Find the best Equity Management Software

J.P. Morgan Workplace Solutions is a holistic tech and service-based offering, created to empower your team to navigate their workplace incentives with confidence. From equity compensation management to financial education, wealth building and beyond, our...Read more about J.P. Morgan Workplace Solutions

AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. In other words, we are... A modernized portal that helps you stay ahead of changing investor expec...Read more about AppFolio Investment Manager

Simplify equity compensation management with HRSoft. Our long-term incentive (LTI) management software promotes transparency and connects employees to company performance and strategy, ensuring your organization’s investment is optimized. Take a short sel...Read more about HRSoft Long-Term Incentive Management

OptionTrax is a cloud-based equity management software that helps market research and other businesses access transaction details, generate real-time summary reports, and filter them by demographics. It lets users handle stocks, SARs, and RSAs/RSUs. With...Read more about OptionTrax

SeedLegals is an online platform for founders and investors. It helps create free page to share a deck, company info and fundraising details with investors in one URL. SeedLegals members can see who's viewed their page, and store files in the Data Room. ...Read more about SeedLegals

Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundraising to investor management...Read more about Juniper Square

A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform. A1 Tracker's features include contract approval workflow, documents, vendors, audits, reminder notifications, templates, certificates of insurance, and ...Read more about A1 Tracker

Deel is a cloud-based payroll and compliance software that simplifies international hiring for businesses of all sizes. With automated onboarding, payroll, and compliance, companies can hire anyone, anywhere in just a few minutes. Deel's international pre...Read more about Deel

Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights to make smarter decisions about their equity. Equity is your company’s most important asset. Make smarter decisions about you...Read more about Pulley

Vestd, the easiest way to issue shares to team members and investors. From motivating employees with shares to communicating with your investors, Vestd’s powerful tools ensure that sharing has never been so effortless. Vestd is fully synced with Companie...Read more about Vestd

Eqvista is a cloud-based equity management software designed to help investors and shareholders manage capitalization tables, equity shares, valuations, and more. Eqvista is suitable for organizations of all sizes, from small startups to large corporations...Read more about Eqvista

Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the common goal of achieving growth. Key features include employee participation plan templates and automated equity-related proces...Read more about Ledgy

Cake offers a range of unique benefits that make it a must-have tool for startup founders. With Cake, users can automate many equity-related processes, reducing the risk of errors and saving time and money. It also provides access to professional-grade doc...Read more about Cake

PackHedge is an investment management platform designed to handle a wide range of investment assets. This includes alternative and traditional funds, hedge funds, private equity, mutual funds, ETFs, equities, indices, bonds, and real estate. The platform s...Read more about PackHedge

All-in-one platform that provides full support throughout the funding journey. It features a database of 28,000+ investors, and AI-powered features such as investor matching tool, a pitch deck creator, competitor analysis, a seed invitation, an investor CR...Read more about DealPotential Entrepreneur Platform

LTSE Equity offers a startup cap table management solution designed to support founders and companies. The platform provides cap table strategies and allows users to set up their cap table and migrate data from another platform. With LTSE Equity, founders ...Read more about LTSE Equity

InvestNext helps businesses track their investment portfolios, plan and execute their goals, and manage their finances efficiently. The software can be integrated with most accounting and CRM systems, including QuickBooks, Microsoft Dynamics 365, Sage Inta...Read more about InvestNext

Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to information. The solutions are integrated across the full end-to-end fund lifecycle, ultimately empowering superior investment decisi...Read more about Allvue

EquityList is a full-stack equity and shareholder management platform designed to help companies organize and streamline their cap tables, equity grants, valuations, and compliance processes....Read more about EquityList

Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform, it allows users to track and...Read more about Altvia

Orchestra is the leading platform to manage distributed equity in one place. Helping businesses get out of manual spreadsheets, Orchestra has the tools to easily manage a trusted source of truth across share registries, cap table management, employee sha...Read more about Orchestra

Agora is a comprehensive, user-friendly real estate investment management platform designed specifically for general partners, syndicators, owners/operators, and investment firms. We enable our customers to do what they do best: identify investment oppor...Read more about Agora

Capdesk makes equity management straightforward by supporting funding rounds, employee share schemes, end-to-end deed execution, stakeholder management and more. It helps you look credible to future investors, ley stakeholders understand their equity posi...Read more about Capdesk

Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of products can help streamline workflows and manage funds. Kushim allows users to spend less time searching for documents and writing ...Read more about Edda

Flowlie offers software and services for early stage founders who want to become fundraising experts. Apply proven frameworks while receiving ongoing hands-on support to close rounds faster. The Fundraising Concierge package includes access to the Flowlie...Read more about Flowlie