Equity Management
Cap table, share register and equity plan software for companies, their legal teams and advisers.
6
Tools Reviewed
673
Research Articles
Tools under Equity Management
6 totalUnlock the Opportunity in Your Equity
The equity platform for growing startups
Startup legal, done right, at half the cost.
Designed for founders. Built to scale.
Equity and executive compensation management, unified
About Equity Management software
Equity management software keeps a company's cap table and share register accurate, and runs the equity plans that sit on top of it: option grants, vesting, exercises and shareholder records. General counsel, company secretaries and outside counsel use it to issue and record equity correctly, prepare for financing rounds and exits, and answer ownership questions during due diligence. When comparing, look at the jurisdictions and employee share schemes supported, how well the cap table ties to legal documents and board approvals, scenario modelling for rounds and exits, valuation and tax reporting, and how stakeholders and investors access their own records.
Equity Management software: common questions
Cap table management software keeps a company's record of who owns what (shares, options, warrants and convertibles), models dilution in funding rounds, and runs employee equity plans, often with 409A valuations and compliance reporting.
From incorporation or the first equity grant, before investors and option holders multiply. Moving a messy spreadsheet into software later is harder than starting clean.
Cap table accuracy and audit trail, round and dilution modelling, employee equity plans and an employee portal, 409A valuations, ASC 718 and other financial reporting, investor reporting, liquidity and secondary support, integrations with HR and payroll, and how it handles multiple countries.
Carta, Shareworks by Morgan Stanley, Ledgy, Cake Equity, Qapita and Lexsy, with comparisons such as Carta vs Shareworks.
Most vendors price by company size and stakeholders and quote on request. Startup-focused tools tend to be cheaper; enterprise platforms that support public companies cost more.