Top Equity Management Software for Web-Based, Cloud, SaaS

Between them, the 9 equity management software on this page cover cap table management (7), portfolio management (6), private equity (6) and financial modeling (5). 9 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 · Private Equity

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

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   Nth Round

   Private companies, family enterprises and funds often hold their ownership records in spreadsheets, and Nth Round is a platform that replaces them with software for equity,…

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   InstaVal

   Cap Table Management · Portfolio Management · Financial Modeling

   Founders who want investment but do not know how investable they are, or what the business is worth, are the audience for InstaVal.

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   Eqvista

   Cap Table Management · Portfolio Management · Private Equity

   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…

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   OPTRACK

   Cap Table Management · Private Equity

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

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   Vestd

   Cap Table Management · Portfolio Management · Private Equity

   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…

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   Capdesk

   Cap Table Management · Portfolio Management · Private Equity

   Private companies that want to share equity with staff and investors, without going public, are who Capdesk is made for.

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   Fundraising and Cap Table Management Platform

   Cap Table Management · Portfolio Management · Private Equity

   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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   Eqs IR Cockpit

   Document Storage · Options Management · CRM

   EQS IR Cockpit is a cloud tool for investor relations managers. They use it to manage contacts, keep track of disclosure obligations and distribute news.

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