The document discusses the evolution of equity management from manual processes to digital solutions, highlighting the benefits of equity management software. It lists the top five equity management tools available in 2024, detailing their key features, pros, and cons. The tools aim to enhance transparency, streamline processes, and provide real-time insights for managing employee stock options.

1. In the past, organizations manually managed ESOPs. This involved extensive paperwork, record-keeping, and
coordination among various departments. HR and finance teams had to manually track employee stock allocations,
vesting schedules, and changes in ownership. On top of this, handling physical documents was also too challenging
and complex, especially if the number of ESOP holders increased rapidly.
Today, most forward-looking organizations work on a reliable, secure, and user-friendly digital solution. Thanks to
equity management software!
The software provides effective management and communication of equity-related information for both
organizations and employees. This eliminates the lack of real-time accessibility and automation that makes the
process more prone to errors and delays.
Now without further ado, let’s get started.
List of Top 5 Equity Management Tools
We have curated this list of the top 5 equity management tools along with their key features, pros and cons in detail.
We used some solutions ourselves and gathered feedback from current/previous users for some to create a reliable
list of the best equity management platforms that you can choose from.
Take a look!
1. EquityList
Source: assets-global
“EquityList helped us transition from managing ESOPs on scattered Google sheets to managing them professionally.
We now have a comprehensive grasp of our cap table, as dashboards provide a great overview of shareholders,
available options, dilutions, and valuation trends.”
- Deepanshu Arora, Co-founder and CEO, toddle
Home | Blog
Top 5 Equity Management
Tools in 2024
Written by Shubhika Sundriyal
20 December 2023 | 4 min read
Editor's Note :
Managing equity can be an uphill climb with challenges like complex
regulatory compliance and employee dissatisfaction due to a lack of
transparency. In this blog, we will explore the top 5 equity
management tools that you can choose from. These tools help
enhance transparency and provide real-time insights to simplify
your everyday equity management decisions.
CONTACT US
Products  Pricing Resources  Testimonials

2. EquityList stands out as an exceptional equity management tool, providing seamless control over employee stock
option plans, regardless of geographical constraints for you and your team.
This versatile tool empowers you to effortlessly issue grants, obtain electronic signatures, and deliver provisional
documents, all within a unified platform.
Moreover, EquityList goes beyond these functionalities by enabling the establishment of maker-checker workflows,
ensuring robust internal controls and a streamlined experience in the issuance of grants.
Key features of EquityList:
Valuation tracking to monitor the company's value
Ability to watermark documents for added protection
Bulk e-signing capabilities that help save time
Equity pay slips for hassle-free equity management
Pros:
EquityList lets you simplify ESOP accounting and compliance by downloading accurate expense reports, SH-6
register, Rule 701, and ASC 718 directly into your inbox.
You can get your options scheme approved by your company’s board directly via the tool.
Cons:
The Free plan is only available for 25 stakeholders.
It lacks the customer support chat, which might limit the ability to get queries sorted right from within the
platform.
Pricing: Free plan available (Limited to 25 stakeholders). Paid options start at $2200/month.
2. Vega Equity
“Vega Equity's intuitive dashboards and real-time data allocation have helped us save many man hours for granting,
allocation, and managing ESOPs. This has been crucial for helping us throughout the Reconciliation and Compliance.”
- Vasant Bhatt, Portea Medical
If you're looking for a solution to tailor your platform to match your unique requirements, Vega Equity is your best
bet.
It offers a 360-degree real-time view of your ESOP allocation and cap table. Unlike other tools, Vega lets you
personalize the platform to align with your current needs and preferences. All of this is done with a steadfast
commitment to keeping your company's ESOP pool information secure and effortlessly accessible.
The solution helps eliminate record discrepancies, miscommunication, and a backlog of inconsistencies. It instead
helps equip your team with the ability to perform comprehensive exercise and tax calculations, empowering them to
make informed decisions.
Also, the best part is that the platform boasts an efficient mobile app that is unlike any other equity management
solution available in the market. Manage ESOPs on the go!
Key features of Vega Equity:
Custom vesting, grant letters, and reports
Comprehensive Granted/Vested Options, and Expense Reports
Unlimited e-signatures for digital grant letters
Ability to share certificates and other documents
Custom integrations and API access
Pros:
Accelerated vesting with notifications help notify stakeholders of stock vesting events
Excellent customer support that supports you in personalizing the tool as per your needs.

3. Cons:
It is not a free platform.
Its chatbot can be enhanced.
Pricing: Starts at ₹7000/month.
3. Trica
Source: trica
“The first major value proposition that trica equity offers is transparency for employees through individual accounts.
At any stage, employees can log-in to their accounts and check out the value of their ESOPs and see how many
ESOPs are vested.”
- Nishant Prasad, Manager-Legal, Scripbox
Trica is a popular equity management platform that helps you go paperless and digitize your processes.
You can keep track of all information related to investors and rounds in a centralized place. And yes, you can upload
and manage all your investments with a unified view.
What more? Trica enables you to include family members & key professionals with selective access, ensuring data
privacy.
Besides, the platform helps optimize private market portfolios with data-driven insights and strategic investment
management.
Key features of Trica:
Digital vault that helps maintain all key documents and share certificates securely
One-click conversion of convertible instruments
Seamless integration with your preferred HRMS
Unlimited e-signatures
Pros:
You can customize your ESOP policy and convey all metrics via the platform.
You can even manage expense reports and customize analytics as per your personalization.
Cons:
Users often face a high learning curve.
Customer support is not very responsive.
Pricing: Starts at ₹5000/year.
Do you want to know how to implement ESOPs in your organization?
4. Qapita
Get insights on ESOPs, best practices, Cap table, and Equity Management DOWNLOAD E-BOOK

4. Source: qapita
“Qapita has helped us in drastically improving our employee engagement on our ESOP front. Our employees really
appreciate the transparency and user interface that they have access to, especially the clarity that the product
provides on their respective vesting schedules.”
- Prashant Kumar, Co-founder, Zingbus
A reliable platform to digitally manage ESOP programs, Qapita lets you manage stakeholders, securities, and
transactions right from within its dashboard.
Its intuitive dashboards are a game changer for organizations looking to move from the good ol’ spreadsheets to a
cloud-based solution.
Need to view payment currency amounts in the approved exercise request bulk upload template as an admin? Well,
Qapita has you covered!
Also, its insightful Share Value, Fair Value, and Custom reports provide a comprehensive view of equity data for
informed decision-making.
Key features of Qapita:
Push notifications to track the status of document uploads
Ability to configure different types of online payment methods
Ability to enable the exercise window for Active, Separated, or All Grantees
Timely exercise window open notification to the ESOP holder
Pros:
Its Custom Vesting Template lets you generate a Preview Vesting Schedule by inputting specified parameters.
A secure Data Room that enables efficient data storage, access, and collaboration
Cons:
Better integrations can be incorporated.
Too many features can often overwhelm the user.
Pricing: Free plan available (Limited to 24 stakeholders). Paid options start at $600/year.
5. Astrella
Source: Google

5. “Astrella gives our board and investors the assurance that we as a company are not only using modern technology to
manage our stock plan but also ensure that we're in compliance. It puts us head and shoulders above our
competitors.”
- Sean Griffin, Disaster Technologies Inc.
Astrella is an all-in-one platform that helps keep all equity-related information transparent and accessible. You can
automate workflows to streamline ESOP agreements and send them via DocuSign.
You can personalize the platform to change key interface design elements to fit your company's unique
configurations.
Astrella facilitates Exit, Round, and Reverse Modeling for streamlined and strategic financial decision-making in
private capital markets. Plus, its stock split functionality helps enhance efficiency and accuracy in corporate actions.
Key features of Astrella:
The tool supports proper recordkeeping for ESOP stockholders and regulators
Employee and shareholder access for 24/7 real-time visibility
File sharing capabilities to collaborate with employees and partners
409a valuation-centered features like financial statements and projections
Pros:
Astrella allows you to share table data with option holders, investors, and employees via secure controls for
simplified collaboration.
Its audit trail cap table ensures that all historical data is easily accessible.
Cons:
User experience can be improved.
Data importation is not very smooth.
Pricing: Free plan available (No Round Modelling and Audit Logging). Paid options start at $5/month/ shareholder.
Final Thoughts
So these were our top 5 picks for robust equity management platforms. To make the best choice, analyze your
unique requirements and select a tool that aligns closely with your needs.
For instance, while a tool may suit your current equity management needs, it might not be affordable in the long run.
On the other hand, a tool’s awesome reviews online do not guarantee a solution to your existing challenges. So, be
mindful of where you invest your money.
Opt for a tool that has all the essential features you need, is secure, and affordable in the long run. Good luck!
About Vega Equity
Vega Equity offers companies an effective, intuitive, and paperless platform for managing equity. It provides
accurate cap table management, customized user experiences, and precise information. Additionally, it
assists in measuring KPIs, analyzing data, and tracking performance towards goals.
Create a Culture People Want to Stick to
Give ESOPs within a few clicks
Personalized templates
Build a community
Dashboard views
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