# Cap Table Management Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Cap Table Management Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/210637/Cap-Table-Management

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# 

 Cap Table Management Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[Support](#support)

Cap Table Management

## What is Cap Table Management?

Globacap offers everything you need to manage your capital in one place, freeing up your time and resources to focus on your business. We offer the only equity management software that can support you for the entire life cycle, from private placement and cap table management to EMI Option plans and secondary transferability, taking you from day one to exit in one simple, cost-effective solution. And by embracing advanced blockchain technology, we ensure your data is always accurate and secure.

## What is Cap Table Management used for?

[Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Contact vendor  
for pricing

Free trial  
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Free version not included

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## 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.

### Cap Table Management

0.0

VS.

[4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/)

Starting Price

Contact vendor

Starting Price

$3000

Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.2 (46)

Value For Money

0.0 (0)

Value For Money

4.0 (34)

Customer Service

0.0 (0)

Customer Service

4.4 (40)

## Cap Table Management alternatives

[Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[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/)

[Carta](https://www.capterra.com/p/220278/Carta/)

[4.2 (64)](https://www.capterra.com/p/220278/Carta/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/220278/Carta/)

Highest Rated

[Orchestra](https://www.capterra.com/p/215575/Orchestra/)

[4.8 (11)](https://www.capterra.com/p/215575/Orchestra/reviews/)

Starting price

$2.00

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/215575/Orchestra/)

## FAQs about Cap Table Management

Overview

### What company size and specific industries is Cap Table Management built for?

Cap Table Management is designed for private companies from early-stage seeders to later-stage corporates, along with the investors and advisers that support them. It fits organizations in private capital markets, including individual investors, companies, venture capital and investment funds, as well as accountants and law firms.

Features and Usability

### What are the key features of Cap Table Management?

Cap Table Management offers API access and audit trail tracking for ownership records and transaction history. Core functions include cap table management, investments tracking, vesting management, and options management, with data import/export, document storage, investor reporting, alerts/notifications, and participant or client portal access.

Getting Started and Support

### What training and onboarding options does Cap Table Management offer?

Cap Table Management provides live online sessions, documentation, and videos for training. Live online sessions support guided setup and direct instruction, documentation offers written reference material, and videos provide self-paced walkthroughs for learning key features and steps.

## 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.

Bonds/Stocks

Purchase and track both bonds and stocks in the portfolio

Cap Table Management

Breakdown of all equity of the shareholders of a company

Client Management

Manage contact details and communication with clients

Cap Table Management 21 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.

Purchase and track both bonds and stocks in the portfolio

Breakdown of all equity of the shareholders of a company

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Import and export data to and from software applications

Defines specific deal parameters to negotiate and secure deals

Store and organize documents in a centralized system

Decision-making process using businesses past, present and forecasted future operations.

Used by financial advisors and money managers

Used by retail investors and active traders/day traders

Monitor capital allocation and asset prices over time

Compile and report on all investor activities

Access software remotely via mobile devices

Manage and track customer orders for goods, investments, or any other purchases

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

Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company

## Pricing

## 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

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