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Equity Management Software
for Service Providers

EquityEffect is the only equity management solution provider built for real partnership. With deep integration abilities and a white label option, it is easy to add equity management into your service offering.

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Robust Integration and Branding

Easily integrate the EquityEffect equity management solution into your services offering. You have the ability to add it into your current platform or sell as a stand alone.

  • Ability to white label the equity software offering
  • Robust API to integrate and report on all equity metrics across companies
  • Scalable managed services for easy data management
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Equity Dashboard

Central Dashboard Manager Across Companies

Easily manage clients equity and options all in one place. No more jumping between platforms or keeping excels in sync.

  • Central view of clients equity information
  • View high-level data at the click of a button
  • Simple user management across companies
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Robust Equity Management Tools

EquityEffect gives you all the features needed to scale with your customers from the basic cap table to audit ready reporting.

  • Simple option administration
  • Track and manage cap tables
  • Run robust scenario modeling
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Cap Table Management
Reports

Advanced Reporting

Centralizing all your clients equity and valuation data into a single platform allows for powerful reporting.

  • Run reports across companies cap tables to glean insights
  • Integrate datasets with external sources like Crunchbase or Pitchbook
  • Grab historical data by day, week or month to understand trends
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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

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