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Top Equity Management Software for Participant Portal

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

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Between them, the 9 equity management software on this page cover private equity (8), portfolio management (7), document storage (7) and cap table management (6). 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 · Private Equity · Portfolio Management

    Preqin Solutions, formerly Baxon Solutions, delivers market-leading cloud collaboration software for streamlining the entire portfolio management process, including monitoring,…

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  2. Vestd logo

    Vestd

    Cap Table Management · Private Equity · Portfolio Management

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  3. Fundraising and Cap Table Management Platform logo

    Fundraising and Cap Table Management Platform

    Cap Table Management · Private Equity · Portfolio Management

    HighCastle equity management software is designed for companies' Directors and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue…

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  4. PENTAS logo

    PENTAS

    Private Equity · Portfolio Management · Document Storage

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  5. IR Manager logo

    IR Manager

    Private Equity · Portfolio Management · Valuation Management

    Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile…

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  6. Eqvista logo

    Eqvista

    Cap Table Management · Private Equity · Portfolio Management

    Our sophisticated software and technology will transform your company, and work to manage your cap table, company shares, 409a valuations and more, in an easy and effective way.

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  7. Private Capital Fund Management logo

    Private Capital Fund Management

    Private Equity · Document Storage · CRM

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  8. Capdesk logo

    Capdesk

    Cap Table Management · Private Equity · Portfolio Management

    Capdesk is a digital platform enabling businesses to save thousands in legal and accounting fees, by managing cap tables and employee share plans efficiently.

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  9. OptionTrax logo

    OptionTrax

    Cap Table Management · Document Storage · Financial Modeling

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