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.

1. 1

   

   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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2. 2

   

   Nth Round

   Nth Round is a platform for managing equity and communicating with shareholders in private businesses.

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3. 3

   

   InstaVal

   Cap Table Management · Portfolio Management · Financial Modeling

   InstaVal is a platform that prepares startups and scaleups for equity investment and connects them with investors.

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4. 4

   

   Eqvista

   Cap Table Management · Portfolio Management · Private Equity

   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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5. 5

   

   OPTRACK

   Cap Table Management · Private Equity

   OPTRACK is a secure web application that handles the accounting and tracking of employee stock options and other equity instruments.

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6. 6

   

   Vestd

   Cap Table Management · Portfolio Management · Private Equity

   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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7. 7

   

   Capdesk

   Cap Table Management · Portfolio Management · Private Equity

   Capdesk is a digital platform for managing cap tables and employee share plans.

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8. 8

   

   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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9. 9

   

   Eqs IR Cockpit

   Document Storage · Options Management · CRM

   Eqs IR Cockpit is a software-as-a-service tool for investor relations managers.

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