Alternatives to Kona Equity

Compare Kona Equity alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Kona Equity in 2026. Compare features, ratings, user reviews, pricing, and more from Kona Equity competitors and alternatives in order to make an informed decision for your business.

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    D&B Hoovers

    D&B Hoovers

    Dun & Bradstreet

    Create a faster path from prospect to profitable relationship with D&B Hoovers. Find key sales prospects and opportunities for growth. D&B Hoovers is a sales acceleration solution that provides a faster path from prospect to profitable relationship by leveraging data and analytics. B2B sales professionals can engage faster with customers to grow their business. Access comprehensive intelligence on more than 120 million business records. Deliver intelligence and insight into the tools where your sellers and marketers work every day. Intuitive interface and automated workflow features including triggers, alerts, smart lists and conceptual search. D&B Hoovers combines the world’s largest commercial database from Dun & Bradstreet with sophisticated analytics to deliver a sales intelligence solution packed with insight. D&B Hoovers offers dynamic search and list-building capabilities, realtime trigger alerts, comprehensive company profiles, and valuable research reports.
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    Charm.io
    Use Charm to find and analyze 5 million ecommerce brands worldwide. Get the in-depth ecommerce data you need for lead generation, merchandising, and sourcing. With Charm you can: -Build the perfect pipeline of qualified ecommerce brands & TikTok Shops: Prospect for ecommerce brands and TikTok Shops. Search for leads across key metrics including the Charm Growth Score, Charm Success Score, ad count, tech stack, marketplace, social media metrics, and more. Reach out to them using Charm's verified contact information. -Discover fast-growing brands to sell at your retail organization: Discover up-and-coming brands selling online or on TikTok Shop. Search within target product categories to find brands that are a good fit to sell on your store, and make informed, data-backed merchandising decisions. -Get in-depth data to source and diligence your next investment. Charm Growth Score helped us identify rising brands like Allbirds, Caraway, and others before they became household names
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    Ledgy

    Ledgy

    Ledgy

    Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy. Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time . Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule. Show the latest information to all your stakeholders, including employees and investors, with custom dashboards. Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations. Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more. Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.
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    AlphaSense

    AlphaSense

    AlphaSense

    AlphaSense is a market intelligence and AI-based search platform used by companies and financial institutions. Since 2011, the technology has helped professionals make smarter business decisions by delivering insights from a universe of public and private content—including company filings, event transcripts, expert calls, news, trade journals, and equity research. The platform boasts users among over 4,000 enterprise customers, including a majority of the S&P 500. Users can also upload their own internal reports reports and data, making it indexable for internal users in the AlphaSense platform. AlphaSense helps corporations track market forces and monitor competitors. For financial services firms, AlphaSense’s time-saving search capabilities help generate investment ideas and mitigate risk without the fear of missing critical information.
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    Xumane

    Xumane

    Xumane

    Xumane is an AI-powered ESOP and cap table management platform designed to help companies manage equity from inception to IPO. The platform provides end-to-end solutions including equity plan design, cap table management, ESOP advisory, financing, and liquidation support. Its intuitive dashboard delivers real-time insights while automating workflows for seamless equity administration. Xumane assists businesses with valuation modeling, regulatory compliance, and tax advisory to ensure legal alignment and financial efficiency. Employees gain transparent access to their stock options and equity information through the platform. Trusted by over 200 companies, Xumane manages millions of stock options and large ESOP pools globally. By combining technology with expert advisory services, Xumane simplifies equity management and wealth creation for organizations and stakeholders.
    Starting Price: $8.41 per month
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    mnAI

    mnAI

    mnAI

    With billions of data points across 8 million+ UK companies, our award-winning technology instantly provides and filters uniquely accessible insight and analysis across sectors, companies, geographies, and individuals. The complete platform for UK company data Access unique insight on over 8 million companies. Our company search facility has 350+ different variables, allowing you to quickly and easily find companies that meet your exact target criteria. Search across millions of companies to access in-depth information including their financials, governance, and visual network. Bring to life every UK industry using our proprietary technology to track all UK sectors on a macro and micro level all in real-time. Identify attractive and previously undiscovered investment opportunities across millions of companies. Create proprietary deal flow enhanced by machine learning and AI-powered business intelligence. Drive and execute strategy through proactive insight.
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    Grata

    Grata

    Grata

    Grata is a B2B search engine that helps private equity, sales, and marketing teams find and target private companies. Grata’s machine learning technology enables you to identify similar companies, find new targets you would otherwise miss, and automate personalized outreach. The best campaigns start with the right companies. Grata’s search engine gives you what databases and Google lack. Search full company websites for strategic fit. Uncover missed opportunities. Company descriptions don’t give you the full picture. Find companies based on what they do, how they’re positioned, and the markets they target. Company websites can be broad. Targeted search splits what a company does from what a company talks about, so you cut through the noise. Find companies that look like your best prospects. Input multiple companies and boost specific keywords, yielding results you can actually use. Find the right companies at conferences, trade shows, and events. Make the most of your time on the road.
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    Orbis

    Orbis

    Moody's Analytics

    It has information on close to 400 million companies and entities across the globe – 41 million of these have detailed financial information. We go further than just providing information, we carefully capture a wide variety of data, then we treat, append and standardize it to make it richer, more powerful and easier to interrogate. In fact, we capture and treat data from more than 170 separate providers, and hundreds of our own sources, to create Orbis. Orbis is the ideal tool to verify a company exists and to source company reports – you’re much more likely to find a company report on Orbis than on any other company database. Orbis can provide you with comprehensive company reports, financial strength indicators and ownership information to help you research a company and assess risk associated with it. You can choose from hundreds of search criteria and combine them to create very specific searches in Orbis.
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    Raizer

    Raizer

    Raizer

    Where founders find perfect investors. Our network includes thousands verified investors, and it continues to grow every day. Sign up for free to get the up-to-date number. We have investors who invest in a variety of industries, including sports, fashion, AI, crypto, biotech, and more. Our investors are active all over the world, from the USA to China, Europe to Australia; we have investors on every continent (except Antarctica, sorry). Our investor database includes Angel investors, Angel investing groups, Venture Capital funds, and Private equity funds. Huge part of investors opted in, while others came from our personal network or were added from open sources. All information is gathered legally and in compliance with data protection regulation.
    Starting Price: $99 per month
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    Shoobx

    Shoobx

    Shoobx

    Shoobx is the equity management platform that companies and investors use to automate, generate, execute, and store legal documents. When you’re ready to raise your next round, the last thing you want to be worried about is chasing down signatures or figuring out your cap table. Our all-in-one platform gives you all the workflows you need to to manage your company throughout its entire lifecycle, from incorporation, to granting equity, to exit. We leverage industry-standard documents to ensure the process is as risk-free and smooth as possible. If you need it for a financing, you’ll find it on Shoobx. A successful equity financing requires a lot of moving parts to come together correctly. Shoobx helps companies position themselves for successful exits by combining equity management, corporate governance, fundraising tools, and documentation into one collaborative platform. Shoobx guides companies through standard corporate actions, collecting signatures and organizing documents.
    Starting Price: $180 per year
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    Astrella

    Astrella

    Astrella

    Manage and create cap tables with ease and precision using Astrella’s cap table management software. Our solution uses artificial intelligence and blockchain technology to automate the cumbersome task of administrative processes while preserving complete transparency and control. This intuitive system helps save time, so you can focus on the success and growth of your business. Managing equity is the cost of doing business, but a cost that can turn into a profitable engine of growth for your company. The Astrella equity management platform helps companies, from startups to employee-owned organizations and publicly traded businesses, maintain the most accurate and trustworthy view of their equity. No matter where they are in their ownership journey, these companies trust Astrella to help them understand their value, prepare for their IPO, and utilize equity to attract top talent.
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    SalesEngine.ai

    SalesEngine.ai

    SalesEngine.ai

    Accurate real-time data on companies & decision makers. Give us websites or company names to enrich in real-time with pre-validated firmographic, technographic, social data, and more. Find decision makers at selected companies from C-level on down, including data like emails and LinkedIn accounts. Create a list of keywords or custom footprints and we'll check selected company websites to discover segments with your target signals. Discover signals that can be used to personalize outbound lead generation campaigns. Hone in on targeted segments of qualified companies based on a variety of signals discovered in real-time. Enrich company and people with additional data points to create a custom tailored data profile. Look for a collection of keywords and phrases to discover valuable information about companies. Collect multiple signals in a single request for millions of companies.
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    Fundify

    Fundify

    Fundify

    In the past, only the wealthy could invest in startups. That's changed with new laws. Equity crowdfunding makes it possible to invest early in companies you think may hit it big and be a part of the company's story early on. People invest mainly for potential financial gain. Startup equity crowdfunding also lets you back ideas and teams you truly believe in. It's important to know that early-stage startup investing is risky. We find experts to comment on the industries they know best. We then share their insights freely to further inform you. Plus you always invest fee-free on Fundify, often with minimums as low as $10. Fundify partners with these companies to offer specially negotiated deals to startups raising on our platform. Equity crowdfunding is a way for you to invest online in startups that are still private, unlike public companies that are traded on the stock market.
    Starting Price: $25 per month
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    EquityZen

    EquityZen

    EquityZen

    EquityZen is a financial technology investment platform and private market marketplace that connects shareholders of private companies (often employees or early investors looking to sell their equity) with accredited investors seeking access to pre-IPO investment opportunities. It simplifies secondary market transactions in late-stage private company stock by providing a clear process and structured investment products that help introduce liquidity to traditionally illiquid private markets and enable participation in the growth of leading private firms. Since its 2013 launch, EquityZen’s marketplace has facilitated tens of thousands of private placements across hundreds of companies, bringing together buyers and sellers and offering pooled investment vehicles and direct share acquisitions to accredited investors. Its tools and network aim to unlock equity compensation value for shareholders while giving investors diversified access to private company shares.
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    MIPISE

    MIPISE

    MIPISE

    Mipise is a fintech, regtech, and legaltech, specialized in the development of white label solutions for the digitization of financial activities and the collaborative economy. Technological solutions for the digitization of financial activities and the collaborative economy. Simplify the subscription process with a regulatory-compliant, paperless workflow tool. Activate and federate your community around crowdfunding projects (donation, loan, royalties, equity, ICO/STO). Reinvent the management of unlisted securities and shareholding with a modular software suite. Solicit and engage your community around projects, ideas and challenges. Complete your crowdfunding offer. Mipise, the leading consulting and technology partner for tomorrow's finance players. At the heart of the Mipise project, the vision of a finance that reinvents itself. Because we believe in technologies that change the way people relate to each others.
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    BizEquity

    BizEquity

    BizEquity

    The world's leading and only patented online business valuation service. Discover a business's worth in minutes. BizEquity's step-by-step valuation process calculates your business value based on 143 data points. Monitor your value on our dashboard and understand what forces and metrics can affect your company. Optimize your business with BizEquity's extensive library of information and useful resources. Knowing the true value of your business is critical to proper business planning and achieving personal goals. Through our valuation process, we can help answer the questions that will lead you to make informed decisions for your future. BizEquity offers certified business valuation reports that meet legal requirements where financial information must be verified. Our CBV reports are personally prepared by a professional. Plan for the future of your business with a qualified succession plan. Prepare for taxable events such as gifting or grants.
    Starting Price: $999 per month
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    Carta

    Carta

    Carta

    Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.
    Starting Price: $2,800 per year
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    Orchestra

    Orchestra

    Orchestra

    Orchestra helps companies connect with their investors and employees by providing an equity management software. We cater to businesses with many stakeholders helping them build better stakeholder relationships. We believe that investing in private companies can help build local economies and brings confidence in investors.
    Starting Price: $2 NZD per stakeholder per mo.
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    Sentinel Pay Analytics

    Sentinel Pay Analytics

    Sentinel Pay Analytics

    We equip organizations with the tools and analytics to level the playing field in employee compensation. Understanding your pay equity health helps identify any biases or trends within your organization so you can work to eliminate compensation gaps and guard against non-compliance. Our unique pay equity regression tool is a customizable software solution that analyzes an organization’s current compensation levels for trends, outliers, or potential bias. The tool and analysis provide a visual representation and acute insight into payroll, guarding against discrimination and pay gaps. With the right tools and support system, your employees and company are successful. Request a demo of our pay equity regression tool today to find out how we help organizations take control of their pay equity. Our client dashboard has a user-friendly interface to make creating templates, requesting support, running reports, and analyzing data a breeze.
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    Crustdata

    Crustdata

    Crustdata

    Crustdata powers 200+ platforms including recruiting, sales, investing (Y Combinator is a client!), and several more. Crustdata unifies 11 different data sources and has APIs and data dumps. Free trial available and we'd love to learn more about your use case! AI SDRs Power your AI SDR with live data from 8 different sources. Auto-generate emails based on real-time signals. Sales Automation Automate workflows with dynamic, real-time data integration. Internal Sales Boost sales by acting on real-time account triggers. Investing Platforms Make smarter investments by following founders, executives, company happenings in real-time. Recruiting Platforms Monitor and get alerted the moment candidates make any movements. Private Equity / M&A Source deals and manage portfolios with enriched company and people data.
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    Sustainable Platform

    Sustainable Platform

    Sustainable Platform

    Software that allows fund managers to measure and help construct authentically sustainable investment portfolios. Sustainable Development Goal and Climate Alignment on any company and portfolio for CIOs and institutional investor benchmarking, peer comparisons, finding new investment opportunities and presenting the insights to clients. Used by quant funds, global equity, micro-equity, ratings agencies and research houses to better align and receive the most material ESG and SDG data that is intuitive, aligns with fiduciary duty and can be for portfolio construction, benchmarking and reporting.
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    Shareworks

    Shareworks

    Morgan Stanley

    Shareworks is a complete and integrated Equity Management solution for domestic and global companies. Bring all your equity data and teams together with a powerful global engine that will help you build a culture of equity ownership. Create custom reports with intuitive, drag-and-drop control. Efficiently share with teams across your organization. Provide decision support quickly. Unify all your plans, schedule reports, and allow your participants to act on their awards all within the same platform. Shareworks gives you the next-generation flexibility and precision to make smarter decisions. Direct syncing with your HRIS simplifies updates to employee information, payroll tax integration and grant termination proration. Take a look into the future of your equity plan management with a demo.
    Starting Price: $3 per month per user
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    Pihr Pay Equity
    With our pay equity platform, you can easily identify, and resolve pay gaps and ensure fair compensation for your employees. Our powerful and easy-to-use software helps you manage pay equity analysis, equal pay audits, and gender pay gap reporting. Become compliant in minutes. Our experts can help you with everything around fair pay and organizational structure with the aim of achieving full pay equity. We can help you meet the legal requirements for pay equity globally. With customers using our software in more than 90 countries, we have both global reach and local expertise regarding legal requirements. We help organizations close the gender pay gap and achieve pay equity through market-leading technology and advisory services. Today, our powerful software is used in more than 90 countries and analyses more than 2 million salaries annually. Together with more than 500 clients, we are committed to making a positive change toward workplace fairness.
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    Securitize

    Securitize

    Securitize

    Now you can enable an ecosystem where new investors and loyal customers can invest in your brand in between fundraising cycles, and employees and shareholders can find a path to liquidity. At the same time, you enable better capital formation from more diverse investor pools. As more companies stay private longer, being able to provide employees with liquidity is key to retaining top talent. With the option to add the Securitize Markets ‘Sell Equity’ button to your HR portal, your employees will have the potential to sell their equity. Provide investors and loyal customers with access to buy equity in your brand. Leverage Securitize ‘Invest’ button on your Investor Relations webpage and Securitize Markets to provide access for new investors to trade your digital asset security. Customize your investor experience with a branded landing page that hosts videos, NAV information, announcements, and links to virtual investor presentations about your company and assets.
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    Quoroom

    Quoroom

    Quoroom

    Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Quoroom equity management software is designed for companies' Founders and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, to vest and exercise equity options, convert securities, do dividend or interest payments and official filings, execute share transfers and other corporate actions.
    Starting Price: £9 per month
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    Capboard

    Capboard

    Capboard

    Capboard is an equity management solution helping companies keep their cap table up to date, have all documents in one place, simulate funding rounds and exits, and much more. With our suite of tools and services: - Companies have a one source of truth for their cap table, simulations and investor updates. Equity plans are managed on autopilot, saving HR and Finance time. - Investors have their portfolio updated automatically, and all compliance documents and reporting in one place. - Employees have full visibility on their equity grants and can simulate exit scenarios, increasing their retention.
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    EquityNet

    EquityNet

    EquityNet

    Raise capital through angel investors and funding groups. EquityNet has been used by over 1,000 companies to obtain funding. Complete your profile and start fundraising today. EquityNet is the largest marketplace for private investment deals. Sign up today to use our patented screening tools and find the right business investment opportunities for you. Create and publish a profile with your business and funding needs for Equitynet investors. Use patented business plan and analysis software to optimize your planning. Browse detailed investor profiles by location, type, investment amount, and more. With EquityNet's free crowdfunding tools you can improve your business planning and fundraising efforts. Use EquityNet's free Startup Risk Calculator and Valuation Calculator to understand your business risk factors and to estimate how much your business is worth.
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    Easop

    Easop

    Easop

    Easop is the first globally compliant equity compensation solution. We provide startups and scale-ups with 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 70 countries and is expanding quickly.
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    HealthEquity

    HealthEquity

    HealthEquity

    Avoid the headaches and hassle associated with multiple vendors. Let HealthEquity manage everything end to end. We’ll help you unlock economies of scale and get bundled pricing you won’t find anywhere else. Imagine logging into a single platform that puts exactly what you need all in one place. Choose HealthEquity and enjoy a faster, smoother administrative experience. Work with an industry leader and deliver best practices at a lower cost. Streamline workflows using no-cost integrations with your health plan, retirement provider, and payroll administrator. Easily transfer member files from any platform or payroll vendor. Plus, we’ll execute bulk transfers automatically. Stay apprised of upcoming regulatory changes and get timely updates to help ensure compliance. We’re in constant contact with state and federal decision-makers.
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    Upstock

    Upstock

    Upstock

    75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. We spent five years working with top legal experts to automate the timely and costly process of equity because we believe that big dreams grow from humble beginnings and all companies regardless of size should be able to offer their team the best equity plan possible. Our process is intuitive and instantaneous. So getting started won't burn you out. ​ Get set up and send out legal agreements for your workers. Align stakeholders while increasing worker engagement and retention with a dashboard that shows the value of equity earned in real-time.
    Starting Price: $10 per month
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    Diligent Equity
    Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs.
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    Optio

    Optio

    Optio

    The premier equity compensation solution for European and multinational companies. Your business is unique, and so are your equity management needs. Our software adapts to your evolving requirements, providing a flexible framework that grows alongside your organization, ensuring long-term relevance and value. Master equity compensation with our world-class platform. Ensure compliance, save time, and inspire your team for optimal performance. Navigate grants, exercises, and purchases with our intuitive admin portal. It's designed to cut through the complexity, automating key tasks and offering a single source of truth for documents, signatures, and data. Provide your employees with clear, understandable insights into their equity. This transparency not only boosts morale but also aligns employee interests with your company's success, fostering a culture of ownership and engagement.
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    Pi Market Intelligence
    Unlike other solutions, Pi Market Intelligence showcases every single competitor for any consumer search you can think of – not just those already on your radar – giving you the most comprehensive pool of consumer insight on the market. From content strategy to business-wide trading, inform the whole company with Market Intelligence performance, share of voice and profit-led trend insights. Pi Market Intelligence benchmarks your performance against your entire competitive landscape. Commercial value, competition quality and share of market, even by sub-category. Find the search intelligence that matters most to you, at the frequency you require.Pi Market Intelligence benchmarks your performance against your entire competitive landscape. Commercial value, competition quality and share of market, even by sub-category. Find the search intelligence that matters most to you, at the frequency you require.
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    VerityRMS
    Cloud-based investment research management software that centralizes research activities for fundamental investors. The platform aggregates data from multiple sources, provides customizable dashboards, and offers search capabilities to help locate critical information. VerityRMS includes collaborative features such as in-app commenting, live document editing, and shared calendars that facilitate team communication regardless of location. The system automates reporting functions, tracks research activities, and incorporates workflow tools that optimize lag time in investment processes. VerityRMS accommodates various asset classes including public equity, private equity, and fixed income while maintaining enterprise-grade security standards.
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    TrendFeedr

    TrendFeedr

    TrendFeedr

    Gain an unbeatable competitive edge with TrendFeedr - the AI-driven Trend Analysis Platform designed for business leaders. TrendFeedr is your go-to source for unparalleled insights into over 20,000 trends and emerging technologies, backed by comprehensive data from more than 4.0 million companies, 100K news sources, and 120 million patents. Specializing in Market Intelligence, Trend & Technology Discovery, Innovation Intelligence & Foresight Management, TrendFeedr equips you with the tools necessary for navigating today’s dynamic markets.
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    Crunchbase

    Crunchbase

    Crunchbase

    Crunchbase is the leading platform for professionals to discover innovative companies, connect with the people behind them, and pursue new opportunities. Over 55 million professionals—including entrepreneurs, investors, market researchers, and salespeople—trust Crunchbase to inform their business decisions. And companies all over the world rely on us to power their applications, making over a billion calls to our API each year. We believe that diversity fosters the discovery of new solutions and surfaces old problems that need answers. We want to democratize access to opportunities so that people and companies with different perspectives can accelerate innovation for a better future. Crunchbase Pro: For individuals who want to access company, investor, and funding data via our web interface. Includes features like advanced search, custom lists, personalized alerts, and CSV exports. Great for sales professionals, entrepreneurs, market researchers, and investors.
    Starting Price: $29 per user per month
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    Deloitte Cascade Suite
    Whether you are a fund administrator looking for greater precision and controls across funds from a scalable private equity software or an asset manager in search of a cost-effective reporting and reconciliation solution for deal-by-deal waterfall calculations, Cascade Suite has the accuracy, efficiency, and a range of deployment models to meet your needs. Increased transparency and controls for investors and regulators. Automated complex allocations and calculations. Reduced operational expenses. These are just a few of the benefits offered by Cascade Suite. This powerful and flexible proprietary private equity software provides a scalable and efficient solution for your alternative investment infrastructure. Supports private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts.
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    Search10K

    Search10K

    Search10K

    Search10K is an AI platform that turns SEC filings into clear, decision-ready insights for equity researchers, investors, analysts, and competitive intelligence teams. Search by keyword or ticker with synonym expansion, filter multiple companies at once, exclude exhibits to reduce false positives, and jump to highlighted passages. Explore the Theme Browser or create your own themes, track sentiment and risk over time, compare peers, and surface signals like M&A activity with dashboards and treemaps. Export filings in bulk HTML, export results to CSV, set alerts, and plug into your workflow with APIs, with both new and historical filings updated regularly.
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    Nth Round

    Nth Round

    Nth Round

    Nth Round is a comprehensive equity management platform for companies of all stages and sizes. Manage equity, engage shareholders, and facilitate liquidity in an all-in-one secure environment. Create a compelling shareholder experience with personalized reports and communications. See the full picture of your equity — track ownership, control access and issue digital assets (shares/units). When ready, provide an anonymous 24/7 trading environment for your shareholders and any new investors you'd like to invite. Stand out from the crowd with a modern, mobile-friendly digital experience for your shareholders. Close new investors with digital subscription agreements and securely hosted documents and financials. Navigate challenging regulations and securely manage shareholder data through seamless processes. Manage equity and shareholder engagement with group emails, company updates, and dynamic mapping — all in one, secure platform.
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    AboveBoard

    AboveBoard

    AboveBoard

    AboveBoard is expanding access to board and full-time opportunities for underrepresented groups of executives, while expanding employer reach to qualified candidates. Including public and private organizations, as well as Private Equity and Venture Capital portfolio companies, we have over 500 executive opportunities on our platform spanning across 10+ industries and functions. Through our membership, executives get free access to all opportunities and the capability to explore confidentially. We extend companies’ reach into untapped networks of highly qualified, underrepresented executives. Our membership consists of 4000+ top professionals from over ten industries and functions, including Finance, Marketing, Sales, Product Development, Operations, and more. The Aboveboard ecosystem comprises investment firms and their portfolio companies, search firms, and associations of underrepresented executives.
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    Qapita

    Qapita

    Qapita

    Engage your employees, investors, and shareholders with Qapita. Easily manage all equity matters for your company from inception to IPO. Qapita Platform helps companies digitally manage CapTables and ESOP programs. Qapita marketplace provides solutions for shareholder and employee liquidity. It seeks to facilitate liquidity to ESOP holders and shareholders via structured liquidity programs and secondary transactions. Qapita seeks to automate all processes for equity matters in private markets via its digital platform. Share a single source of truth with all stakeholders. Keep your stakeholders up-to-date and inspire confidence in prospective investors. Qapita platform runs complex scenarios to simulate rounds and exits to help you make the right decisions. Our equity management professionals will run bespoke scenarios for you, if required.
    Starting Price: $600 per year
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    Computershare GEMSpm
    Keep pace with equity structures that increase in complexity as your company grows. With Computershare's GEMSpm solution you can: - Model future investment rounds, exit distributions and waterfall analysis in your cap table - Manage complex award instruments as part of your employee equity programs such as performance units and warrants - Simplify complex financial reporting obligations As you bring on more investors and grow your employee base, the need for professional, buttoned-up equity management is critical. You need to be able to understand and analyze changes to your cap table. You need to offer the employee equity programs that will drive recruitment and retention. Don’t leave this important and complicated data to spreadsheets. You, your investors and employees deserve more.
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    Alice Blue

    Alice Blue

    Alice Blue Financial Services

    Alice Blue is a technology driven financial services company. It offers a variety of intuitive and user friendly web and app based trading tools. Alice Blue, a stockbroking company with a 15+ year history, has shown exemplary technical and research innovation. Alice Blue offers ZERO BROKERAGE on INVESTING in EQUITY DELIVERY, IPO & MFs and a FEE OF JUST RS15 for INTRADAY, FUTURES & OPTIONS. Alice Blue is registered at NSE, BSE MCX, NCDEX and MCX SX. This allows you to trade equity, currency, commodities & commodity instruments using a single account.
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    Store Leads

    Store Leads

    Lochside Software

    Ideal for lead generation, data enrichment, market research and alternative investment data. Store Leads gives marketing agencies and app developers the information needed to succeed. Turbo charge your prospecting. On average, 110,000 new active stores are added every week. Our powerful segmentation features help to define the perfect audience. Augment your leads database to make better prioritization decisions. Take advantage of our CRM integrations or build your own enrichment solution using our API. Use our historical information to find trending stores, apps, technologies and industry verticals. Our data has proven invaluable to both public and private equity funds. Our database is updated weekly to ensure that our extensive set of attributes are timely and accurate. Use any combination of 60 search filters to segment the database and find just the right audience.
    Starting Price: $75 per month
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    GrantBite

    GrantBite

    GrantBite

    GrantBite is a global funding discovery platform that assists people and organizations in finding financial support based on who they are, where they’re located, and what they need funding for. The platform brings together grants, loans, incentives, equity programs, and other funding options from governments, institutions, and private organizations into one easy-to-navigate place. Instead of searching dozens of websites, users can explore structured categories that clearly show available programs, eligibility, key requirements, funding amounts, and how to apply. GrantBite is designed to support a wide range of users—individuals, startups, nonprofits, small businesses, and enterprises—by offering clear information and simple filters that make it easy to compare opportunities.
    Starting Price: $29/month
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    Vestd

    Vestd

    Vestd

    Share schemes for remarkable teams. Our platform makes it easy to distribute and digitally manage your equity. Built for SMEs by the UK’s share scheme experts. Digital equity management, the ability to issue shares & options instantly, a real time cap table, legal docs, the option scheme designer and shareholder dashboards. Vestd is the UK’s first, most advanced and only regulated digital share scheme platform. Here’s what makes it stand out. Guided setup & lifetime support Equity can be complex, so we provide expert guidance from start to finish. We help hundreds of UK SMEs design tax-efficient schemes every week. Full Companies House integration Vestd is the only platform with full, two-way Companies House integration, which means you can avoid a ton of paperwork. Everything is done digitally. No need to involve lawyers & accountants We have an in-house team of valuations analysts and provide legal docs as part of our service. Share schemes for remarkable teams.
    Starting Price: $130 per month
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    Fidelity Private Shares

    Fidelity Private Shares

    Fidelity Private Shares

    Fidelity Private Shares is an all-in-one equity management platform designed to automate the key operations of private companies, from incorporation through fundraising, governance, and exit. The platform provides a dynamic and up-to-date cap table and stock ledger, tools to model future rounds and exits, automated workflows for equity issuances, HR and board matters, and a secure data room to store and share documents with customizable permissions. Companies can grant equity to employees, generate ASC 718 reports, track 83(b) elections, manage board and stockholder approvals, and automate legal documents for financing rounds, all in one collaborative hub. For investors and funds, it offers portfolio management capabilities including analytics for IRR and cash-on-cash returns, exit scenario modeling, valuation history, and access to underlying company documents.
    Starting Price: $400 per month
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    Forward Advances

    Forward Advances

    Forward Advances

    We provide growing companies with capital to spend on marketing and inventory. With this, you also get access to a network of industry experts. We take a low fixed fee and repayments are based off a percentage of your weekly revenue. No equity, no late fees, no personal guarantees, no penalties. We provide growing companies with capital to spend on marketing and inventory. With this, you also get access to a network of industry experts to help you grow faster. We take a low fixed fee and repayments are based on a percentage of your revenue. We don't take any equity and there are no late fees, guarantees or penalties. The team has a wide range of backgrounds including, people and talent, product, design, tech and of course growth. Once you take an advance we schedule a call with the team to see how we can help.
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    Lighter Capital

    Lighter Capital

    Lighter Capital

    Keep your equity, board seats, and vision intact. 100% transparent process. No hidden fees. No personal guarantees or warrants. Quick and easy access to up to $3M capital. Lighter Capital is the largest provider of non-dilutive debt capital to start ups. Over the past decade, we’ve invested hundreds of millions of dollars into growth companies. We don’t require you to be profitable, but we do like to see a path to profitability. You’re currently supplying your products or services to at least 5 clients. Funding that scales as your company grows. Follow-on rounds in as little as a week. With our simple online tool, get real figures for how much value and ownership you could retain raising revenue-based financing compared to traditional equity sources.
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    Usearch

    Usearch

    Usearch

    The Usearch web search engine is built entirely from AI-generated data. It eliminates the need to collect users’ data, such as search queries to be bootstrapped or improved. Its groundbreaking technology generates synthetic data that is identical to real users’ data, thus making it accurate, scalable, independent and truly private. Build large-scale custom web search engines. Build your own topical or domain-specific customized web search engine, such as a finance search engine, a news search engine or a large-scale search engine that concentrate on a portion of the world wide web or on the world wide web in its entirety. Enrich your app or website with data and content from billions of webpages, news articles and images with a simple API call. Integrate advanced search capabilities in minutes. Extract the main keywords from the query, get hundreds of popular similar queries and find the most popular sites relevant to the query.