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Finance AI Index
Index › Function 07 of 6 · October 2026 Edition
October 2026 Edition

Equity and corporate

The company itself: the cap table, its entities and its sustainability reporting. 5 of 8 categories scored, 3 planned.

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Standing in equity and corporate

First-choice share across the direct, paraphrase, budget and scale prompts, all fourteen models, for the five equity and corporate categories scored in the October 2026 Edition.
Equity and corporate
Board portals
A different leader in every segment
BoardProClear leader
SMB
54%
OnBoardClear leader
Mid-market
49%
Diligent BoardsClear leader
Enterprise
53%
Equity and corporate
Entity management
A different leader in every segment
EntityKeeperContested
SMB
23%▼−3Since September 2026: 25% → 22%, −3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
AthennianClear leader
Mid-market
41%▲+20Since September 2026: 18% → 38%, +20 points. Past the 10-point floor: movement. Read over the models both editions asked.
Diligent EntitiesClear leader
Enterprise
50%▲+12Since September 2026: 39% → 51%, +12 points. Past the 10-point floor: movement. Read over the models both editions asked.
Equity and corporate
ESG and carbon reporting
Small business and mid-market share a leader. Enterprise differs.
GreenlyClear leader
SMB
48%▲+9Since September 2026: 41% → 50%, +9 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Mid-market
36%↗new leaderNew leader since September 2026: Greenly (33%) replaces Sweep (25% then, 10% now), 24 points clear, past the 10-point floor.
WorkivaContested
Enterprise
37%=heldSince September 2026: 38% → 38%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Equity and corporate
Cap table management
A different leader in every segment
EqvistaContested
SMB
29%↗new leaderNew leader since September 2026: Eqvista (27%) replaces Pulley (30% then, 24% now), 2 points clear, inside the 10-point floor.
CartaContested
Mid-market
33%▼−12Since September 2026: 44% → 32%, −12 points. Past the 10-point floor: movement. Read over the models both editions asked.
ShareworksContested
Enterprise
38%↗new leaderNew leader since September 2026: Shareworks (34%) replaces Carta (34% then, 19% now), 15 points clear, past the 10-point floor.
Equity and corporate
Virtual data rooms
A different leader in every segment
Peony Data RoomContested
SMB
29%
iDealsContested
Mid-market
25%
Datasite DiligenceClear leader
Enterprise
46%

Next in equity and corporate

Planned categories are in the build queue and are scored exactly like every other.
409A valuations plannedBusiness insurance plannedInvestor relations planned
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