Equify
Equify is a web platform for managing shareholders, company equity, legal registers, and governance.
What Equify is
Equify is a web platform for managing shareholders, company equity, legal registers, and governance. Its capitalization table synchronizes with the securities transaction register and tracks transactions from incorporation through sale. The platform handles equity plans and instruments such as BSPCE, AGA, stock options, BSA, convertible bonds, and preferred stock. It can generate documents, run bulk assignment campaigns, collect electronic signatures, and automate individual statements and DSN filings. Governance tools cover online meeting notices, attendance sheets, draft resolutions, signatures, and mandate tracking. A portal lets beneficiaries and other users see relevant holdings, vesting, transaction history, and documents under configurable access rights. Equify lists HRIS synchronization with Workday, Lucca, PayFit, Salesforce, and Workato. The maker says data and backups are encrypted in transit and at rest with AES-256 and hosted in France with replication across data centers. Starter costs €500 excl. VAT per year for 1–20 holders; other listed plans use quote-only pricing.
Good
- Synchronizes the cap table with the transaction register.
- Supports a range of equity plans and instruments.
- Automates documents, signatures, and filings.
- Configurable portal access for shareholders.
- Dedicated client contact for deployment and support.
Watch out
- Starter is limited to 1–20 holders.
- Other listed plans require a quote.
- Audit logs are retained for one year.
Who it suits
Equify suits startups, scale-ups, LBO-backed companies, multi-partner firms, and organizations with employee ownership. It is relevant to teams coordinating shareholder records, equity arrangements, and governance processes.
Verdict
Equify combines equity administration with shareholder access and governance workflows. Starter has a stated annual price and holder range; the other listed plans are quote-only.
Plans and prices
From Equify's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | €500 a year | 1–20 holders · Capitalisation table · Library · Document templates and electronic signature · Governance · Email/chat support · €500 excl. VAT / year |
| Business | Priced on request | 50–100 holders · Starter features · Valuation · Quote only |
| Enterprise | Priced on request | 101–150 holders · Starter features · Valuation · Quote only |
| Essential | Priced on request | 21–50 holders · Capitalisation table · Library · Document templates and electronic signature · Governance · Email/chat support · Quote only |
The facts
Each one read from Equify's own pages, with the date it was checked.
What it does
- Audit logs
- Equify says it maintains audit logs for one year and replicates logs across three remote data centers in France.checked 7 Oct 2026
- Automation
- The platform can generate equity documents, support bulk assignment campaigns, collect electronic signatures, and automate individual statements and DSN filings.checked 7 Oct 2026
- Cap table
- The cap table synchronizes with the securities transaction register and tracks transactions from incorporation to sale.checked 7 Oct 2026
- Deployment
- Equify says most clients are operational within two weeks and that its team can help import existing cap tables.checked 7 Oct 2026
- Governance
- Equify supports online meeting notices, attendance sheets, draft resolutions, electronic signatures, and mandate tracking.checked 7 Oct 2026
- Integrations
- Equify lists HRIS synchronization with Workday, Lucca, PayFit, Salesforce, and Workato.checked 7 Oct 2026
- Privacy
- Equify states that its privacy policy complies with the GDPR.checked 7 Oct 2026
- Product
- Equify is a shareholder management platform combining a capitalization table, employee ownership, legal registers, governance, legal documents, and a shareholder portal.checked 7 Oct 2026
- Security
- Equify says data, including backups, is encrypted in transit and at rest with AES-256 and hosted in France with replication across data centers.checked 7 Oct 2026
- Shareholder portal
- Beneficiaries and other users can view relevant holdings, vesting, transaction history, and documents through a portal with configurable access rights.checked 7 Oct 2026
- Support
- The maker says each client receives a dedicated contact for deployment and ongoing support, with guaranteed response time for sensitive matters.checked 7 Oct 2026
- Target users
- Equify describes solutions for LBO-backed companies, startups and scale-ups, multi-partner firms, and companies with employee ownership.checked 7 Oct 2026
Money
- Equity plans
- Equify manages plans and instruments including BSPCE, AGA, stock options, BSA, convertible bonds, and preferred stock.checked 7 Oct 2026
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