Freedom251 › Cap Table Management Software
Aequitec
What Aequitec is
Aequitec is shareholder management software for tracking equity, cap tables, shareholder meetings and corporate actions. It maintains 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, options, ESOPs and PSOPs, including a fully diluted cap table. During onboarding, users can upload data and documents for AI extraction, then use AI prompts to ask about shareholders or request detailed cap table reports.
Shareholder meetings can be held in person or virtually. Dividend processing connects to payment systems and is described as ISO 20022 ready. Aequitec says its team helps prepare upload data, provides a preview sandbox and launches the system by sending shareholder logins. It says the service is hosted in Switzerland and all data is encrypted. The document space feature is marked as coming soon. Aequitec is based in Zurich, Switzerland, and offers web access and an iOS app called Aequitec Digital Shares. Grow costs 112 CHF a month; Scale costs 348 CHF a month. The iOS app is listed as free.
Who it suits
Aequitec suits founders, corporate secretaries, COOs and CFOs who need to track shareholder equity and manage cap tables. It is also suited to organizations handling employee share plans, shareholder meetings or dividend processing.
What it does well
- Event history feeds the current share book and cap table.
- AI extracts data from uploaded documents during onboarding.
- AI prompts can query shareholders and generate detailed cap table reports.
- Shareholder meetings can be held physically or virtually.
- Dividend processing connects to payment systems and is ISO 20022 ready.
What to know first
- There is no free plan.
- Grow is limited to 250 shareholders and two share classes.
- The document space feature is coming soon.
Limits
Grow includes up to 250 shareholders, two ESOP/PSOPs and two share classes.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Grow | 250 shareholders · 2 ESOP/PSOP included · two share classes · general email support | 112 CHF a month |
| Scale | 1,000 shareholders · 3 ESOPs/PSOPs included · unlimited share classes · digital signatures · document storage · priority phone support | 348 CHF a month |
| Enterprise | Unlimited ESOP/PSOPs included · share trading windows | On request |
As aequitec.com lists them, read 4 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://www.aequitec.com/.
- Choose a paid plan: Grow at 112 CHF a month or Scale at 348 CHF a month.
- Work with the Aequitec team to prepare upload data.
- Review the preview sandbox.
- Launch by sending shareholder logins.
- Use the iOS app, Aequitec Digital Shares, if you want app access.
Verdict
Choose Aequitec if you need shareholder records, cap table management, employee plans and support with migration and launch. Grow starts at 112 CHF a month, and there is no free plan; organizations needing more capacity can consider Scale or Enterprise.
Questions
Is there a free plan?
No. Grow starts at 112 CHF a month.
What platforms does Aequitec support?
Aequitec is available on the web and through the iOS app Aequitec Digital Shares.
What is included with Grow?
Grow costs 112 CHF a month and includes 250 shareholders, two ESOP/PSOPs, two share classes and general email support.
What does Scale add?
Scale costs 348 CHF a month and includes 1,000 shareholders, three ESOPs/PSOPs, unlimited share classes, digital signatures, document storage and priority phone support.
Is the iOS app paid?
Aequitec Digital Shares is listed as free on the App Store.
Facts from Aequitec's own pages
- AI cap table queries
- AI prompts let users ask about shareholders and request detailed reports from cap table data. · aequitec.com, 4 Oct 2026
- AI features
- The product supports document upload with AI data extraction and AI prompts for querying cap table information. · aequitec.com, 4 Oct 2026
- AI onboarding
- Users can upload data and documents for AI data extraction during onboarding. · aequitec.com, 4 Oct 2026
- App access price
- The iOS app is listed as free on the App Store. · apps.apple.com, 4 Oct 2026
- Coming soon
- The site labels its document space feature as “Coming soon.” · aequitec.com, 4 Oct 2026
- Compliance positioning
- Aequitec describes its software for managing debt and equity ownership as secure, reliable and compliant. · aequitec.com, 4 Oct 2026
- Customer support
- Aequitec lists customer service and product support at [email protected]. · aequitec.ch, 4 Oct 2026
- Data hosting and encryption
- Aequitec says it is fully hosted in Switzerland and that all data is encrypted. · aequitec.com, 4 Oct 2026
- Dividend processing
- Aequitec describes dividend processing as connected to a payment system and ISO 20022 ready. · aequitec.com, 4 Oct 2026
- Dividends
- The dividend processing feature is described as connected to payment systems and ISO 20022 ready. · aequitec.com, 4 Oct 2026
- Employee plans
- The site says Aequitec manages ESOPs and PSOPs and calculates a fully diluted cap table. · aequitec.com, 4 Oct 2026
- Founded
- 2020 · aequitec.com, 28 Sept 2026
- Headquarters
- Zurich, Switzerland · aequitec.com, 28 Sept 2026
- Hosting and encryption
- Aequitec says it is fully hosted in Switzerland and that all data is encrypted. · aequitec.com, 4 Oct 2026
- Intended users
- The product is built for founders, corporate secretaries, COOs and CFOs who track shareholders’ equity. · aequitec.com, 4 Oct 2026
- Meetings
- The site says shareholders’ meetings can be held physically or virtually. · aequitec.com, 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. · aequitec.com, 4 Oct 2026
- Mobile app
- The Aequitec Digital Shares app is available for iPhone and iPad, and lets shareholders review meeting agendas and vote on agenda items. · apps.apple.com, 4 Oct 2026
- Product
- Aequitec provides shareholder management software for cap tables, annual general meetings and corporate actions. · aequitec.com, 4 Oct 2026
- Purpose
- Aequitec provides software for managing shareholder equity, cap tables, shareholder meetings and corporate actions. · aequitec.com, 4 Oct 2026
- Share history
- Aequitec keeps an event history from which it calculates the current share book and cap table. · aequitec.com, 4 Oct 2026
- Support
- Aequitec says it combines its software with first-class support and expertise. · aequitec.com, 4 Oct 2026
- Upcoming feature
- Document space is marked as coming soon on the product page. · aequitec.com, 4 Oct 2026
Where Aequitec stands on Freedom251
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