Company lists · Data refreshed September 2026

Top 17 Cap table management software companies based in the United States

RevenueBase identified 43 cap table management software companies headquartered in the United States as of September 2026 and tracks 2,868 professional contacts across them, including 1,618 with verified work emails. San Francisco is the largest hub.

This list covers cap table management software companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
43Companies
2,868Contacts tracked
1,618Verified emails
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The 17 largest cap table management software companies based in the United States

Ranked by team size
Top 17 of 43 cap table management software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to cap table management software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 20261,001-5,0001,966 contacts →

Indirect evidence

“Carta powers interconnectivity in private markets, uniting data, people, and workflows in one connected system.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 27, 2026201-500208 contacts →

Indirect evidence

“Aumni, a J.P.”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202651-200103 contacts →

Indirect evidence

“Pulley's mission is to make it easier for anyone to start a company.”

Source: RevenueBase Database · checked Sep 27, 2026
4Strong evidenceVenice, CA, United StatesHQ checked Sep 27, 202611-5087 contacts →

Strong evidence

“Cake Equity is the best cap table and equity management software for startup founders who want to accelerate team motivation through equity ownership.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceDetroit, CO, United StatesHQ checked Sep 27, 202651-20056 contacts →

Indirect evidence

“At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202651-20050 contacts →

Indirect evidence

“With over $4 trillion in company assets valued for clients ranging from pre-seed startups to unicorns, SMEs, and VCs, Eqvista is a trusted valuations provider by thousands of…”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceNorwalk, CT, United StatesHQ checked Sep 27, 2026n/a31 contacts →

Indirect evidence

“With the Cobalt GP Platform, private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics the way they want.”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceDenver, CO, United StatesHQ checked Sep 27, 20261-1019 contacts →

Partial evidence

“OneGuide is a Modern Portfolio Ops Platform that provides leverage to PE and VC portfolio teams through software, expert network, and services.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceChicago, IL, United StatesHQ checked Sep 27, 202611-5017 contacts →

Indirect evidence

“Visible.vc simplifies the private capital markets by equipping founders and investors with the tools they need to thrive.”

Source: RevenueBase Database · checked Sep 27, 2026
10Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 27, 20261-1015 contacts →

Partial evidence

“Nth Round is a software company on a mission to create a more transparent and efficient private market.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceWest Conshohocken, PA, United StatesHQ checked Sep 27, 202611-507 contacts →

Partial evidence

“OptionTrax® is the market's most intuitive, comprehensive equity plan and securities tracking software platform.”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 20261-107 contacts →

Indirect evidence

“We're at the intersection of human communication, intelligent automation and rapid execution when it comes to private and public company securities transfers and compliance.”

Source: RevenueBase Database · checked Sep 27, 2026
13Strong evidenceSalt Lake City, UT, United StatesHQ checked Sep 27, 20261-104 contacts →

Strong evidence

“Checkmate Equity offers three key equity related services: Equity Administration, Premier Onboarding, and Cap Table Audits.”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceCharlotte, NC, United StatesHQ checked Sep 27, 20261-103 contacts →

Partial evidence

“30+ PE firms and 150+ portfolio companies use ClosingWell's premium software tools.”

Source: RevenueBase Database · checked Sep 27, 2026
15Strong evidenceSalt Lake City, UT, United StatesHQ checked Sep 27, 202611-501 contacts →

Strong evidence

“EquityTrack is a cap table management provider and stock transfer agent.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceAsheville, NC, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“Since 2005 Sevanta has been dedicated to helping venture capital and private equity firms make the most of their valuable human capital.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceDenver, CO, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“Diligencia.ai was created by Pagedip in response to requests from VCs and PE firms, who were looking for a faster and more streamlined way to manage their due diligence process…”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 17 of 43 cap table management software companies based in the United States

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Cap table management software companies based in the United States at a glance

As of Sep 27, 2026
56.4%Verified-email coverage
66.7Average contacts per company
1-10Median size (employees)
14.0%Largest-city concentration · San Francisco
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
12
51-200
4
201-500
1
1,001-5,000
1
5,001-10,000
1
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 43 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among cap table management software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “cap table management software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names cap table management software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among cap table management software companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,618 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names cap table management software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many cap table management software companies are there based in the United States?

RevenueBase identified 43 cap table management software companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

CARTA, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most cap table management software companies?

San Francisco leads with 6 headquartered companies, followed by New York (4) and Salt Lake City (4).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,618 verified decision-maker contacts tracked across these 43 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.