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#1 Cap Table Management Software
for Venture Backed Companies

EquityEffect is an easy-to-use platform for equity management that you can get up and running quickly. Easily manage your option administration, cap table and ensure you understand how new rounds will dilute you.


Simple Option Administration

Option administration can be an extraordinarily painful exercise with significant risk. EquityEffect makes this process painless and complaint.

  • Create and model your option plan with customizable vesting schedules
  • Propose, issue, and manage options grants in seconds via our workflow tool with native docusign integration
  • Generate Black Scholes expensing calculations and ASC718 reporting in a single click
Option Administration
Cap Table Management

Easy-to-use Cap Table Management

EquityEffect makes cap table management look easy. Save time, money, and eliminate errors when managing your cap table.

  • View the cap table how you want with by creating custom groupings, view cap table fully diluted, outstanding or outstanding as converted.
  • Issue electronic certificates in seconds via our native DocuSign integration.
  • Host your corporate documents in one place

Robust Scenario Modeling in Minutes

Easily model out next rounds to understand dilution and map out your plan to exit. Save legal costs by quickly understanding impact of your funding.

  • Model out multiple versions of future notes, rounds, and option plans to determine the best course of action for your company
  • Run waterfall analyses in seconds with multiple version of future rounds to understand dilution
  • With accurate visibility into the impact of potential future financing, negotiate with “eyes wide open” when speaking to potential investors
Waterfall Analysis
409 Valuations

Cost-effective 409A Valuations

High-quality valuations do not need to cost an arm and a leg. Through EquityEffect’s partner network you can get safe harbor compliant valuations at a pre-negotiated, discounted rate.

  • Low-cost and high quality valuations
  • Safe harbor compliant
  • Easily assemble all documentation for valuation providers
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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