Equity Management Software

Find the best Equity Management Software for your business. Compare product reviews and features to build your list.

What is Equity Management Software?

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Pricing Options

Popular Features

Users

Deployment

Why Capterra is free

Best for VCs and PE firms, 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 ASC 820 valuations, fund accounting, and more. We support 10,000+ companies, 700,000+ unique stakeholders, & have valued over $200B in private assets. Learn more about Carta Equity Management

Carta is the ownership management platform for companies, investors, and employees. Learn more about Carta Equity Management

Shareworks

by Morgan Stanley

Shareworks is a complete and integrated Equity Management solution purpose-built to meet the unique needs of innovative companies. Easily control your equity plan, collaborate with teams, make more informed decisions and engage employees as never before. Trusted by more than 3000 companies, the Shareworks ecosystem is integrated so everything works together seamlessly for improved accuracy, collaboration and decision making. Learn more about Shareworks

Trusted by more than 3000 companies, Shareworks is an integrated Equity Management solution purpose-built to meet your unique needs. Learn more about Shareworks

AIM

by Altvia Solutions

AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. Learn more about AIM

Manage fundraising, deal flow, due diligence, and portfolios. For alternative asset fund managers and institutional investors. Learn more about AIM

Truequity

by TruEquity

Complete solution for private company ownership management - stock and options, from inception to exit. Keep your cap table accurate, clear and up-to-date. Learn more about Truequity

Complete solution for private company ownership management - stock and options, from inception to exit. Learn more about Truequity

Web-based stock plan solution that streamlines and simplifies how businesses track, manage, and report on equity compensation. Learn more about Certent Equity Management

Web-based stock plan solution that streamlines and simplifies how businesses track, manage, and report on equity compensation. Learn more about Certent Equity Management

Capdesk

by Capdesk

Equity management solution that helps private companies distribute company ownership among their employees. Learn more about Capdesk

Equity management solution that helps private companies distribute company ownership among their employees. Learn more about Capdesk

WebVision

by Imagineer Technology Group

WebVision is a sophisticated cloud-based platform that helps asset managers effortlessly manage client reporting and fund marketing. Learn more about WebVision

WebVision is a sophisticated cloud-based platform that helps asset managers effortlessly manage client reporting and fund marketing. Learn more about WebVision

OPTRACK

by Computershare

Secure web-based solution that handles all the accounting and tracking of employee stock options and other types of equity instruments. Learn more about OPTRACK

Secure web-based solution that handles all the accounting and tracking of employee stock options and other types of equity instruments. Learn more about OPTRACK

Eqvista

by Eqvista

Eqvista allows companies, investors and shareholders to track, manage, and make intelligent decisions about their company's equity. Learn more about Eqvista

Eqvista allows companies, investors and shareholders to track, manage, and make intelligent decisions about their company's equity. Learn more about Eqvista

Global Shares

by Global Shares

Employee equity administration software that helps businesses automate payroll and reporting processes related to compensation. Learn more about Global Shares

Employee equity administration software that helps businesses automate payroll and reporting processes related to compensation. Learn more about Global Shares

A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations. Learn more about Gust

A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations. Learn more about Gust

InstaVal

by Upside Digital

Business valuation technology made to promote equity investments in startups & scaleups. Learn more about InstaVal

Business valuation technology made to promote equity investments in startups & scaleups. Learn more about InstaVal

Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders Learn more about IR Manager

Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders Learn more about IR Manager

Dynamic accounting plug-in which is designed to support most fund structures created in NTAS. Learn more about PENTAS

Dynamic accounting plug-in which is designed to support most fund structures created in NTAS. Learn more about PENTAS

Preqin Solutions

by Preqin Solutions

Portfolio Management Made Easy - Private Capital Software Learn more about Preqin Solutions

Portfolio Management Made Easy - Private Capital Software Learn more about Preqin Solutions


What is Equity Management Software?

Equity Management software is used by private firms to organize, execute, and track their capitalization and employee incentive programs.


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