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Equify

Paid Web

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Equify's own site

What Equify is

Equify is a web platform for shareholder management, capitalization tables, employee ownership, legal registers, governance, documents, and shareholder access. Its cap table synchronizes with the securities transaction register and follows transactions from incorporation through sale. The platform manages BSPCE, AGA, stock options, BSA, convertible bonds, preferred stock, and other equity instruments. It can generate equity documents, run bulk assignments, collect electronic signatures, and automate individual statements and DSN filings. Governance tools cover meeting notices, attendance sheets, draft resolutions, signatures, and mandate tracking. A portal lets beneficiaries and other users view holdings, vesting, transaction history, and documents through configurable permissions. HRIS synchronization is listed for Workday, Lucca, PayFit, Salesforce, and Workato. Equify says data and backups use AES-256 encryption in transit and at rest, are hosted in France, and replicate across data centers. Its privacy policy complies with GDPR, while audit logs are retained for one year. The Starter plan costs €500 a year for 1–20 holders; other plans are quote-only.

Who it suits

Equify suits startups, scale-ups, LBO-backed companies, multi-partner firms, and businesses managing employee ownership or complex shareholder governance.

What it does well

  • Synchronizes cap table with transaction register
  • Supports many equity plans and instruments
  • Includes governance and electronic signatures
  • Shareholder portal has configurable access
  • AES-256 encryption and French hosting

What to know first

  • Starter plan covers only 1–20 holders
  • Business, Essential, and Enterprise prices require quotes
  • Audit logs are retained for one year
  • Web platform only

Limits

Starter covers 1–20 holders and costs €500 excl. VAT per year. Essential covers 21–50 holders, Business 50–100 and Enterprise 101–150; pricing for those plans is quote only.

Plans

PlanBilled and limitsPrice
Starter€500 excl. VAT / year · 1–20 holders · Capitalisation table · Library · Document templates and electronic signature · Governance · Email/chat support€500 a year
BusinessQuote only · 50–100 holders · Starter features · ValuationOn request
EssentialQuote only · 21–50 holders · Capitalisation table · Library · Document templates and electronic signature · Governance · Email/chat supportOn request
EnterpriseQuote only · 101–150 holders · Starter features · ValuationOn request

As equify.eu lists them, read 7 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit https://www.equify.eu/en/home.
  2. Choose a plan based on your holder range.
  3. Contact Equify for a quote-only plan if applicable.
  4. Work with the team to import an existing cap table if needed.
  5. Use the dedicated contact for deployment and ongoing support.

Verdict

Equify combines equity administration, governance workflows, documents, and shareholder access in one web platform. Its entry price is clear, while larger holder bands require requesting a quote.

Questions

How much does Equify cost?

Starter is €500 excl. VAT per year. Essential, Business and Enterprise are quote only.

Is there a free plan?

No. Equify is a paid product.

Which platforms does Equify support?

Equify is available on the web.

What holder ranges do the plans cover?

Starter covers 1–20 holders, Essential 21–50, Business 50–100 and Enterprise 101–150.

Which integrations are listed?

Equify lists HRIS synchronization with Workday, Lucca, PayFit, Salesforce and Workato.

Can I export cap table data?

Spreadsheet is listed as an export format.

Facts from Equify's own pages

Audit logs
Equify says it maintains audit logs for one year and replicates logs across three remote data centers in France. · equify.eu, 7 Oct 2026
Automation
The platform can generate equity documents, support bulk assignment campaigns, collect electronic signatures, and automate individual statements and DSN filings. · equify.eu, 7 Oct 2026
Cap table
The cap table synchronizes with the securities transaction register and tracks transactions from incorporation to sale. · equify.eu, 7 Oct 2026
Deployment
Equify says most clients are operational within two weeks and that its team can help import existing cap tables. · equify.eu, 7 Oct 2026
Equity plans
Equify manages plans and instruments including BSPCE, AGA, stock options, BSA, convertible bonds, and preferred stock. · equify.eu, 7 Oct 2026
Governance
Equify supports online meeting notices, attendance sheets, draft resolutions, electronic signatures, and mandate tracking. · equify.eu, 7 Oct 2026
Integrations
Equify lists HRIS synchronization with Workday, Lucca, PayFit, Salesforce, and Workato. · equify.eu, 7 Oct 2026
Privacy
Equify states that its privacy policy complies with the GDPR. · equify.eu, 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. · equify.eu, 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. · equify.eu, 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. · equify.eu, 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. · equify.eu, 7 Oct 2026
Target users
Equify describes solutions for LBO-backed companies, startups and scale-ups, multi-partner firms, and companies with employee ownership. · equify.eu, 7 Oct 2026

Where Equify stands on Freedom251

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