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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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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Diliforce
ContractZen is becoming Diliforce — same trusted platform, new name.
Diliforce is a governance + AI platform for scaling companies, unifying board meetings, contracts, legal entities, and virtual data rooms in one secure, cloud-native solution built on Microsoft Azure. One login, zero silos — no heavy setup, no lengthy onboarding.
The board portal covers the full meeting lifecycle: scheduling, agendas, minutes, task tracking, and e-signing, enhanced by AI Document Insights. Contract management adds metadata-driven libraries, OCR full-text search, automated date reminders, and AI-powered document analysis and metadata extraction. Entity management delivers a dynamic corporate-structure view with standardized, audit-ready records. Secure VDRs launch in seconds for M&A, audits, & due diligence, with granular access control — and a private AI assistant runs in your own encrypted environment.
Integrates with Teams, Docusign, Adobe + more. Plans from $9.50/user/month, 14-day free.
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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.
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