Researched and Edited by Rajat Gupta
Last updated: August 7, 2026 · How we review
Equity Management Software overview
Spotsaas tracks 30 products in Equity Management Software, ranked by SpotScore — a blend of feature coverage, verified review ratings, and value. 5 let you start on a free trial, and 9 keep a free plan you can stay on. Most buyers here are Finance managers at startups managing cap tables and employee stock options.
- 30
- products listed
- 5
- offer a free trial
- 9
- have a free plan
- 11
- priced per subscription
- 13
- quote on request
Editor's Summary · Equity Management Software
Ledgy earns the highest user rating at 4.9/5 from 23 reviews and includes both a free trial and freemium tier, purpose-built for European and international startups managing cap tables, employee option grants, and investor reporting with a clean, founder-friendly interface. Capdesk scores 4.6/5 from 29 reviewers with a freemium plan, covering equity plan administration, investor relations, and cap table scenario modeling for growth-stage companies in the UK and Europe. Carta earns a 4.1/5 from 68 reviews and includes a freemium tier — the most reviewed product in this set — the most widely adopted platform for US-based startups handling 409A valuations, SAFEs, and shareholder communications from seed through pre-IPO.
Equity management software tracks cap tables, issues stock options and warrants, models exit waterfall scenarios, and generates investor and employee equity statements. The main buyers are CFOs, general counsel, and finance teams at VC-backed startups who need a cleaner alternative to manual cap table spreadsheets.
Quick picks for Equity Management Software
- Best overall — Ledgy
- Best for US startup cap table management — Carta
- Best for European equity and ESOP programs — Capdesk
- Best free option — Ledgy
Who gets the most from Equity Management Software
- 1Finance managers at startups managing cap tables and employee stock options
- 2Portfolio managers at investment firms overseeing equity portfolios and risk analytics
- 3Legal teams in scaleups handling equity documentation and compliance
How to choose Equity Management Software
If you need detailed cap table and ESOP management with user-friendly interfaces, filter by Free Trial and sort by user Rating; for managing complex portfolios with advanced analytics, filter by Enterprise deployment and look for platforms showing risk analytics and collaboration features.
Showing 1-20 out of 30

Equidam
Empower your startup decisions with market intelligence.
Best for: SMB teams · Mid-market · Enterprise
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What is Equidam?
Equidam is a startup valuation platform used by finance professionals, M&A specialists, and fundraisers to calculate equity stakes and valuations using algorithms and real-time market data. It incorporates cash flow projections, macroeconomic trends, and industry comparables to support ...
Read more about EquidamStarts from $134.95 when Billed Yearly

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What is IncTrak?
Introducing IncTrak, the ultimate solution for managing vesting in your startup. This innovative tool streamlines the tracking of stock and options disbursements with its user-friendly and visually-appealing interface. With IncTrak, you can effortlessly keep an accurate record of all vesting ...
Read more about IncTrakIncTrak offers custom pricing plan
Spotsaas Buyer Intelligence
See the companies researching Equity Management software right now — while they're still comparing options.
Astrella
Streamline private company stock plan data with ease.
Best for: SMB teams · Mid-market · Enterprise
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What is Astrella?
Astrella is a powerful cloud-based self-service management software that simplifies the task of handling private company stock plan data. With blockchain technology and AI backing this platform, entrepreneurs, SMEs, as well as large corporations, can securely and efficiently move from private ...
Read more about AstrellaStarts from $5/Month, also offers free forever plan

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WOWS Cap Table
Streamline equity management with WOWS Cap Table.
Best for: SMB teams · Mid-market · Enterprise
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What is WOWS Cap Table?
Take control of the equity management process with WOWS Cap Table: the simple, digital solution to simplify and streamline the complexities of managing and tracking shared ownership. With easy accessibility and transparency between stakeholders, this user-friendly tool is the perfect choice for ...
Read more about WOWS Cap TableWOWS Cap Table offers custom pricing plan

Orchestra
Efficiently manage share registry with Orchestra.
Best for: SMB teams · Mid-market · Enterprise
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What is Orchestra?
Orchestra is your essential share registry solution! Streamline your administrative process, meet company obligations, and reduce risk of non-compliance with our solution. Easily manage employee share schemes, track shareholdings, send notifications to shareholders, and process transactions. ...
Read more about Orchestra
Venture360
Effortless funding management for your growing venture.
Best for: SMB teams · Mid-market · Enterprise
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What is Venture360?
Venture360 is an equity management and fund administration platform for venture capital funds, angel syndicates, and startup accelerators managing investor relations and cap table oversight. It centralizes cap table management, SEC compliance reporting, and stakeholder communications so fund ...
Read more about Venture360Starts from $99/Month

Tyke
Revolutionize fundraising with advanced private deal management.
Best for: SMB teams · Mid-market · Enterprise
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What is Tyke?
Tyke is the perfect solution for modernizing the process of raising capital securely. Leverage your personal and professional circle, partners, and users to take your mission to the next level. Obtain funding from the largest investors with Tyke's advanced Private Deal Management Option which ...
Read more about TykeTyke offers custom pricing plan

Global Shares
Empowering your equity management solutions globally.
Best for: SMB teams · Mid-market · Enterprise
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What is Global Shares?
Global Shares is an employee equity plan administration platform serving mid-market and enterprise companies with globally distributed workforces. It manages stock option plans, RSUs, ESPPs, and other equity compensation programs across multiple jurisdictions and currencies, including payroll ...
Read more about Global SharesGlobal Shares offers custom pricing plan

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What is OptionTrax?
OptionTrax is stock option tracking software for private companies, HR teams, and legal administrators managing employee equity compensation plans. It replaces spreadsheets by tracking option grants, vesting schedules, exercises, cancellations, and expirations in a centralized system with ...
Read more about OptionTraxOptionTrax offers custom pricing plan

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What is Cake Equity?
Cake Equity is an equity management platform built for startups and scale-ups, with particular adoption in the Asia-Pacific market, that want to issue and manage employee equity programs. It allows founders to create and distribute equity grants, automate vesting, and give employees visibility ...
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What is Capboard?
Capboard is a cap table management platform for startup founders and CFOs who need to track equity across funding rounds, option pools, and convertible instruments in one place. It handles shareholder records, grant issuance, and vesting schedules and lets founders share a clean investor view ...
Read more about CapboardCapboard offers custom pricing plan

Equify
Streamlining equity management for efficient investing.
Best for: SMB teams · Mid-market · Enterprise
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What is Equify?
Equify is an equity management platform for European startups and growth-stage companies managing employee stock option programs and cap table records. Finance and legal teams use it to issue grants, track vesting, and generate reports for investors or auditors without relying on spreadsheets. ...
Read more about EquifyEquify offers custom pricing plan

Nth Round
Empowering businesses to manage equity efficiently.
Best for: SMB teams · Mid-market · Enterprise
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What is Nth Round?
Nth Round is an equity management platform for private companies and venture-backed startups that need to track cap tables and maintain ongoing communication with shareholders and investors. It provides equity issuance tracking, vesting management, and an investor portal to replace ad-hoc email ...
Read more about Nth RoundNth Round offers custom pricing plan

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What is Upstock?
Upstock is an equity management platform for startups and scale-ups that want to offer restricted stock units (RSUs) to employees, particularly across distributed or international teams. It handles grant issuance, vesting schedules, and gives employees a real-time dashboard to track the value ...
Read more about Upstock
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What is WE.VESTR?
WE.VESTR is an equity management platform for small private companies, family-owned businesses, and early-stage startups that need to maintain a shareholder register and track equity distributions. It simplifies cap table management and corporate governance documentation without requiring a ...
Read more about WE.VESTR
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What is Qapita?
Qapita is an equity management platform for startups and growth-stage companies primarily in the Asia-Pacific region, covering cap table management, ESOP administration, and investor relations. It allows founders, CFOs, and legal teams to issue equity, track vesting, and give employees a portal ...
Read more about QapitaQapita offers custom pricing plan

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What is Enty?
Enty is an equity management platform for early-stage startups and founders who need to maintain a cap table and manage basic equity grants without dedicated legal or finance staff. It covers shareholder registers, stock option plans, and document generation for common startup equity events ...
Read more about EntyEnty offers custom pricing plan

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What is Pulley?
Pulley manages cap tables for founders and finance leaders, covering both equity and token ownership. It models fundraising scenarios across dilution, SAFEs and exit planning, provides independent 409A valuations, and handles stock-based compensation reporting under ASC 718 with GAAP and IFRS ...
Read more about PulleyPulley offers custom pricing plan

Corporify
Streamline equity management for smarter investments.
Best for: SMB teams · Mid-market · Enterprise
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What is Corporify?
Corporify is an equity management software designed for mid-sized to large corporations with cross-functional teams. Corporify helps optimize efficient portfolio construction and risk management, decreases cost of equity trading and improves cash flow conversion efficiency. It is a single ...
Read more about CorporifyCorporify offers custom pricing plan

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What is HighCastle?
HighCastle is an equity portfolio management platform for individual investors, financial advisors, and wealth managers who need analysis and reporting across their full equity investment portfolios. It covers the complete investment lifecycle from portfolio analysis to performance reporting in ...
Read more about HighCastleRelated to Equity Management Software
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