Shubhika Sundriyal
Subscribe to stay ahead with expert insights on ESOPs, smart ownership strategies, and more!
As an HR or finance professional, managing ESOP vesting schedules and cap tables is already challenging enough. The last thing you need is clunky, unintuitive software slowing you down.
That’s exactly why ‘Usability’ matters.
To help you find tools that truly make equity management simpler, we turned to G2’s 2025 Usability Scores to explore the easiest equity management software. Their numbers are based on real user reviews across different categories , highlighting the most user-friendly platforms in the market.
To qualify as one of the best equity software platforms, a platform caters to quite a few things that are a priority for HR teams, finance professionals, and startup founders.
A few of these are:
Now let’s do a quick equity software usability comparison.
So here are the top 5 easiest-to-use tools, trusted by users across India and the Asia Pacific.
| Rank | Tool | Usability Score |
| #1 | Cake Equity | 9.2 |
| #2 | Xumane | 9.2 |
| #3 | Qapita | 9.1 |
| #4 | J.P. Morgan Workplace Solutions | 8.9 |
| #5 | Equity List | 8.9 |
Here is a more detailed breakdown of the top 5 easy equity management tools in 2025.
Source:G2
Cake Equity is a great startup equity software designed for middle to late-stage businesses. You can easily automate cap table management, fundraising modeling, and ESOP compliance processes . Its features, like employee equity dashboards and contract management, come in handy when preparing documents for fundraisers. Lastly, Cake's user-friendly interface makes it easy for growing teams to adopt it and get going from the outset.
Usability Score: 9.2
2 Best Features/Capability:
Customer Segment Breakdown:
“Cake Equity makes managing our cap table and employee equity plans incredibly simple and stress-free. The platform is intuitive, easy to use, and saves a significant amount of time compared to manual spreadsheets. Their support team is also very responsive and helpful.”
Xumane is one of the top employee stock management platforms. It is an easily scalable tool that helps you track grants, vesting, and option (stock) exercises. The platform offers a secure space for cap table visualization and also provides tailored advisory services for best policy execution. High usability, a strong repeat customer rate, and data-rich reports ensure simple and compliant equity management. The best part is that it lets you manage ESOPs, SARs, RSUs , and more from a single platform.
Usability Score: 9.2
Customer Segment Breakdown:
“The platform's comprehensive dashboard gives me insight into how many options are vested, exercised, lapsed, etc. Also, its ESOP scheme generator is really handy for calculating evolving ownership percentages and real-time valuation.”
Source:G2
Qapita's SaaS solution lets you take complete charge of everyday cap table management, ESOP administration, and liquidity events while ensuring accuracy, transparency, and regulatory compliance. With the tool, you can facilitate digital issuance of shares, scenario planning, and everyday ESOP operations. It is renowned for its ability to manage complex equity workflows digitally and efficiently.
Usability Score: 9.1
2 Best Features/Capability:
Customer Segment Breakdown:
“The ESOP module has made our equity management much easier. It’s easy to grant options, set up vesting, and communicate clearly with employees. Features like the e valuation slider, Exercise forms, and periodic reports are helpful. It is an easy and time-saving mechanism for the ESOP grants/allotment.”
Source:G2
J.P. Morgan Workplace Solutions offers an enterprise-grade cap table software, trusted by multinational companies worldwide. It offers dedicated onboarding and multilingual customer service. Using the tool, both administrators and employees can benefit from company-wide ESOP dashboards and personal portals with ease.
Usability Score: 8.9
2 Best Features/Capability:
Customer Segment Breakdown:
“The JP Morgan Workspace Solution offers a highly user-friendly experience with an intuitive UI/UX that's easy to navigate. It was easy to set up and update my profile. It serves as a comprehensive solution for monitoring stakeholders on your cap table.”
Source:G2
EquityList is an excellent equity plan management solution. It is ideal for companies managing complex equity structures while managing cap table tracking, digital share certificate issuance, and administration of ESOP and Stock Appreciation Rights schemes. The tool empowers companies to manage cross-border shareholdings, improve data monitoring, and maintain regulatory compliance with ease.
Usability Score: 8.9
2 Best Features/Capability:
Customer Segment Breakdown:
“The team is really supportive, which makes everything easier for me always, and on the equity list we get what we wanted as a platform, which is amazing! All the unique features it has made it one of the best and user-friendly platforms.”
We won’t claim to know which is the best equity management software for you. What we will say is that you must take time to explore a tool’s features and functionalities, and also analyze whether it’s a good fit for your team.
A tool might have all the features you’re looking for, but fall short on affordability or ease of use. Or a tool might come with great pricing for you, but lack the support you need.
So ask yourself some questions, like what are the core features that you’re looking for? Which are the key features you can’t do without? What’s your budget now, and in the long run? What is the post-sales support like? Does the tool allow for customization and role-specific roles?
Once you’ve figured these things out, shortlist 2-3 tools and take their demos. This will give you a fair idea of the features and functionality of a tool.
We hope this blog helps you navigate your equity journey better. All the best!
Related Content
