Equity Management Designed For Service Providers
EquityEffect makes managing complex cap tables across your clients easy. Standardize your clients onto a single platform that you can white label and integrate into your offerings.
Centralized All Your Clients' Cap Tables in One Platform
Centralize all your clients’ cap tables on a single platform, regardless of the software they already use. No more lost time learning new platforms, replicating cap tables in spreadsheets, and fixing errors across platforms. You’ll always have the most accurate and up-to-date version of your clients’ cap tables.
- Single dashboard view of cap tables across clients
- See top holders, series, equity pool, and option summaries at a glance
- Simple user management to manage internal and external access
Integrate Your Cap Tables Into Your Tech Stack
EquityEffect’s open API allows you to seamlessly integrate your client’s cap table data into your existing workflows and systems. Whether it is a BI tool, CRM or client management system, EquityEffect can seamlessly integrate.
- Add any data in EquityEffect to other systems to enhance reporting or workflows
- White label cap tables to offer a seamless experience to clients
Robust Paralegal Support for Easy Data Management
Stop wasting time managing basic equity workflows by leveraging our team of trained paralegals. Each paralegal has a background in equity management and can serve different needs to enhance your back office.
- Add hours back on your teams plate
- Robust training to ensure saved hours of manual entry to jumping between cap table providers
- Managed on-boarding services to make getting started stress-free