Fidelity Investments

fidelity.com

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $3.3 trillion in assets under management as of June 2020 and a combined total customer asset value number of $8.3 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, and life insurance.

Carta

carta.com

Audit-ready valuations, fast Valuations from professionals who have delivered more 409As than anyone in the industry. Carta is the leading independent 409A provider for private stage companies of all sizes. With over 60,000 professional valuations, Carta holds the largest data set to accurately assess the fair market value of companies from pre-seed through late stage. The Carta valuation team is composed of subject and industry experts that can handle complex valuations with increased regulatory and compliance needs.

Pulley

pulley.com

Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights to make smarter decisions about their equity. Equity is your company’s most important asset. Make smarter decisions about your ownership — before they get recorded on the cap table. - Fundraise smarter: Use our fundraise modeler to model out dilution and compare different scenarios. Model and record complex terms, including anti-dilution and MFNs. - Keep your team informed and motivated: Give your team a more transparent equity experience with an employee dashboard that breaks down vesting and taxes. Use our offer letter generator to explain the value of equity to candidates. - Stay compliant: Get a 409A valuation in less than 1 week. Automatically generate tax forms in the platform, including Form 3921 and completed 83(b) elections for employees. - Reconcile transactions automatically: Put your cap table to work, so you can get back to what matters most. Pulley supports end-to-end workflows and integrates with your HRIS platform, so updating your cap table is more seamless than ever. Join the 3000+ companies scaling with Pulley. Onboard in less than 5 days. Get support in minutes. Learn more at https://pulley.com.

Cyndx

cyndx.com

Cyndx is an AI-powered deal search and discovery engine that uses machine learning (ML) and natural language processing (NLP) to identify closely-similar companies for deal sourcing, client prospecting, and more. Instead of relying on keywords, static company classifications, and purely historical data. Cyndx uses artificial intelligence (AI) and natural language processing (NLP) to inge

Easop

easop.com

Easop is the first globally compliant equity compensation solution. We provide startups and scale-ups with self-serve SaaS solutions to offer and manage equity incentives for their global workforce and assistance with tax handling. Companies incentivize their direct employees, EoR employees, contractors, and advisors with equity globally by leveraging Easop’s in-house back office, approved by top-tier law firms. Founders, Finance and HR leaders, and General Counsels can issue new grants, get assistance with tax handling, set up equity grids, send automated board reports and approvals, and instantly access legal information for each geography. Team members get personalized tax and compliance information tailored to their tax residency and contractual status for the first time. Easop covers workers in 65 countries and is expanding quickly. Book a demo of Easop’s platform and offer worldwide equity incentives in minutes at a fraction of the cost.

Salto X

saltox.co

Salto X is an easy-to-use cap table management platform for growing teams. It offers effortless onboarding, a user-friendly interface, and a scalable design that makes managing equity simpler and more efficient than ever.

Palico

palico.com

Palico offers an end-to-end solution for buying and selling small private fund positions. This purpose-built secondary marketplace connects investors to a global network of buyers and sellers, and simplifies the entire transaction process—from listing to closing. Deals happen faster, more securely, and with minimal fees.

Fundwave

fundwave.com

Fundwave unites your deal, investment and investor relations teams into one single platform. Fundwave offers solutions for: 1. Venture capital 2. Private equity 3. SPVs 4. Fund of funds 5. Impact funds 6. Family offices 7. Real estate funds Key features of Fundwave include: 1. Fund Administration: Automates complex allocations, fund accounting, and investor reporting. This includes generating capital notices, NAV statements, and custom financial reports. 2. Portfolio Management: Tracks portfolio performance with real-time analytics, IRR and MOIC calculations, cap tables, and KPI collection. 3. Investor Relations: Offers secure investor portals for sharing reports, capital calls, and other key documents, enhancing transparency and communication with investors. 4. Deal Pipeline Management: Organizes and tracks deal flow, helping fund managers focus on high-potential investment opportunities.

Fairmint

fairmint.com

Give your community skin in the game. Fairmint empowers you to grant equity to anyone that adds value to your company and passively receive investment from your biggest fans. Launch in a few clicks and get back to building your business.

Optio

optioincentives.com

Established in 2018, Optio Incentives combines software and deep expertise to manage equity compensation plans for companies of all sizes. Today, the company manages over 1,000 equity programs worldwide for private and publicly listed clients. Optio’s unique capability to support businesses at every stage, from initial development to the public market, sets the business apart from other providers. Optio simplifies complexities associated with employee incentive programs, enabling companies to stay compliant, manage equity, report costs effectively, and maximize the programs benefits. Optio is a SaaS company that provides software and support for optimization of all processes related to your equity compensation. We believe in fusing technology with the power of equity compensation to enhance our clients' business model. Through our experiences with assisting companies structure the optimal incentive scheme, maximizing the perceived value amongst employees and participants, we see that equity compensation drives entrepreneurship and increase focus on value creation.

Nana Fund

nana.fund

Nana Fund connects veteran-owned businesses with tailored funding opportunities. From grants and support programs to loans and venture capital, we provide the financial resources you need. Unlock your business's growth potential with Nana Fund—your partner in securing the right funding for veteran entrepreneurs.

Quoroom

quoroom.com

Quoroom is an investment management platform for angel syndicates, VC funds and founders. Investment managers and founders use Quoroom to manage investor relations, investor onboarding, legal singing, compliance and exit distributions while saving thousands in software and legal fees annually. For Syndicates / Funds: Investor CRM, Data room, LPs onboarding, KYC/AML, Regulatory Framework, SPVs, Legal document and E-Signing, LPs registers, Capital Statements, Secondary transfers, Distributions (Private equity and debt)

Equify

equify.eu

Equify centralizes all legal and financial information about your shareholders. With Equify, take back control of your capitalization table.

Capboard

capboard.io

Capboard.io simplifies cap table management, equity plans, and investor relations. Our mission is to help entrepreneurs attract and retain talent through effective equity compensation plans and ensure accurate shareholder reporting. This fosters smooth internal relations, allowing companies to focus on external threats rather than internal difficulties. Capboard offers Cap Table and ESOP management, BoD reports and updates, a Virtual Data Room, and we are obsessed with support and advice for efficient equity management.

Sprout

getsprout.co

Sprout is an equity and token management solution helping companies manage shares, ESOPs, tokens, fundraising and investors on one platform.

Mantle

withmantle.com

Mantle is an equity management platform built for modern founders and operators, powered by AI. - Manage like a pro: Take control of your ownership with a next-gen platform that lets you track, issue, and manage ownership. - Get it done with your AI Co-pilot: Breeze through essential tasks, pull critical information, and visualize your ownership data instantly. - Supercharge your workflow: Transform tasks such as issuing equity and stakeholder communications into remarkably simple, automated workflows. - Make decisions, not mistakes: Handle everything from hiring plans to assessing jargon-heavy term sheets without touching a spreadsheet. In-context advice is there when you need it, giving you clear insight to make decisions. - Up and to the right: Support at every stage, from your garage to a thriving public company. Seamless assistance throughout your journey. - SOC 2 Compliance: Mantle is proud to be SOC 2 compliant, ensuring we adhere to the best practices established by the American Institute of CPAs (AICPA) in managing and protecting our users' data. Get started today at www.withmantle.com.

Trica

trica.co

trica equity is helping companies simplify equity management with their stock options and cap table management products. trica's customer-centric approach is visible in its startup friendly pricing and features that are tailored to grow as a company progresses on its growth journey Currently trica equity is used by more than 550 companies from India, the USA and Singapore including over 100 Series B+ startups, unicorns and pre-IPO companies.

ShareForce

shareforce.net

Whether you're a private company using a deferred bonus plan, a growing company getting IPO-ready, or a listed company issuing performance shares to retain staff, ShareForce offers a single solution to manage, administer, account for, and report on practically any equity or cash incentive plan, all in one place. Together with our industry-leading technology and specialist, hands-on support service, we’re on a mission to make lives easier for all those involved in the incentive plan lifecycle globally.

EquityList

equitylist.co

EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table management: Manage your cap table seamlessly and invite investors to accurately track the company's valuation history, store share classes, and digital certificates, and conduct valuation exercises. You can model fundraising scenarios and waterfall exits. ESOP/SAR/RSU management: Administer and manage your company's stock options plans with ease and invite employees and partners for a transparent ownership experience. Fundraise workflows: Raise capital efficiently and smartly by using EquityList's fundraising workflows. Equity advisory: Leverage the expertise of a decade's worth of experience in creating industry-best equity award schemes. Valuation reports: Get your company's valuation exercise (like 409A, HMRC, and more) done by the industry’s best valuers or merchant bankers. Multi-entity management: Simplify complex cross-border shareholding for subsidiaries, manage put-call structures, and visualize dilution from a single dashboard. Get onboarded in less than 24 hours. 400+ companies across India, the US, APAC, and MENA manage their equity operations with EquityList. Learn more at https://www.equitylist.co/

Cake

cakeequity.com

All-in-one system that lets you offer equity, simulate raises, and manage shareholders anywhere in the world. Fast track your growth with Cake's cap table, equity templates, 409A, and scalable equity solutions.

Qapita

qapita.com

Qapita is an equity management platform for startups and listed companies that helps them seed, build, harness and eventually Unlock the Power of Ownership for their stakeholders. Qapita supports over 2,000 clients across the globe, while engaging their investors and over 300,000 employees holding more than USD 55 billion of equity value. Qapita's platform offers cap table and equity management tools for founders, finance, legal, reward and HR teams, and provides VCs with a holistic view of their portfolio companies, fund administration and portfolio valuation and reporting tools and helps facilitate LP engagement. Complementing their platform, Qapita offers equity compensation and equity and cash incentive plan design consulting services, valuation and financial reporting expertise, and private market liquidity solutions tailored to meet the needs of both shareholders and employees. For more information, visit us at https://www.qapita.com/ Request a FREE demo by clicking the button on the top right of this page

Kaaria

kaaria.net

Kaaria an online platform for startup valuation & equity management. Our technology enables entrepreneurs and investors to truly understand what drives their valuation, transparently discuss it, and make good equity decisions. - Kaaria uses the 5 leading valuation methods in combination with the most reliable data, tailored for more hundreds of industries applying data from thousands of startups. - Kaaria applied Industry leading methodologies for startup valuation and incorporating updated startup market data. Covering Qualitative(Scorecard Method benchmarked with PitchBook industry sector

Clara

clara.co

Clara is a trusted company operating system that offers a digital platform tailored for Startups, SMEs, Law firms, Venture Capitalists, Investors and Accelerators. Using Clara you can digitally form companies within prominent jurisdictions like - ADGM, Cayman Islands, Delaware, Singapore, DIFC and Saudi Arabia. Clara's platform helps businesses generate key legal documents, including SAFEs, founders’ agreement, IP assignments, consulting agreements, advisor agreements and others. Our platform also allows you to build your ESOP, vesting schedules and manage your cap table. Additionally, you can benefit from a built-in data room and share key information and documents with your potential investors.

StartupTools

startuptools.ai

StartupTools is a platform to manage corporate actions and legal for your company. It handles: - Share Register - Board Portal - Stock Option Programs - Investments - Document Templates - E--Signing - Holding account for investors It provides collaborations for the board, a process to issue stock options easily and can source all relevant information from the authorities automatically.

Orchestra.io

orchestra.io

Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform. Helping businesses get out of manual spreadsheets, Orchestra has the tools to easily manage a trusted source of truth across share registries, cap table management, employee share schemes or option plans (ESOP) and company compliance. All the while ensuring investors stay informed and engaged on the journey with you. Orchestra ensures your share registry and cap table are accurate and compliant including a full transaction history, and provides better visibility with a single source for your stakeholders to easily view and manage their investments in your business. Easily communicate with investors and keep them up-to-date, build investor relationships to assist for future capital raises and enhance staff shareholder interactions & sense of ownership using these key features: - ESS and ESOP tools - Document Vault - Communications hub - Investor portal

Vestd

vestd.com

Vestd is the original and only FCA regulated equity management platform for SMEs in the UK. It is fully integrated with Companies House, so you can issue shares and options instantly via the platform and see an updated 100% accurate cap table in real time. Everything is done digitally - including shareholder signing and authorisation. We take care of any valuations that you need for HMRC (growing companies need at least one per year) and provide industry standard legal docs.

Ledgy

ledgy.com

Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tasks. Adapt it to your needs, update records in an instant, and ensure it works for your team — in any country, at any time. Create simple and effective communications that empower your people. Get set up and started in an instant, and then it’s ready to deliver value, day-in day-out. Ledgy is exactly what you need to drive greater efficiency and take care of compliance and risk management. It’s the platform that enables you to align all of your stakeholders to achieve more and inspire positive change.