Alternatives to Qapita
Compare Qapita alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Qapita in 2026. Compare features, ratings, user reviews, pricing, and more from Qapita competitors and alternatives in order to make an informed decision for your business.
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1
Ledgy
Ledgy
Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy. Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time . Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule. Show the latest information to all your stakeholders, including employees and investors, with custom dashboards. Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations. Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more. Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.Starting Price: Free -
2
Xumane
Xumane
Xumane is an AI-powered ESOP and cap table management platform designed to help companies manage equity from inception to IPO. The platform provides end-to-end solutions including equity plan design, cap table management, ESOP advisory, financing, and liquidation support. Its intuitive dashboard delivers real-time insights while automating workflows for seamless equity administration. Xumane assists businesses with valuation modeling, regulatory compliance, and tax advisory to ensure legal alignment and financial efficiency. Employees gain transparent access to their stock options and equity information through the platform. Trusted by over 200 companies, Xumane manages millions of stock options and large ESOP pools globally. By combining technology with expert advisory services, Xumane simplifies equity management and wealth creation for organizations and stakeholders.Starting Price: $8.41 per month -
3
Nth Round
Nth Round
Nth Round is a comprehensive equity management platform for companies of all stages and sizes. Manage equity, engage shareholders, and facilitate liquidity in an all-in-one secure environment. Create a compelling shareholder experience with personalized reports and communications. See the full picture of your equity — track ownership, control access and issue digital assets (shares/units). When ready, provide an anonymous 24/7 trading environment for your shareholders and any new investors you'd like to invite. Stand out from the crowd with a modern, mobile-friendly digital experience for your shareholders. Close new investors with digital subscription agreements and securely hosted documents and financials. Navigate challenging regulations and securely manage shareholder data through seamless processes. Manage equity and shareholder engagement with group emails, company updates, and dynamic mapping — all in one, secure platform. -
4
Carta
Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.Starting Price: $2,800 per year -
5
EquityZen
EquityZen
EquityZen is a financial technology investment platform and private market marketplace that connects shareholders of private companies (often employees or early investors looking to sell their equity) with accredited investors seeking access to pre-IPO investment opportunities. It simplifies secondary market transactions in late-stage private company stock by providing a clear process and structured investment products that help introduce liquidity to traditionally illiquid private markets and enable participation in the growth of leading private firms. Since its 2013 launch, EquityZen’s marketplace has facilitated tens of thousands of private placements across hundreds of companies, bringing together buyers and sellers and offering pooled investment vehicles and direct share acquisitions to accredited investors. Its tools and network aim to unlock equity compensation value for shareholders while giving investors diversified access to private company shares. -
6
altshare
altshare
altshare is an equity management platform built for entrepreneurs that delivers end‑to‑end automation across every stage of your cap table and equity workflows. Its Smart Cap Table engine automates spreadsheet updates, ensuring precise, real‑time tracking of share counts, ownership stakes, and dilution with zero manual errors. Waterfall Modeling lets you map and optimize exit scenarios, while SBC Expenses automates ASC 718/IFRS 2 reporting, for instance, compliant expense analyses. Custom Equity Plans streamline grant issuance, vesting schedules, and compliance, and Funding Scenarios help you simulate fundraising rounds to accelerate growth. Integrated 409A and ASC 820 valuation services generate defensible, paper‑ready deliverables in minutes, and the Shareholder Representative solution secures M&A transactions with expert oversight. Portfolio Management consolidates stakeholder views and performance metrics, and seamless data integration imports your existing records in one click. -
7
Quoroom
Quoroom
Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Quoroom equity management software is designed for companies' Founders and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, to vest and exercise equity options, convert securities, do dividend or interest payments and official filings, execute share transfers and other corporate actions.Starting Price: £9 per month -
8
Capboard
Capboard
Capboard is an equity management solution helping companies keep their cap table up to date, have all documents in one place, simulate funding rounds and exits, and much more. With our suite of tools and services: - Companies have a one source of truth for their cap table, simulations and investor updates. Equity plans are managed on autopilot, saving HR and Finance time. - Investors have their portfolio updated automatically, and all compliance documents and reporting in one place. - Employees have full visibility on their equity grants and can simulate exit scenarios, increasing their retention.Starting Price: 24$ -
9
WOWS Investment Portal
WOWS Global
The WOWS Investment Portal connects startups and SMEs with global investors, facilitating primary and secondary equity raises. It offers a user-friendly interface for showcasing companies, tools for capital raising, equity management, and investor matchmaking. Key features include: - Showcasing Companies: Present businesses and upload pitch decks. - Investment Tracking: Personalized dashboards for investors to track investments and real-time shareholding values. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication Support: Direct Q&A and funding history insights between investors and companies. WOWS Global aims to simplify fundraising, maximize investment opportunities, and drive growth in the private market sector by leveraging advanced technology and a vast investor network.Starting Price: $249/month -
10
Fidelity Private Shares
Fidelity Private Shares
Fidelity Private Shares is an all-in-one equity management platform designed to automate the key operations of private companies, from incorporation through fundraising, governance, and exit. The platform provides a dynamic and up-to-date cap table and stock ledger, tools to model future rounds and exits, automated workflows for equity issuances, HR and board matters, and a secure data room to store and share documents with customizable permissions. Companies can grant equity to employees, generate ASC 718 reports, track 83(b) elections, manage board and stockholder approvals, and automate legal documents for financing rounds, all in one collaborative hub. For investors and funds, it offers portfolio management capabilities including analytics for IRR and cash-on-cash returns, exit scenario modeling, valuation history, and access to underlying company documents.Starting Price: $400 per month -
11
Qoorp
Qoorp AB
Qoorp is an online platform for managing a company's equity, share issue, employee stock options as well as automated workflows around board and shareholder meetings. It comprises end-to-end full automation including registration of share issues, etc with regulatory authorities. Currently, it serves the Swedish market.Starting Price: Free -
12
Computershare GEMSpm
Computershare
Keep pace with equity structures that increase in complexity as your company grows. With Computershare's GEMSpm solution you can: - Model future investment rounds, exit distributions and waterfall analysis in your cap table - Manage complex award instruments as part of your employee equity programs such as performance units and warrants - Simplify complex financial reporting obligations As you bring on more investors and grow your employee base, the need for professional, buttoned-up equity management is critical. You need to be able to understand and analyze changes to your cap table. You need to offer the employee equity programs that will drive recruitment and retention. Don’t leave this important and complicated data to spreadsheets. You, your investors and employees deserve more. -
13
Kore
Kore
Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.Starting Price: $150 per month -
14
Capdesk
Capdesk
Make your company’s cap table an asset, not a liability, with Capdesk. Use the platform to plan and prepare for any eventuality. When it comes to attracting top-tier talent, equity is the unfair advantage that startups have over other businesses. But too many startups spend too much time issuing and managing employee equity – or worse, they don’t offer it at all. No matter which jurisdiction your employee share scheme is in, you can manage it on Capdesk. The platform accommodates a range of security types, including phantom shares, growth shares and RSUs. Capdesk allows your employees to understand and track the value of their shares, by giving each shareholder access to a personalised dashboard. Employees can monitor their vested and to-be-vested shares, and watch the tangible value of their shares increase as the business grows.Starting Price: $127.33 per month -
15
Securitize
Securitize
Now you can enable an ecosystem where new investors and loyal customers can invest in your brand in between fundraising cycles, and employees and shareholders can find a path to liquidity. At the same time, you enable better capital formation from more diverse investor pools. As more companies stay private longer, being able to provide employees with liquidity is key to retaining top talent. With the option to add the Securitize Markets ‘Sell Equity’ button to your HR portal, your employees will have the potential to sell their equity. Provide investors and loyal customers with access to buy equity in your brand. Leverage Securitize ‘Invest’ button on your Investor Relations webpage and Securitize Markets to provide access for new investors to trade your digital asset security. Customize your investor experience with a branded landing page that hosts videos, NAV information, announcements, and links to virtual investor presentations about your company and assets. -
16
Vestd
Vestd
Share schemes for remarkable teams. Our platform makes it easy to distribute and digitally manage your equity. Built for SMEs by the UK’s share scheme experts. Digital equity management, the ability to issue shares & options instantly, a real time cap table, legal docs, the option scheme designer and shareholder dashboards. Vestd is the UK’s first, most advanced and only regulated digital share scheme platform. Here’s what makes it stand out. Guided setup & lifetime support Equity can be complex, so we provide expert guidance from start to finish. We help hundreds of UK SMEs design tax-efficient schemes every week. Full Companies House integration Vestd is the only platform with full, two-way Companies House integration, which means you can avoid a ton of paperwork. Everything is done digitally. No need to involve lawyers & accountants We have an in-house team of valuations analysts and provide legal docs as part of our service. Share schemes for remarkable teams.Starting Price: $130 per month -
17
Orchestra
Orchestra
Orchestra helps companies connect with their investors and employees by providing an equity management software. We cater to businesses with many stakeholders helping them build better stakeholder relationships. We believe that investing in private companies can help build local economies and brings confidence in investors.Starting Price: $2 NZD per stakeholder per mo. -
18
Diligent Equity
Diligent
Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs. -
19
InvestorHub
InvestorHub
InvestorHub's software gives public companies more control through better shareholder engagement. Over 130 companies use InvestorHub's data-driven tools to efficiently engage shareholders, improve market communication, and maximize the impact of investor relations. The way public companies communicate with investors is broken. By focusing only on top shareholders and institutions, they ignore more than 99% of their investors. Without a strong shareholder base, your share price is dictated by forces outside of your control. By enabling companies to engage more shareholders, more efficiently, InvestorHub gives companies the tools to engage all their shareholders and turn them into active believers, driving better outcomes across the board. Whether you need to raise capital, optimize liquidity, or secure votes, the investor CRM helps you identify and connect with the shareholders that matter. -
20
Shoobx
Shoobx
Shoobx is the equity management platform that companies and investors use to automate, generate, execute, and store legal documents. When you’re ready to raise your next round, the last thing you want to be worried about is chasing down signatures or figuring out your cap table. Our all-in-one platform gives you all the workflows you need to to manage your company throughout its entire lifecycle, from incorporation, to granting equity, to exit. We leverage industry-standard documents to ensure the process is as risk-free and smooth as possible. If you need it for a financing, you’ll find it on Shoobx. A successful equity financing requires a lot of moving parts to come together correctly. Shoobx helps companies position themselves for successful exits by combining equity management, corporate governance, fundraising tools, and documentation into one collaborative platform. Shoobx guides companies through standard corporate actions, collecting signatures and organizing documents.Starting Price: $180 per year -
21
WOWS Cap Table
WOWS Global
Simplifying Equity Management. Manage your equity seamlessly through our digital cap table management tool. Increase transparency for stakeholders and always be due diligence ready. Run deal scenarios. Calculate dilution impact. -
22
AwardTraq
Equity Methods
AwardTraq is Equity Methods' web-based Total Shareholder Return (TSR) tracking platform, serving 150+ publicly traded companies including Fortune 50 clients. The platform provides daily TSR performance updates and supports your EPS dilution process by calculating contingently issuable shares for ASC 260. Key capabilities: - Daily TSR updates with automated peer group monitoring - Contingently issuable shares calculations for ASC 260 - Multi-company peer group tracking with corporate transaction screens - What-if scenario modeling for price/percentile analysis - Award Status PDF and Tie-out Excel reports - Secure participant portal for payout tracking - SOC 1 audited (Ernst & Young) AwardTraq serves Finance/Accounting teams for ASC 260 compliance, HR/Compensation professionals for award design and committee reporting, and participants for payout tracking. -
23
Eqvista
Eqvista
Eqvista 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. Eqvista supports cap tables from all jurisdictions. Manage your company’s cap table and valuations with Eqvista! Whether you’re a small startup or a large corporation, Eqvista provides tailor-made services and packages to fit your company’s needs, including cap table management and unlimited 409A valuations combined. You can get started for free with our Freemium plan, then upgrade your account when your company grows. Take advantage of Eqvista platform to issue stock and stay connected with your shareholders. Become more efficient and eliminate time-consuming paperwork so your company can focus on what really matters.Starting Price: $2 per user per month -
24
Clara
Clara
The tools you need to manage and grow your business. Start today or seamlessly transfer in from your existing cap table provider. Be guided by industry experts throughout the digital process. Say goodbye to big legal bills and enjoy our transparent pricing. Digitally form companies in key jurisdictions, including ADGM, DIFC, Cayman, Delaware, Singapore, and Saudi Arabia. Start today or seamlessly transfer in from your existing cap table provider. Use our free DocuSign integration to collect signatures and keep everything safe and automatically categorized in our smart data room. Generate legal documents in seconds and share them with others to review, comment, and amend. Create your own customized templates. Our documents are meticulously crafted by seasoned lawyers with decades of experience. Digital formations in jurisdictions preferred by investors. Automate your ESOP and cap table management. -
25
Optio
Optio
The premier equity compensation solution for European and multinational companies. Your business is unique, and so are your equity management needs. Our software adapts to your evolving requirements, providing a flexible framework that grows alongside your organization, ensuring long-term relevance and value. Master equity compensation with our world-class platform. Ensure compliance, save time, and inspire your team for optimal performance. Navigate grants, exercises, and purchases with our intuitive admin portal. It's designed to cut through the complexity, automating key tasks and offering a single source of truth for documents, signatures, and data. Provide your employees with clear, understandable insights into their equity. This transparency not only boosts morale but also aligns employee interests with your company's success, fostering a culture of ownership and engagement. -
26
CU SHARE
Integrated Software
CU Share's™ diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. ISS Software is dedicated to providing quality shareholder accounting software and related solutions through a staff of highly trained people sharing a tradition of integrity and service to its clients. CU SHARE's diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. CU SHARE provides complete stock transfer, dividend reinvestment, corporate action processing, and proxy services in an integrated environment. ProxyVoteNow provides an integrated solution for telephone and Internet-based proxy and consent voting. EnrollmentNow provides employee purchase plan and benefits enrollment for corporations, credit unions, and employee benefits administrators. -
27
Astrella
Astrella
Manage and create cap tables with ease and precision using Astrella’s cap table management software. Our solution uses artificial intelligence and blockchain technology to automate the cumbersome task of administrative processes while preserving complete transparency and control. This intuitive system helps save time, so you can focus on the success and growth of your business. Managing equity is the cost of doing business, but a cost that can turn into a profitable engine of growth for your company. The Astrella equity management platform helps companies, from startups to employee-owned organizations and publicly traded businesses, maintain the most accurate and trustworthy view of their equity. No matter where they are in their ownership journey, these companies trust Astrella to help them understand their value, prepare for their IPO, and utilize equity to attract top talent.Starting Price: Free -
28
SMERGERS
SMERGERS
At SMERGERS, we define business valuation as a technique used to capture the true value of the business. Common approaches to business valuation include Discounted Cash Flow (DCF), trading comparables, and transaction comparables method. A company is held by two categories of owners, shareholders and debt holders. The value of a pure business that accrues to both categories of owners is called the enterprise value, whereas the value which accrues just to shareholders is the equity value (also called market cap for listed companies). Companies are compared using the enterprise value instead of equity value as debt and cash levels may vary significantly even between companies in the same industry. During an acquisition, depending on whether it is an asset purchase or a stock purchase, the valuation of appropriate elements of the business needs to be carried out. Investment bankers widely use this method to value a company during an acquisition.Starting Price: $135 one-time payment -
29
Upstock
Upstock
75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. We spent five years working with top legal experts to automate the timely and costly process of equity because we believe that big dreams grow from humble beginnings and all companies regardless of size should be able to offer their team the best equity plan possible. Our process is intuitive and instantaneous. So getting started won't burn you out. Get set up and send out legal agreements for your workers. Align stakeholders while increasing worker engagement and retention with a dashboard that shows the value of equity earned in real-time.Starting Price: $10 per month -
30
HedgeTek
Fi-Tek
Investor Accounting for partners and shareholders is inherently complex with its multi-class investments, liquidity fees, and reporting needs. Tracking all of these using spreadsheets can become increasingly difficult and error-prone. HedgeTek® is built to handle the most intricate investor accounting needs. It tracks investors’ investment accounts, calculates a variety of fees across multiple structures including Master Feeders, for monetized, unitized & private equity funds, and generates statements for partner & fund level performances. HedgeTek’s easy integration tool allows data download and import between systems, thereby eliminating tedious manual input and improving operational efficiencies across all aspects of back-office fund accounting. HedgeTek provides a dual book and tax allocation system that can be used by investment firms to generate their customized investor statements and tax reporting. HedgeTek was developed and continues to evolve today. -
31
AngelList
AngelList
AngelList creates tools for startups, investors, and fund managers to accelerate innovation. AngelList lets you effortlessly manage your company’s cap table, fundraising, employee offer letters, and more—in one place. Get back to building your company, and let AngelList handle the rest. Remove the friction from fundraising. AngelList Raise handles accreditation, signatures, banking, and more for SAFE and equity rounds. Efficiently raise capital from investors with a single cap table entry. With Roll Up Vehicles™, founders get a single link that allows investors to commit and send funds online—and AngelList takes care of the rest. Browse Rolling Funds to find the right fit for you. Subscribe quarterly, invest alongside top VCs, and adjust your investment size as your goals evolve. Invest in hundreds of high-quality deals and funds, led by top industry operators and investors, with a single check. Invest in the AngelList Access Fund to diversify your portfolio. -
32
Moonfare
Moonfare
Join more than 1,800 individual investors who have come together through Moonfare to invest €1B in private equity. Invest in top tier funds from some of the world’s most legendary firms. All with minimums from €50,000. Benefit from what institutional investors already know, the greatest shareholder value comes from private markets, and funds like those offered on Moonfare have generated an average IRR of 19%, outperforming the S&P 500 by 13%. With todays’ environment of negative interest rates, volatile public markets and difficult to source real estate deals, private equity offers investors a smart alternative. Moonfare breaks down the barriers with low minimums, a fully digital process and a unique secondary market. With Moonfare you can invest by selecting funds individually and by choosing one of our Moonfare Portfolio products. Twice per year we also make existing fund investments available at an auction via the Moonfare Secondary Market. -
33
StartEngine
StartEngine
Discover over a hundred different investment opportunities and invest in the ideas and people you believe in. Diversify your portfolio with startup investments and eventually other types of alternative assets, including real estate and more. Not only are we simplifying startup investing, but we are also working to bring liquidity to you and let you trade your shares with other investors on StartEngine Secondary. On StartEngine, you craft your investment pitch into a web page, raise capital from hundreds or even thousands of investors online, and fund the next phase of your growth with a bigger and stronger community behind you. Companies can raise their first funding round on StartEngine and later give their shareholders the opportunity to trade, all on the same site. -
34
Shareworks
Morgan Stanley
Shareworks is a complete and integrated Equity Management solution for domestic and global companies. Bring all your equity data and teams together with a powerful global engine that will help you build a culture of equity ownership. Create custom reports with intuitive, drag-and-drop control. Efficiently share with teams across your organization. Provide decision support quickly. Unify all your plans, schedule reports, and allow your participants to act on their awards all within the same platform. Shareworks gives you the next-generation flexibility and precision to make smarter decisions. Direct syncing with your HRIS simplifies updates to employee information, payroll tax integration and grant termination proration. Take a look into the future of your equity plan management with a demo.Starting Price: $3 per month per user -
35
Easop
Easop
Easop is the first globally compliant equity compensation solution. We provide startups and scale-ups with SaaS solutions to offer and manage equity incentives for their global workforce and assistance with tax handling. Companies incentivize their direct employees, EoR employees, contractors, and advisors with equity globally by leveraging Easop’s in-house back office, approved by top-tier law firms. Founders, Finance and HR leaders, and General Counsels can issue new grants, get assistance with tax handling, set up equity grids, send automated board reports and approvals, and instantly access legal information for each geography. Team members get personalized tax and compliance information tailored to their tax residency and contractual status for the first time. Easop covers workers in 70 countries and is expanding quickly. -
36
Globacap
Globacap
Globacap’s end-to-end digital ecosystem supercharges your primary placement deals, reduces ongoing administrative overheads, and enables frictionless secondary liquidity. Investment fuels every business, but existing private capital market processes are outdated and inefficient. Our software-as-a-service allows you to efficiently scale your capital markets business and boost profitability, with enterprise-grade security. Distribute more deals to more of your investors with fewer resources. Globacap’s digital workflows ensure superior business efficiency and profitability while ringfencing risk and ensuring compliance. Deliver co-investment and syndicated opportunities to more of your investor network at once, using Globacap’s regulatory permissions and automated workflows to remove your administrative and regulatory overheads, and lower your execution risk. -
37
Proxymity
Proxymity
We connect the world’s ecosystem of issuers, intermediaries, and investors in real time with unique transparency, efficiency, and accuracy. Proxymity is a digital investor communications platform that connects issuers, intermediaries, and investors in real-time, enhancing transparency, efficiency, and accuracy in processes such as proxy voting and shareholder disclosure. Its suite of products includes Proxymity Vote Connect, which facilitates direct and immediate transmission of meeting agendas and real-time vote confirmations, and Proxymity Shareholder Disclosure, automating shareholder identification requests in compliance with regulations like the EU's Shareholder Rights Directive II (SRD II). By digitizing these workflows, Proxymity aims to streamline corporate governance and foster more effective shareholder engagement. Achieve direct connection, faster decision making and a golden source view with our leading digital proxy voting and shareholder disclosure platform. -
38
SliceFair
SliceFair
SliceFair revolutionizes equity management for bootstrapped startups by implementing the proven Slicing Pie framework in an easy-to-use platform. SliceFair automatically tracks and calculates fair ownership based on actual contributions. Log time with custom rates, record investments and expenses, and watch equity shares update in real-time. Perfect for co-founders, early employees, and sweat equity participants. Each project supports unlimited members and contributions, with clear roles and permissions. Track multiple ventures separately, manage project admins, and maintain complete transparency. Start free or unlock unlimited access for $99 per project. No subscriptions, no hidden fees. Just fair equity splitting that grows with your startup.Starting Price: $99 one-time fee per project -
39
FolioSure
Acuity Analytics
Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity. FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams. 🔹 Cut reporting time by up to 35% 🔹 Streamline workflows with seamless system integrations 🔹 Get support for valuation models, investor queries, and regulatory demands 🔹 Monitor complex structures including CLOs effortlessly If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most. We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets. -
40
Slice
Slice
Both the company and the employees are exposed to legal and financial risks. Many factors are in play that make today’s process challenging and complicated. Each country has specific regulations around equity which constantly change. It exposes you and your employees to financial penalties. Tax codes for equity are extremely complicated. Mistakes are irreversible and it’s easy to miss on large tax breaks. Setting up and maintaining global equity plans is heavily time-consuming. It requires deep and expensive research. It’s hard to follow what's happening, takes a lot of time and mistakes happen. Stay compliant worldwide and avoid problems altogether with preemptive alerts that steer you clear of any potential exposure issues. -
41
Vertalo
Vertalo
The private asset market is hindered by poor user experience and fragmentation between technology platforms. Vertalo connects and enables the security token ecosystem by utilizing blockchain technology to bring cap tables and investor management into the 21st century. Vertalo’s platform allows new and existing companies to streamline digital asset management and create liquidity. Vertalo’s on-chain secured cap tables give companies and investors more power and flexibility in managing assets. Create tokens to fractionalize ownership or list and trade on an exchange. Vertalo allows you to tokenize assets and distribute to investor wallets instantly. Vertalo's SEC-registered transfer agent platform streamlines and secures the data on the cap table through a sophisticated set of smart contracts that update entries based on on-chain confirmations. The advent of blockchain technology has opened up a world of possibilities in business and cybersecurity. -
42
CompTrak
HRSoft
One Platform for All Your Compensation Needs CompTrak's enterprise software brings incentive, equity, merit review and total rewards into a single platform. It allows companies to innovate, customize and manage complex compensation plans and ensure that they are linked to corporate strategic goals while eliminating the need for manual processes, spreadsheets, and dependency on legacy systems. CompTrak looks to optimize how organizations engage employees and leverage all the various components of compensation as levers for mutual value. CompTrak is made up of three core products: Compensation Management, Equity Plan Management and Total Rewards Statements. Each module is available separately or integrated into one solution. By eliminating manual processes, spreadsheets and dependency on legacy systems, CompTrak allows companies to manage and administer compensation plans globally and bring a personalized, mobile Total Rewards experience to employees. -
43
Diligent Market Intelligence
Diligent
During times of heightened scrutiny, Diligent Market Intelligence equips companies with the necessary information to proactively manage shareholder pressures, mitigate governance risks, and maintain a competitive edge in the market. Establish stronger corporate governance practices by benchmarking it against best-in-class standards. Prepare engagement strategy with access to complete voting records, proxy recs, and policies of investors globally. Detect activists, track campaign developments and identify areas of vulnerability to better manage activist scenarios. Understand perspectives on ESG using stats on shareholder proposals and science-based ESG scores. Comprehensive view of corporate governance and shareholder engagement behavior. Diligent’s market intelligence solution offers leading data and analytics across corporate governance, shareholder activism, and ESG to help organizations gain clarity on broader corporate governance topics and better inform their strategy. -
44
QuotaBook
QuotaBook
You can stay up-to-date with portfolio companies by customizing templates for founders to fill in, checking status of reports and downloading data with a single click. All your investment history is outlined to track records and analyze performance, helping you to make smarter decisions on your future investments. You can rely on our dashboard crafted for you to check latest ownership changes, track capital usage and filter down metrics based on your needs. Post-investment management is easier with cap table data synced, business performance updated and voting agenda shared to better communicate and understand your portfolios. Manage stock options and plans from issuance, vesting, awards, and more. Requesting shareholder approval on corporate matters can be effectively handled by creating agendas, sending email reminders and receiving online voting results with e-signatures. -
45
Cake Equity
Cake Equity
Retain your best talent through best-practice equity plans. Get built-in legal agreements, vesting, and communications. Adding equity into hiring processes takes seconds. Create stock options or share plans, set up automatic vesting, and motivate and reward your team for their work. Easily communicate the value with your team to improve culture, engagement, and retention. Easily communicate value with your team to improve engagement and retention. Valuations are sorted, wherever you need them. Plus automated vesting, exercising, and reporting give peace of mind. Compliantly issue and manage employee equity for employees and contractors in over 50 countries. Automated reporting keeps records up to date and with peace of mind. Valuations are sorted, wherever you need them. World-class cloud-based infrastructure keeps your data secure.Starting Price: $40 per month -
46
ShareForce
ShareForce
ShareForce is a web-based platform that brings automation and simplicity to employee incentive management. ShareForce offers a comprehensive solution integrating HR, CRM, payroll, and communication systems. Perform audit-ready plan valuations and performance calculations. Generate reports in real-time. Account for your cash or equity plans while staying 100% IFRS / GAAP compliant. Generate expense and disclosure reports with ease. Gain access to a highly skilled deployment team dedicated to providing a stress-free migration process. Track and manage the award lifecycle and communicate with staff. This includes share plan administration, issuances, elections, vestings and settlements. Through an easy-to-use, secure portal, your employees can accept and exercise awards and view the company’s share price to determine their stake in the business. Design and test equity or cash incentive plans, including long and short-term performance-driven plans. -
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PreIPO
PreIPO
PreIPO® is an innovative global fintech brand. This disruptive private equity platform is uniquely designed to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors. PreIPO is a hub for Investors (accredited investors & qualified purchasers, on-shore and off-shore/family offices), to view & seamlessly transact in pre-IPO deals. We work with financial services industry professionals such as investment bankers, broker-dealers, private equity, hedge funds, and venture capital to list their offerings. Access the PreIPO platform for cutting-edge technology, proprietary tools, and insights to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors. -
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Q4
Q4
Replace your fragmented solutions with the AI enabled IR Ops Platform—a unified system for attracting investors, managing relationships, and keeping your finger on the market’s pulse. Be smarter, more efficient, and elevate IR into your company’s strategic advantage. Only Q4 works across every critical touchpoint between public companies and the capital markets. From building your website and virtual events to elevating how you engage with the markets, to transforming data into a proactive targeting strategy. With the Q4 Platform, public companies across all industries and market caps can launch and measure the impact of a complete investor relations strategy. With a platform approach, all data generated by investors across your program can be aggregated alongside shareholder analytics for insights to shape a communication strategy investors value while identifying and prioritizing the shareholders that matter. -
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Irwin
Irwin
Find, engage and build relationships with the right investors at the right time so that you can focus on doing what you do best - building your business. Irwin has the most accurate and comprehensive shareholder monitoring capabilities by combining unique data sets to give you the full picture. Monitor changes in your shareholder base, including institutional, retail, and activist positions. Irwin makes it easy for users to search for institutions, funds & retail investment advisors. With Irwin, you can connect with a global database of qualified investors. Irwin's intuitive design allows for seamless management of your company's contacts. Our CRM function is easy-to-use, and designed to help improve your communications with investors and stakeholders. -
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PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month