Best Free Equity Management Software of 2024

Capboard is an equity management tool that helps companies keep their cap tables up-to-date, have all documents in one location, simulate funding rounds, exits, etc. Our suite of tools and services includes: - Companies have one source of truth for their cap tables, simulations, and investor updates. The equity plans are managed automatically, which saves time for Finance and HR. - Investors can have their portfolio updated automatically and all compliance documentation in one place. Employees have full visibility over their equity grants and can simulate exit scenarios, which increases their retention.

Since 2016, KoreConX has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. KoreConX is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.

Ledgy is the trusted equity management solution for high-growth businesses. All countries are compliant with the best-in-class security, privacy, and security. Digitize your spreadsheets to create a transaction-based captable that's always accurate, scaleable, and can be updated in real time. Accurate scenario and exit modeling will make your financing rounds a success. You can streamline your due diligence and manage every vesting schedule. With custom dashboards, you can show the most recent information to all your stakeholders (investors, employees, and shareholders). Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations. Engage your investors by sharing KPIs and accurate funding scenarios, valuations and exits, custom reporting, etc. Learn why Ledgy's platform is loved by founders, CFOs, HR departments, and their employees. To see it in action, book a custom demo.

Qoorp, an online platform that allows companies to manage their equity, share issue, stock options, and automated workflows for board and shareholder meetings, is Qoorp. It provides full automation from start to finish, including registration of share issue and other regulatory requirements. It currently serves the Swedish market.

Eqvista will transform you company and help you manage your company's cap table, company shares and 409a valuations in an easy and efficient way. You can incorporate your company and manage all your equity from one place. Eqvista supports captables from all jurisdictions.

75% of the top tech companies prefer RSUs to stock options. Now you can do the same with Upstock.io equity. We have spent five years working alongside top legal professionals to automate the time-consuming and expensive process of equity. We believe that even small dreams can grow. All companies, regardless of size, should be able offer the best equity plan possible. Our process is simple and quick. You won't feel overwhelmed by the process. Send legal agreements to your workers. A dashboard that displays the equity value in real-time will help you align stakeholders and increase worker engagement.

Astrella’s cap table software allows you to create and manage cap tables with ease. Our solution uses artificial intelligent and blockchain technology to automate administrative processes, while maintaining complete transparency and control. This intuitive system saves you time so that you can focus on your business's success and growth. Managing equity can be a costly part of doing business but it can also be a source of growth for your business. Astrella's equity management platform allows companies to maintain the most accurate view of their equity, whether they are startups, employee-owned businesses or publicly traded businesses. Astrella helps these companies, no matter where they are on their ownership journey, understand their value, prepare their IPO and use equity to attract top talent.

Qapita will help you engage your employees, investors and shareholders. Manage all equity issues for your company, from its inception until the IPO. Qapita Platform allows companies to manage CapTables, ESOPs and other programs digitally. Qapita marketplace offers solutions for employee and shareholder liquidity. It aims to facilitate liquidity for ESOP holders and investors via structured liquidity programs, and secondary transactions. Qapita aims to automate equity matters on private markets through its digital platform. Share a single truth with all stakeholders. Keep your stakeholders informed and inspire confidence among prospective investors. Qapita platform simulates rounds and exits in complex scenarios, helping you make the best decisions. If required, our equity management professionals can run bespoke scenarios.

Equity plans that follow best practices can help you retain your best employees. Legal agreements, vesting and communications are all built-in. It takes only seconds to add equity to your hiring process. Create stock options or shares plans, set automatic vesting and motivate and reward the team for their hard work. Easy communication of the value to your team will improve culture, engagement and retention. Easy communication of value to your team will improve engagement and retention. You can find the values you need, wherever they are. Plus, automated vesting, exercise, and reporting provide peace of mind. Employee equity can be issued and managed in compliance for employees and contractors across 50 countries. Automated reporting ensures that records are always up-to-date and you can rest easy. Wherever you need them, valuations are always sorted. Cloud-based infrastructure of the highest quality keeps your data safe.

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.