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Top Equity Management Software for Portfolio 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 participant portal (7), private equity (7), cap table management (6) and financial modeling (6). 7 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 · Participant Portal · Private Equity

    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. InstaVal logo

    InstaVal

    Cap Table Management · Financial Modeling · Valuation Management

    Pitch your start up to us and get a full analysis of the investability of your business Leverage our market standard templates to prepare a rock solid data room Apply to well…

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  3. Vestd logo

    Vestd

    Cap Table Management · Participant Portal · Private Equity

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  4. Fundraising and Cap Table Management Platform logo

    Fundraising and Cap Table Management Platform

    Cap Table Management · Participant Portal · Private Equity

    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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  5. PENTAS logo

    PENTAS

    Participant Portal · Private Equity · Financial Modeling

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  6. IR Manager logo

    IR Manager

    Participant Portal · Private Equity · 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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  7. Eqvista logo

    Eqvista

    Cap Table Management · Participant Portal · Private Equity

    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.

    Write a review
  8. Capdesk logo

    Capdesk

    Cap Table Management · Participant Portal · Private Equity

    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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