Giving employees stock is more than a reward; it’s an investment in your firm’s success. Equity is a fundamental employee right, but it’s also a fantastic method to attract and retain talent, as we all know. Managing your company’s equity, on the other hand, might be difficult. There’s a lot that goes into it, significantly as your business expands.


11+ Equity Management Software

1. Capdesk

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Rating: 5/5

Price: $59.95/month

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2. CompTrak

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Rating: 4.7/5

Price: Custom

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3. Ledgy

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Rating: 4.9/5

Price: FREE

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4. Vestd

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Rating: 4.9/5

Price: $119.87/month

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5. Motilal Oswal

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Rating: 5/5

Price: FREE

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6. Gust Equity Management

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Rating: 4.5/5

Price: FREE

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7. Carta

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Rating: 4.8/5

Price: Custom

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8. Certent

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Rating: 4.7/5

Price: Custom

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9. Capshare

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Rating: 5/5

Price: FREE

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10. Equity Edge Online

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Rating: 4.8/5

Price: Custom

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11. Shareworks by Morgan Stanley

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Rating: 5/5

Price: Cusstom

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12. Cap Table

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Rating: 5/5

Price: FREE

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What Is an Equity Management Software?

Equity management software makes it easier to manage a company’s equity, which is defined as its assets fewer liabilities. Businesses utilize equity management software to track and manage the complicated operations of issuing stock, maintaining compliance, receiving 409A values, and keeping track of capitalization tables. Finance teams and management use equity management solutions as a close location for all equity-related tasks. The use of equity management software also removes the need for legal teams to be involved in each offering. These solutions can also assist management in making investment tracking and expansion decisions by giving them a clear picture of their cap table at any given time.

Benefits

Equity is a frequent piece of information that analysts use to measure a company’s financial management because it is an essential factor to consider. Other benefits include:

  • It will be at the forefront of the effort to increase the number of owners.
  • The platform keeps you organized.
  • All data is automatically updated and connected on a single platform.

Features

You could be tempted to handle your equities with financial reporting software, but you’ll be shortchanging yourself. The complexities of the equity management process and others should be streamlined and automated by a solid equity management software package. Handling and tracking equity issue operations, securing 409A valuations, maintaining compliance, and monitoring capitalization tables are essential elements. The tool should also serve as a central hub for all equity-related activities, obviating the need for legal counsel every time a company issues stock.

Top 10 Equity Management Software

1. Capdesk

Capdesk is an equity management platform established in England that helps businesses handle cap tables, shareholder registries, and employee stock control options. They have a $4 million revenue and 20 staff.

2. CompTrak

All parts of your compensation management program are simplified, visible, and secure with CompTrak’s single platform. CompTrak revolutionizes the way variable incentive, merit review, and equity programs are administered as a comprehensive compensation management solution. They have a $3 million income and employ 21 people.

3. Ledgy

Ledgy is a web-based tool for managing staff incentive programs and financing strategies. They make $4 million in revenue and employ 22 people.

4. Vestd

Vestd is a startup that is building a digital platform for compliance, tax-efficient employee stock ownership plans. They make $3.6 million in revenue and employ 17 people.

5. Motilal Oswal

Motilal Oswal offers wealth management, retail broking and distribution, institutional broking, asset management, and investment banking. With 4178 people, they had a revenue of $494.1 million.

6. Gust Equity Management

Gust is a web-based platform that helps investors and entrepreneurs find and manage early-stage investments. They have 122 employees and a revenue of $32 million.

7. Carta

Carta is an online platform for managing capitalization tables, valuations, portfolio tracking investments, and equity plans for enterprises. They have a $146 million revenue and 600 employees.

8. Certent

Certent is a software-as-a-service platform that helps organizations manage their equity, stock market, and financial reporting. They have a $100 million revenue and 500 employees.

9. Capshare

Capshare is a private company that provides a cloud server for cap table administration, electronic share monitoring, modeling, and waterfall analysis. They make $2.8 million in revenue and employ 19 people.

10. Equity Edge Online

Equity Edge Online is a boutique investment firm that specializes in the media and entertainment industries. They make $11 million in revenue and employ 10 people.

FAQs

What is a startup’s cap table?

A capitalization table, sometimes called a cap table, is a spreadsheet or table that displays a company’s equity capitalization. A capitalization table is most typically used by startups and early-stage firms, though any company can use it.

What is the definition of an asset management tool?

Asset management software is a specialized application used to track and record a product’s life cycle, from acquisition to disposal.

What does it mean to have asset management skills?

Employers value strong asset management abilities. They make it possible for you to evaluate risks and manage multiple investment portfolios at the same time. Asset management skills aren’t natural abilities that everybody can develop.

One of the primary elements fueling the growth of the equity management software industry is the ability to provide management with a good understanding of their cap table at any given time. As a result, equity management software is quite beneficial in a company, preventing unending issues that need to be resolved.


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