Equity Management Software List (July 2025)

Mantle Company revolutionizes equity management with a next-generation platform tailored for modern founders. Powered by AI, it empowers users to take control of ownership by tracking, issuing, and managing equity effortlessly. Founders can reduce professional fees and transform complex tasks, such as issuing equity and stakeholder communications, into simple, automated workflows. Mantle’s intuitive interface allows founders to focus on building their businesses in minutes, not hours. From modeling hiring plans to deciphering complex term sheets, Mantle offers clear, in-context advice for confident decision-making. Providing support at every stage from their garage startup to a thriving public company this platform models rounds, issues SAFEs, and tracks the entire process seamlessly. Founders can effortlessly manage their cap table, visualize hiring needs, and handle multiple option plans with predictive workflows. Automatic reminders and centralized document storage ensure nothing falls through the cracks. With Mantle, all their documents are easily accessible, streamlining their equity management and freeing them to focus on growth.

CyndX Owner is a table management tool that allows businesspersons to manage their equity distribution. It comes with expert support and advanced capabilities that enable users to track stakeholders and equity and plan their next stage of growth. It is a plug-and-play tool that comes with a user-friendly interface so that everyone, from expert business people to new entrepreneurs, can use it easily. CyndX Owner gives a unified view of ownership that lets users quickly identify and take action on potential opportunities. The feature of powerful scenario modelling is also available through which they can evaluate how their ownership will be affected by different deals. CyndX Owner’s users get expert support if they want to find answers to any questions regarding their cap table management. The tool offers great help in avoiding complicated and error-prone spreadsheets. In addition, dashboard view, equity incentive plans, securities and drafts and full audit logs are the other amazing features of this tool.

Qapita is a Singapore-based fintech company that provides capitalization table and ESOP administration software. Qapita's mission is to change the way equity is handled and traded in the region's private capital markets. The platform developed by Qapita aims to streamline the equity management process for startups, including workflows for CapTables, ESOPs, due diligence, and transactions. Through structured liquidity programs and secondary trades, Qapita's market place solution aims to provide liquidity to ESOP holders and shareholders. Qapita's digital platform aims to automate all equity-related operations in private markets. Three experienced co founders, each with over twenty years of experience in investment banking, corporate venture capital, and the technology industry, created the firm. Qapita focuses on startups and now serves clients in Indonesia, Singapore, and India. Its software platform assists private enterprises in digitizing and managing cap tables, doing due diligence, and issuing equity to employees. Its purpose is to make it easier to issue shares in the Indian and Southeast Asian startup ecosystems, resulting in more liquidity and reinvestment. Qapita presently services over 100 businesses, and the new money will be used to expand the company's capabilities and form collaborations with service providers such as legal, accounting, and company secretarial organizations.

Equify is on a mission to fix how European enterprises manage equity and stockholders. It build an equity management platform from scratch and we aim to become the industry standard, THE tool every CFO uses to tackle their legal paperwork burden​.

This digital captable management tool is designed to provide with the best equity management experience. With it, can increase transparency for stakeholders, be ready for any due diligence requirement, and run various deal scenarios to calculate dilution impact. User can also build and manage captable and ESOP, create an organized liquidity channel for employees and investors, and find investors and raise capital through WOWS network. All these features make tool the ideal choice for a seamless equity management process.

Upstock helps businesses of all sizes accomplish big goals by helping workers think and believe like entrepreneurs. Our top-shelf Fortune 1000-grade equity plans and motivational dashboard truly align & motivate teams while being 40x more affordable.

OptionTrax is the market's most intuitive, comprehensive equity plan and securities tracking software platform. This equity platform makes it easy to manage vesting, track participants and meet all of your disclosure and financial reporting requirements.

TOPPEQ is Asia’s first 360-degree cap table and working capital management firm. The mission is to bring clarity to the business of equity. The cloud-based platform employs both AI and the expertise of seasoned hedge fund industry professionals to deliver an accurate and real-time financial and regulatory roadmap to both startups and venture capitalists.

Capboard assists in increasing a company's equity. It's the tool for keeping track of one's capital table and paperwork in one place, simulating fundraising rounds & exits, and much more. Uploading and keeping monthly updates, fundraising papers, presentations, and due diligence documentation, also aids in the management of connections with investors and staff. It keeps track of funding and exit simulations following a funding event or any other form of transaction. It also allows existing and future investors to view and comprehend one's equity and documentation. It saves time for both founders and lawyers by avoiding errors, calculating distributions using one's current cap table, and increasing transparency with investors by displaying one's equity and company success history. Employees also benefit from the programme since it allows them to see the worth and terms of their equity at all of the firms where they have worked.

Gust Equity Management (GEM) is a Software-as-a-Service platform simplifying the process of managing the evolution of enterprise capitalizations from startup through sale/IPO. The free software offers a full suite of cap table management tools, modeling for rounds and exits, 409A valuations, and ASC718s. Issue options, easily see your cap table at any point in time and share customizable views with stakeholders. Next-day valuations that stand up to Big 4 scrutiny.

Carta is an equity management software that helps the users to efficiently and conveniently manage their companies valuations, cap tables, investments and equity plans. The software acts as the source of truth for the user’s companies equity. It provides audit-ready, fast and cost-effective valuations. Carta offers liquidity to the user’s companies by running tender-offers, one-off transactions, and stock buybacks. It is an SEC-registered platform that acts as a transfer agent. It allows users to issue electronics security to those stakeholders who are ready to use Carta. The software allows users to do sensitivity and breakpoint analysis along with dilution and payout modelling. Users can perform full-service fund accounting and even view their real-time financials. This helps the users to make better financial decisions that will benefit them in the long run. The software’s portfolio dashboard helps the users to track their performance. Further, the experienced team members of the software provide accurate and on-time valuations to the users.

Eqvista is an ideal platform for issuing electronic shares to employees, founders and investors. It offers stellar services related to cap table management and valuation for all relevant organisations. Whether the client is a small, medium or large organisation, Eqvista offers tailored services. These services are entirely customisable to provide the latter with flexibility. The platform is an ideal one to issue stocks and stay connected with the shareholders for good. The feature for share management allows clients to manage their shares seamlessly across all online platforms. With this, clients can issue new shares, transfer the existing ones and conduct various other actions simultaneously. Eqvista is also a go-to for business startups. Such clients simply need to fill in their ideals and ideas along with relevant objectives and the page comes up with ample company incorporations. With Eqvista, client companies can easily issue electronic stocks that eliminate the use of physical certificates. This, in turn, eliminates the chance of human inaccuracy as the entire process is automated.

Ledgy is an equity management software developed specifically for fast-growing firms to facilitate easy management of their finances. Ledgy is used by high-growth firms to manage their cap table, equity plans, funding rounds, and investor interactions. It streamlines the entire equity management process, making it less time-consuming and more profitable. Ledgy is a scalable, versatile, and simple to use platform, with top-notch security and privacy options. You can manage grants, automate vesting and exercising, and provide workers access to their own dashboard. It further assists you in developing your cap table and employee involvement strategies from the start. Ledgy is a top solution for all growing startups and saves a lot of their time and a lot of their accumulated capital. Leading firms trust it to manage their equity, and it has won several accolades, making it an excellent pick for all. The software offers a free trial version to its users for trying its features before buying its premium version along with a variety of premium plan options to suit every type of requirement and need.

Cake Equity is an equity management software that aids in the growth of a business, rewards employees, and removes the trouble. 3000+ enterprises across the world trust this software. The programme seeks to help businesses reach their full potential and chart a course for expansion. Cake Stock's cloud-based cap table handles everything starting from signature to computations, and it includes built-in contractual contracts for keeping track of one's equity. It aids in money management and earning. It also makes it simple to inspire and honour a team for their efforts by just issuing options and leaving the rest to the system, including offer letters, legal documentation, exercise regulations, upgrades, and automatic vesting. It is set up in such a manner that all records are kept in one location, preventing ping-ponging between different variants of the same document. Furthermore, the software is fully compliant because it provides all necessary information to investors, workers, and authorities.

Equidam offers a comprehensive valuation platform for professionals in finance, mergers and acquisitions, and fundraising. With advanced algorithms and real-time market insights, can make informed decisions to ensure to get the most value out of any strategic conversation. Whether looking for a reliable way to calculate equity participation or require accurate valuations during startup negotiations, Equidam gives insight every step of the way. From forecasting cash flow, macroeconomic trends and business health to benchmarking against industry peers - the unique platform puts in the driver's seat when it comes to making important financial decisions. This innovative tool provides assurance that all key decisions will be based on comprehensive data points and reliable insights from early-stage markets. Invest with confidence knowing that Equidam's valuation platform has back!