Best Equity Management Software for Small Businesses (Free & Paid)

Fundrbird is a comprehensive equity management software designed to help startups, venture capital firms, and private equity investors efficiently manage their investment portfolios. The platform provides tools for tracking equity ownership, cap tables, stock options, and valuations, allowing businesses to maintain accurate records of ownership stakes and financial transactions. Fundrbird offers r... Read more about Fundrbird

Eurostep Digital is an advanced equity management software designed to help businesses manage their ownership structures, stock options, and shareholder communications. The platform provides tools for tracking equity distributions, managing cap tables, and ensuring compliance with securities regulations. Eurostep Digital includes features such as automated reporting, shareholder management, and in... Read more about Eurostep Digital

Elysys Wealth is an innovative investment management software that enables financial advisors and wealth managers to streamline their client portfolios and investment strategies. The platform offers tools for asset allocation, risk management, and performance tracking, allowing wealth managers to provide data-driven advice to clients. Elysys Wealth helps users monitor market trends, track portfoli... Read more about Elysys Wealth

Elysys Analytics is a comprehensive business intelligence software that empowers organizations to make data-driven decisions with ease. With powerful data visualization tools, the platform enables users to transform raw data into actionable insights, helping businesses understand trends, track key performance indicators (KPIs), and identify opportunities for growth. Elysys Analytics offers real-ti... Read more about Elysys Analytics

Investor Intelligence is a robust equity management software designed to help companies efficiently manage investor relations, cap tables, and equity distribution. With Investor Intelligence, users can easily track shareholder information, manage rounds of funding, and maintain accurate records of ownership stakes. The platform’s intuitive interface and advanced reporting tools offer insights in... Read more about Investor Intelligence

EquityList is an equity management software designed to simplify the process of managing ownership stakes, stock options, and equity distribution within businesses, especially startups and private companies. The software offers an intuitive platform for tracking equity issuance, cap tables, stock options, and shareholder agreements, providing companies with a centralized location for all equity-re... Read more about EquityList

Cap Table is an advanced equity management software designed to help businesses and startups manage their ownership structures, including shares, stock options, and other equity-related assets. The platform allows companies to track the issuance, transfer, and dilution of equity over time, providing a clear and up-to-date view of ownership distributions. Cap Table offers a user-friendly interface ... Read more about Cap Table

Sharetrack is an innovative Company Secretarial Software designed to streamline and enhance the administrative and compliance tasks associated with managing a company's corporate governance. It offers a comprehensive platform for handling board meetings, maintaining statutory records, managing compliance deadlines, and ensuring adherence to regulatory requirements, ensuring that organizations can ... Read more about Sharetrack

Baxon Solutions is a powerful investment management software designed to help financial advisors and investment firms optimize their investment processes. The platform offers comprehensive tools for portfolio management, performance analysis, and client reporting, enabling users to enhance their investment strategies. With Baxon Solutions, organizations can easily track investments, manage asset a... Read more about Baxon Solutions

daappa is a sophisticated financial reporting software designed to help organizations streamline their financial processes and enhance decision-making. This platform offers a comprehensive suite of tools that enable users to create, manage, and analyze financial reports with ease. With daappa, finance teams can automate the generation of financial statements, dashboards, and performance metrics, e... Read more about daappa

Incentrium is a comprehensive compensation management software that helps businesses optimize their compensation strategies and streamline the administration of employee benefits. The software enables organizations to design, implement, and manage competitive compensation plans that align with their business goals and employee retention strategies. Incentrium’s intuitive interface allows HR team... Read more about Incentrium

Walter is a comprehensive equity management software solution designed to help businesses, startups, and private companies manage their equity plans and stock options efficiently. This software allows organizations to track ownership, stock grants, and option vesting schedules with precision. Walter simplifies the management of employee stock options, grants, and equity-based compensation plans, e... Read more about Walter

PCFM is an advanced equity management software designed to assist companies in managing shareholder equity efficiently. The platform streamlines equity tracking, stakeholder communication, and compliance, making it ideal for growing businesses with complex cap tables. PCFM offers tools for issuing shares, tracking ownership changes, and monitoring vesting schedules, helping companies stay organize... Read more about PCFM

GP Flow is a digital signature software that simplifies the signing process for businesses, helping them securely sign and manage documents electronically. With GP Flow, users can quickly upload, sign, and send documents for signature, eliminating the need for physical paperwork and reducing the risk of delays. The platform provides advanced security features, including encryption and authenticati... Read more about GP Flow

DealPotential is a comprehensive equity management software tailored to the needs of startups, investors, and entrepreneurs. Designed to simplify equity and cap table management, DealPotential provides tools for tracking ownership, share issuance, and funding rounds, ensuring transparency and accuracy. The platform’s document management feature allows users to store and organize essential legal ... Read more about DealPotential Entrepreneur Platform

Digistre is an advanced Equity Management Software designed to simplify and streamline the management of equity plans for startups, growing businesses, and established enterprises. It offers a comprehensive platform for administering stock options, equity grants, and employee share plans, ensuring that organizations can efficiently manage their equity programs while maintaining compliance with reg... Read more about Digistre

Fundamental Portal is a powerful investment management software designed to help financial advisors, asset managers, and institutional investors manage their portfolios efficiently and effectively. The software provides a centralized platform to track investment performance, analyze market trends, and make data-driven decisions that align with clients’ financial goals. Fundamental Portal integra... Read more about Fundamental Portal

LoyaltyOptions is an equity management software designed to simplify the administration of employee stock options, share plans, and equity awards. With LoyaltyOptions, companies can manage grant issuance, vesting schedules, and shareholder reporting in one platform, ensuring transparency and accuracy. The software provides employees with a portal to view their equity holdings, exercise options, an... Read more about LoyaltyOptions