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Top Equity Management Software for Financial Modeling

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

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Between them, the 6 equity management software on this page cover portfolio management (5), private equity (5), participant portal (4) and valuation management (4). 6 of them have written a profile you can read before you get in touch.

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  1. Preqin Solutions logo

    Preqin Solutions

    Cap Table Management · Portfolio Management · Private Equity

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

    Write a review
  2. InstaVal logo

    InstaVal

    Cap Table Management · Portfolio Management · 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

    Cap Table Management · Portfolio Management · Private Equity

    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. Vestd logo

    Vestd

    Cap Table Management · Portfolio Management · Private Equity

    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
  5. Capdesk logo

    Capdesk

    Cap Table Management · Portfolio Management · Private Equity

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

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  6. Captable.io logo

    Captable.io

    Cap Table Management · Private Equity

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

    Write a review

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