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Equity Management Software Made Easy

EquityEffect is a powerful suite of equity management solutions for venture capital, start-ups and law firms.

Easily manage cap tables, investments and equity.

Portfolio Management Software

For Private Companies

• Cap Tables
• Shareholder Allocations
• Option Management
• 409a Valuations

Cap Table Management Software

For Venture Capital

• Portfolio Management
• Scenario Modeling
• Capitalization Overview
• LP Portal

Equity Management Software For Law Firms

For Law Firms

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

Simple Cap Table Software

For Private Companies

EquityEffect makes managing complex cap tables look easy. Save time, money, and eliminate errors when managing your cap table. Utilize scenario modeling, waterfall analysis, and robust reporting to map your path to a huge exit.

All paired with accurate, fully independent  409A valuation services at a reasonable cost and timely manner.

Dashboard
Tear Sheet

Investment Management Software

For Venture Capital

EquityEffect Investor 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.

Robust Equity Software

For Law Firms

EquityEffect makes managing complex cap tables across your clients easy. Standardize your clients onto a single platform to save money and hours of wasted paralegal time.

Equity Dashboard
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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