Researched and Edited by Rajat Gupta
Last updated: August 7, 2026 · How we review
Equity Management Software overview
Spotsaas tracks 9 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.
- 9
- 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 1-9 out of 9
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What is Capdesk?
CapDesk is an equity management software designed for hedge funds and other alternative investments with a heavy buy-side focus. This software provides all the functionality needed to put in an optimal limit order, and closely monitor market movements. It includes sophisticated features such as ...
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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 ...
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Spotsaas Buyer Intelligence
See the companies researching Equity Management software right now — while they're still comparing options.
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What is Vestd?
Vestd is a UK-focused equity management platform for startup founders, CFOs, and HR teams handling employee share schemes such as EMI options, growth shares, and other equity incentive arrangements. It automates the legal and administrative work of issuing and managing equity, replacing ...
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Ledgy
Efficiency and accuracy for global equity management.
Best for: SMB teams · Mid-market · Enterprise
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What is Ledgy?
Ledgy empowers over 3,500 companies globally, including Getir, Airwallex and wefox, to streamline their equity operations across multiple countries, reduce costs associated with auditing, legal, and administrative tasks, and automate repetitive processes like document generation and signature ...
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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
Gust Equity Management
Streamlined solutions for successful investment management.
Best for: SMB teams · Mid-market
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What is Gust Equity Management?
Gust Equity Management software is an efficient and easy-to-use system that enables investment firms to manage client accounts and communicate with clients quickly and easily. Gust Equity Management software offers a range of features to helps to provide better service clients, maintain ...
Read more about Gust Equity ManagementGust Equity Management offers custom pricing plan
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What is Carta?
Carta is an equity management software system that provides comprehensive operational, analytical and administrative tools to help investment managers grow and protect their AUM. From portfolio reporting and performance monitoring, to research collaboration and regulatory adherence, Carta's ...
Read more about CartaCarta 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. ...
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What is Certent Equity Management?
Certent has been a pioneer in the field of technology that enables companies to measure and track equity in a simple yet powerful way. Certent's Equity Management Software uses a Microsoft Windows platform and utilizes the Microsoft .NET framework to provide many different analytical tools that ...
Read more about Certent Equity ManagementCertent Equity Management offers custom pricing plan
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