Captable.io is an equity management solution for startups, which offers tools for creating, collaborating on, and sharing cap tables, convertible instrument and option calculators, and round and exit models. It helps startups plan and manage equity, build reports, and maintain accurate records.
Captable.io is an equity management solution for startups, which offers tools for creating, collaborating on, and sharing cap tables, convertible...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.
EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

US$160,00/month

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

5 /5
(2)
Ease of Use
4,5/5
Features & Functionality
5/5
Customer Service
4,5/5
Value for Money
4,5/5

Overall rating

3,6 /5
(11)
Ease of Use
3,7/5
Features & Functionality
3,4/5
Customer Service
4,3/5
Value for Money
4,1/5

Total features 23

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Applications Management
  • Approval Process Control
  • Asset Management
  • Audit Management
  • Audit Trail
  • Benchmarking
  • Cap Table Management
  • Client Portal
  • Collaboration Tools
  • Compensation Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Cost Analysis
  • Customizable Branding
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Employee Management
  • Employee Reward Programs
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • Grant Management
  • Graphical Data Presentation
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Options Management
  • Participant Portal
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Predictive Analytics
  • Private Equity
  • Progress Reports
  • Public Equity
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Scenario Planning
  • Status Tracking
  • Stock Management
  • Summary Reports
  • Third Party Integrations
  • Transaction History
  • Valuation Management
  • Vesting Management
  • Visual Analytics
  • Workflow Management

Total features 71

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Applications Management
  • Approval Process Control
  • Asset Management
  • Audit Management
  • Audit Trail
  • Benchmarking
  • Cap Table Management
  • Client Portal
  • Collaboration Tools
  • Compensation Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Cost Analysis
  • Customizable Branding
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Employee Management
  • Employee Reward Programs
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • Grant Management
  • Graphical Data Presentation
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Options Management
  • Participant Portal
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Predictive Analytics
  • Private Equity
  • Progress Reports
  • Public Equity
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Scenario Planning
  • Status Tracking
  • Stock Management
  • Summary Reports
  • Third Party Integrations
  • Transaction History
  • Valuation Management
  • Vesting Management
  • Visual Analytics
  • Workflow Management
  • Affinity
  • Ipreo Prism Virtual Data Room
  • Salesforce Essentials
  • iLevel
  • Affinity
  • Ipreo Prism Virtual Data Room
  • Salesforce Essentials
  • iLevel