# RockVault Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about RockVault Software - reviews, pricing plans, popular comparisons to other Equity Management products and more. Source: https://www.capterra.com/p/10039116/RockVault --- # RockVault Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on April 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) RockVault ## What is RockVault? Rock Vault is a private equity and real estate investment management platform that integrates modules for the investment lifecycle, from deal sourcing to investor reporting. The software features financial modeling with 18 asset-specific templates, sensitivity analysis, and AI-powered deal scoring. The deal pipeline tracks opportunities with Kanban boards and automated workflows. Portfolio analytics provide real-time insights into NAV, IRR, MOIC, and other metrics. Rock Vault automates capital calls, distributions, and waterfall calculations. A branded investor portal offers secure LP access to statements and performance data. A secure data room with granular permissions and audit trails manages documents for deals and funds. The platform supports multi-currency modeling and reporting in USD, CAD, GBP, EUR, AED, and NZD. Rock Vault consolidates core investment management functions into a single platform. ## What is RockVault used for? [Equity Management](https://www.capterra.com/equity-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$299 Other, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for RockVault?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://rockvault.io/&name=RockVault) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### RockVault 0.0 VS. [4.7 (9)](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews/) Starting Price CA$299 Other, Per Month Starting Price $3 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.8 (9) Value For Money 0.0 (0) Value For Money 4.8 (6) Customer Service 0.0 (0) Customer Service 4.8 (9) ## RockVault alternatives [4.0 (1)](https://www.capterra.com/p/10009276/CompTrak-Equity-Plan-Management/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) [Eqvista](https://www.capterra.com/p/184325/Eqvista/) [4.9 (31)](https://www.capterra.com/p/184325/Eqvista/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184325/Eqvista/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (97)](https://www.capterra.com/p/207791/Vestd/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207791/Vestd/) ## FAQs about RockVault Overview ### What company size and specific industries is RockVault built for? RockVault is designed for private equity firms, real estate investment firms, venture capital firms, fund-of-funds managers, private credit investors, and institutional investment firms. It is built for organizations in the investment and asset management sector, particularly larger firms that manage private capital, funds, and institutional portfolios. Features and Usability ### What are the key features of RockVault? RockVault offers API access, alerts and notifications, and an audit trail for tracking activity. Core finance features include cap table management, financial modeling, scenario planning, and multi-currency support. It also includes investor reporting, portfolio management, and private equity tools for managing ownership and investment data. Pricing ### How much does it cost and what fees or limitations are included? RockVault starts at CA$299 per month for the Starter plan with 5 seats, 25 GB storage, unlimited funds deals and assets, and up to 50 LPs. The Growth plan costs CA$999 per month for 15 seats plus CA$60 per extra seat, and includes 250 GB storage, unlimited AI calls, and 3 API integrations. A free version and free trial are available. Integrations ### Which third-party tools and platforms does RockVault integrate with? RockVault connects natively to Docusign, Dropbox Business, and QuickBooks Online. These integrations cover document signing, file storage, and accounting workflows, giving RockVault users direct links to three third-party platforms in the official catalog. Getting Started and Support ### What training and onboarding options does RockVault offer? RockVault provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars offer guided instruction, while documentation and videos give self-paced reference materials for learning features and checking setup steps as needed. Getting Started and Support ### What customer support options does RockVault offer? RockVault provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Support details in the catalog point to multiple contact paths and self-service resources. No reviewer feedback on support quality is available, so no claims can be made about response times, helpfulness, or common frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Cap Table Management Breakdown of all equity of the shareholders of a company Financial Modeling Decision-making process using businesses past, present and forecasted future operations. Investor Reporting Compile and report on all investor activities RockVault 10 features Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Breakdown of all equity of the shareholders of a company Decision-making process using businesses past, present and forecasted future operations. Compile and report on all investor activities Manage and handle various international currencies Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Develop potential scenarios to identify risks and opportunities ## Pricing Free Trial Free Version Starter CA$299.00 Other,Per Month It includes: - Up to 50 LPs - Unlimited funds deals & assets - 25 GB storage Growth CA$999.00 Other,Per Month It includes: - 250 GB storage Unlimited AI calls 3 API integrations - Unlimited AI calls - 3 API integrations ## Integrations [ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## 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.