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Shareworks is a complete and integrated Equity Management solution purpose-built to meet the unique needs of innovative companies. Easily control your equity plan, collaborate with teams, make more informed decisions and engage employees as never before. Trusted by more than 3000 companies, the Shareworks ecosystem is integrated so everything works together seamlessly for improved accuracy, collaboration and decision making. Learn more about Shareworks Trusted by more than 3000 companies, Shareworks is an integrated Equity Management solution purpose-built to meet your unique needs. Learn more about Shareworks
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 offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop
CompTrak's Equity Plan Management platform brings simplicity, visibility and security to help you better manage your Equity Plans. As a comprehensive compensation management solution, our Equity Plan Management solution allows you to centrally manage your end to end process, from grants such as RSUs, PSUs, Options, through to vesting and proxy reporting. We eliminate the need for manual processes, spreadsheets and multiple legacy systems. Learn more about CompTrak A comprehensive compensation management solution that brings incentive, equity, merit review and total rewards into a single platform. Learn more about CompTrak
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 built for venture capital firms. Learn more about EquityEffect
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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. Learn more about FolioSure End-to-end portfolio-monitoring platform for Private Equity and Venture Capital firms including Fund of Funds. Learn more about FolioSure
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 is an equity management platform for companies, investors, and employees.
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. Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.
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. Equity management solution that helps private companies manage and distribute ownership to unlock this unfair advantage.
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 helps companies and investors easily manage their: equity, cap tables, ESOPs, investments, flexible funding scenarios and more.
Stock option plan and cap table management software backed by the support of highly-experienced equity professionals. Equity management solution that helps manage vesting schedules, track share purchases or withdrawals, and monitor ESPP contributions.
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 in the UK. Built for SMEs. Five scheme types to choose from.
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. Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments.
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 manages the entire global equity life-cycle, bringing all of the global expertise and administration necessary.
WebVision provides asset managers with a sophisticated platform for managing fund and investor level online-reporting and event management from within their own corporate website. All investor and prospect communications can be automated through this powerful and secure online tool. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Cloud-based solution that helps asset managers manage website content & investor portals to optimize client reporting & fund marketing.
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. Issue stock and manage all your equity in one place without spreadsheets and paperwork. See why 10,000+ companies trust Capshare.
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 that handles all the accounting and tracking of employee stock options and other types of equity instruments.
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.
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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.
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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. Portfolio Management Made Easy - Private Capital Software
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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.
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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. Global Shares provide an easy-to-use platform for private & public companies that simplifies and streamlines stock plan administration
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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! Eqvista allows companies to manage their cap table, equity operations, issue shares and options, get 409a valuation.
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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
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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.
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Tool to research, reach and manage investors across the entire fundraising process. Tool to research, reach and manage investors across the entire fundraising process.
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Global solutions for compliant digital entities. Global solutions for compliant digital entities.
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A platform for efficient equity management. A platform for efficient equity management.
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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.
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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. Capital raising simplified - Capiche brings capital raising online, simplifying the process while ensuring compliance.
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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 free equity management software used by startups to plan & manage equity, keep accurate records & plan financing rounds
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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.
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Allows for the administration of shares, employee share options, convertibles, and bonds. Allows for the administration of shares, employee share options, convertibles, and bonds.