Alternatives to Nth Round
Compare Nth Round alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Nth Round in 2026. Compare features, ratings, user reviews, pricing, and more from Nth Round competitors and alternatives in order to make an informed decision for your business.
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1
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.Starting Price: Free -
2
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 -
3
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 -
4
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 -
5
WOWS Investment Portal
WOWS Global
The WOWS Investment Portal connects startups and SMEs with global investors, facilitating primary and secondary equity raises. It offers a user-friendly interface for showcasing companies, tools for capital raising, equity management, and investor matchmaking. Key features include: - Showcasing Companies: Present businesses and upload pitch decks. - Investment Tracking: Personalized dashboards for investors to track investments and real-time shareholding values. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication Support: Direct Q&A and funding history insights between investors and companies. WOWS Global aims to simplify fundraising, maximize investment opportunities, and drive growth in the private market sector by leveraging advanced technology and a vast investor network.Starting Price: $249/month -
6
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. -
7
Qoorp
Qoorp AB
Qoorp is an online platform for managing a company's equity, share issue, employee stock options as well as automated workflows around board and shareholder meetings. It comprises end-to-end full automation including registration of share issues, etc with regulatory authorities. Currently, it serves the Swedish market.Starting Price: Free -
8
altshare
altshare
altshare is an equity management platform built for entrepreneurs that delivers end‑to‑end automation across every stage of your cap table and equity workflows. Its Smart Cap Table engine automates spreadsheet updates, ensuring precise, real‑time tracking of share counts, ownership stakes, and dilution with zero manual errors. Waterfall Modeling lets you map and optimize exit scenarios, while SBC Expenses automates ASC 718/IFRS 2 reporting, for instance, compliant expense analyses. Custom Equity Plans streamline grant issuance, vesting schedules, and compliance, and Funding Scenarios help you simulate fundraising rounds to accelerate growth. Integrated 409A and ASC 820 valuation services generate defensible, paper‑ready deliverables in minutes, and the Shareholder Representative solution secures M&A transactions with expert oversight. Portfolio Management consolidates stakeholder views and performance metrics, and seamless data integration imports your existing records in one click. -
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InvestorHub
InvestorHub
InvestorHub's software gives public companies more control through better shareholder engagement. Over 130 companies use InvestorHub's data-driven tools to efficiently engage shareholders, improve market communication, and maximize the impact of investor relations. The way public companies communicate with investors is broken. By focusing only on top shareholders and institutions, they ignore more than 99% of their investors. Without a strong shareholder base, your share price is dictated by forces outside of your control. By enabling companies to engage more shareholders, more efficiently, InvestorHub gives companies the tools to engage all their shareholders and turn them into active believers, driving better outcomes across the board. Whether you need to raise capital, optimize liquidity, or secure votes, the investor CRM helps you identify and connect with the shareholders that matter. -
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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 -
11
Capdesk
Capdesk
Make your company’s cap table an asset, not a liability, with Capdesk. Use the platform to plan and prepare for any eventuality. When it comes to attracting top-tier talent, equity is the unfair advantage that startups have over other businesses. But too many startups spend too much time issuing and managing employee equity – or worse, they don’t offer it at all. No matter which jurisdiction your employee share scheme is in, you can manage it on Capdesk. The platform accommodates a range of security types, including phantom shares, growth shares and RSUs. Capdesk allows your employees to understand and track the value of their shares, by giving each shareholder access to a personalised dashboard. Employees can monitor their vested and to-be-vested shares, and watch the tangible value of their shares increase as the business grows.Starting Price: $127.33 per month -
12
Proxymity
Proxymity
We connect the world’s ecosystem of issuers, intermediaries, and investors in real time with unique transparency, efficiency, and accuracy. Proxymity is a digital investor communications platform that connects issuers, intermediaries, and investors in real-time, enhancing transparency, efficiency, and accuracy in processes such as proxy voting and shareholder disclosure. Its suite of products includes Proxymity Vote Connect, which facilitates direct and immediate transmission of meeting agendas and real-time vote confirmations, and Proxymity Shareholder Disclosure, automating shareholder identification requests in compliance with regulations like the EU's Shareholder Rights Directive II (SRD II). By digitizing these workflows, Proxymity aims to streamline corporate governance and foster more effective shareholder engagement. Achieve direct connection, faster decision making and a golden source view with our leading digital proxy voting and shareholder disclosure platform. -
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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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Broadridge Virtual Shareholder Meeting
Broadridge
As industry pioneers, we have continued to enhance our Virtual Shareholder Meeting platform. You can conduct shareholder meetings online, providing the best experience for your audience. Live-stream with audio or video, authenticate attendees, and enable validated shareholders to submit questions and vote their shares. Our Virtual Shareholder Meeting elevates the experience of an earnings call by allowing you to authenticate shareholders upon log in, and enabling them to vote and ask questions during the meeting. Increase engagement with greater convenience and security. Conducting secure shareholder meetings virtually enables more effective management while demonstrating transparency and strengthening your relationship with your audience. Simplify shareholder communications, streamline processes, and automate tasks while simultaneously amplifying your brand with our innovative solutions. -
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AwardTraq
Equity Methods
AwardTraq is Equity Methods' web-based Total Shareholder Return (TSR) tracking platform, serving 150+ publicly traded companies including Fortune 50 clients. The platform provides daily TSR performance updates and supports your EPS dilution process by calculating contingently issuable shares for ASC 260. Key capabilities: - Daily TSR updates with automated peer group monitoring - Contingently issuable shares calculations for ASC 260 - Multi-company peer group tracking with corporate transaction screens - What-if scenario modeling for price/percentile analysis - Award Status PDF and Tie-out Excel reports - Secure participant portal for payout tracking - SOC 1 audited (Ernst & Young) AwardTraq serves Finance/Accounting teams for ASC 260 compliance, HR/Compensation professionals for award design and committee reporting, and participants for payout tracking. -
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Kore
Kore
Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.Starting Price: $150 per month -
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SMERGERS
SMERGERS
At SMERGERS, we define business valuation as a technique used to capture the true value of the business. Common approaches to business valuation include Discounted Cash Flow (DCF), trading comparables, and transaction comparables method. A company is held by two categories of owners, shareholders and debt holders. The value of a pure business that accrues to both categories of owners is called the enterprise value, whereas the value which accrues just to shareholders is the equity value (also called market cap for listed companies). Companies are compared using the enterprise value instead of equity value as debt and cash levels may vary significantly even between companies in the same industry. During an acquisition, depending on whether it is an asset purchase or a stock purchase, the valuation of appropriate elements of the business needs to be carried out. Investment bankers widely use this method to value a company during an acquisition.Starting Price: $135 one-time payment -
18
Eqvista
Eqvista
Eqvista will transform your company, and work to manage your cap table, company shares, 409a valuations and more, in an easy and effective way. Incorporate your company and manage your equity all in one place without all the extra work. Eqvista supports cap tables from all jurisdictions. Manage your company’s cap table and valuations with Eqvista! Whether you’re a small startup or a large corporation, Eqvista provides tailor-made services and packages to fit your company’s needs, including cap table management and unlimited 409A valuations combined. You can get started for free with our Freemium plan, then upgrade your account when your company grows. Take advantage of Eqvista platform to issue stock and stay connected with your shareholders. Become more efficient and eliminate time-consuming paperwork so your company can focus on what really matters.Starting Price: $2 per user per month -
19
Diligent Market Intelligence
Diligent
During times of heightened scrutiny, Diligent Market Intelligence equips companies with the necessary information to proactively manage shareholder pressures, mitigate governance risks, and maintain a competitive edge in the market. Establish stronger corporate governance practices by benchmarking it against best-in-class standards. Prepare engagement strategy with access to complete voting records, proxy recs, and policies of investors globally. Detect activists, track campaign developments and identify areas of vulnerability to better manage activist scenarios. Understand perspectives on ESG using stats on shareholder proposals and science-based ESG scores. Comprehensive view of corporate governance and shareholder engagement behavior. Diligent’s market intelligence solution offers leading data and analytics across corporate governance, shareholder activism, and ESG to help organizations gain clarity on broader corporate governance topics and better inform their strategy. -
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Irwin
Irwin
Find, engage and build relationships with the right investors at the right time so that you can focus on doing what you do best - building your business. Irwin has the most accurate and comprehensive shareholder monitoring capabilities by combining unique data sets to give you the full picture. Monitor changes in your shareholder base, including institutional, retail, and activist positions. Irwin makes it easy for users to search for institutions, funds & retail investment advisors. With Irwin, you can connect with a global database of qualified investors. Irwin's intuitive design allows for seamless management of your company's contacts. Our CRM function is easy-to-use, and designed to help improve your communications with investors and stakeholders. -
21
Praexo
Praexo
Investor feedback and intelligence is of utmost strategic value. Use data analysis to leverage this knowledge efficiently and autonomously. Leverage NLP and machine learning tools to simplify your understanding on investor data. Identify, target and construct a long-term shareholder base with proprietary data. Involve your board and top management thanks to a transparent & collaborative solution. Collect, classify and analyse all your investor feedbacks. Interpret investor perceptions and expectations through powerful data visualisation tools. Facilitate the traceability of investor data. Spot trends and issues amongst your investor base. Get a complete and true investor profiling which allows you to build a complete and accurate picture of your targeting. Predictive analysis allows you to improve your perceptions of existing or new investors and differentiate your equity story. -
22
Moonfare
Moonfare
Join more than 1,800 individual investors who have come together through Moonfare to invest €1B in private equity. Invest in top tier funds from some of the world’s most legendary firms. All with minimums from €50,000. Benefit from what institutional investors already know, the greatest shareholder value comes from private markets, and funds like those offered on Moonfare have generated an average IRR of 19%, outperforming the S&P 500 by 13%. With todays’ environment of negative interest rates, volatile public markets and difficult to source real estate deals, private equity offers investors a smart alternative. Moonfare breaks down the barriers with low minimums, a fully digital process and a unique secondary market. With Moonfare you can invest by selecting funds individually and by choosing one of our Moonfare Portfolio products. Twice per year we also make existing fund investments available at an auction via the Moonfare Secondary Market. -
23
HedgeTek
Fi-Tek
Investor Accounting for partners and shareholders is inherently complex with its multi-class investments, liquidity fees, and reporting needs. Tracking all of these using spreadsheets can become increasingly difficult and error-prone. HedgeTek® is built to handle the most intricate investor accounting needs. It tracks investors’ investment accounts, calculates a variety of fees across multiple structures including Master Feeders, for monetized, unitized & private equity funds, and generates statements for partner & fund level performances. HedgeTek’s easy integration tool allows data download and import between systems, thereby eliminating tedious manual input and improving operational efficiencies across all aspects of back-office fund accounting. HedgeTek provides a dual book and tax allocation system that can be used by investment firms to generate their customized investor statements and tax reporting. HedgeTek was developed and continues to evolve today. -
24
CU SHARE
Integrated Software
CU Share's™ diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. ISS Software is dedicated to providing quality shareholder accounting software and related solutions through a staff of highly trained people sharing a tradition of integrity and service to its clients. CU SHARE's diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. CU SHARE provides complete stock transfer, dividend reinvestment, corporate action processing, and proxy services in an integrated environment. ProxyVoteNow provides an integrated solution for telephone and Internet-based proxy and consent voting. EnrollmentNow provides employee purchase plan and benefits enrollment for corporations, credit unions, and employee benefits administrators. -
25
PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month -
26
Computershare GEMSpm
Computershare
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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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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Lumi Show
Lumi
For over 25 years, Lumi has been facilitating shareholder and member meetings, legislative meetings and elections, faith-based meetings and annual congresses, as well as meetings and events more generally. Lumi is the power behind many of the world’s shareholder meetings, streamlining the voting process and transforming traditional AGMs. Whether your shareholders are participating in the room or remotely from anywhere in the world, the Lumi technology provides a seamless, end-to-end experience. Whether you are an association, sporting federation, faith-based group, trade body, professional association, or not-for-profit organization, Lumi brings all your members together on one sophisticated platform to maximize engagement with your membership. Evolve your annual meeting with secure, authenticated login, real-time live polling, and managed Q&A, whether your participants are in the room or online. -
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Q4
Q4
Replace your fragmented solutions with the AI enabled IR Ops Platform—a unified system for attracting investors, managing relationships, and keeping your finger on the market’s pulse. Be smarter, more efficient, and elevate IR into your company’s strategic advantage. Only Q4 works across every critical touchpoint between public companies and the capital markets. From building your website and virtual events to elevating how you engage with the markets, to transforming data into a proactive targeting strategy. With the Q4 Platform, public companies across all industries and market caps can launch and measure the impact of a complete investor relations strategy. With a platform approach, all data generated by investors across your program can be aggregated alongside shareholder analytics for insights to shape a communication strategy investors value while identifying and prioritizing the shareholders that matter. -
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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.Starting Price: 24$ -
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Nasdaq consultative experts uncover and contextualize shareholder activity in near real-time to deliver actionable intelligence and C-Suite ready reports and insight. Leading IR programs leverage our intelligence to prioritize engagement, uncover untapped opportunities, address shareholder activism and adapt to new trends such as ESG. We deliver the analytics you need to maximize program effectiveness, measure success and inform leadership. Experienced, sector focused analysts provide intelligence to keep you informed of the latest trends. Identify, understand and capitalize on fund flows, investor rotations and market developments with Nasdaq insights. Stay ahead of critical developments with proactive monitoring utilizing Nasdaq proprietary data. Identify, benchmark and understand ownership and trading by ESG and sustainability focused strategies.
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Group Vision Web
Askival Systems
Group Vision Web is innovative software for legal entity management. Additionally, our software incorporates document management functionality as well as a very powerful group charting tool. The software helps organisations comply with internal and legislative requirements and to share legal entities’ data (capital, shareholder and shareholding structure, powers of signature, directors and other representatives, etc.) in an efficient and consistent way. Because our solution is highly configurable and jurisdiction-independent, it caters to the needs of organisations of different sizes, locations and ownership structures. -
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QuotaBook
QuotaBook
You can stay up-to-date with portfolio companies by customizing templates for founders to fill in, checking status of reports and downloading data with a single click. All your investment history is outlined to track records and analyze performance, helping you to make smarter decisions on your future investments. You can rely on our dashboard crafted for you to check latest ownership changes, track capital usage and filter down metrics based on your needs. Post-investment management is easier with cap table data synced, business performance updated and voting agenda shared to better communicate and understand your portfolios. Manage stock options and plans from issuance, vesting, awards, and more. Requesting shareholder approval on corporate matters can be effectively handled by creating agendas, sending email reminders and receiving online voting results with e-signatures. -
34
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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PFS-Paxus
Pacific Fund Systems
PFS-PAXUS is a specialist fund accounting and fund administration system that is the product of choice for administrators of both alternative and traditional funds across the globe. An established market-leading product, PFS-PAXUS offers fund administrators a complete back-office fund accounting, portfolio valuation, fund pricing solution and shareholder recording keeping administrative solutions on a single, fully integrated system that satisfies the needs of the most sophisticated fund administrators. PFS-PAXUS is revolutionary in that it integrates all the processes that are normally performed on multiple systems, including securities portfolio, allocation system, general ledger, fee calculation, share registry, investor communications and web portal. The award-winning PFS-PAXUS system supports wholesale fund administration and the administration of all manner of open and closed-ended traditional and alternative funds, including hedge funds and private equity investment vehicles. -
36
Sequire
SRAX
Search and identify key shareholders to uncover buying and selling behavior. Analyze activity from your market makers and see the biggest gains and losses over periods of time. Take an in-depth look at each institutional investors’ contributions, including how many shares they own and the total value. As part of every managed campaign through Sequire, you receive a customized and targeted media plan defining goals, strategy, specific tactics, and measurement. Sequire’s network of over 5 million active investors enables us to target specific communities of investors across display, email, and social platforms. Our goal is to help you better communicate with shareholders and drive interest from like-minded investors. We continuously report on performance metrics and make ongoing alterations to optimize reach with your target audience. -
37
Find Venture Debt
Find Venture Debt
The complexity of the landscape reinforces our view that “venture debt” is an umbrella term for many types of debt available to startups and other fast-growing businesses. We have identified more than 20 types of venture loans. These range from working capital revolvers to synthetic royalty loans, with most venture lenders providing more than one type. Determining the type of debt that is the best fit for a startup or other fast-growing business is case-specific. The table below provides general guidance for pre-revenue, SaaS, life science, and other businesses that should serve as a starting point for consideration. In the examples, we refer to “equity sponsor,” which means that the company has institutional shareholders such as a venture capital fund or private equity fund. Sponsored companies generally have access to more debt financing options. To obtain debt capital, pre-revenue startups need either collateral or venture capital sponsorship. -
38
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 -
39
BnkToTheFuture
BnkToTheFuture
Start diversifying into the companies that are launching the tokens and retaining the long-term shareholder value. Become a shareholder in some of the biggest companies in FinTech & Crypto. Hedge your exposure to traditional finance by investing in the potential disruption of a multi-trillion dollar traditional finance industry. Start small and diversify widely. Get access to the most exclusive companies in FinTech & Crypto usually reserved for just Silicon Valley venture capitalists. Leverage our community's top-level due diligence and expertise of FinTech and Crypto investment deals without the heavy costs, admin and time commitment needed to succeed. We are the largest global online investment community of professional investors. Investing in financial innovation and technology. Easily invest and raise investment in your local or preferred currency, We are integrated with over 35 currencies and cryptocurrencies. -
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Endole Insight
Endole Business Information
Endole Insight helps businesses better understand clients, prospects, suppliers, and more. Empowering you with the detailed business insights that are needed every day for building safer, risk-conscious relationships whilst growing your business. Compare and contrast current performances against historical performances with easy-to-navigate current and historic financials. Access authentic official filings and instantly view over 120 million corporate documents submitted by the companies themselves. Whether you're looking to browse through real-time shareholder insights or learn about complex corporate group structures, Endole Insight is the ideal software for companies to explore and understand ownership structures, highlighting links between companies and shareholders that would otherwise be missed.Starting Price: $26.70 per month -
41
The Rich
TheRich Billionaires
Investing with shareholders who invest in the same stock is more reliable. Share discussions with certified shareholders and gain investment insights! All my investment assets from stocks to coins at a glance Expected dividends every month and analysis of my assets all at once! Use the backtesting engine provided by The Rich to make sure to simulate with past data before investing. You can check the results of backtesting comparing your portfolio to the S&P 500 market index with just one button click in your portfolio.Starting Price: Free -
42
Seedrs
Seedrs
We enable all types of investors to invest in businesses they believe in and share in their success. We enable all types of growth-focused businesses to raise capital and a community in the process. If we don’t change the fashion industry now, it’ll change us. Over recent years, shocking statistics and real-life fatalities have forced us to come to terms with what is. This month we showcase the fashion startups you need to have your eyes on. These pitches are the newest to launch on the platform. You’ll find many more investment opportunities in the full marketplace. Seedrs helps shareholders from around the world diversify their portfolios by providing a business-friendly, fast and easy-to-use solution for executing secondary transactions, turning illiquid shareholdings into cash in as little as a few weeks.Starting Price: $40 per charge -
43
LLC FUND MANAGER
LLC FUND MANAGER
Mortgage Pool/Fund Management software for any fund administration model. Supports debt and equity shares. Flexible and efficient payment distribution and reporting. Perfect for mortgage pools, crowdfunding, partnerships, etc.. Pay members/shareholders by check or ACH/EFT electronic payment. Reinvest, cash out. Total solution for U.S. Reg D 506 Private Offerings (U.S. Investment Funds) and Canadian MICs (Mortgage Investment Corporations). Make your fund fly with our software! Flexible and easy to use. Works with any asset type. Supports Mortgage Pools, Investments Funds, Banks, and Credit Unions. Fast, efficient transactions make happy Members. Streamlined Cash Drawer functionality. Role-based security architecture. Flexibility for your office structure. Mobile online banking for your Members. Account Changes with or w/out Duel Auth.Starting Price: $500 month -
44
BusinessGuard
QuarterMill Technologies
BusinessGuard provides the perfect view for your business data, plan & fact analysis, P&L, balance, detailed monthly, weekly, and even daily cash-flow reports, detailed business planning, and a lot more. Sector and business size-independent, BusinessGuard enables everyone to create reliable business plans. Convince your bank, your investors, and your shareholders with reliable fiscal documents! Our integrated wizard ensures reliable and detailed business planning. Working with business data is easy with BusinessGuard. Not only that you can create detailed plans, but you can also import fact data and see combined reports, showing the past and the future. Most importantly, all data that is shown inside the various reports are completely traceable, so you know exactly how each value is composed at any point in time. With BusinessGuard you have all business data at your disposal, for the meetings with your bank, your investors, or your shareholders. -
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Diligent Equity
Diligent
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
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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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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Relevant EquityWorks
Relevant Equity Systems
Fund Accounting Software. Investor Management Software. Track investors, contacts, third-party representatives, and interactions. Fund Administration Software. Model fund entities, closings, commitments, capital accounts, and transactions. Portfolio Management Software. Manage every aspect of your holdings, including portfolio companies or properties, securities, revaluations and shareholder tables. Give investors exactly what they crave: detailed notifications and transparent quarterly reports from a secure portal. Issue detailed ILPA call and distribution letters, along with industry-standard quarterly reports. Give your LPs secure, 24/7 access to fund documents from their phones, tablets or everyday browsers. -
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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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StartEngine
StartEngine
Discover over a hundred different investment opportunities and invest in the ideas and people you believe in. Diversify your portfolio with startup investments and eventually other types of alternative assets, including real estate and more. Not only are we simplifying startup investing, but we are also working to bring liquidity to you and let you trade your shares with other investors on StartEngine Secondary. On StartEngine, you craft your investment pitch into a web page, raise capital from hundreds or even thousands of investors online, and fund the next phase of your growth with a bigger and stronger community behind you. Companies can raise their first funding round on StartEngine and later give their shareholders the opportunity to trade, all on the same site.
