Last Updated: September 22, 2025
Capboard is a comprehensive equity management software designed to help organizations manage their equity ownership and streamline investor relations. This platform provides a robust suite of tools that enable users to track equity holdings, manage cap tables, and facilitate communications with investors efficiently. With Capboard, businesses can easily create and maintain detailed records of equi... Read more about Capboard
Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offer... Read more about Carta
Certent Equity Management is an investment management software designed to help businesses manage their employee equity plans and ensure compliance with regulations. The platform offers a comprehensive suite of tools for tracking and reporting on stock options, restricted stock units (RSUs), and other equity compensation plans. Certent simplifies the process of grant management, vesting, and exerc... Read more about Certent Equity Management
Corporify is a specialized equity management software designed to help organizations manage their equity structures and shareholder information effectively. This platform provides tools for tracking ownership, managing equity transactions, and ensuring compliance with regulatory requirements. With Corporify, users can create and maintain detailed records of shareholders, equity grants, and stock o... Read more about Corporify
Dynamo Software is an advanced real estate CRM software tailored to meet the unique needs of real estate professionals. This platform offers a comprehensive suite of tools for managing property listings, tracking client interactions, and automating marketing campaigns. With features such as customizable dashboards, lead management, and performance analytics, Dynamo Software enhances productivity a... Read more about Dynamo Software
Eqvista is an innovative equity management software that simplifies the complexities of managing company ownership and equity distributions. Designed for startups and established businesses alike, Eqvista provides tools for tracking shares, options, and valuations in real-time. Users can easily issue and manage stock options, ensuring compliance with legal regulations. The platform offers a user-f... Read more about Eqvista
InvestNext is a specialized investment management software designed to streamline the management of investment portfolios and enhance decision-making for fund managers. This platform provides comprehensive tools for tracking investments, managing investor relations, and generating reports. With its user-friendly interface, InvestNext allows users to easily monitor portfolio performance, analyze ma... Read more about InvestNext
Ledgy is an equity management software designed to help startups and companies manage their equity plans effectively. This platform provides tools for tracking employee stock options, managing cap tables, and facilitating shareholder communications. With features such as automated reporting, customizable dashboards, and compliance support, Ledgy simplifies the process of managing equity, ensuring ... Read more about Ledgy
Orchestra is a sophisticated investment management software designed for asset managers and investment firms looking to optimize their portfolio management processes. This platform offers robust tools for portfolio management, performance tracking, compliance reporting, and risk assessment, ensuring users can make informed investment decisions. With an intuitive interface, portfolio managers can e... Read more about Orchestra
SeedLegals is an innovative contract management software designed to simplify the process of creating, managing, and storing legal documents for startups and businesses. This platform provides tools for generating legally compliant contracts, enabling organizations to streamline their legal operations and reduce reliance on external legal counsel. SeedLegals features an intuitive interface that al... Read more about SeedLegals
Vestd is an equity management software designed to streamline the management of employee stock options, ownership, and equity distribution for businesses. This platform simplifies complex processes by providing a secure and transparent system for managing cap tables, share allocation, and equity grants. Vestd helps businesses incentivize and reward their employees by offering stock options or equi... Read more about Vestd
Allvue is a powerful accounting software designed to meet the complex financial management needs of businesses and investment firms. With its user-friendly interface, Allvue streamlines financial processes, including accounting, reporting, and compliance management. The software provides comprehensive features that support multi-currency transactions, portfolio accounting, and regulatory reporting... Read more about Allvue
Backstop is a powerful investment management software tailored for private equity, venture capital, and institutional investors. With its comprehensive features, Backstop helps organizations manage their investment portfolios, track performance, and streamline reporting processes. The platform offers tools for data aggregation, investor relations management, and compliance tracking, enabling firms... Read more about Backstop
Altvia is a powerful investment management software designed to support private equity and venture capital firms in managing their portfolios effectively. This comprehensive platform offers tools for deal tracking, investor reporting, and communication, enabling firms to streamline their operations and enhance investor relations. With its user-friendly interface, Altvia simplifies the management o... Read more about Altvia
Yes! Depending on the product, you may find:
These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.