Management (ERM) software system featuring Incidents. Contracts, Risks, Claims, Litigation, Compliance, Insurance, and Asset Management,
Web-based with mobile portals, document management, approval workflow, automation, audit logs, user access control, document templates, and notifications. Risk and loss prevention with data analytics empower you to make data-driven decisions.
Customizable reporting features A1 Analytics, scheduled reporting, and calendars for users to forecast daily, weekly, and monthly workloads.
Fully hosted and self-hosted options available with private labeling, integrations multiple languages.
A1 Tracker implementations serve your company objectives and reporting needs and reduce workloads for your team. We offer out-of-the box (short) implementations implementations and custom solutions for customers seeking a more robust complex solution.
Learn more about A1 Tracker
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
Carta is an equity management platform for companies, investors, and employees.
Carta is the leading, all-in-one equity management platform that drives the venture ecosystem forward. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue securities electronically. Carta is always evolving and has built cutting edge tools that grow with your company and help with valuations, tax filings, and equity compliance. In 2021, Carta joined the fund administration space and proudly services investors and public markets. Since then, their offerings have expanded to include a host of solutions tailored to different entities and business needs. Today, Carta supports more than 40,000 companies and 2.3M+ equity holders. They have valued over $2.5T in private assets.
Learn more about Carta
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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.
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
Eqvista allows companies to manage their cap table, equity operations, issue shares and options, get 409a valuation.
Our sophisticated software and technology will transform your company and work to manage your cap table, company shares, ESOP, KISS, SAFE, Convertible Notes, and 409a valuations more easily and effectively. Incorporate your company and manage your equity all in one place without all the extra work. Join now and enjoy all the benefits of our system!
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
Never miss your next investment. InvestNext is the platform for innovative, compliant, and efficient real estate investment management.
InvestNext's platform is an end-to-end solution for innovative, compliant, and efficient real estate investment management.
We empower syndicators, fund managers, and Investor Relations teams to scale their work to raise and manage capital more effectively so they can spend less time running their business - and more time securing their next investment.
By partnering with InvestNext, sponsors cultivate stronger investor relationships and eliminate cumbersome processes. Onboard investors, share real time KPIs, and centralize documents through a modern investor portal. Raise capital, manage complex waterfall distributions, and secure repeat investments with ease so you can build trust through every step in your investors' journey.
With the highest industry standards for security, SOC 2 Types 1 and 2 certification, audit trails, and fully integrated compliance features like accreditation and KYC/AML, your firm can feel secure knowing you're protecting yourself and your investors.
Learn more about InvestNext
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
Local product
Shareworks
3.2
(19)
Local product
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
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
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
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Features
- Cap Table Management
- Valuation Management
- Financial Modeling
- Investor Reporting
