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

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

Nimity is a comprehensive equity management software solution designed to simplify the process of managing equity plans, stock options, and shareholder information. Whether for startups, established companies, or investment firms, Nimity helps organizations automate equity management tasks, track ownership, and ensure compliance with regulatory requirements. The platform allows businesses to manag... Read more about Nimity

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

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

Kushim is a specialized investment management software designed to streamline the investment process for venture capital firms, private equity, and asset managers. The platform provides tools for tracking investments, managing portfolios, and analyzing performance, ensuring that investment professionals can make informed decisions. With Kushim, users can monitor deal flow, manage investor relation... Read more about Kushim

FolioSure is a comprehensive investment management software designed to assist financial advisors and investment firms in managing portfolios and client relationships efficiently. With its easy-to-navigate interface, it provides users with real-time insights into portfolio performance, asset allocation, and risk exposure, helping clients make informed decisions about their investments. The platfor... Read more about FolioSure

Shoobx is an innovative equity management software designed to help startups and growing companies manage their equity and compliance needs effectively. This platform provides comprehensive tools for cap table management, stock option tracking, and regulatory compliance, ensuring that organizations can maintain accurate equity records. Shoobx features an intuitive interface that simplifies equity ... Read more about Shoobx

Capdesk is a leading equity management software designed to streamline the administration of company equity, cap tables, and shareholder relations. Ideal for startups, scale-ups, and established businesses, Capdesk offers a comprehensive suite of tools for managing equity ownership, employee share schemes, and investor relations with ease and precision. The platform provides real-time visibility i... Read more about Capdesk

Upstock is an intuitive equity management software that simplifies the process of managing equity compensation and ownership in businesses. Designed for startups, small businesses, and enterprises, Upstock provides a user-friendly platform to issue and track stock options, grants, and other equity-related instruments. The software helps companies streamline the equity management process by automat... Read more about Upstock

Aumni is an innovative equity management software designed to streamline the investment tracking process for venture capital firms and investors. The platform centralizes and organizes data related to portfolio companies, cap tables, and equity holdings, providing a clear view of investment performance. Aumni automates the extraction of legal and financial data from documents, ensuring accuracy an... Read more about Aumni

TradeSmart is a comprehensive investment management software designed to streamline and optimize the investment processes for financial advisors, portfolio managers, and investment firms. It offers a robust platform for managing client portfolios, tracking investments, conducting market analysis, and ensuring regulatory compliance, enabling organizations to deliver superior investment services and... Read more about TradeSmart

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

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

Cap Table Management is an essential investment management software designed to simplify the complexities of managing a company's capitalization table. Ideal for startups, venture capital firms, and private companies, the software provides a centralized platform to track equity ownership, manage shareholder information, and oversee stock options. Cap Table Management offers intuitive features such... Read more about Cap Table Management

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

Covercy is a dynamic commercial real estate software designed to streamline investment management, communication, and financial transactions for real estate professionals. This platform offers a centralized solution for managing real estate funds, investor relations, and financial reporting, allowing users to oversee and optimize the lifecycle of each investment. Covercy enables property managers ... Read more about Covercy

TheBizPlanner is a robust investment management software designed to streamline financial planning and investment tracking for both individual and institutional investors. With its user-friendly interface, the software allows users to create detailed investment portfolios, analyze performance metrics, and generate comprehensive reports. It supports a wide range of asset classes, enabling users to ... Read more about TheBizPlanner

Sterling Trader Pro is a sophisticated financial reporting software designed specifically for traders and financial professionals. This platform provides advanced tools for real-time data analysis, trade execution, and comprehensive reporting on market performance. With features like customizable dashboards, in-depth charting capabilities, and access to a wide range of market data, users can make ... Read more about Sterling Trader Pro

Sterling OMS is a robust financial risk management software that equips organizations with the tools needed to identify, assess, and mitigate financial risks effectively. Designed for financial institutions and corporate treasuries, Sterling OMS provides comprehensive risk analytics, portfolio management, and regulatory compliance features. Users can model various risk scenarios, including market,... Read more about Sterling OMS

WE.VESTR is an equity management software that simplifies cap table management and shareholder relations for growing companies. It centralizes ownership data, allowing founders, investors, and legal teams to view up-to-date equity information in a secure environment. WE.VESTR offers digital tools for issuing shares, tracking vesting schedules, and managing investor communications, reducing the adm... Read more about WE.VESTR

QUODD is a comprehensive equity management software designed to help organizations manage their equity ownership and investment activities efficiently. This platform provides tools for tracking equity transactions, managing shareholder communications, and ensuring compliance with regulatory requirements. With features such as automated reporting, real-time analytics, and customizable dashboards, Q... Read more about QUODD

Tofino revolutionizes e-procurement and MRO (Maintenance, Repair, and Operations) management with its comprehensive suite of features. It streamlines procurement processes, allowing users to efficiently request, approve, and track orders. With customizable workflows and role-based access controls, Tofino ensures compliance with organizational policies and regulations. Its integrated catalog manage... Read more about Tofino

Quoroom is an innovative equity management software designed to help organizations manage their equity ownership, fundraising, and investor relations effectively. This platform provides comprehensive tools for tracking equity distribution, managing shareholder communications, and ensuring compliance with regulations. With Quoroom, users can easily manage cap tables, process transactions, and gener... Read more about Quoroom

Gain.pro is an advanced equity management software tailored to support businesses and investors in managing and tracking equity ownership and financial investments. The software offers a comprehensive platform for managing cap tables, stock options, and investor relations, allowing businesses to maintain full visibility over their ownership structure. Gain.pro helps ensure compliance with financia... Read more about Gain.pro

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