--- title: "Cap Table Management Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Cap Table Management Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/210637/Cap-Table-Management/" page_type: "product" language: "en" --- # Cap Table Management Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Cap Table Management ## What is Cap Table Management? Globacap offers everything you need to manage your capital in one place, freeing up your time and resources to focus on your business. We offer the only equity management software that can support you for the entire life cycle, from private placement and cap table management to EMI Option plans and secondary transferability, taking you from day one to exit in one simple, cost-effective solution. And by embracing advanced blockchain technology, we ensure your data is always accurate and secure. ## What is Cap Table Management used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Cap Table Management?[Manage this product listing](https://www.g2.com/products/globacap/claim_requests/new?auto=true) ## Cap Table Management Overview Updated August 2026 AI summary Cap Table Management is a cloud-based solution for organizations of all sizes seeking tools for equity and investment management. It enables tracking of bonds, stocks, and investment portfolios, with client management and a dedicated portal. Notable features include data import/export, audit trails, alerts, API access, mobile support, and document storage, supporting both investment advisors and internal teams. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Cap Table Management 0.0 VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (278) Value For Money 0.0 (0) Value For Money 3.8 (266) Customer Service 0.0 (0) Customer Service 4.1 (273) ## Cap Table Management alternatives Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (109)](https://www.capterra.com/p/207791/Vestd/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207791/Vestd/) [Carta](https://www.capterra.com/p/220278/Carta/) [4.2 (65)](https://www.capterra.com/p/220278/Carta/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/220278/Carta/) [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) [Orchestra](https://www.capterra.com/p/215575/Orchestra/) [4.8 (11)](https://www.capterra.com/p/215575/Orchestra/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/215575/Orchestra/) ## FAQs about Cap Table Management Overview ### What company size and specific industries is Cap Table Management built for? Cap Table Management is designed for private companies ranging from early-stage seed-funded businesses to later-stage corporates, along with their investors and third-party advisers. It fits organizations in private equity, venture capital, and related professional services, including accounting and law firms that manage ownership records and investment structures. Features and Usability ### What are the key features of Cap Table Management? Cap Table Management includes API access, audit trail records, and data import/export for equity data handling. It also offers bonds/stocks tracking, options management, vesting management, investor reporting, and participant portals, plus document storage, alerts/notifications, and deal management for cap table and investment workflows. Getting Started and Support ### What training and onboarding options does Cap Table Management offer? Cap Table Management provides live online sessions, documentation, and videos for training. Live online sessions support guided setup and direct instruction, documentation offers written reference for step-by-step review, and videos provide visual walkthroughs for learning features and processes at a self-paced pace. ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Cap Table Management supports **Investments Tracking**, giving teams a clear way to monitor holdings and follow investment activity over time. However, it does not include **Performance Metrics** or **Reporting/Analytics**. Instead, it offers other features that reviewers also consider important, including **Data Import/Export** (**38%**) and **Portfolio Management** (**40%**). These capabilities help businesses keep investment data organized, manage portfolios more effectively, and share information across systems, allowing teams to maintain visibility and make more informed decisions. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Cap Table Management Breakdown of all equity of the shareholders of a company Client Management Manage contact details and communication with clients Cap Table Management 21 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Cap Table Management: Breakdown of all equity of the shareholders of a company - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Storage: Store and organize documents in a centralized system - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Reporting: Compile and report on all investor activities - Mobile Access: Access software remotely via mobile devices - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Vesting Management: Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company --- ## Pricing ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.