Equity Management Software
Equity Management software is used by private firms to organize, execute, and track their capitalization and employee incentive programs.
Filter Results (15)
- Cloud, SaaS, Web (13)
- Installed - Mac (2)
- Installed - Windows (3)
- Mobile - Android Native (2)
- Mobile - iOS Native (3)
- Cap Table Management (9)
- Document Storage (8)
- Financial Modeling (9)
- Options Management (6)
- Participant Portal (9)
- Portfolio Management (10)
- Private Equity (12)
- Public Equity (5)
- Valuation Management (9)
- Vesting Management (5)
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 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, 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
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
Streamlines and simplifies how businesses track, manage, and report equity compensation. - visibility into real-time equity compensation data - financial reporting to meet all SEC and proxy requirements, including FAS123R/ASC718 - flexibility to choose your own broker and integrate with other platforms - detailed audit trails - employee portal to view and accept grants, exercise options - transition from private to public company reporting without changing systems - SSAE16 certified Web-based stock plan solution that streamlines and simplifies how businesses track, manage, and report on equity compensation.
WebVision provides asset managers with a sophisticated platform for managing fund and investor level online-reporting and event management from within their own corporate website. All investor and prospect communications can be automated through this powerful and secure online tool. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. WebVision is a sophisticated cloud-based platform that helps asset managers effortlessly manage client reporting and fund marketing.
Secure web-based solution which handles all the accounting and tracking of employee stock options and other types of equity instruments. The OPTRACK application has been designed to track all activities related to all company equity instruments (e.g. employee stock options, warrants, etc.) in real time for publicly traded and private companies that use the solution. Secure web-based solution that handles all the accounting and tracking of employee stock options and other types of equity instruments.
Preqin Solutions, formerly Baxon Solutions, delivers market-leading cloud collaboration software for streamlining the entire portfolio management process, including monitoring, management and reporting of investment performance. The platform automates compilation, analysis and exchange of a portfolio's financial information. Portfolio Management Made Easy - Private Capital Software
Employee equity administration software that helps businesses automate payroll and reporting processes related to compensation. Employee equity administration software that helps businesses automate payroll and reporting processes related to compensation.
Our sophisticated software and technology will transform your company, and work to manage your cap table, company shares, valuations and more, in an easy and effective way. Incorporate your company and manage your equity all in one place without all the extra work. Join now and enjoy all the benefits of our system! Eqvista allows companies, investors and shareholders to track, manage, and make intelligent decisions about their company's equity.
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders
Business valuation and deal discovery platform for founders, enablers and investors to engage, individually and collectively, efficiently and confidently around valuation. Business valuation technology made to promote equity investments in startups & scaleups.