Equity Management Software (EMS) is a type of software used by businesses, especially startups, private companies, and venture-backed organizations, to manage their equity ownership and associated processes.
Discover the top 11 best Equity Management Software for All Sectors
Ledgy
Ledgy – The equity management software platform that streamlines planning, automates financial reporting & cap table management with global compliance.
- Manage equity your way
- Fast and easy migration with Ledgy experts at hand
- Enterprise-ready security
- Best-in-class across every function
Carta
Carta (formerly eShares) is an ownership and equity management platform trusted by thousands of founders, investors, and employees.
- Digital cap table
- Company valuations
- Special purpose vehicles
- Fund admin
Orchestra
Orchestra is trusted by thousands of thriving businesses, investors and employees around the world as the smart way to track equity and streamline investor relations in one intuitive platform.
- Elevate shareholder trust and loyalty
- Manage equity with confidence
- Motivate your team with ownership
- Automate dividend distributions to your shareholders
Clara
Clara – Easy company incorporation, equity management, documents, and data room. Everything you need to manage and grow your business in one place.
- Use Clara’s suite of startup-focused products to form, manage and scale your business
- Support and track your portfolio using Clara’s automated tools making it your central admin platform
- We build bespoke onboarding workflows and dashboard management controls for many of the world’s leading accelerator programs
Cakeequity
Cakeequity – All-in-one system that lets you offer equity, simulate raises, and manage shareholders anywhere in the world.
- Dynamic cap table management
- Issue stock options
- Simulate capital raise and model scenarios
- Automated contract management
- Easy and transparent employee portfolio
- Fast, audit-proof 409A Valuations
Insightsoftware
Insightsoftware – Finance-owned software that leverage your existing financial systems to speed-up processes, increase accuracy,and encourage wider participation. Flexible reporting tools, fast analytics dashboards, and controlled budgeting solutions inside of Excel and on the web.
- Free up time and minimize errors by automating routine data workflows
- Accelerate reporting and analysis templates designed for common ERP use cases
- Access real-time data within applications
Eqvista
Eqvista help business owners to manage cap table and issue shares to founders, employees & investors.
- Manage your equity all in one place
- Set up and register your company
- Handle the complexities of the cap table with ease
- Get a 409A valuation from professionals
- Keep an eye on your company standing
- Share information with others
- Grow your company
Qapita
Qapita is a market leader in India & SEA built to automate workflows around equity management process for CapTables, ESOPs, Due-diligence, and Transactions.
- Manage all your stakeholders, securities & transactions easily
- Create plans, grant ESOPs easily and digitally
- One stop advisory and administration platform
- Fair valuations & accounting of ESOP expense
- Solutions to monetise ownership in private companies
- Reporting and governance solutions. Shareholder engagement
Vestd
Vestd’s equity management software is a single source of truth for company ownership. Fully synced to Companies House, so accuracy is guaranteed.
- Manage your equity in one place with software, rather than spreadsheets or basic platforms
- Eliminate the risk of losing track of ownership, or having inaccurate shareholder data
- Issue shares instantly and update Companies House, with no forms to complete
- Design, launch and manage company share schemes, with expert guidance and five-star support
Equitylist
EquityList is an equity and shareholder management software for India, Singapore, US, MENA, and other regions.
- Seamlessly issue & track securities from EquityList
- Single source of truth for all transactions & shareholders
- Issue digital share certificates & dematerialize securities
- Upgrade investor relations with dashboards, data rooms & updates
- Manage AngelList India syndicates & RUVs on your cap table
- Cross-border shareholding
Equityeffect
Equityeffect – Diligent Equity enables investors, law firms, and private companies to manage their cap tables, valuations, investments, and overall workflows.
- Your single source for managing cap tables, MIP plans, running waterfalls and more
- Simple Portfolio management software to make fund tracking easy
- Manage your option administration, cap table and ensure you understand how new term sheets impact your future all in one place whether you are a C Corp or LLC