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Equity Management Software

Equity. It means different things to different people. Private companies, investors, and law firms—each interacts with equity in different ways. Each has a unique set of needs. EquityEffect meets those needs with a powerful suite of industry-specific tools, built on top of the best cap table manager on the market.

Meet the Suite

Portfolio Management Software

For Investors

• Scenario Modeling
• Waterfall Analysis
• Future-round Modeling
• Capitalization Overview

Equity Management Software For Law Firms

For Law Firms

• Centralized Cap Tables
• Standard Equity Workflows
• Immediate Cap Table Reporting
• White-label Offering

Cap Table Management Software

For Private Companies

• Cap Tables
• 409a Valuations
• Shareholder Allocations
• Board Approvals

Hear From Our Customers

EquityEffect’s powerful what if scenario planning feature completely suits our VC needs, allowing us to easily create multiple investment scenarios and compare them side-by-side, eliminating the need for cumbersome spreadsheet calculations.

- Viola Ventures

Our cap table is complex, and EquityEffect’s platform handles it all - our financing rounds, certificates and employees’ options. Their automatic document generation workflow and electronic signatures saves us time and money, and eliminates errors.

- Clicktale

As all of our options, terminations and transactions are managed in EquityEffect, we know that the ASC 718 reports we create with EquityEffect are correct and have taken all factors into consideration, and can send them directly to our auditors. EquityEffect is a One Stop Shop for stock administration and accounting purposes – highly recommended.

- Kaltura

Get Started with EquityEffect Today

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