--- title: "Best Equity Management Software for Small Businesses 2026 | Capterra" description: "Find and compare the 2026 best Equity Management software for small businesses, using our interactive tool to quickly narrow your choices based on businesses like yours." source_url: "https://www.capterra.com/equity-management-software/s/small-businesses/" page_type: "subcategory" language: "en" --- # Best Equity Management Software for small business ## Top 7 ranked by small-business reviewer ratings ### Ranked small business Equity Management products | Rank | Product | Overall rating | Category rating | Key attribute | Starting price | Key features | | --- | --- | --- | --- | --- | --- | --- | | 1 | [Eqvista](https://www.capterra.com/p/184325/Eqvista/) | 4.9 out of 5 (31 reviews) | 5.0 out of 5 (26 category reviews) | Highly rated for Ease of Setup | $2.00 Per Feature, Per Month | Included: Cap Table Management, Compliance Management, Document Storage, Investor Reporting, Private Equity, Reporting & Statistics, Valuation Management, Vesting Management; Not included: Client Portal | | 2 | [Vestd](https://www.capterra.com/p/207791/Vestd/) | 4.9 out of 5 (109 reviews) | 4.9 out of 5 (70 category reviews) | Highly rated for Quality of Support | £25.00 Flat Rate, Per Month | Included: Cap Table Management, Client Portal, Compliance Management, Document Storage, Investor Reporting, Private Equity, Reporting & Statistics, Valuation Management, Vesting Management | | 3 | [Ledgy](https://www.capterra.com/p/173939/Ledgy/) | 4.9 out of 5 (29 reviews) | 4.8 out of 5 (13 category reviews) | Highly rated for Quality of Support | €3.00 Per User, Per Month | Included: Cap Table Management, Client Portal, Compliance Management, Document Storage, Investor Reporting, Private Equity, Reporting & Statistics, Valuation Management, Vesting Management | | 4 | [Corporify](https://www.capterra.com/p/215775/Corporify/) | 4.6 out of 5 (29 reviews) | 4.7 out of 5 (10 category reviews) | Highly rated for Quality of Support | €1.00 Usage Based, Per Year | Included: Cap Table Management, Client Portal, Document Storage, Investor Reporting, Private Equity, Reporting & Statistics; Not included: Compliance Management, Valuation Management, Vesting Management | | 5 | [Qapita](https://www.capterra.com/p/10052264/Qapita/) | 4.7 out of 5 (54 reviews) | 4.7 out of 5 (53 category reviews) | Highly rated for Quality of Support | $1600.00 Flat Rate, Per Year | Included: Cap Table Management, Client Portal, Compliance Management, Document Storage, Investor Reporting, Private Equity, Reporting & Statistics, Valuation Management, Vesting Management | | 6 | [Certent](https://www.capterra.com/p/236476/Certent-Equity-Management/) | 4.6 out of 5 (85 reviews) | 4.7 out of 5 (50 category reviews) | Highly rated for Quality of Support | Contact vendor | Included: Cap Table Management, Client Portal, Compliance Management, Document Storage, Investor Reporting, Private Equity, Reporting & Statistics, Valuation Management, Vesting Management | | 7 | [Carta](https://www.capterra.com/p/220278/Carta/) | 4.2 out of 5 (66 reviews) | 4.2 out of 5 (14 category reviews) | Highly rated for Functionality | Contact vendor | Included: Cap Table Management, Compliance Management, Document Storage, Investor Reporting, Private Equity, Valuation Management, Vesting Management; Not included: Client Portal, Reporting & Statistics | Category rating: Rating from reviewers who used each product as Equity Management software, with the number of those reviews. Products are ranked by this rating, adjusted for how many reviews support it. For the complete directory, see [the full product list](#full-product-list). --- ## See top 7 product details ### 1. [Eqvista](https://www.capterra.com/p/184325/Eqvista/) Overall rating: 4.9 out of 5 (31 reviews) Category rating: 5.0 out of 5 (26 category reviews) Key attribute: Highly rated for Ease of Setup Starting price: $2.00 Per Feature, Per Month Free trial: Available Free version: Available #### Features reviewers most value - Cap Table Management: Included - Client Portal: Not included - Compliance Management: Included - Document Storage: Included - Investor Reporting: Included - Private Equity: Included - Reporting & Statistics: Included - Valuation Management: Included - Vesting Management: Included --- ### 2. [Vestd](https://www.capterra.com/p/207791/Vestd/) Overall rating: 4.9 out of 5 (109 reviews) Category rating: 4.9 out of 5 (70 category reviews) Key attribute: Highly rated for Quality of Support Starting price: £25.00 Flat Rate, Per Month Free trial: Not available Free version: Available #### Features reviewers most value - Cap Table Management: Included - Client Portal: Included - Compliance Management: Included - Document Storage: Included - Investor Reporting: Included - Private Equity: Included - Reporting & Statistics: Included - Valuation Management: Included - Vesting Management: Included --- ### 3. [Ledgy](https://www.capterra.com/p/173939/Ledgy/) Overall rating: 4.9 out of 5 (29 reviews) Category rating: 4.8 out of 5 (13 category reviews) Key attribute: Highly rated for Quality of Support Starting price: €3.00 Per User, Per Month Free trial: Available Free version: Available #### Features reviewers most value - Cap Table Management: Included - Client Portal: Included - Compliance Management: Included - Document Storage: Included - Investor Reporting: Included - Private Equity: Included - Reporting & Statistics: Included - Valuation Management: Included - Vesting Management: Included --- ### 4. [Corporify](https://www.capterra.com/p/215775/Corporify/) Overall rating: 4.6 out of 5 (29 reviews) Category rating: 4.7 out of 5 (10 category reviews) Key attribute: Highly rated for Quality of Support Starting price: €1.00 Usage Based, Per Year Free trial: Available Free version: Not available #### Features reviewers most value - Cap Table Management: Included - Client Portal: Included - Compliance Management: Not included - Document Storage: Included - Investor Reporting: Included - Private Equity: Included - Reporting & Statistics: Included - Valuation Management: Not included - Vesting Management: Not included --- ### 5. [Qapita](https://www.capterra.com/p/10052264/Qapita/) Overall rating: 4.7 out of 5 (54 reviews) Category rating: 4.7 out of 5 (53 category reviews) Key attribute: Highly rated for Quality of Support Starting price: $1600.00 Flat Rate, Per Year Free trial: Not available Free version: Available #### Features reviewers most value - Cap Table Management: Included - Client Portal: Included - Compliance Management: Included - Document Storage: Included - Investor Reporting: Included - Private Equity: Included - Reporting & Statistics: Included - Valuation Management: Included - Vesting Management: Included --- ### 6. [Certent](https://www.capterra.com/p/236476/Certent-Equity-Management/) Overall rating: 4.6 out of 5 (85 reviews) Category rating: 4.7 out of 5 (50 category reviews) Key attribute: Highly rated for Quality of Support Starting price: Contact vendor Free trial: Not available Free version: Not available #### Features reviewers most value - Cap Table Management: Included - Client Portal: Included - Compliance Management: Included - Document Storage: Included - Investor Reporting: Included - Private Equity: Included - Reporting & Statistics: Included - Valuation Management: Included - Vesting Management: Included --- ### 7. [Carta](https://www.capterra.com/p/220278/Carta/) Overall rating: 4.2 out of 5 (66 reviews) Category rating: 4.2 out of 5 (14 category reviews) Key attribute: Highly rated for Functionality Starting price: Contact vendor Free trial: Not available Free version: Available #### Features reviewers most value - Cap Table Management: Included - Client Portal: Not included - Compliance Management: Included - Document Storage: Included - Investor Reporting: Included - Private Equity: Included - Reporting & Statistics: Not included - Valuation Management: Included - Vesting Management: Included --- ## All equity management software for small businesses [4.0 (1)](https://www.capterra.com/p/10009276/CompTrak-Equity-Plan-Management/#reviews) HRSoft's LTI Management solution helps you manage award allocation, deferrals, tracking, documents, reporting, & more. [Learn more about HRSoft Long-Term Incentive Management](https://www.capterra.com/p/10009276/CompTrak-Equity-Plan-Management/) Equity Management features reviewers most value Cap Table Management Client Portal Compliance Management Document Storage Investor Reporting Private Equity Reporting & Statistics Valuation Management Vesting Management [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations. [Learn more about AppFolio Investment Manager](https://www.capterra.com/p/186948/AppFolio-Investment-Management/) Equity Management features reviewers most value Cap Table Management Client Portal Compliance Management Document Storage Investor Reporting Private Equity Reporting & Statistics Valuation Management Vesting Management 91% recommend this product [## Deel](https://www.capterra.com/p/205015/Deel/) [4.9 (4319)](https://www.capterra.com/p/205015/Deel/reviews/) Deel Equity simplifies global equity management, ensuring compliance across 110+ countries. [Learn more about Deel](https://www.capterra.com/p/205015/Deel/) Equity Management features reviewers most value Cap Table Management Client Portal Compliance Management Document Storage Investor Reporting Private Equity Reporting & Statistics Valuation Management Vesting Management 87% recommend this product [## Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (109)](https://www.capterra.com/p/207791/Vestd/reviews/) The sharetech platform for equity management, share schemes and investments. FCA regulated + B Corp and ISO 27001.  [Learn more about Vestd](https://www.capterra.com/p/207791/Vestd/) Equity Management features reviewers most value Cap Table Management Client Portal Compliance Management Document Storage Investor Reporting Private Equity Reporting & Statistics Valuation Management Vesting Management 97% recommend this product [## Remote](https://www.capterra.com/p/211639/Remote/) [4.3 (102)](https://www.capterra.com/p/211639/Remote/reviews/) Remote is the intelligent infrastructure for employing and paying people, worldwide. [Learn more about Remote](https://www.capterra.com/p/211639/Remote/) Equity Management features reviewers most value Cap Table Management Client Portal Compliance Management Document Storage Investor Reporting Private Equity Reporting & Statistics Valuation Management Vesting Management [## Certent](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Certent takes employee equity management off your hands, with automated and flexible reporting that scales with your business. [Learn more about Certent](https://www.capterra.com/p/236476/Certent-Equity-Management/) Equity Management features reviewers most value Cap Table Management Client Portal Compliance Management Document Storage Investor Reporting Private Equity Reporting & Statistics Valuation Management Vesting Management [## A1 Tracker](https://www.capterra.com/p/166909/A1-Tracker/) [4.9 (82)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Enterprise Risk Management (ERM) combining CRM, claims, incidents, contracts, litigation, insurance, assets w/Analytics and Workflow. [Learn more about A1 Tracker](https://www.capterra.com/p/166909/A1-Tracker/) Equity Management features reviewers most value Cap Table Management Client Portal Compliance Management Document Storage Investor Reporting Private Equity Reporting & Statistics Valuation Management Vesting Management [## Carta](https://www.capterra.com/p/220278/Carta/) [4.2 (66)](https://www.capterra.com/p/220278/Carta/reviews/) Carta is an equity management platform for companies, investors, and employees. [Learn more about Carta](https://www.capterra.com/p/220278/Carta/) Equity Management features reviewers most value Cap Table Management Client Portal Compliance Management Document Storage Investor Reporting Private Equity Reporting & Statistics Valuation Management Vesting Management [## Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) [4.9 (61)](https://www.capterra.com/p/171269/Juniper-Square/reviews/) Juniper Square is the leading provider of innovative fund software and administration solutions for the private markets. [Learn more about Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) Equity Management features reviewers most value Cap Table Management Client Portal Compliance Management Document Storage Investor Reporting Private Equity Reporting & Statistics Valuation Management Vesting Management [## Qapita](https://www.capterra.com/p/10052264/Qapita/) [4.7 (54)](https://www.capterra.com/p/10052264/Qapita/reviews/) Qapita is an equity management platform that helps startups and scaleups manage cap tables, employee equity, and investor reporting. [Learn more about Qapita](https://www.capterra.com/p/10052264/Qapita/) Equity Management features reviewers most value Cap Table Management Client Portal Compliance Management Document Storage Investor Reporting Private Equity Reporting & Statistics Valuation Management Vesting Management ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (78) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews AI Copilot Cap Table Management Client Portal Compliance Management CRM Deal Management Document Storage Financial Modeling Generative AI Investor Reporting Portfolio Management Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Fund Accounting Software](https://www.capterra.com/fund-accounting-software/)[Investment Management Software](https://www.capterra.com/investment-management-software/)[Hedge Fund Software](https://www.capterra.com/hedge-fund-software/)[Stock Portfolio Management Software](https://www.capterra.com/stock-portfolio-management-software/) I'm looking for Equity Management Software that is: [Free](https://www.capterra.com/equity-management-software/s/free/)