Best Equity Management Software for Enterprise

FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.

Share schemes for extraordinary teams Our platform makes it easy for you to digitally manage and distribute your equity. Designed by UK share scheme experts. Digital equity management, the ability of issuing shares and options instantly, a real-time cap table, legal documents, the option scheme designer, and shareholder dashboards. Vestd is the UK’s first, most advanced, and only regulated digital scheme platform. Here are some of the things that make Vestd stand out. We offer expert guidance from the beginning to the end. Every week, we help hundreds of UK-based SMEs to design tax-efficient schemes. Full Companies House integration Vestd allows you to avoid a lot of paperwork by allowing you to integrate with two-way Companies House. Everything can be done digitally. There is no need to involve accountants and lawyers. We have an in-house team that provides legal documents as part of our service. Amazing teams can share in the benefits of our share schemes.

iPlus is used by 85% of Central bank-licensed Investment Management firms in Africa. iPlus is an asset management solution that allows your organization to efficiently set up, monitor, and manage its investment portfolios. Using iPlus, your organization can manage its money market, equity, and property investments. This allows your organization to produce portfolio valuations at set intervals. Clients have access to web portals

Pulley makes it easy to manage your equity and cap table. This allows you to focus on your business growth. Pulley allows you to join the company immediately and receive a 409a valuation within five days. Pulley is an easy-to use platform that supports early stage companies starting with incorporation. We offer the flexibility to scale with companies. Pulley automates Form 3921 submissions and Rule 701 compliance. It also supports electronic issuance stock certificates. Complex equity events such as stock splits or complex vesting events can be processed instantly by Pulley. It is not easy to manage a captable. Paralegals and lawyers can get fast support in under five minutes. This will allow them to respond quickly to their clients. It's easier than ever to update a captable thanks to integrations with HRIS systems such as Rippling and Gusto. Join the 1000+ companies that are scaling with Pulley. Learn more at https://pulley.com

Shoobx is an equity management platform that investors and companies use to automate, create, execute, and store legal documents. The last thing you need to worry about when you're raising your next round is getting signatures and figuring out your cap tables. Our all-in one platform provides all the workflows that you need to manage your company's entire lifecycle, including incorporation, equity grant, and exit. To ensure that the process is as smooth and risk-free as possible, we use industry-standard documents. Shoobx has everything you need to finance your business. To successfully finance equity, there are many moving parts. Shoobx assists companies in preparing for exits. It combines equity management, corporate governance and fundraising tools into one platform. Shoobx assists companies with standard corporate actions such as collecting signatures and organizing documents.

Uptoken allows crypto companies at all stages to incentivize their staff & ecosystems without worrying about regulators or scammers. RTUs can be used as deferred compensation, so you can promise tokens to anyone, anywhere. This reduces fraud and regulatory risk.

LoyaltyOptions offers a complete suite of components for managing and accounting your stock-based compensation plans and employee ownership programs. Functionality includes: Grant Management: Employee stock options, Restricted shares, Share Appreciation Right, Share Purchase Plans (SPP), Convertible bonds, Grant Modifications and Performance Grants Financial Reporting: ASC718, IFRS2, Grant Valuations (Black-Scholes), Binomial Valuations (Binomial valuations), Monte Carlo Simulations, Performance Grants Share Management: Cap Tables Statistical Reporting Mini-Market Share Certificates Administration: Role-based Security, Employee Portal, Auditor Portal, Sandbox, What-if Scenarios, Time Management

Incentrium, your cloud-based solution to share-based compensation. Managing programs, tracking forfeited grant, and initiating exercise. Valuation simplified for SOP, VSOP and other types of contracts, including RSU, PSU and RSU/VSOP. Innovative modular pricing, three speed modes, and innovative modular pricing make it easy. Reporting excellence through reliable, compliant reporting, flexible data slicing and multi-GAAP support.

Tools that are mission-critical for business. Performance benchmarks that are powerful. Trusted fundraising recommendations. Gust will support you at every stage of your entrepreneurial journey. We connect you to the entire startup ecosystem, with over 800,000 entrepreneurs and 85,000 investment professionals. We know what investors are looking for in a startup and can help you get there. With powerful performance benchmarks and tailored feedback, as well as clear next steps for your startup's development, you will know where to focus your efforts, and the tools you need to execute. Our mission is to help founders succeed. We can help you reach your next milestone, whether it's setting up your company correctly or closing a Series C.

Software for financial services that is optimized for performance. It is not easy to run a financial services company. We can help. We can help.

We simplify equity administration through technology, education, support, and other tools. OptionTrax®, whether you are looking to self-manage or need the support of an experienced team, is the right solution. We offer solutions that are tailored for both public and private companies. Is managing your equity plan too complicated? Are you concerned about compliance and audits? The world's top auditing firms have been auditing clients on the OptionTrax platform for nearly two decades. Are you still using unreliable spreadsheets for managing your equity award plan and cap table? OptionTrax will give you rock-solid control and accuracy that will help you save time and money on audits. Imagine what you could do with the time that you are now spending correcting incorrectly entered or outdated data. The OptionTrax System makes it easy to keep up with all the FASB, IRS and SEC rules.

The most accurate investment data to help you master the private capital markets. Aumni provides instant access to the most reliable legal and financial insights across your portfolio. It is sourced directly from executed legal agreements and triple-checked by venture experts before being analyzed by AI. Aumni has an unprecedented amount of private capital investment data. Many investment firms have hundreds or more co-investors. Aumni allows you to instantly access the powerful network of current and past investors to help you guide your investment strategy. You can quickly develop fund-level performance analytics and generate equity financing summaries automatically for each investment in your portfolio. Aumni allows you to access deep portfolio analytics with just one click. Select key data points to share and develop institutional-caliber reporting for LPs of all sizes.

Poor user experience and fragmentation among technology platforms are hindering the private asset market. Vertalo connects the security token ecosystem using blockchain technology. It uses blockchain technology to bring investor management and cap tables into the 21st Century. Vertalo's platform enables new and established companies to simplify digital asset management and create liquidity. Vertalo's secure cap tables on-chain give investors and companies more control and flexibility when managing assets. Tokens can be created to fractionalize ownership, or to list and trade on an exchange. Vertalo makes it easy to instantly tokenize assets and distribute them to investor wallets. Vertalo's SEC registered transfer agent platform streamlines data security and protects the cap table. It uses a sophisticated set smart contracts to update entries based upon on-chain confirmations. Blockchain technology has opened up new opportunities in cybersecurity and business.

AngelList provides tools for investors, startups, and fund managers to help accelerate innovation. AngelList allows you to manage everything in one place: your company's cap, fundraising, employee offer letters and more. AngelList will take care of the rest. Eliminate the hassle of fundraising. AngelList Raise handles accreditation and signatures for SAFE and equity rounds. With a single entry to the cap table, raise capital efficiently. Roll Up Vehicles™ gives founders a single link that allows investors commit and send funds online. AngelList handles the rest. Browse Rolling Funds to find what suits you best. Subscribe quarterly to invest with top VCs and adjust your investment size as you reach your goals. With a single check, you can invest in hundreds of high-quality funds and deals, managed by top industry investors. To diversify your portfolio, invest in the AngelList Access Fund.

Orchestra provides an equity management software that helps companies connect with investors and employees. We offer a range of services to help businesses with multiple stakeholders build stronger stakeholder relationships. We believe that investing directly in private companies can build local economies and increase investor confidence.

Easop provides the first globally-compliant equity compensation solution. We offer startups and scale-ups SaaS solutions for managing equity incentives and tax handling. Companies can reward their direct employees and EoR employees as well as contractors, advisors, and contractors with equity worldwide by leveraging Easop’s in-house back-office, which is approved by top-tier legal firms. Founders, HR and Finance leaders, as well as General Counsels, can issue new grants, receive assistance with tax handling and equity grids, automate board reports and approvals and access legal information instantly for each geographic area. First time, team members receive personalized tax and compliance information tailored according to their tax residency status and contractual status. Easop is rapidly expanding and covers workers in 70 countries.

Automate your token vesting. Simplify compliance. The fastest and most convenient way to track vesting schedules, manage compliance, and manage token distributions. Liquifi offers a wide range of features to help you manage your tokens. Liquifi allows you to pay stakeholders directly or let employees and investors claim their money on their own. Verify your identity in compliance with the law to ensure that you are running your business correctly. Keep detailed transaction reports and stay audit-ready. Keep track of the token documents for your stakeholders. We assist you with all the necessary paperwork and vendors to launch a token in compliance. Allow token holders to vote during the vesting period or while their tokens are locked up.

Globacap’s end-toend digital ecosystem supercharges primary placement deals. It reduces ongoing administrative costs and enables frictionless second liquidity. Private capital markets are outdated and inefficient, yet investment is the lifeblood of every business. Our software-as-a-service allows you to efficiently scale your capital markets business and boost profitability, with enterprise-grade security. Distribute deals to more investors with less resources. Globacap’s digital workflows provide superior business efficiency, profitability and compliance while ringfencing risks. Globacap's automated workflows and regulatory permissions allow you to deliver co-investment opportunities and syndicated investments to more of your investor base at once. This reduces your administrative and regulatory overheads and lowers your execution risk.

Both the company as well as the employee are exposed to financial and legal risks. The process is complex and difficult today because of the many factors at play. Equity regulations are constantly changing in each country. You and your employees are exposed to financial penalties. Tax codes for equity can be extremely complex. It's easy to make mistakes and miss out on big tax breaks. It takes a lot of time to set up and maintain global equity plans. It requires extensive and expensive research. I send out grant letters and run board approvals manually. It's difficult to keep up with what's going on, it takes a long time and mistakes can happen. Stay compliant and avoid any problems with preemptive notifications that keep you informed of potential exposure issues.

As your company grows, you will need to keep up with complex equity structures. Computershare's GEMSpm solution allows you to: - In your cap table, model future investment rounds, exit distributions, and waterfall analysis - Manage complex award instruments in your employee equity programs, such as warrants and performance units, - Simplify financial reporting obligations Professional, well-organized equity management is essential to attract more investors and grow your workforce. You must be able understand and analyze changes in your capital. It is important to offer employee equity programs that can drive retention and recruitment. This is not the place to leave your complicated and important data to spreadsheets. Your employees, investors, and shareholders deserve better.

By creating templates for portfolio companies, you can keep up-to date with them by checking the status of reports, downloading data and customizing templates. To track your investments and analyze performance, all your past investment history can be outlined. This will help you make better decisions about your future investments. Our dashboard is designed to allow you to track capital usage, check ownership changes, and filter metrics based on your requirements. Cap table data is synced, business performance is updated, and voting agendas are shared to make it easier to manage your portfolios. You can manage stock options and plans, including issuance, vesting, awards, as well as other responsibilities. You can request shareholder approval for corporate matters by creating agendas, email reminders, and receiving online voting results using e-signatures.

Simple Equity Management. Our digital cap table management tool makes it easy to manage your equity. Transparency for all stakeholders is important and due diligence should always be available. Run deal scenarios. Calculate dilution impact.