Best Equity Management Software for Small Business

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.

Vega Equity is designed to help companies manage their equity in an effective manner. Along with accurate cap-table management, Vega Equity’s platform offers a paperless, intuitive, and error-free experience that is customized to the needs of each user. It is a one stop destination for all the information the stakeholders need with pinpoint accuracy. Vega Equity helps with measuring and analyzing KPIs, and facilitates the creation any data model based upon the scenario. This has helped a number of our clients to effectively track their performance in relation to their goals. We at Vega Equity want to help our clients become successful organizations.

Nth Round is a comprehensive platform for equity management that can be used by companies of all sizes and stages. In a secure, all-in-one environment, manage equity, engage shareholders, facilitate liquidity, and manage equity. With personalized reports and communications, create a memorable shareholder experience. You can see the whole picture of your equity, including ownership and access. You can also issue digital assets (shares/units) to track ownership. Once you are ready, create a 24/7 trading environment anonymously for your shareholders and any other investors you wish to invite. Your shareholders will be able to stand out with a modern, mobile-friendly digital experience. Digital subscription agreements allow you to connect with new investors and securely host financial documents and financials. Through seamless processes, navigate complex regulations and securely manage shareholder information. Securely manage equity and shareholder engagement through group emails, company updates and dynamic mapping - all from one secure platform.

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.

All-in-one business account Automate your corporate financial management. Reduce time spent on expense reports Optimize your accounting process. You can manage your corporate finances either by yourself or with a partner. The best business account to send or receive payments on a daily base. You can stay focused on your core business and manage your finances and accounting all from one place. You can optimize your team's expenses by staying in control. Online deposit of your share capital can be done through a business account. There are no hidden fees, charges for special operations, or transfer commission. Flexible and flexible to meet your business's needs. You can reach a dedicated team at any hour of the day to answer all your questions. Online business account: Send and receive international payments. Making accounting seamless, day after day. Connect your finances and accounting tools to help you stay focused on your core business.

Midaxo helps corporate development teams manage the entire M&A process from deal sourcing to evaluation and post-merger integration. The Midaxo+ software solution enables frequent acquirers to standardize their approach, visualize deal progress, and create value faster. Product highlights include: - Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications - Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing - Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration - Data Security: certified organization-wide for ISO 27001 information security standard Key features include: End-to-End M&A Platform Playbooks CRM Buy-Side VDR Kanban-Style Pipeline Midaxo Insights Deal Scoring Due Diligence Checklists Information Requests Deal Workspaces Dashboards Slides Task Management Progress Tracking Email Notifications Outlook Integration

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Our automated investor updates, permission-based metrics sharing, and investor matchmaking features make it easy to streamline your investor relations, while our secure data room and cap table management tools help you close deals and stay compliant. Avoid common mistakes and build relationships with investors using Quoroom's proven workflows. Try Quoroom today and get pro support!"

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

Capitaliz does more that confirm your business's value. Intelligent recommendations guide you to increase that value through business development approaches like process improvement, reducing risk, and creating sustainable growth. Powered by Succession Plus, which is based on millions upon millions of exit planning data points. Capitaliz gives SMEs a purpose-built tool that allows them to benchmark and compare their performance with other industry competitors. This helps to identify over- or underperformance. Business owners have access to real-time benchmarked data about the business's value.

Shareworks is an integrated Equity Management solution that can be used by both domestic and international companies. All your equity data and employees can be brought together by a powerful global engine that will allow you to create a culture of equity ownership. Drag-and-drop control makes it easy to create custom reports. Share information efficiently with all employees. Provide decision support quickly. All your plans can be unified, you can schedule reports and your participants can act on their awards from the same platform. Shareworks gives you the next generation of flexibility and precision to make better decisions. Direct syncing to your HRIS makes it easy to update employee information, payroll tax integration, and grant termination proration. Demonstration: Take a look at the future of equity plan management.

Equity. Simplified. Carta is a tool that helps investors and companies manage their equity plans, valuations, investments, cap tables, and capital plans. Start by creating your Carta cap table. Then, issue electronic securities, get 409A appraisals, and run liquidity events. Your cap table will remain updated automatically. Your cap table will stay up-to-date with all equity transactions and information in Carta. We help you to stay compliant when issuing equity or getting 409A valuations. Investors and employees can accept electronic securities and exercise options. They can also track vesting schedules. Carta assists more than 800,000 shareholders to manage equity worth $575 billion. Carta can help you, whether you need a captable and a 409A or are looking to run secondary transaction, leverage financial reporting, tax tools, and stay closer to investors.

Capdesk makes your company's captable an asset and not a liability. Capdesk allows you to plan for and prepare for any eventuality. Equity is a key advantage startups have over other businesses when it comes to attracting top talent. Too many startups spend too much time managing and issuing employee equity. Or worse, they don’t offer it at all. Capdesk can help you manage your employee share plan, regardless of where it is located. Capdesk supports a variety of security types including growth shares, phantom shares, and RSUs. Capdesk gives each shareholder access to a personalized dashboard that allows them to track and understand the value of their shares. Employees can track their vested shares and to-be vested shares and see the tangible value of their shares grow as the business grows.

WebVision is a cloud-based, highly-secure and customizable website content management system (CMS), and investor portal platform that asset managers use to meet the needs of their clients. It allows them to access fund marketing materials, account-level performance data, as well as other reporting requirements. WebVision can be used as a fund reporting module or standalone website. It can also be connected to existing websites. Imagineer's in-house design team can also create custom websites. This powerful, secure online portal allows for all investor and prospect communications to be automated. WebVision can be used as an independent tool, importing data from proprietary CRM tools or integrated with Clienteer to provide even greater control and automation.

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.

CalibreRMS, a complete Research Management System, has an intuitive interface that allows you to record, share, and collaborate on data in a mobile-friendly, customizable, and user-friendly format. Calibre RMS is more than a note management tool. It seamlessly integrates your qualitative research with your modeling, analytics and modeling. It can be customized to your investment strategy and allows for immediate collaboration between teams from any location and on any device. Calibre RMS allows you to integrate it with other modeling tools and analytics tools without being locked in a proprietary system. It also includes audit trails to simplify compliance.

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.

Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.

Global Shares can help you track the ownership of your company and manage your equity compensation plans seamlessly, no matter if you are a startup or a large corporation. Since 1995, we have managed equity compensation for some the largest companies in the world. We have the products and services to help you simplify employee share ownership, no matter if you're a startup, scaling up, or an established company. We seamlessly integrate key data with your stock plan. This ensures that stock compensation benefits are maximized no matter where you are located or what plan type you have. It's easy to collaborate between the Legal, HR, Payroll, and Compensation & Bonus departments of public companies.

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