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Top Equity Management Software for Financial Modeling

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

Between them, the 5 equity management software on this page cover participant portal (4), private equity (4), valuation management (4) and document storage (3). 5 of them have written a profile you can read before you get in touch.

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  1. Preqin Solutions logo

    Cap Table Management · Portfolio Management · Participant Portal

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

  2. InstaVal logo

    Cap Table Management · Portfolio Management · Valuation Management

    Founders who want investment but do not know how investable they are, or what the business is worth, are the audience for InstaVal.

  3. Eqvista logo

    Cap Table Management · Portfolio Management · Participant Portal

    Eqvista helps a company keep track of who owns it. The software manages the cap table, company shares and 409A valuations, and the same platform can be used to incorporate a…

  4. Vestd logo

    Cap Table Management · Portfolio Management · Participant Portal

    An equity management platform for private companies in the UK, Vestd handles share schemes, the company's cap table, fundraising paperwork and the HMRC filings that come with…

  5. Capdesk logo

    Cap Table Management · Portfolio Management · Participant Portal

    Private companies that want to share equity with staff and investors, without going public, are who Capdesk is made for.

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