Equity Management Software

Equity Management software is used by private firms to organize, execute, and track their capitalization and employee incentive programs.

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Carta is building the global ownership management platform, and in the process, mapping the ownership network for companies, investors, and employees. Founded in 2012, Carta started by helping private companies manage their cap tables. Since then, Carta has become the largest provider of 409a valuations and equity management for private companies. We support 10,000+ companies, 700,000+ unique stakeholders, & have valued over $200B in private assets. Carta is the ownership management platform for companies, investors, and employees.
Streamlines and simplifies how businesses track, manage, and report equity compensation. - visibility into real-time equity compensation data - financial reporting to meet all SEC and proxy requirements, including FAS123R/ASC718 - flexibility to choose your own broker and integrate with other platforms - detailed audit trails - employee portal to view and accept grants, exercise options - transition from private to public company reporting without changing systems - SSAE16 certified Web-based stock plan solution that streamlines and simplifies how businesses track, manage, and report on equity compensation.

by Solium

(7 reviews)
Shareworks es una solución de gestión de patrimonio, completa e integrada, que está diseñada específicamente para satisfacer las necesidades exclusivas de las empresas innovadoras. Controla fácilmente tu plan de patrimonio, colabora con equipos, toma decisiones más informadas e implica a los empleados como nunca antes. Con la confianza de más de 3000 empresas, el ecosistema de Shareworks está integrado, de modo que todo funciona fluidamente en conjunto para una mayor precisión, colaboración y toma de decisiones. Con la confianza de más de 3000 empresas, Shareworks es una solución integrada de gestión de patrimonio que está diseñada específicamente para satisfacer tus necesidades exclusivas.

by Imagineer Technology Group

(4 reviews)
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. WebVision is a sophisticated cloud-based platform that helps asset managers effortlessly manage client reporting and fund marketing.

by Capdesk

(4 reviews)
Equity management solution that helps private companies distribute company ownership among their employees. Equity management solution that helps private companies distribute company ownership among their employees.

by Computershare

(1 review)
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.

by Koger

(0 reviews)
Plug-in dinámico de contabilidad que se diseña para apoyar la mayoría de las estructuras del fondo creadas en NTAS. Plug-in dinámico de contabilidad que se diseña para apoyar la mayoría de las estructuras del fondo creadas en NTAS.

by Altvia Solutions

(0 reviews)
AIM, la principal solución de capital privado en la plataforma Salesforce, te permite consolidar tus datos en un sistema central para lograr la eficiencia operativa y optimizar los flujos de trabajo para escalar con el fin de fomentar el crecimiento. AIM está lista para el uso de Lightning con una interfaz de usuario minimalista y simple, diseñada para la facilidad de uso y la velocidad. Con AIM, obtienes la base sobre la que construir tu solución tecnológica en toda la empresa para aprovechar el poder de tus datos y darte una ventaja informativa que te coloca años por delante de la competencia. Gestiona la recaudación de fondos, el flujo de negocios, la diligencia debida y las carteras. Para administradores de fondos de activos alternativos e inversores institucionales.

by Preqin Solutions

(0 reviews)
Preqin Solutions, anteriormente Baxon Solutions, ofrece un software de colaboración en la nube líder del mercado para agilizar todo el proceso de gestión de la cartera, incluidas la supervisión, la gestión y la creación de informes del rendimiento de la inversión. La plataforma automatiza la compilación, el análisis y el intercambio de información financiera de una cartera. Simplificación de la gestión de la cartera: software de capital privado

by Gust

(0 reviews)
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.

by Global Shares

(0 reviews)
Employee equity administration software that helps businesses automate payroll and reporting processes related to compensation. Employee equity administration software that helps businesses automate payroll and reporting processes related to compensation.

by TruEquity

(0 reviews)
Solución completa para la administración de la propiedad privada de la empresa: stock y opciones, desde el inicio hasta la salida. Mantén tu tabla de capitalización precisa, clara y actualizada. Solución completa para la administración de la propiedad privada de la empresa: stock y opciones, desde el inicio hasta la salida.

by Eqvista

(0 reviews)
Our sophisticated software and technology will transform your company, and work to manage your cap table, company shares, 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, investors and shareholders to track, manage, and make intelligent decisions about their company's equity.

by Euronext

(0 reviews)
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