45 results
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Ledgy is used by high-growth companies to manage their equity: cap tables, incentive schemes ESOPs, funding scenarios, exit, and more Learn more about Ledgy
Ledgy is the leading equity management solution for high-growth scale-ups and their investors. A UK, EU compliant single source of truth that's scaleable and easy to use with best-in-class security and privacy. Cap table and employee participation plans are always accurate. Custom employee dashboards to attract and engage a talented team. Model accurate financing rounds and impress investors. Portfolio views give investors, lawyers and employees information about their investments - in realtime. Learn more about Ledgy
Ledgy is the leading equity management solution for high-growth scale-ups and their investors. A UK, EU compliant single source of truth that's scaleable and easy to use with best-in-class security and...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Papaya manages the entire global equity life-cycle, bringing all of the global expertise and administration necessary. Learn more about Papaya Global
Papaya global equity management is designed to give you maximum flexibility. Our solution supports every type of equity plan (e.g. RSU, ESOP, ESPP) and all types of employment (payroll, employer of record, and contractors). You can apply your plan to all or some of your employees, create incentives for top executives, or even reward your best consultants with company equity. If you are working with an EoR, Papaya coordinates between your company and the EoR to deliver the equity plan. Learn more about Papaya Global
Papaya global equity management is designed to give you maximum flexibility. Our solution supports every type of equity plan (e.g. RSU, ESOP, ESPP) and all types of employment (payroll, employer of re...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Contracts, risks, insurance, claims, incidents, assets, workflow management software with integrations & dashboard reporting.
Contract, risk, claims, incident, compliance, & insurance management software, Web-based with features for document management, approval workflow, log history, document templates, email notifications, contact notes, date and time stamps, customizable reporting, and document version control. Fully hosted or self-hosted options available with private labeling and integration to your web site. Multiple currencies and multiple languages.
Contract, risk, claims, incident, compliance, & insurance management software, Web-based with features for document management, approval workflow, log history, document templates, email notifications, ...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Carta is an equity management platform for companies, investors, and employees.
Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 17,000+ companies, 800,000+ unique stakeholders, and have valued over $575B in private assets.
Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies ma...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.
Backstop Solutions exists to help the institutional and alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders.
Backstop Solutions exists to help the institutional and alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their ...
Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.
Certent streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk.
Certent streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Equity management solution that helps private companies manage and distribute ownership to unlock this unfair advantage.
Capdesk is a digital platform enabling businesses to save thousands in legal and accounting fees, by managing cap tables and employee share plans efficiently. Capdesks vision is to empower private companies to share equity with employees and investors, and enable shareholders to trade equity without the need to go public. Trusted by growth companies like Nutmeg, Privitar, gohenry, Made.com and Gousto, Capdesk is Europes leading equity management platform.
Capdesk is a digital platform enabling businesses to save thousands in legal and accounting fees, by managing cap tables and employee share plans efficiently. Capdesks vision is to empower private comp...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Vestd is the original and only FCA regulated equity management platform in the UK. Built for SMEs. Five scheme types to choose from.
Vestd is the original and only FCA regulated equity management platform for SMEs in the UK. It is fully integrated with Companies House, so you can issue shares and options instantly via the platform and see an updated 100% accurate cap table in real time. Everything is done digitally - including shareholder signing and authorisation. We take care of any valuations that you need for HMRC (growing companies need at least one per year) and provide industry standard legal docs.
Vestd is the original and only FCA regulated equity management platform for SMEs in the UK. It is fully integrated with Companies House, so you can issue shares and options instantly via the platform...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Utilized by thousands of companies, Shareworks is a complete Equity Administration solution purpose-built to meet your unique needs.
Shareworks by Morgan Stanley is a complete and integrated Equity Administration solution purpose-built to serve the unique needs of innovative companies. Simplify equity plan management and do away with spreadsheets with integrated cap tables and 409A valuations, customizable ASC 718 and IFRS financial reporting, mobile app for participants, and dedicated support for global plans with tax and regulatory updates alongside the ability to customize currencies and language CRC 3344807 (12/20)
Shareworks by Morgan Stanley is a complete and integrated Equity Administration solution purpose-built to serve the unique needs of innovative companies. Simplify equity plan management and do away w...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
EquityEffect is an easy-to-use platform for private companies to manage their equity. Easily manage your option administration, cap tab
EquityEffect (a Diligent Brand) is an easy-to-use platform for private companies to manage their equity. Easily manage your option administration, cap table and run scenarios to understand exits and how next funding rounds dilute you.
EquityEffect (a Diligent Brand) is an easy-to-use platform for private companies to manage their equity. Easily manage your option administration, cap table and run scenarios to understand exits and ho...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments.
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition.
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. ...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Save time and headaches with our full-featured and easy-to-use equity plan and cap table management software.
Full-featured and easy-to-use equity plan and cap table management software backed by the support of highly-experienced equity professionals.
Full-featured and easy-to-use equity plan and cap table management software backed by the support of highly-experienced equity professionals....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Europe's most sophisticated digital share registry and fundraising management platform for growing companies.
HighCastle equity management software is designed for companies' Directors and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, manage vesting and exercise share options, manage convertibles, debt securities and interest payments, do the UK Companies House filings (SH01, CS01, AR01), execute share transfers and many other corporate actions.
HighCastle equity management software is designed for companies' Directors and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Corporify is a Legal Entity Management & Corporate Housekeeping Platform
Corporify is a European based cloud-based platform to run corporate housekeeping and legal entity management. The Platform and Portal provide users with a market-leading solution for communicating with investors, board members and
Corporify is a European based cloud-based platform to run corporate housekeeping and legal entity management. The Platform and Portal provide users with a market-leading solution for communicating wit...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Issue stock and manage all your equity in one place without spreadsheets and paperwork. See why 10,000+ companies trust Capshare.
Capshare allows you to manage all your equity in one place so you can issue stock & engage with your shareholders in meaningful ways. We now support 10,000+ companies, investors, and law firms. We are part of the Solium family of equity management products that counts companies like Uber, Atlassian, and Stripe as customers. Capshare is the only major equity platform dedicated to the needs of private companies and provide a seamless transition to our Shareworks platform when you are ready to IPO.
Capshare allows you to manage all your equity in one place so you can issue stock & engage with your shareholders in meaningful ways. We now support 10,000+ companies, investors, and law firms. We are ...
Software suite that seamlessly manage your deal flow and track portfolio performance. Kushim builds tools tailored for VC and PE firms.
Software suite that seamlessly manages your deal flow and tracks portfolio performance. Important insights, metrics, and data are probably floating freely throughout your tech stack. Kushim brings entire investment teams and their workflow together so that you spend less time trying to complete the puzzle and more time discovering the next big thing. Kushim builds tools tailored to investors.
Software suite that seamlessly manages your deal flow and tracks portfolio performance. Important insights, metrics, and data are probably floating freely throughout your tech stack. Kushim brings enti...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Captable.io is free equity management software used by startups to plan & manage equity, keep accurate records & plan financing rounds
Captable.io is a free equity management software used by startups, companies, law firms and investors to plan and manage equity, keep accurate records and plan financing rounds
Captable.io is a free equity management software used by startups, companies, law firms and investors to plan and manage equity, keep accurate records and plan financing rounds...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Secure web-based solution that handles all the accounting and tracking of employee stock options and other types of equity instruments.
Secure web-based solution which handles all the accounting and tracking of employee stock options and other types of equity instruments. The OPTRACK application has been designed to track all activities related to all company equity instruments (e.g. employee stock options, warrants, etc.) in real time for publicly traded and private companies that use the solution.
Secure web-based solution which handles all the accounting and tracking of employee stock options and other types of equity instruments. The OPTRACK application has been designed to track all activiti...
Turnkey solution for exempt market issuers to manage their investors, documents, filings and key statistics.
Turnkey solution for exempt market issuers to manage their investors, documents, filings and key statistics.
Turnkey solution for exempt market issuers to manage their investors, documents, filings and key statistics....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Equity management platform that generates, executes, and stores legal documents.
When you're ready to raise your next round, the last thing you want to be worried about is chasing down signatures or figuring out your cap table. Our all-in-one platform gives you all the workflows you need to to manage your company throughout its entire lifecycle, from incorporation, to granting equity, to exit. We leverage industry-standard documents to ensure the process is as risk-free and smooth as possible. If you need it for a financing, you'll find it on Shoobx.
When you're ready to raise your next round, the last thing you want to be worried about is chasing down signatures or figuring out your cap table. Our all-in-one platform gives you all the workflows yo...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes.
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. Katipult caters to equity capital markets, wealth management and alternative investment groups at investment banks, real estate and crowdfunding firms. Katipult's product covers all aspects of private deal management including issuer qualification, investor onboarding and KYC, and deal brokering and syndication.
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. Katipult caters to equity capital markets, wealth management and alternative in...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
IKAS

IKAS

(0 reviews)
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS.
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS.
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Portfolio Management Made Easy - Private Capital Software
Preqin Solutions, formerly Baxon Solutions, delivers market-leading cloud collaboration software for streamlining the entire portfolio management process, including monitoring, management and reporting of investment performance. The platform automates compilation, analysis and exchange of a portfolio's financial information.
Preqin Solutions, formerly Baxon Solutions, delivers market-leading cloud collaboration software for streamlining the entire portfolio management process, including monitoring, management and reporting...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Gust

Gust

(0 reviews)
A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations.
A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations.
A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Global Shares provide an easy-to-use platform for private & public companies that simplifies and streamlines stock plan administration
An easy-to-use platform for private & public companies that simplifies & streamlines stock plan administration. We integrate key data seamlessly with your stock plan, ensuring that wherever youre based, whatever your plan type, youre maximizing the benefits of stock compensation. Your employees can log onto their Global Shares equity portal & see exactly what stock they have and how much its worth. They can easily sell stock, accept grants,exercise options & even vote in your companys AGM.
An easy-to-use platform for private & public companies that simplifies & streamlines stock plan administration. We integrate key data seamlessly with your stock plan, ensuring that wherever youre based...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Eqvista

Eqvista

(0 reviews)
Eqvista allows companies to manage their cap table, equity operations, issue shares and options, get 409a valuation.
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. Incorporate your company and manage your equity all in one place without all the extra work. Join now and enjoy all the benefits of our system!
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. Incorporate your compan...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutio...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
InstaVal

InstaVal

(0 reviews)
Digital Investment Readiness Platform made to promote equity investments in startups, scaleups & SMEs.
Digital Investment Readiness Platform made to promote equity investments in startups, scaleups & SMEs.
Digital Investment Readiness Platform made to promote equity investments in startups, scaleups & SMEs....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Upstock

Upstock

(0 reviews)
Inspire every worker globally. Cloud based worker stock plans. Instantly share company ownership in 63+ countries.
Upstock helps company owners share worker equity quickly, easily, and safely. Our RSU centric visual equity system helps workers get emotionally invested in their work. We help you get rid of equity headaches. No longer do you need to worry about the hassle of lawyers, long legal documents, and complex cap tables. Join Upstock and experience the joy of painless equity management.
Upstock helps company owners share worker equity quickly, easily, and safely. Our RSU centric visual equity system helps workers get emotionally invested in their work. We help you get rid of equity he...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Tool to research, reach and manage investors across the entire fundraising process.
Tool to research, reach and manage investors across the entire fundraising process.
Tool to research, reach and manage investors across the entire fundraising process....
Global solutions for compliant digital entities.
Global solutions for compliant digital entities.
Global solutions for compliant digital entities....
Equify

Equify

(0 reviews)
Equify is the equity and stockholder management solution for fast-growing European companies.
Equify is the equity and stockholder management solution for fast-growing European companies. The application becomes the single-source of truth to access all pieces of the equity puzzle (cap table, equity awards, corporate governance documents). Equify helps companies like Doctolib, BackMarket or Sigfox collaborate efficiently with their investors and deliver an engaging equity award experience to their employees.
Equify is the equity and stockholder management solution for fast-growing European companies. The application becomes the single-source of truth to access all pieces of the equity puzzle (cap table, e...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
EQS COCKPIT is a cloud solution for investor relations managers. Users can manage contacts, disclosure obligations & news distribution.
EQS IR COCKPIT is a cloud solution for investor relations managers. Users can manage contacts, disclosure obligations & news distribution.
EQS IR COCKPIT is a cloud solution for investor relations managers. Users can manage contacts, disclosure obligations & news distribution....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Alumni

Alumni

(0 reviews)
Aumni is an investment analytics company for the Innovation Economy.
Aumni is an automated investment analytics platform for the Innovation Economy. By extracting information directly from audited and verified closing documents, Aumni provides the most comprehensive strategic insights related to the economic position and legal rights of every investment. Aumni accelerates front and back office operations by providing information from the entire portfolio in just a few clicks.
Aumni is an automated investment analytics platform for the Innovation Economy. By extracting information directly from audited and verified closing documents, Aumni provides the most comprehensive str...
Capiche

Capiche

(0 reviews)
Capital raising simplified - Capiche brings capital raising online, simplifying the process while ensuring compliance.
Capiche brings capital raising online, simplifying the process while ensuring compliance. Go live fast - Input your corporate details, set your terms and youre ready to go live in minutes not days. Invest with ease - Investors are guided through a process that takes minutes to complete. No more frustrating back & forth. The complete solution - Capiche prepares all required documentation, facilitates interactions and ensures your offering moves rapidly to completion.
Capiche brings capital raising online, simplifying the process while ensuring compliance. Go live fast - Input your corporate details, set your terms and youre ready to go live in minutes not days. I...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Equity management platform that enables direct shareholder engagement, streamlined equity management, and more.
Nth Round helps modern CFOs streamline investor workflows manage equity, distribute reports, and engage shareholders, all in one secure place.
Nth Round helps modern CFOs streamline investor workflows manage equity, distribute reports, and engage shareholders, all in one secure place....
End-to-end portfolio-monitoring platform for Private Equity and Venture Capital firms including Fund of Funds.
FolioSure can give PE and VC firms an added advantage in their portfolio monitoring and data operations functions. FolioSure is an end-to-end cloud-based portfolio-monitoring solution that enables accurate tracking and comparison of the performance of portfolio companies. It can be fully integrated into your current tech stack and processes, and be customised according to your requirements, so you can take full control of your portfolios life cycle.
FolioSure can give PE and VC firms an added advantage in their portfolio monitoring and data operations functions. FolioSure is an end-to-end cloud-based portfolio-monitoring solution that enables accu...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Raising, managing and selling equity doesnt have to be complicated. Let Globacap do the hard work so you dont have to.
Globacap offers everything you need to manage your capital in one place, freeing up your time and resources to focus on your business. We offer the only equity management software that can support you for the entire life cycle, from private placement and cap table management to EMI Option plans and secondary transferability, taking you from day one to exit in one simple, cost-effective solution. And by embracing advanced blockchain technology, we ensure your data is always accurate and secure.
Globacap offers everything you need to manage your capital in one place, freeing up your time and resources to focus on your business. We offer the only equity management software that can support you ...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
TS simplifies the complexity of markets, by consolidating workflows for exchange-traded & OTC instruments on a single platform.
TradingScreen (TS) is the leading independent provider of liquidity, trading, and investment technology via SaaS to the financial community. Through their flagship EMS solution TradeSmart, TS simplifies the complexity of markets, by consolidating all investment workflows for exchange-traded and OTC instruments on a single platform. TS provides global coverage from offices in Frankfurt, Geneva, Hong Kong, London, Montreal, New York, Paris, Singapore and Tokyo.
TradingScreen (TS) is the leading independent provider of liquidity, trading, and investment technology via SaaS to the financial community. Through their flagship EMS solution TradeSmart, TS simplifie...
Orchestra helps companies reduce costs & mitigate risk by managing share registries, compliance, stakeholder relationships & ESOP's.
Orchestra helps companies reduce costs & mitigate risk by managing share registries, compliance, stakeholder relationships & ESOP's.
Orchestra helps companies reduce costs & mitigate risk by managing share registries, compliance, stakeholder relationships & ESOP's....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Pulley

Pulley

(0 reviews)
Pulley helps hyper growth startups around the world manage their equity. One-day onboarding and world-class support provided.
Pulley helps founders and hyper growth startups around the world manage their equity. Join the thousands of startups, law firms, and investors already using our cap table platform to manage and optimize their equity. Starting a company is hard enough. Managing a cap table shouldn't be. Pulley provides concierge onboarding with one-day onboarding and world-class support. Platform features include scenario modeling, 409A valuations, custom views for investors and employees, and more.
Pulley helps founders and hyper growth startups around the world manage their equity. Join the thousands of startups, law firms, and investors already using our cap table platform to manage and optimiz...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Gain.pro

Gain.pro

(0 reviews)
Gain.pro is a fintech platform that uses self-learning algorithms to identify and benchmark investment opportunities.
Gain.pro is a fintech platform that combines technology and human analysis. Self-learning matching algorithms are applied to identify, screen, and benchmark companies. It identifies investment opportunities for investment funds and financial institutions. The platform generates financial statements from the previous five years and detailed company one-pagers, and users gain access to attractive investment opportunities that match their profile.
Gain.pro is a fintech platform that combines technology and human analysis. Self-learning matching algorithms are applied to identify, screen, and benchmark companies. It identifies investment opportun...
Fundrbird software automates the administration of funds and investor reporting for private equities and venture capitals.
The Fundrbird platform is an end-to-end SaaS software program that automates various administrative investment and private equity fund processes. The software is based on current industry standards. The system always complies with individual fund rules by adapting to workflow rules. Investors are kept promptly and accurately informed throughout the fund life cycle with detailed funds reports.
The Fundrbird platform is an end-to-end SaaS software program that automates various administrative investment and private equity fund processes. The software is based on current industry standards. Th...
Adnales

Adnales

(0 reviews)
Adnales, cap table management. Get 6 months at $0 (includes 409A valuation and personalized onboarding.)
Adnales, cap table management. Get 6 months at $0 (includes 409A valuation and personalized onboarding.)
Adnales, cap table management. Get 6 months at $0 (includes 409A valuation and personalized onboarding.)...