Aequitec

Aequitec is software for managing shareholder equity, cap tables, shareholder meetings, and corporate actions. It keeps an event history and uses it to calculate the current share book and cap table, including fully diluted cap tables for ESOPs and PSOPs. During onboarding, users can upload data and documents for AI extraction, then use AI prompts to query shareholders or request detailed cap table reports. Meetings can be held physically or virtually. Dividend processing is described as connected to a payment system and ISO 20022 ready. Aequitec says its team helps prepare upload data, provides a preview sandbox, and launches the system by sending shareholder logins. The company says the service is hosted in Switzerland and all data is encrypted. Its iOS app is called Aequitec Digital Shares and is listed as free, while the web software is paid. The Grow plan costs 112 CHF a month and includes 250 shareholders, two ESOP/PSOPs, two share classes, and general email support. The document space feature is marked as coming soon.

Aequitec brings cap table management, shareholder meetings, and corporate actions into one product, with AI tools for onboarding and queries. The paid Grow plan starts at 112 CHF a month, and its document space is not yet available.

Aequitec is intended for founders, corporate secretaries, COOs, and CFOs who track shareholder equity. It may suit teams managing cap tables, employee plans, meetings, or corporate actions.

Aequitec is a shareholder-equity platform for founders, corporate secretaries, COOs and CFOs who need one record for ownership, meetings and corporate actions. It suits organizations that want Swiss-hosted data and assisted migration, while its paid pricing and unfinished document space make it less attractive for very small teams or buyers seeking a free starting tier.

Overview

Aequitec combines cap-table administration, shareholder records, annual meetings and corporate actions in a single workflow. Its event history is used to calculate the current share book and cap table, so changes remain tied to a transaction trail rather than being maintained only as a static snapshot. Share class tracking, option management and cap-table import cover the core work of maintaining ownership records.

The platform also covers employee equity: it manages ESOPs and PSOPs and calculates a fully diluted cap table. Shareholders’ meetings can be run physically or virtually, and dividend processing connects to a payment system with ISO 20022 readiness. Those capabilities make Aequitec broader than a basic spreadsheet replacement, particularly for companies that regularly issue, transfer or distribute value tied to shares.

Key features

AI-assisted administration

During onboarding, users can upload data and documents for AI extraction. AI prompts can answer questions about shareholders and produce detailed reports from cap-table data. This should reduce the effort of turning existing records into a usable system and make ownership questions faster to answer, although the quality of any extracted record still matters for high-stakes corporate actions.

Migration and support

Aequitec says its team prepares upload data, provides a preview sandbox and launches the system by sending shareholder logins. That guided approach is a meaningful advantage for organizations moving from legacy files or another register. The company pairs the software with product expertise and customer support, with support available at [email protected].

Security and document roadmap

The service is fully hosted in Switzerland and says all data is encrypted. Aequitec positions its debt- and equity-ownership software as secure, reliable and compliant. Document space is marked as coming soon, so teams that need a mature repository for transaction and meeting paperwork should account for that gap.

Pricing

Aequitec has no free plan. The Grow plan costs 112 CHF a month and includes 250 shareholders, two ESOP/PSOP plans, two share classes and general email support. It is the sensible entry point for a smaller company with straightforward ownership structures, but the shareholder and share-class ceilings may become restrictive as financing rounds or employee programs expand.

Scale costs 348 CHF a month. It raises capacity to 1,000 shareholders, includes three ESOPs/PSOPs and unlimited share classes, and adds digital signatures, document storage and priority phone support. The higher tier is better suited to a growing company with several classes or a larger register; document storage and phone support also make it more practical for operational teams than Grow.

Enterprise uses custom pricing. It includes unlimited ESOPs/PSOPs and share-trading windows, making it the plan for organizations with extensive employee-equity programs or formal dealing controls. Aequitec does not publish a price for this tier.

The iOS app, Aequitec Digital Shares, is listed as free on the App Store, but the service itself remains subscription-based. No free trial terms are provided.

Platforms

Aequitec is available on iOS and the web. The free iOS listing provides a mobile access point for shareholders, while the web product is the primary setting for administration and cap-table work.

Who it's for

Choose Aequitec when founders, corporate secretaries, COOs or CFOs need a controlled shareholder register that extends into meetings, dividends and employee plans. Its assisted migration, Swiss hosting and encrypted data are especially relevant to organizations that want implementation support and a stated local hosting position. It is a weaker fit for a very small company that only needs a simple cap table, or for a buyer that requires a free plan or a fully established document vault today.

Pros and cons

Pros

• Broad ownership coverage: event history, share classes, options, ESOP/PSOP calculations and fully diluted views address more than basic shareholder lists.
• Useful AI workflow: document extraction and cap-table prompts can speed onboarding and recurring ownership reports.
• Operational depth: virtual or physical meetings and ISO 20022-ready dividend processing connect records to corporate actions.
• Guided rollout: upload preparation, a preview sandbox and shareholder logins reduce migration burden.
• Swiss hosting: Switzerland-based hosting and encryption support organizations with specific data-location requirements.

Cons

• No free tier: even early-stage users must budget for a paid subscription.
• Grow has hard ceilings: 250 shareholders, two ESOP/PSOPs and two share classes may not suit complex or rapidly scaling structures.
• Document space is unfinished: teams needing a complete document repository may need another system for now.
• Enterprise pricing is custom: larger buyers cannot compare that tier from a published price.

Alternatives

For a broader comparison, see Cap Table Management Software.

Cake Equity is the better starting point for a budget-conscious team: it has a free plan for five stakeholders and supports cap tables, stock options and SAFE notes, with Android, iOS and web access.

Eqvista suits founders who want a no-card freemium tier for fewer than 20 stakeholders, including cap-table and ESOP management, vesting schedules, stakeholder accounts and a data room.

Shareworks is an alternative paid platform when its product scope is the deciding factor, though its product page does not state pricing.

Astrella is worth considering for an early-stage company that wants a free trial and a $1,200-per-year package for up to 25 stakeholders.

Capmatter offers a free web plan, while its Pro tier costs 2,999 INR per month plus 18% GST; choose it when that pricing structure fits your market.

EquityList is a freemium web option with 10 stakeholders and 1,000 lifetime AI credits on its free plan.

Ledgy offers a free Launch plan capped at 50 stakeholders with equity plans, grants and simple vesting, making it an option for smaller teams.

Mantle is another freemium alternative for teams that want unlimited stakeholders and tools such as SAFE templates, vesting schedules and scenario modelling on its Starter plan.

Verdict

Aequitec is a strong choice for a growing company that wants shareholder records, employee-equity calculations, meetings and corporate actions managed together, with Swiss hosting and a guided migration. Choose it primarily for that integrated, supported workflow; look elsewhere if a free plan, Android access or a finished document repository is essential.