Aequitec
Aequitec is shareholder management software for tracking equity, cap tables, shareholder meetings, and corporate actions.
What Aequitec is
Aequitec is shareholder management software for tracking 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. Founders, corporate secretaries, COOs, and CFOs can manage share classes and options, including ESOPs and PSOPs and a fully diluted cap table. During onboarding, users can upload data and documents for AI extraction; AI prompts can query shareholder information and request detailed cap table reports. Meetings can be held in person or virtually. Dividend processing connects to a payment system and is described as ISO 20022 ready. Aequitec says its team helps prepare data for upload, provides a preview sandbox, and enables launch by sending shareholder logins. It says the service is hosted in Switzerland and data is encrypted. The document space feature is marked as coming soon. Aequitec is available on web and iOS, including an app called Aequitec Digital Shares.
Good
- AI extraction for uploaded data and documents
- AI prompts can query cap table information
- Tracks share history and calculates the current cap table
- Supports physical and virtual shareholder meetings
- Hosted in Switzerland with encrypted data, per Aequitec
Watch out
- No free plan
- Document space is marked as coming soon
Who it suits
Aequitec is aimed at founders, corporate secretaries, COOs, and CFOs who manage shareholder equity. It may suit organizations that need cap table tools alongside meetings and corporate actions.
Verdict
Aequitec combines shareholder records, cap tables, meetings, and corporate actions in one product, with AI tools for onboarding and cap table queries. Consider the paid plans and the upcoming status of document space when deciding whether it fits your needs.
Plans and prices
From Aequitec's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Grow | 112 CHF a month | 250 shareholders · 2 ESOP/PSOP included · two share classes · general email support |
| Scale | 348 CHF a month | 1,000 shareholders · 3 ESOPs/PSOPs included · unlimited share classes · digital signatures · document storage · priority phone support |
| Enterprise | Priced on request | Unlimited ESOP/PSOPs included · share trading windows |
The facts
Each one read from Aequitec's own pages, with the date it was checked.
What it does
- AI cap table queries
- AI prompts let users ask about shareholders and request detailed reports from cap table data.checked 4 Oct 2026
- AI features
- The product supports document upload with AI data extraction and AI prompts for querying cap table information.checked 4 Oct 2026
- AI onboarding
- Users can upload data and documents for AI data extraction during onboarding.checked 4 Oct 2026
- Coming soon
- The site labels its document space feature as “Coming soon.”checked 4 Oct 2026
- Compliance positioning
- Aequitec describes its software for managing debt and equity ownership as secure, reliable and compliant.checked 4 Oct 2026
- Customer support
- Aequitec lists customer service and product support at [email protected].checked 4 Oct 2026
- Data hosting and encryption
- Aequitec says it is fully hosted in Switzerland and that all data is encrypted.checked 4 Oct 2026
- Dividend processing
- Aequitec describes dividend processing as connected to a payment system and ISO 20022 ready.checked 4 Oct 2026
- Dividends
- The dividend processing feature is described as connected to payment systems and ISO 20022 ready.checked 4 Oct 2026
- Hosting and encryption
- Aequitec says it is fully hosted in Switzerland and that all data is encrypted.checked 4 Oct 2026
- Intended users
- The product is built for founders, corporate secretaries, COOs and CFOs who track shareholders’ equity.checked 4 Oct 2026
- Meetings
- The site says shareholders’ meetings can be held physically or virtually.checked 4 Oct 2026
- Migration and setup
- Aequitec says its team helps prepare upload data, provides a preview sandbox, and enables launch by sending shareholder logins.checked 4 Oct 2026
- Product
- Aequitec provides shareholder management software for cap tables, annual general meetings and corporate actions.checked 4 Oct 2026
- Purpose
- Aequitec provides software for managing shareholder equity, cap tables, shareholder meetings and corporate actions.checked 4 Oct 2026
- Share history
- Aequitec keeps an event history from which it calculates the current share book and cap table.checked 4 Oct 2026
- Support
- Aequitec says it combines its software with first-class support and expertise.checked 4 Oct 2026
- Upcoming feature
- Document space is marked as coming soon on the product page.checked 4 Oct 2026
Money
- App access price
- The iOS app is listed as free on the App Store.checked 4 Oct 2026
- Employee plans
- The site says Aequitec manages ESOPs and PSOPs and calculates a fully diluted cap table.checked 4 Oct 2026
The company
- Founded
- 2020checked 28 Sep 2026
- Headquarters
- Zurich, Switzerlandchecked 28 Sep 2026
Where it runs
- Mobile app
- The Aequitec Digital Shares app is available for iPhone and iPad, and lets shareholders review meeting agendas and vote on agenda items.checked 4 Oct 2026
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