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Top Equity Management Software for Private Equity

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

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.

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Preqin Solutions
Cap Table Management · Portfolio Management · Participant Portal
Preqin Solutions, formerly Baxon Solutions, offers a cloud platform for investment portfolio management.
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Eqvista
Cap Table Management · Portfolio Management · Participant Portal
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.
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OPTRACK
Cap Table Management
OPTRACK is a secure web application that handles the accounting and tracking of employee stock options and other equity instruments.
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Vestd
Cap Table Management · Portfolio Management · Participant Portal
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.
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Capdesk
Cap Table Management · Portfolio Management · Participant Portal
Capdesk is a digital platform for managing cap tables and employee share plans.
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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.
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