Equity Management
How Equity Management Software Is Priced
How equity management software is priced: the pricing models you will meet, what drives the cost and the fees that are easy to miss.
How much equity management costs
Common pricing models: tiered plans, usage based, per module or bundle, and custom quote. Too few vendors publish comparable list prices for us to give a price range; the models and cost drivers below explain what you will be quoted.
Pricing models explained
- Tiered plans. Editions priced by company stage or number of stakeholders, with features such as modeling or valuations in higher tiers.
- Usage based. Pricing that scales with the number of stakeholders or securities on the cap table.
- Per module or bundle. Valuations, fund administration or tax reporting sold as add-ons to the cap table product.
- Custom quote. Larger companies with many plans or countries are quoted individually.
What drives the price
- Number of stakeholders and securities
- Number of equity plans and share classes
- Valuation services
- Countries where grants are made
- Onboarding and cap table cleanup services
Fees to ask about before you sign:
- Cap table cleanup and migration fees
- Valuations priced separately
- Fees for tax form preparation or filing
- Price increases when you cross stakeholder bands
- Legal review of migrated records
More on equity management software
- All equity management software, ranked
The full ranking, top picks and how to choose.
- Equity Management comparison table
Every product side by side: score, price and verified features.
- Equity management software for enterprises
The ranking reweighted for enterprises.
- Equity management software for mid-sized companies
The ranking reweighted for mid-sized companies.
- Equity management software for small business
The ranking reweighted for small business.
- Equity management software for startups
The ranking reweighted for startups.
- HR software pricing index
Median published prices in every HR category, free to reuse.
Frequently asked questions
How much does equity management software cost?
Pricing usually depends on company stage and the number of stakeholders, with tiers that unlock modeling, valuations or advanced reporting. Larger companies are quoted individually. Ask about cap table cleanup fees, valuation pricing and how cost changes as you add stakeholders.
Get exact equity management quotes
Answer a few quick questions about your team and needs to see the products that fit, with their list prices; if a provider works with us, you can ask it for an exact quote.
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LeadChange may earn a fee when you request pricing through our site or follow a sponsored link. Rankings never depend on whether a vendor pays us.