Is your cap table a mess?
Trying to manage equity with spreadsheets often leads to errors, confusing vesting schedules, and very unhappy investors as your company grows.
Worse, manual errors create serious compliance risks that can jeopardize your next funding round or even a future exit. It’s a huge liability.
This problem isn’t just about messy data; it’s about scalability. The system that worked for five employees becomes an administrative nightmare for fifty.
Speaking of compliance, my article on regulatory change management software might interest you.
The right platform can fix this. It helps you simplify your cap table and automate compliance, giving you back your most valuable time.
In this guide, I’m going to review the best equity management software. I’ll show you the top tools that ensure accuracy and support growth.
You’ll discover how to streamline reporting, improve communication, and avoid the common pitfalls of equity administration while you scale your business.
Let’s dive in.
Quick Summary:
| # | Software | Rating | Best For |
|---|---|---|---|
| 1 | EquityList → | Startups to scaling businesses | |
| 2 | Xumane → | Companies needing compliance focus | |
| 3 | Trica → | Growth-stage startups | |
| 4 | Qapita → | Startups and scaling companies | |
| 5 | Astrella → | Startups and growing companies |
1. EquityList
Are you struggling with complex cap tables and scattered equity data? This challenge can lead to errors, lack of transparency, and compliance headaches, especially for growing companies.
EquityList simplifies cap table management by providing a single source of truth for all transactions and shareholders. It’s an operating system designed for your business to scale.
This ensures accuracy, automates critical processes, and builds trust with stakeholders. EquityList helps you avoid manual tracking errors and confusion.
Unlock simplified equity management.
EquityList empowers global businesses by streamlining equity management, helping them grow from seed to IPO. Their platform offers a comprehensive suite of tools to manage equity and shareholder data.
You can issue and track securities, manage multiple ESOP and SAR schemes, and easily offer equity grants to employees. Engage your employees with intuitive dashboards and equity notifications, helping them visualize their growing stock value.
Additionally, EquityList simplifies complex cross-border shareholding and provides valuation exercises for companies in India, Singapore, and the US (409A). You can also run recurring board and shareholder consent workflows with ease, ensuring legal compliance.
Gain peace of mind with streamlined equity.
Key features:
- Cap Table Management: Seamlessly issue and track securities, maintain a single source of truth, and upgrade investor relations with dashboards and data rooms.
- Equity Compensation: Offer equity grants in minutes, manage multiple ESOP and SAR schemes, and engage employees with intuitive dashboards and offer portals.
- Compliance and Advisory: Obtain valuation exercises (409A), streamline consent workflows, and receive expert assistance in creating ESOP and SAR schemes.
Learn more about EquityList features, pricing, & alternatives →
Verdict: EquityList provides a robust, all-in-one platform for managing your cap table, stock options, and shareholder relations. With features like cross-border shareholding and comprehensive compliance services, it stands out as a best equity management software solution for startups and scaling businesses seeking accuracy and peace of mind.
2. Xumane
Struggling with complex cap tables and compliance?
Xumane can help you master your equity journey, from inception to IPO, by engaging all stakeholders.
It helps you manage ownership, simulate investments, and align stakeholders, ensuring your equity plan is compliant with regulations and best practices.
It’s time to simplify your equity.
Xumane solves these issues with an AI-powered all-in-one solution for ESOP and cap table management.
You can design flexible vesting schedules with a rule-based engine and leverage pre-built grant letters for secure, error-free documents in seconds.
Additionally, Xumane offers cashless ESOP exercise, enabling employees to access equity benefits without upfront costs, alongside multi-entity management for complex global shareholdings and compliant financial reports.
Gain real-time insights into your equity data.
Key features:
- Automated Cap Table Management: Easily track transactions, simulate funding scenarios, visualize dilution, and generate detailed cap table projections for investors.
- Comprehensive Equity Plans: Design customized equity schemes including ESOP, SAR, RSU, and Phantom Stocks with flexible vesting schedules and pre-built grant letters.
- Regulatory Compliance & Advisory: Ensure your equity plan is compliant with regulations, perform tax assessments, and identify potential tax-saving strategies effortlessly.
Learn more about Xumane features, pricing, & alternatives →
Verdict: Xumane provides a robust, AI-powered platform ideal for managing intricate equity structures. With 100+ happy customers and over 11M stock options managed, its focus on compliance, automated workflows, and real-time insights makes it a strong contender for the best equity management software.
3. Trica
Is complex equity management holding your company back?
Trica offers a full-stack technology platform designed for growth-stage investments and equity management, simplifying ownership.
This advanced sharetech platform helps you gain smarter equity management designed for greater visibility amongst your team. It takes your startup’s equity journey from launch to scale.
Let’s explore how Trica can help.
Trica provides transparent, compliant and scalable solutions for managing your equity, trusted by thousands of founders. You can manage private market portfolios with ease.
The platform offers a Cap Table Module, ESOP Scheme Generator, and Compliance Reporting, ensuring you maintain a clear and organized ownership structure. Trica is powering private markets by enabling seamless transactions.
With Trica, you also get access to an exclusive network of over 800 family offices, UHNIs, and global funds, making it easier to invest in startups and raise funds. All your data and transactions are secure by design, encrypted, and kept confidential.
Simplify ownership and scale with confidence.
Key features:
- Cap Table Module: Streamlines your capitalization table, ensuring accuracy and transparency for founders and investors, eliminating manual tracking errors.
- ESOP Scheme Generator: Automates the creation and management of employee stock option plans, simplifying distribution and improving employee experience.
- Compliance Reporting: Ensures legal and regulatory adherence with automated reporting, reducing compliance risks and supporting fundraising and exit processes.
Learn more about Trica features, pricing, & alternatives →
Verdict: Trica’s focus on transparency, compliance, and scalability, backed by managing $20 billion in equity for 1000+ startups, positions it as the best equity management software. Its comprehensive features, including a Cap Table Module and ESOP Scheme Generator, directly address the pain points of equity and finance leaders seeking streamlined solutions.
4. Qapita
Struggling with complex cap tables and compliance?
Qapita’s CapTable Management helps you manage ownership, run scenarios, and engage stakeholders, addressing transparency issues. This ensures you maintain clear oversight.
The platform streamlines processes like setting up and issuing ESOP grants, making it hassle-free and paperless. You can manage all equity matters from inception to IPO.
It’s time to simplify your equity management.
Qapita helps you unlock the power of ownership by engaging your employees, investors, and shareholders. Their expertise and experience serve over 2400+ companies.
You can create plans, grant ESOPs easily, and digitally with their Equity Awards feature. Qapita also provides fair valuations for accounting, tax, and compliance needs, ensuring you’re audit-ready. Their Corporate Secretary services ensure seamless corporate compliance, simplifying extensive tasks like LP management and investor reporting.
This means improved employee experiences and scalable solutions.
Speaking of audit readiness, my article on accreditation management software covers how to boost your readiness.
Key features:
- CapTable Management: Easily manage ownership, run various scenarios, and engage all your stakeholders, ensuring full transparency in your cap table.
- Equity Awards: Setup and issue ESOP grants digitally within minutes, offering a hassle-free and paperless process for simplified employee equity distribution.
- Valuations: Get your ESOP fair value for all accounting, tax, and compliance requirements, ensuring you remain audit-ready and legally compliant.
Learn more about Qapita features, pricing, & alternatives →
Verdict: Qapita offers a comprehensive, user-friendly platform trusted by over 2400 companies, simplifying cap table management and compliance. With features like digital ESOP grants and accurate valuations, it stands out as a best equity management software solution for startups and scaling companies seeking efficiency and reduced administrative burden.
5. Astrella
Is your cap table becoming a tangled mess?
Astrella’s cap table management software automates cumbersome administrative tasks, ensuring complete transparency and control.
This intuitive system is designed to save you time, so you can focus on your business’s success and growth.
Time to streamline your equity.
Astrella helps you manage and create accurate cap tables with ease and precision, tackling the complexity of ownership data as your company scales. This solution provides intuitive employee stock plan tracking, making it simple to issue equity and establish vesting schedules, which is crucial for motivating your team.
You can also use Astrella’s scenario planning tools to run expense simulations for financing rounds or exit scenarios. Furthermore, its BoardNotes technology records, transcribes, and stores meeting minutes in a secure ledger, while the globally compliant document vault centralizes all necessary resources.
Astrella guides your immutable audit trail journey.
Key features:
- Automated Cap Table Management: Easily create and manage cap tables, automating administrative tasks while maintaining full transparency and control over your company’s ownership structure.
- Employee Stock Plan Tracking: Simplify the process of issuing equity and establishing vesting schedules for employees, ensuring accurate and intuitive tracking of stock options and plans.
- Globally Compliant Document Vault: Securely store all necessary equity documents and resources in a single, compliant vault, ensuring legal adherence for companies of all sizes and currencies.
Learn more about Astrella features, pricing, & alternatives →
Verdict: Astrella stands out as the best equity management software by tackling core pain points like manual errors and compliance risks. Its automated cap table management, robust scenario planning, and globally compliant document vault are ideal for startups and growing companies seeking accuracy and transparency in their equity journey.
6. Pulley
Are you tired of complex cap table management?
Pulley offers intuitive tools for equity and token cap tables, helping you manage ownership with ease.
This allows founders and finance leaders to make informed decisions without breaking stride, especially as your company scales.
Take command of your cap table.
Pulley provides everything you need to manage equity and tokens in one simple, powerful platform designed for founders and trusted by finance leaders.
You can model your next fundraising round with confidence, exploring dilution, SAFEs, and exit scenarios, saving thousands in legal fees while avoiding costly mistakes.
Beyond this, Pulley supports audit readiness with built-in ASC 718 and GAAP/IFRS reporting, direct accounting system integrations, and 409A valuation services, ensuring compliance as you grow and simplifying complex equity challenges.
Master owning a company.
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Key features:
- Intuitive Cap Table Management: Simplify equity and token cap tables for clear ownership visibility, enabling quick, informed decisions for founders and finance leaders.
- Confident Fundraising Modeling: Explore dilution, SAFEs, and exit scenarios in one place, helping you save on legal fees and avoid costly mistakes during fundraising.
- Comprehensive Compliance & Auditing: Leverage built-in ASC 718 and GAAP/IFRS reporting with direct accounting integrations, ensuring your cap table is always audit-ready.
Learn more about Pulley features, pricing, & alternatives →
Verdict: Pulley truly streamlines equity and token management for startups to growth-stage companies. With powerful features like precise cap table management, detailed fundraising modeling, and robust compliance capabilities including 409A valuations and ASC 718 reporting, Pulley stands out as the best equity management software for busy finance and equity leaders.
7. Ledgy
Is your cap table a strategic asset or a headache?
Ledgy offers equity plan automation and intuitive cap table management to simplify complex ownership structures.
You can streamline equity workflows and save valuable time, moving past manual errors and increasing transparency.
Transition into automated equity management.
Ledgy offers a modern, intuitive platform built to run best-in-class share plans at scale, helping you align your entire team. It centralizes finance, legal, and people functions, creating a single source of truth for your equity data. This means you can get accurate and audit-ready valuations from market-leading experts, ensuring compliance across jurisdictions with features like automated country-specific reports and IFRS 2 expensing. Ledgy’s reliable platform also streamlines participant trading on one modern platform, making it a frictionless experience for both participants and administrators. It also integrates with over 70 HRIS systems for seamless data management.
Ledgy ensures enterprise-ready security with ISO 27001 certification, 2FA, custom role-based access, and SAML SSO, protecting your sensitive data throughout its lifecycle from incorporation to post-IPO.
Key features:
- Automated Cap Table Management: Turn your cap table into a strategic asset, ensuring accuracy and providing intuitive real-time updates for transparent ownership.
- Global Compliance & Reporting: Stay compliant across jurisdictions with automated country-specific reports, IFRS 2 expensing, and instant audit-ready financial reports.
- Enhanced Employee Engagement: Provide intuitive dashboards for your team, simplifying equity communication and offering a clear understanding of their ownership stakes.
Learn more about Ledgy features, pricing, & alternatives →
Verdict: Ledgy is well-suited as the best equity management software for startups and scaling companies seeking to automate workflows, manage cap tables accurately, and ensure global compliance, with features like automated reporting and streamlined trading providing significant value.
8. Eqvista
Struggling with messy cap tables and compliance headaches?
Eqvista helps you streamline equity management by issuing electronic shares and managing your cap table online.
This eliminates time-consuming paperwork, allowing your company to focus on what truly matters for growth.
Simplify your equity operations today.
Eqvista solves complex equity challenges by offering comprehensive cap table management and valuation services tailored to your company’s needs, from startups to large corporations. You can issue and manage company shares, whether new or existing, digitally, removing the need for old paper certificates.
This platform empowers you to issue electronic stocks to founders, employees, and investors with ease. Furthermore, Eqvista provides powerful waterfall analysis tools to visualize financing rounds, share dilution, and exit scenarios, giving you clear insights into your company’s financial standing. You can also securely share information and reports with stakeholders like founders, shareholders, and accountants, enhancing transparency.
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Key features:
- Digital Share Issuance: Issue electronic stocks to founders, employees, and investors, eliminating physical paperwork and streamlining your equity distribution process.
- Comprehensive Cap Table Management: Get up-to-date with company records and filings while efficiently managing your equity, ensuring accuracy and compliance.
- Integrated 409A Valuations: Access expert valuation services and generate detailed 409A reports to drive your company’s strategic financial decisions.
Learn more about Eqvista features, pricing, & alternatives →
Verdict: Eqvista is a best equity management software that simplifies complex equity challenges through its intuitive digital share issuance, comprehensive cap table management, and integrated 409A valuation services, trusted by over 20,000 companies and managing over $80B in assets.
Conclusion
Ready to fix your cap table mess?
Finding the right tool is a real challenge for a growing startup. You’re constantly balancing accuracy, compliance, and stakeholder transparency.
The right software makes a huge difference. Research highlights that these platforms help companies achieve reduced compliance risks and minimize costly errors in their equity management. This gives your business a very solid foundation.
Here’s what I recommend.
From my review of all eleven tools, EquityList is the clear winner for scaling companies. It tackles complexity head-on, creating a single source of truth.
I especially like its features for engaging employees with intuitive dashboards and handling complex cross-border shareholding. The best equity management software like this truly supports your startup’s global growth.
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I highly recommend seeing it in action. Get Started with EquityList Today to streamline your cap table and compliance for good.
You’ll gain peace of mind.
