# Orchestra Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Orchestra the right Investment Management solution for you? Explore 11 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/215575/Orchestra/reviews --- Orchestra 4.8 (11) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 6th, 2026 # Reviews of Orchestra Ease of use 4.5 Customer Service 5.0 ## Showing most helpful reviews Showing 1-11 of 11 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Bradley L. CEO Retail Used the software for: Less than 6 months ### "Orchestra saved my soul" July 27, 2021 5.0 Simple and easy, fantastic support and has made my life with multiple entities and groups of investors so much better from myself and their perspective. Pros Easy one stop solution to managing private investors and tracking changes and updates Cons Linking inter entity businesses and collating shared entity information Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Excel is a rabbit hole Review Source Response from Orchestra July 28, 2021 Thanks Bradley, great to get your feedback! GO Geoff O. Chief Operating Officer Computer Software Used the software for: 6-12 months ### "Orchestra - great tool for the job." August 11, 2021 4.0 Outstanding. As per above, we would have struggled to do the complex international share transactions without Orchestra. I have a special commendation to \[SENSITIVE CONTENT\] and the success team. They have been superb. Nothing is too much hassle for them. This is one of my favourite business tools. Pros We adopted Orchestra at the time of raising our first round. Orchestra enabled an easy way of managing the Cap table and investor interest as we completed the A round and te ESOP. I cannot imagine doing these complex processes without Orchestra. Brilliant. It is clear, simple to use and well integrated. It has saved us hours. Cons The functionality overlaps with other Governance tools (we use Boardpro as well). So things like document storage/sharing can be done in either system. It would be great if these systems integrated more and duplicated less. Review Source Response from Orchestra August 13, 2021 Thanks very much for your review and feedback Geoff! SW Sam W. Managing Director Food & Beverages Used the software for: 6-12 months ### "Orchestra Review" July 23, 2021 5.0 Good, we just don't make good use of it Pros All information is stored in one place with easy access and control options for different user levels Cons We don't use it as much as we should as it might be better for larger businesses that have specific staff to manage this sort of thing, nothing to do with Orchestra but we probably need to set calendar reminders to do specific things to keep it updated more often or to submit reports into it for shareholders. Maybe some sort of reminder scheduling would be a good idea? Review Source Response from Orchestra July 26, 2021 Hi Sam, thanks for the review and your idea on the ability to set or schedule reminders - much appreciated! AM Anthony M. Chairman/Director Information Technology and Services Used the software for: 6-12 months ### "Greatly Improving Platform" August 11, 2021 4.0 Easy to use. Responsive team and impressive progress re functionality to date. Pros Orchestra is generally intuitive to use. Even with a few issues early on we found the support team very responsive, issues were addressed quickly and permanent fixes were subsequently rolled out. The pace of development and addition of features that greatly enhance its usefulness has been impressive. We now distribute all investor reporting via Orchestra and maintain the cap table which I previously maintained on a spreadsheet. Cons File uploading had some issues but has now been resolved Review Source Response from Orchestra August 14, 2021 Thanks for the review Anthony! GC Glenn C. Head of Partnerships Information Technology and Services Used the software for: 6-12 months ### "Orchestra is awesome" July 22, 2021 5.0 Awesome Pros Great product, service and amazing value for money Cons It is an MVP, so a few features have yet to be released, but they are rolling them out at pace Review Source Response from Orchestra July 25, 2021 Thank you for your review Glenn! HK Hannah K. Finance Associate Financial Services Used the software for: Less than 6 months ### "Easy to Use" July 25, 2021 5.0 Great, \[SENSITIVE CONTENT\] and her team are just brilliant. Pros Easy to use (on the admin and employee side) portal. Very atheistic too, integration with the companies office and the ability to customise view, documents and features is fantastic too. Cons Reporting into excel/csv is a little rudimentary still - it would be awesome to have the ability to run more customised reports. Additionally a solution to share option forfeitures would be super helpful too! Review Source Response from Orchestra July 27, 2021 Thanks very much for the review Hannah! JB Jon B. Senior Accountant Logistics and Supply Chain Used the software for: 6-12 months ### "Great Service for NZ Entity Management" July 21, 2021 5.0 Great company willing to go the extra distance to support their clients. Pros Orchestra gives you the tools to manage shareholding and options, while also facilitating annual compliance and document storage. There are plenty of features we didn't leverage, but overall the service and especially the support staff are top-notch. Cons As part of the initial group rolling out the options features, setup was manual through support staff. I'm sure they'll probably automate this in the future though. Review Source Response from Orchestra July 22, 2021 Thanks a lot for the feedback and review Jon! TB Tim B. CFO Financial Services Used the software for: Less than 6 months ### "An easy, intuitive product that is going places" July 16, 2021 5.0 Love it. Pros I love the intuitiveness of the product, the ability to store company artifacts within the application and the reporting. Cons It is a little immature in a couple of areas, but even in the short time we have been onboard, the features and functionality have increased significantly. I really appreciate that the Orchestra team take on feedback and rollout new and improved features regularly. Reason for choosing Orchestra As above, the development pipeline was enticing. Review Source Response from Orchestra July 20, 2021 Thanks very much for your review Tim! BS Brent S. CEO Information Technology and Services Used the software for: 6-12 months ### "Orchestra has made my life so much easier!" July 23, 2021 5.0 It's a fantastic product and the team were amazing to deal with when it came to onboarding and any ongoing questions. Pros I love the way I can more easily manage things like new investors and share transfers in Orchestra and it automatically syncs to the Companies Office. ESOP management is a huge positive change for the way we communicate entitlements with our staff and they have online access to the latest status. Cons I believe share price scenario planning is coming to ESOP management which will be highly motivational for staff. Review Source Response from Orchestra July 26, 2021 Thanks for the great feedback Brent! VR Verified Reviewer CFO Utilities Used the software for: I used a free trial ### "Bring company compliance and secretarial together in one place" July 30, 2021 5.0 Pros Easy to use, and information well displayed. Good to have information and tools for a number of companies to manage in one place . Cons Nothing to dislike really. Not a frequent need to access, but of value when I do. Review Source Response from Orchestra August 2, 2021 Thanks for your review! NJ Nick J. CTO Airlines/Aviation Used the software for: Less than 6 months ### "Simplifies our cap table and esop process" July 22, 2021 5.0 Pros The ability to manage the cap table and esop in a simple and streamlined way is amazing. Saves so much manual work and trying to keep track of what is the most up to date source. Cons It takes a little bit of time to get to grips with the features and capabilities - there's definitely still more features to explore. Review Source Response from Orchestra July 26, 2021 Thank you for the review and feedback Nick! Similar Products Featured ## Related categories [Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)