Top 9 Best Equity Management Software

  1. EquityZen – best for pre-IPO companies
  2. ForgeGlobal – best for secondary market transactions
  3. Carta – best for equity management and valuation
  4. EquityTrack – best for analysis and prevention
  5. Shareworks by Morgan Stanley – best for public companies
  6. SeedInvest – best for startup equity funding
  7. OptionTrax – Best for options management
  8. Diligent Equity – Best for private companies
  9. Papaya Global – Best for multi-country equity management

1. EquityZen – best for pre-IPO companies

PRICING: Fees vary, but EquityZen generally receives 5% commission + VAT

EquityZen is the best equity management software for pre-IPO companies. It offers a complete solution for managing equity, from issuing and vesting to tracking and reporting. EquityZen also provides a secondary market platform for trading private company stock. Employees can manage their equity portfolios online, and shareholders can view real-time valuations and performance.

KEY FEATURES:

  • Access Liquidity for Pre-IPO Equity at Lower Minimums
  • Access Private Technology Companies
  • Guided Process
  • Curated Investments

REASONS TO BUY:

  • Wides selection of investments
  • No ongoing fees or carried interest
  • User-friendly platform

REASONS TO AVOID:

  • Only open to accredited investors

2. ForgeGlobal – best for secondary market transactions

PRICING: Fees vary but Forge generally receives a 5% commission

ForgeGlobal is the best equity management software for secondary market transactions. It offers a secure platform for trading private company stock, with features like escrow, legal documents, and real-time pricing. ForgeGlobal provides users with a dedicated Private Market Specialist.

KEY FEATURES:

  • Portfolio Analysis
  • Risk Management
  • Performance Tracking
  • Mobile App

REASONS TO BUY:

  • Access well-known companies
  • Assigned a Private Market Specialist
  • Flexible transaction structure

REASONS TO AVOID:

  • High minimum investment of $100,000

3. Carta – best for equity management and valuation

PRICING: Contact for pricing

Carta is the best software for managing equity and valuing your company. It’s simple to use yet powerful enough to handle the most complex equity management issues. With Carta, you can easily manage your company’s equity, track valuations, and much more. Carta is the perfect tool for managing equity and valuing your company. It’s simple to use yet powerful enough to handle the most complex equity management issues.

KEY FEATURES:

  • Cap Table Management
  • 409A Valuations
  • Liquidity
  • Scenario Modeling
  • Fund Administration

REASONS TO BUY:

  • Free plan for up to 25 stakeholders
  • Automatic updates
  • Easy to use interface

REASONS TO AVOID:

  • The software might not work so well internationally

4. EquityTrack – best for analysis and prevention

PRICING: Contact for pricing

EquityTrack is web-based equity management software best known for its analysis and prevention capabilities. The software provides users with real-time data visualizations of their portfolios and alerts for potential issues. EquityTrack is also equipped with a powerful suite of tools for valuing and managing equity. Its variety of valuation tools makes EquityTrack an excellent choice for those looking to get the most out of their equity portfolio.

KEY FEATURES:

  • Stock Option Tracking Software
  • Consulting
  • Exchange Listing
  • DTC Eligibility
  • Ongoing Maintenance

REASONS TO BUY:

  • Cloudraise software streamlines your process
  • Convenient online access and reporting for users
  • Heavily encrypted software protects your sensitive information

REASONS TO AVOID:

  • None to report

5. Shareworks by Morgan Stanley – best for public companies

PRICING: Get a demo for pricing

The fact that Shareworks by Morgan Stanley is used by some of the world’s biggest public companies should indicate the high quality and robustness of this software. It’s widely considered the best market equity management software, especially for public companies. With Shareworks, you can easily manage your equity portfolio, from issuing and vesting to tracking and reporting. The software is also great for secondary market transactions, with features like escrow, legal documents, and real-time pricing.

KEY FEATURES:

  • Equity Administration Software
  • Financial Reporting
  • Forms Filing
  • Global Equity Intelligence
  • Participant Experience

REASONS TO BUY:

  • Mobile app
  • Great features
  • Low maintenance and easy to use

REASONS TO AVOID:

  • Several users report that the interface is outdated and difficult to use

6. SeedInvest – best for startup equity funding

PRICING: Fees vary, but SeedInvest generally receives a 2% commission

SeedInvest is an equity crowdfunding platform that helps startups raise money from accredited and institutional investors. It’s one of the most popular platforms for startup investing and has helped companies raise millions of dollars. SeedInvest is a nifty platform for startup equity funding because it offers flexibility and customization. You can set your terms and conditions with a low minimum investment amount of $500. SeedInvest also has an extensive network of investors, which gives you a better chance of raising money.

KEY FEATURES:

  • Thorough and accurate investment analysis
  • Asset and portfolio management
  • Real-time quotes and news
  • Streamlined interface

REASONS TO BUY:

  • Several founding options
  • Invest and learn to diversify
  • Open to non-accredited investors

REASONS TO AVOID:

  • High transaction fees

7. OptionTrax – Best for options management

PRICING: Plans start at $50 per month

If you’re looking for the best equity management software, you’ll want to check out OptionTrax. This software is designed explicitly for options management, and it’s the top choice for many investors and traders. OptionTrax is packed with features that make it easy to manage your options portfolio. The software allows you to track your positions, see real-time quotes, and create custom reports. You can also use the software for backtesting your strategies and seeing how they would have performed in the past. There’s no doubt that OptionTrax is the best equity management software on the market.

KEY FEATURES:

  • Reporting
  • Automated Tracking
  • Equity Compliance
  • Stakeholder Communication and Management
  • Full Customization Options

REASONS TO BUY:

  • Easy-to-use system
  • Personalized service
  • Customizable solution

REASONS TO AVOID:

  • None, users love OptionTrax!

8. Diligent Equity – Best for private companies

PRICING: Request a demo for pricing

Diligent Equity is the best equity management software for private companies. It’s a web-based solution that offers all the features and tools you need to manage your equity, from creating and managing shareholder agreements to issuing and tracking stock options. Diligent Equity is easy to use and provides a great user experience. It’s also very affordable, making it a decent choice for small and medium-sized businesses.

KEY FEATURES:

  • Financial Modelling
  • Investments Tracking
  • Investor Reporting
  • Private Equity

REASONS TO BUY:

  • Sophisticated functionality
  • Helpful visualisation tools
  • Flexible reporting functionality

REASONS TO AVOID:

  • Some users report lost or altered data after updating

9. Papaya Global – Best for multi-country equity management

PRICING: Plans start at $20 per month

Papaya Global is the best equity management software for multi-country equity management. The web-based software offers a suite of features that make it easy to manage your equity portfolio. Papaya Global includes tools for financial modelling, investment tracking, investor reporting, and more. The software is also great for secondary market transactions, with features that make tracking and managing your positions easy. Papaya Global is an excellent choice for investors looking for a comprehensive and easy-to-use equity management solution.

KEY FEATURES:

  • Cap Table Management
  • Public and Private Equity
  • Valuation and Vesting Management
  • Financial Modeling
  • Portfolio and Options Management

REASONS TO BUY:

  • Helpful customer support
  • Comprehensive and scalable
  • Easy-to-use system

REASONS TO AVOID:

  • Some users think the system could be better organized

Resources and Links

  • https://financebuzz.com/equityzen-review
  • https://forgeglobal.com/
  • https://www.equitytrack.co/
  • https://www.getapp.ca/software/119871/shareworks#reviews
  • https://www.businessinsider.com/personal-finance/seedinvest-review
  • https://reviews.financesonline.com/p/optiontrax/
  • https://www.softwareadvice.com/ca/investment-management/equityeffect-profile/
  • https://slashdot.org/software/p/Papaya-Global/