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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
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Equity Dashboard

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
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Portfolio

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
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Scenario Modeling
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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