Equitest Alternatives (September 2025)

We help business owners to manage cap table and issue shares to founders, employees & investors.

Get audit-ready 409A valuation services starting at $990 with Eqvista, a trusted provider in company valuations. Ensure compliance with expert support.

Upmetrics is a modern business planning software that helps entrepreneurs create winning business plans, accurate forecasts, and compelling pitch decks faster.

The UK's most powerful equity management platform. Full Companies House integration. Issue shares, manage shareholders and view your cap table on Vestd.

Business Planning Software Modeliks – Optimize Your Strategy. Create Business and Financial Plans and Reports Effortlessly. Start Your Free Trial Now!

EquityList is an equity and shareholder management software for India, Singapore, US, MENA, and other regions. Manage cap table, stock options, data rooms, valuation, and related compliances.

More than 800 private companies and startups use trica - the best in class ESOP & cap table management software. Manage buybacks and liquidity events with ease. Get started.

Our leading equity management platform helps companies maintain the most accurate & trustworthy view of their equity. Learn more about our unbeatable offer.

Create professional business plans quickly & easily with ProAI, the top AI-powered business plan generator. ProAI's AI insights help strategize for future success. Generate complete, customized business plans online in minutes.

Carta's 409A valuation services are trusted with more than 15,000 valuations per year. Get fast, audit-ready valuations for your startup or private company.

QFlow equips every B2B company with the power of a robust GTM Finance team. In minutes.

The equity management software platform that streamlines planning, automates financial reporting & cap table management with global compliance.

Evaluate and validate your business and startup ideas and create a business plan within seconds. Our AI technology revolutionizes your evaluation process and helps you to make your idea better. Create a compelling business plan with RebeccAi, an AI-powered idea evaluation tool designed to fast track the process of evaluating, assessing, and improving business ideas.

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

One Stop Solution for Startups & Companies to manage their ESOP, Cap Table, and Equity for investors and employees to back their growth & operations in real-time

When you’re starting or building a business… How do you handle the everyday challenges of organizing, planning, funding, managing, marketing, policies, procedures, sales, and everything else? Easily. With Business Power Tools. Free Trial

Over 1 million small businesses use LivePlan for business planning, forecasting and financial management. Sign up for LivePlan and grow 30% faster.

Lazo's Augmented Ops™ uses AI to streamline bookkeeping, taxes, & fundraising. Get actionable insights & connect with investors - all on one platform. Sign up for free!

When it comes to claiming tax credits, MainStreet does the heavy lifting for you, so you can focus on your business. Get started today.

Cap table and equity management made simple

Creating reports for investors or planning startup profits and expenses? Octopus AI is a financial AI assistant for startups. Octopus AI helps to create a realistic budget, build your best financial deck for investors and accelerators, and predict the financial impact of your any decisions.

27 years of equity plan and cap table expertise in the industry's most flexible and intuitive platform

Beautiful.ai is the best AI-powered presentation software for teams. Stay on brand, level up and automate presentation design, and collaborate from anywhere.

Assess the financial stabililty of the companies you do business with by accessing Creditsafe's business credit report database. Get a free report today.

CashFlowTool is the ultimate cash flow management & forecasting service for businesses and accountants - #1 rated cash flow app on the QuickBooks Marketplace.

Create, collaborate, and share your business plan with investors and potential customers.

Best Free Accounting Software package for small business across the world. Easy tools for Invoicing, Expense Tracking, Inventory Management & Taxation.

DealRoom is the premier M&A platform for corporate development executives, investment bankers, and private equity firms. With intuitive tools for pipeline management, diligence, integration, and divestitures, our M&A software streamlines the entire deal process. Collaborate securely with stakeholders, access critical data and insights, and achieve greater deal efficiency.

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Budgyt: Leading cloud-based budgeting software for SMEs & enterprises. Agile financial forecasting, real-time reporting, and efficient financial planning.

Asia's first end-to-end fundraising platform for startups and investors. Sign up for free.

Gen AI-supported FP&A, no-code modeling and reporting, and best practice accelerators ensure broad adoption by the business and a self-sufficient finance team.

Develop a view on private companies in minutes with Gain.pro. Access insights on financial sponsors, deals, industries and more to gain your competitive edge.

Real Estate Agents! Try Cloud CMA for free and see how easy it is to create stunning real estate CMA reports in minutes!

Always achieve the best outcome with Ansarada's advanced Virtual Data Room solutions. Leave legacy data rooms behind & join the world's top dealmakers now.

We've helped startup founders raise over $500M in venture capital. Sign Up for our AI pitch deck creator, or book a call with our pitch deck design agency to enlist our team's help crafting your company pitch.

IdeaBuddy is an innovative business planning software powered by AI, that helps you turn your great ideas into successful ventures

Buy and sell SaaS startups in as little as 90 days. 500k+ qualified buyers, 1,000s of vetted listings. M&A advisory, legal help, escrow, and more. Join now.

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

Grow your in-app subscription revenue with reliable purchase backend, real-time subscription analytics, and no-code monetization tests, all in one place.

AI chatbots are basic and limited. An AI assistant from EBI.AI can handle 85% of your routine enquiries from day one. Takes literally minutes to set up.

Give your bid writing the winning edge. EasyPQQ’s AI Bid Writing tool is ideal for ITT, PQQ, RFI, RFP, RFQ bid & tender processes. Book a free 1:1 demo.

Virtual data room for your M&A deals. Get your deal done faster with EthosData. Trust the fastest and most secure data room. Get a free quote now!

Forecastr's top-rated financial forecasting software, and expert CFO services simplify your businesses financial planning. Efficient, clear, ready to help!

The E-Valuator

From search and social advertising to programmatic, our team of experts help you supercharge and simplify campaign management in one easy platform.

Cyndx is an AI-powered search and discovery engine built to simplify deal origination.

Our business plan software helps you grow your idea or startup. Create beautiful business canvases, write impactful business plans and make your budgets and financial forecasts.

Zycus Cognitive Procurement AI Powered SaaS Software empowers business with AI-driven solutions for streamlined procurement processes & improved efficiency.

Invoicing made easy with Bookipi. Create and send invoices online for small businesses and freelancers under a minute. Try for free on web & mobile app.

Software & Information Resources to Manage & Grow Your Business. The MoneySoft Collection is a treasure trove of analytical tools and information products..

Qapita is a market leader in India & SEA built to automate workflows around equity management process for CapTables, ESOPs, Due-diligence, and Transactions.

Funraise makes nonprofit fundraising a piece of cake. With truly innovative features and tools, fundraising is easier than ever. Power up your nonprofit.

Build a better business with Anow appraisal software. Manage more orders, streamline each process, build a stronger team - and grow faster.

Aprio's secure cloud-based board management software allows for paperless meetings, while improving organizational efficiency and reducing stress.

Easygenerator simplifies and speeds up course creation 12x. Try the #1 best e-learning authoring tool for free and start creating today.

TaxValet eliminates the hassle and risk of sales tax for multi-state, e-commerce and SaaS businesses with an affordable, all-inclusive service.

Pry is the first real alternative to Excel for pro forma financials. One platform for financial forecasting, headcount planning, and KPI dashboards.

Eton's valuation & advisory services are trusted by top companies, VC/PE, legal teams, accountants & HNW individuals from 1,000s of companies.

Discover the future of commercial facility management with Entronix. Our expertise lies in developing cutting-edge AI-based platforms.

Discover Equisoft/connect Gain exclusive access to the web-based CRM software designed specifically for insurance and finance professionals . Equisoft/connect is an indispensable tool for financial advisors seeking to optimize their business practice and customer relationship management. See how Equisoft/connect will provide you with all the essentials you need to maximize and simplify your book of business. 792f0012-abfd-403c-aba5-75c5c13e0895

Quick & easy monitoring of SaaS usage. No complicated installation. Rapid visibility and smart data for cost-effective business decisions.

Streamline cap table management, shareholder communication, and equity administration with an easy-to-use platform built for private businesses and family enterprises.

Zoho Analytics is a self-service business intelligence platform and analytics software that empowers you to create dashboards and analyze data. Sign up for free!

Get inspections done quickly & easily with EZ Home Inspection Software. Our affordable software & app make inspections faster & simpler.

AngelList builds the infrastructure that powers the startup economy—providing investors and innovators with the tools to grow.

The best online course platform for creating, selling and promoting your online courses. Start monetizing your skills, experiences and your audience.

Get easy access to big consultancy experience without the big consultancy fees. Our fast, affordable solutions are your business advantage.

Growth metrics for SaaS

Testportal is an online skills and knowledge assessment tool which allows you to create your own tests, quizzes and exams.

The Only AI Enabled Real Estate Wholesaling Software to Scale Wholesaling & Flipping | Leads, Comps, ARV, Websites, CRM, SMS, RVM, Email Marketing, Rehab Estimator in One Platform

Succeed across the M&A lifecycle with Virtual Vaults' all-in-one deal platform. The here and the now in dealmaking. Brought to you by Virtual Vaults.

Make confident investment decisions with our unique fundamental analysis and in-depth visual reports. Research and discover new stocks with Simply Wall St.

Empower your business decisions with our cutting-edge customer insights platform. Uncover valuable data-driven strategies and trends.

So you've decided to turn your passion for baking into a business. Except now, you need to figure out how to run a business. Our innovative software can help!

Start building your scavenger hunts today. Loquiz is the best platform to gamify online and outdoor events. 👉Try for free. 👈

The best AI-powered accounting software for lease accounting & revenue recognition compliance. Accountants trust Trullion for automated financial software.

SuccessionNow is an advanced platform tailored to meet succession planning needs for any business

Simplify your finances with QuickBooks' online bookkeeping services. Get started with a free consultation today and manage your books with ease.

Diligent Equity enables investors, law firms, and private companies to manage their cap tables, valuations, investments, and overall workflows.

Planium Pro is the strategic planning software designed by professionals, for professionals. Make creating comprehensive business plans easier than ever.

Confidently respond—the RFP software leader with AI-driven response management. Answer RFPs, RFIs, DDQs & more instantly.

Find out more about the best talent assessment platform for recruiters, which can help you identify top performers and quickly fill open positions for free.

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

Unlock the latent power of board data with Govrn’s AI-First board portal. Have better meetings, deeper insights, greater governance.

Save time by using AI to find companies. Inven scans millions of websites to provide comprehensive data on companies similar to your search criteria.

Complete M&A due diligence faster. Get a free demo of Datasite Diligence™, the premier sell-side data room for dealmaking.

Squark's no-code AI SaaS platform and API serves industries like media & entertainment, gaming and casinos, SaaS, and healthcare marketing.

Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributing and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process.

2024's Premier AI Chatbot Builder Platform: Quickly Deploy Custom GPT Chatbots in Under 5 Minutes. Experience seamless integration with leading technologies including OpenAI and Google AI's Gemini, ensuring a comprehensive communication experience. Our platform's flat fee structure offers a straightforward, cost-effective solution for AI-powered business communication at scale. Elevate your digital strategy with our cutting-edge solution, designed for superior engagement and customer interaction.

Effortless budgeting and forecasting for FP&A teams. Centage's drag and drop software saves you time and cuts errors. Visit to unlock collaborative FP&A!

Turn Your Ideas into Reality with Appy Pie's Best No-Code AI Platform!

Create your stunning website with ease using Dorik AI Website Builder. Benefit from user-friendly design tools, advanced business solutions, AI tools, and powerful SEO features. Start with Dorik for free.

Carta is an ownership and equity management platform trusted by thousands of founders, investors, and employees. Learn more.

Customers that use ServeManager, software for process servers, save 25 minutes per serve. 96% report increased client satisfaction. Start a Free Trial!

Test drive our easy and most effective software for audits, inspections, work orders and sustainability data collection and analysis today.

Automated, yet incredibly flexible forecasting software for cash flow management, sales projections and scenario modeling.

Explore eclincher's all-in-one platform for managing your online brand presence effectively. Streamline your social media, enhance your SEO, and safeguard your reputation with our integrated tools designed for success.

Unlock the power of AI with Must AI Generator. Create exceptional content effortlessly, whether it's writing, image manipulation, chatbots, or more. Join us for a new era of content creation!