EquityEffect

# EquityEffect

Overview

Cap table and equity management for family offices and VCs

Specializations

- Equity tracking

- LP reporting

- waterfall modeling

Core Categories

- Governance

- Reporting

- Alternatives

Regional Focus

US

Key Features

- Advanced reporting and analytics

- Portfolio management capabilities

- Client relationship management

- Compliance and regulatory support

- Data integration and aggregation

Getting Started

Visit [EquityEffect website](https://www.altvia.com/equityeffect/) to learn more about their family office software solutions and request a demo.

Reviews and Ratings

Check out [EquityEffect reviews on G2](https://www.g2.com/products/equityeffect/reviews) to see what other family offices are saying.

Read [EquityEffect reviews on Capterra](https://www.capterra.com/p/197429/EquityEffect/) for detailed user feedback.

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*Last updated: 7/21/2025*