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Index › Finance › Function 07 of 6 · November 2026 Edition
November 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 November 2026 Edition.
Equity and corporate
Board portals
A different leader in every segment
BoardProClear leader
SMB
57%▲+3Since October 2026: 54% → 57%, +3 points. Inside the 10-point floor: within noise.
OnBoardClear leader
Mid-market
52%▲+3Since October 2026: 49% → 52%, +3 points. Inside the 10-point floor: within noise.
Diligent BoardsClear leader
Enterprise
52%▼−1Since October 2026: 53% → 52%, −1 point. Inside the 10-point floor: within noise.
Equity and corporate
Entity management
A different leader in every segment
FilejetClear leader
SMB
43%↗new leaderNew leader since October 2026: Filejet (43%) replaces EntityKeeper (23% then, 20% now), 23 points clear, past the 10-point floor.
AthennianClear leader
Mid-market
51%▲+10Since October 2026: 41% → 51%, +10 points. Inside the 10-point floor: within noise.
Diligent EntitiesClear leader
Enterprise
60%▲+10Since October 2026: 50% → 60%, +10 points. Inside the 10-point floor: within noise.
Equity and corporate
Cap table management
A different leader in every segment
EqvistaContested
SMB
38%▲+9Since October 2026: 29% → 38%, +9 points. Inside the 10-point floor: within noise.
Carta EquityClear leader
Mid-market
50%▲+17Since October 2026: 33% → 50%, +17 points. Past the 10-point floor: movement.
ShareworksContested
Enterprise
32%▼−6Since October 2026: 38% → 32%, −6 points. Inside the 10-point floor: within noise.
Equity and corporate
Virtual data rooms
A different leader in every segment
Papermark Data RoomsContested
SMB
17%↗new leaderNew leader since October 2026: Papermark Data Rooms (17%) replaces Peony Data Room (29% then, 15% now), 2 points clear, inside the 10-point floor.
iDealsContested
Mid-market
27%▲+2Since October 2026: 25% → 27%, +2 points. Inside the 10-point floor: within noise.
Datasite DiligenceClear leader
Enterprise
44%▼−2Since October 2026: 46% → 44%, −2 points. Inside the 10-point floor: within noise.
Equity and corporate
ESG and carbon reporting
Small business and mid-market share a leader. Enterprise differs.
GreenlyContested
SMB
33%▼−15Since October 2026: 48% → 33%, −15 points. Past the 10-point floor: movement.
Mid-market
24%▼−12Since October 2026: 36% → 24%, −12 points. Past the 10-point floor: movement.
Workiva ESGContested
Enterprise
39%▲+2Since October 2026: 37% → 39%, +2 points. Inside the 10-point floor: within noise.

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
All 57 categories