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Top Equity Management Software for Cap Table Management

8 equity management software ranked by rating, review volume and listing quality.

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Between them, the 8 equity management software on this page cover private equity (7), portfolio management (6), financial modeling (6) and participant portal (5). 8 of them have written a profile you can read before you get in touch.

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  1. Preqin Solutions logo

    Preqin Solutions

    Private Equity · Portfolio Management · Financial Modeling

    Preqin Solutions, formerly Baxon Solutions, offers a cloud platform for investment portfolio management.

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  2. InstaVal logo

    InstaVal

    Portfolio Management · Financial Modeling · Valuation Management

    InstaVal is a platform that prepares startups and scaleups for equity investment and connects them with investors.

    Write a review
  3. Eqvista logo

    Eqvista

    Private Equity · Portfolio Management · Financial Modeling

    Eqvista is software for managing a company's equity. It covers the cap table, share records and 409A valuations, and also lets a business be incorporated from the same place.

    Write a review
  4. OPTRACK logo

    OPTRACK

    Private Equity

    OPTRACK is a secure web application that handles the accounting and tracking of employee stock options and other equity instruments.

    Write a review
  5. Vestd logo

    Vestd

    Private Equity · Portfolio Management · Financial Modeling

    Vestd is a UK platform for share schemes and equity management. It connects with Companies House so shares and options can be issued digitally and the cap table stays current.

    Write a review
  6. Capdesk logo

    Capdesk

    Private Equity · Portfolio Management · Financial Modeling

    Capdesk is a digital platform for managing cap tables and employee share plans.

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  7. Fundraising and Cap Table Management Platform logo

    Fundraising and Cap Table Management Platform

    Private Equity · Portfolio Management · Participant Portal

    Fundraising and Cap Table Management Platform is the equity management software formerly known as HighCastle, which has since rebranded as Quoroom.

    Write a review
  8. Captable.io logo

    Captable.io

    Private Equity · Financial Modeling

    LTSE Equity is the equity management platform designed to help companies across their complete journey Designed for every stage.

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