34 results
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Global Shares provide an easy-to-use platform for private & public companies that simplifies and streamlines stock plan administration Learn more about Global Shares
An easy-to-use platform for private & public companies that simplifies & streamlines stock plan administration. We integrate key data seamlessly with your stock plan, ensuring that wherever youre based, whatever your plan type, youre maximizing the benefits of stock compensation. Your employees can log onto their Global Shares equity portal & see exactly what stock they have and how much its worth. They can easily sell stock, accept grants,exercise options & even vote in your companys AGM. Learn more about Global Shares
An easy-to-use platform for private & public companies that simplifies & streamlines stock plan administration. We integrate key data seamlessly with your stock plan, ensuring that wherever youre based...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop
Backstop Solutions exists to help the institutional and alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders. Learn more about Backstop
Backstop Solutions exists to help the institutional and alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their ...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
EquityEffect is the only fully-integrated portfolio and cap table management platform built for venture capital firms. Learn more about EquityEffect
EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Our software will provide a single source of truth view across all your portfolio company cap tables and waterfalls enabling investors to gain visibility into the performance of all their investments, companies, and funds. Say goodbye to sloppy data, and enjoy an accurate view of your fund performance. Learn more about EquityEffect
EquityEffect is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Our software will provide a single source of truth view across all your portf...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Carta is an equity management platform for companies, investors, and employees.
Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 14,000+ companies, 800,000+ unique stakeholders, and have valued over $575B in private assets.
Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies ma...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.
Certent streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk.
Certent streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Equity management solution that helps private companies manage and distribute ownership to unlock this unfair advantage.
Capdesk is a digital platform enabling businesses to save thousands in legal and accounting fees, by managing cap tables and employee share plans efficiently. Capdesks vision is to empower private companies to share equity with employees and investors, and enable shareholders to trade equity without the need to go public. Trusted by growth companies like Nutmeg, Privitar, gohenry, Made.com and Gousto, Capdesk is Europes leading equity management platform.
Capdesk is a digital platform enabling businesses to save thousands in legal and accounting fees, by managing cap tables and employee share plans efficiently. Capdesks vision is to empower private comp...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Vestd is the original and only FCA regulated equity management platform in the UK. Built for SMEs. Five scheme types to choose from.
Vestd is the original and only FCA regulated equity management platform for SMEs in the UK. It is fully integrated with Companies House, so you can issue shares and options instantly via the platform and see an updated 100% accurate cap table in real time. Everything is done digitally - including shareholder signing and authorisation. We take care of any valuations that you need for HMRC (growing companies need at least one per year) and provide industry standard legal docs.
Vestd is the original and only FCA regulated equity management platform for SMEs in the UK. It is fully integrated with Companies House, so you can issue shares and options instantly via the platform...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Ledgy helps companies and investors easily manage their: equity, cap tables, ESOPs, investments, flexible funding scenarios and more.
Ledgy is the leading equity management solution for fast-growing startups and investors. A single source of truth that's scaleable and easy to use, with best-in-class security and privacy. Get your cap table and employee participation plans right. Custom dashboards for employees to attract and engage a talented team. Model accurate financing rounds and impress investors. Portfolio views give investors, lawyers and employees the latest information about their investments - in realtime.
Ledgy is the leading equity management solution for fast-growing startups and investors. A single source of truth that's scaleable and easy to use, with best-in-class security and privacy. Get your cap...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Trusted by thousands of companies, Shareworks is a complete Equity Management solution purpose-built to meet your unique needs.
Shareworks is a complete and integrated Equity Management solution purpose-built to serve the unique needs of innovative companies. Simplify equity plan management and do away with spreadsheets with integrated cap tables and 409A valuations, customizable ASC 718 and IFRS financial reporting, mobile app for participants, and dedicated support for global plans with tax and regulatory updates alongside the ability to customize currencies and language.
Shareworks is a complete and integrated Equity Management solution purpose-built to serve the unique needs of innovative companies. Simplify equity plan management and do away with spreadsheets with ...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Papaya manages the entire global equity life-cycle, bringing all of the global expertise and administration necessary.
Papaya global equity management is designed to give you maximum flexibility. Our solution supports every type of equity plan (e.g. RSU, ESOP, ESPP) and all types of employment (payroll, employer of record, and contractors). You can apply your plan to all or some of your employees, create incentives for top executives, or even reward your best consultants with company equity. If you are working with an EoR, Papaya coordinates between your company and the EoR to deliver the equity plan.
Papaya global equity management is designed to give you maximum flexibility. Our solution supports every type of equity plan (e.g. RSU, ESOP, ESPP) and all types of employment (payroll, employer of re...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments.
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition.
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. ...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Equity management solution that helps manage vesting schedules, track share purchases or withdrawals, and monitor ESPP contributions.
Stock option plan and cap table management software backed by the support of highly-experienced equity professionals.
Stock option plan and cap table management software backed by the support of highly-experienced equity professionals....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Issue stock and manage all your equity in one place without spreadsheets and paperwork. See why 10,000+ companies trust Capshare.
Capshare allows you to manage all your equity in one place so you can issue stock & engage with your shareholders in meaningful ways. We now support 10,000+ companies, investors, and law firms. We are part of the Solium family of equity management products that counts companies like Uber, Atlassian, and Stripe as customers. Capshare is the only major equity platform dedicated to the needs of private companies and provide a seamless transition to our Shareworks platform when you are ready to IPO.
Capshare allows you to manage all your equity in one place so you can issue stock & engage with your shareholders in meaningful ways. We now support 10,000+ companies, investors, and law firms. We are ...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Secure web-based solution that handles all the accounting and tracking of employee stock options and other types of equity instruments.
Secure web-based solution which handles all the accounting and tracking of employee stock options and other types of equity instruments. The OPTRACK application has been designed to track all activities related to all company equity instruments (e.g. employee stock options, warrants, etc.) in real time for publicly traded and private companies that use the solution.
Secure web-based solution which handles all the accounting and tracking of employee stock options and other types of equity instruments. The OPTRACK application has been designed to track all activiti...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Performance-based employee equity platform that is sophisticated, simple, and requires no lawyers to issue equity.
Performance-based employee equity platform that is sophisticated, simple, and requires no lawyers to issue equity.
Performance-based employee equity platform that is sophisticated, simple, and requires no lawyers to issue equity....
Turnkey solution for exempt market issuers to manage their investors, documents, filings and key statistics.
Turnkey solution for exempt market issuers to manage their investors, documents, filings and key statistics.
Turnkey solution for exempt market issuers to manage their investors, documents, filings and key statistics....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
PENTAS

PENTAS

(0 reviews)
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS.
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS.
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Portfolio Management Made Easy - Private Capital Software
Preqin Solutions, formerly Baxon Solutions, delivers market-leading cloud collaboration software for streamlining the entire portfolio management process, including monitoring, management and reporting of investment performance. The platform automates compilation, analysis and exchange of a portfolio's financial information.
Preqin Solutions, formerly Baxon Solutions, delivers market-leading cloud collaboration software for streamlining the entire portfolio management process, including monitoring, management and reporting...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Gust

Gust

(0 reviews)
A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations.
A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations.
A tool that helps start-up manage equity ownership, issue options, and obtain 409A valuations....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Eqvista

Eqvista

(0 reviews)
Eqvista allows companies to manage their cap table, equity operations, issue shares and options, get 409a valuation.
Our sophisticated software and technology will transform your company, and work to manage your cap table, company shares, 409a valuations and more, in an easy and effective way. Incorporate your company and manage your equity all in one place without all the extra work. Join now and enjoy all the benefits of our system!
Our sophisticated software and technology will transform your company, and work to manage your cap table, company shares, 409a valuations and more, in an easy and effective way. Incorporate your compan...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutio...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
InstaVal

InstaVal

(0 reviews)
InstaVal is an Investment Readiness & Data-Driven Dealflow Platform made to promote equity investments in startups and scaleups.
InstaVal is an Investment Readiness & Data-Driven Dealflow Platform made to promote equity investments in startups and scaleups.
InstaVal is an Investment Readiness & Data-Driven Dealflow Platform made to promote equity investments in startups and scaleups....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Tool to research, reach and manage investors across the entire fundraising process.
Tool to research, reach and manage investors across the entire fundraising process.
Tool to research, reach and manage investors across the entire fundraising process....
Global solutions for compliant digital entities.
Global solutions for compliant digital entities.
Global solutions for compliant digital entities....
Equify

Equify

(0 reviews)
A platform for efficient equity management.
A platform for efficient equity management.
A platform for efficient equity management....
EQS COCKPIT is a SaaS solution for investor relations managers. Users can manage contacts, disclosure obligations & news distribution.
EQS COCKPIT is a SaaS solution for investor relations managers. Users can manage contacts, disclosure obligations & news distribution.
EQS COCKPIT is a SaaS solution for investor relations managers. Users can manage contacts, disclosure obligations & news distribution....
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Aumni

Aumni

(0 reviews)
Aumni is an investment analytics company for the Innovation Economy.
Aumni is an automated investment analytics platform for the Innovation Economy. By extracting information directly from audited and verified closing documents, Aumni provides the most comprehensive strategic insights related to the economic position and legal rights of every investment. Aumni accelerates front and back office operations by providing information from the entire portfolio in just a few clicks.
Aumni is an automated investment analytics platform for the Innovation Economy. By extracting information directly from audited and verified closing documents, Aumni provides the most comprehensive str...
Capiche

Capiche

(0 reviews)
Capital raising simplified - Capiche brings capital raising online, simplifying the process while ensuring compliance.
Capiche brings capital raising online, simplifying the process while ensuring compliance. Go live fast - Input your corporate details, set your terms and youre ready to go live in minutes not days. Invest with ease - Investors are guided through a process that takes minutes to complete. No more frustrating back & forth. The complete solution - Capiche prepares all required documentation, facilitates interactions and ensures your offering moves rapidly to completion.
Capiche brings capital raising online, simplifying the process while ensuring compliance. Go live fast - Input your corporate details, set your terms and youre ready to go live in minutes not days. I...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Captable.io is free equity management software used by startups to plan & manage equity, keep accurate records & plan financing rounds
Captable.io is a free equity management software used by startups, companies, law firms and investors to plan and manage equity, keep accurate records and plan financing rounds
Captable.io is a free equity management software used by startups, companies, law firms and investors to plan and manage equity, keep accurate records and plan financing rounds...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Equity management platform that enables direct shareholder engagement, streamlined equity management, and more.
Equity management platform that enables direct shareholder engagement, streamlined equity management, and more.
Equity management platform that enables direct shareholder engagement, streamlined equity management, and more....
End-to-end portfolio-monitoring platform for Private Equity and Venture Capital firms including Fund of Funds.
FolioSure can give PE and VC firms an added advantage in their portfolio monitoring and data operations functions. FolioSure is an end-to-end cloud-based portfolio-monitoring solution that enables accurate tracking and comparison of the performance of portfolio companies. It can be fully integrated into your current tech stack and processes, and be customised according to your requirements, so you can take full control of your portfolios life cycle.
FolioSure can give PE and VC firms an added advantage in their portfolio monitoring and data operations functions. FolioSure is an end-to-end cloud-based portfolio-monitoring solution that enables accu...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
Globacap

Globacap

(0 reviews)
Raising, managing and selling equity doesnt have to be complicated. Let Globacap do the hard work so you dont have to.
Globacap offers everything you need to manage your capital in one place, freeing up your time and resources to focus on your business. We offer the only equity management software that can support you for the entire life cycle, from private placement and cap table management to EMI Option plans and secondary transferability, taking you from day one to exit in one simple, cost-effective solution. And by embracing advanced blockchain technology, we ensure your data is always accurate and secure.
Globacap offers everything you need to manage your capital in one place, freeing up your time and resources to focus on your business. We offer the only equity management software that can support you ...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management
TS simplifies the complexity of markets, by consolidating workflows for exchange-traded & OTC instruments on a single platform.
TradingScreen (TS) is the leading independent provider of liquidity, trading, and investment technology via SaaS to the financial community. Through their flagship EMS solution TradeSmart, TS simplifies the complexity of markets, by consolidating all investment workflows for exchange-traded and OTC instruments on a single platform. TS provides global coverage from offices in Frankfurt, Geneva, Hong Kong, London, Montreal, New York, Paris, Singapore and Tokyo.
TradingScreen (TS) is the leading independent provider of liquidity, trading, and investment technology via SaaS to the financial community. Through their flagship EMS solution TradeSmart, TS simplifie...
  • Participant Portal
  • Financial Modeling
  • Valuation Management
  • Options Management