Skip to content
TrustList
Products · category

Top Equity Management Software for Private Equity

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

Want your product here?

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

Filter by fitbudget, engagement, size and more

Only businesses that have told TrustList match a filter. Filters never change the order or a score.

  1. Preqin Solutions logo

    Preqin Solutions

    Cap Table Management · Portfolio Management · Participant Portal

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

    Write a review
  2. Eqvista logo

    Eqvista

    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…

    Write a review
  3. OPTRACK logo

    OPTRACK

    Cap Table Management

    OPTRACK is a secure web application that keeps the books on employee stock options and other equity instruments, such as warrants.

    Write a review
  4. Vestd logo

    Vestd

    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…

    Write a review
  5. Capdesk logo

    Capdesk

    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.

    Write a review
  6. Fundraising and Cap Table Management Platform logo

    Fundraising and Cap Table Management Platform

    Cap Table Management · 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

For vendors

Want to see your product here?

The order is earned on evidence: client reviews, vetting, awards and the facts a business states on its own website, which we read and date. Nobody can pay to move up. Add reviews or verified facts to your free profile to move up at the next edition; there are two ways to stand out now, and each one says what it is.

Not on TrustList yet? Add your product or claim its listing, free.

Get vetted

Free

  • We check your registration, your website and your clients
  • Approved listings show the Verified badge here and on their profile
  • It earns a rank number and counts towards the TrustList Score; renewed yearly
Apply for vettingHow vetting works

Sponsor this ranking

Paid · always labelled

  • A Sponsored card above the ranked list, up to three per ranking
  • Marked Sponsored, and it never changes the order
  • Booked by the month; cancel any time
Sponsor this rankingSee prices
Same subject

More equity management software rankings

Every other way we rank equity management software, by what they do and where they are.

All 8 rankings
Articles

Related reading

Articles on this subject first, then the newest.

All articles
Browse

More categories

Jump to another ranked category.

All categories
Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.