About EquityEffect

EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents. The stock and options management functionality assists users in verifying distribution and availability of equities.

EquityEffect includes a unified dashboard which enables businesses to view funds, companies, securities and more via detailed information on financing, valuation history, co-investors and waterfall analysis of a company. Key features of the solution include capitalization overview, centralized cap tables, standard equity workflows, shareholder allocations and board approvals. The platform provides multiple scenario models including next-round, exit and pro-forma modeling at the individual or company level to evaluate the potential state of funds. Its automated cap table updating feature allows users to approve, issue and execute shares, options, warrants and more.

EquityEffect allows users to create custom alerts and notifications for multiple actions such as filings, regulation, compliance and approvals. Plus, its reporting module lets firms view/download reports in PDF or Excel format.

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

Supported Languages

English

Images

EquityEffect versions screenshot
EquityEffect grants screenshot
EquityEffect ESOP screenshot
EquityEffect cap table screenshot
EquityEffect analytics screenshot
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EquityEffect screenshot: EquityEffect versions screenshot EquityEffect screenshot: EquityEffect grants screenshot EquityEffect screenshot: EquityEffect ESOP screenshot EquityEffect screenshot: EquityEffect cap table screenshot EquityEffect screenshot: EquityEffect analytics screenshot

Features

Total features of EquityEffect: 27

  • "What If" Scenarios
  • Activity Dashboard
  • Application Integration
  • Approval Process Control
  • Automatic Notifications
  • Business Analysis
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Financial Analysis
  • Monitoring
  • Multi-Company
  • Performance Metrics
  • Performance Reports
  • Portfolio Management
  • Predictive Analytics
  • Progress Reports
  • Real Time Data
  • Real Time Notifications
  • Real Time Updates
  • Reporting & Statistics
  • Rules-Based Workflow
  • Scenario Planning
  • Status Reporting
  • Summary Reports
  • Third Party Integration
  • Workflow Management

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Reviews

Overall rating

3,6 /5
(10)
Value for Money
4/5
Features
3,4/5
Ease of Use
3,7/5
Customer Support
4,2/5

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Showing 5 reviews of 10
Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Finally a platform for VC's that actually helps....

Reviewed on 2020/03/05

Pros

Easy to use, great customer service, does a lot

Cons

Looking forward to new features being added -- e.g., more portfolio KPIs

Genevieve G.
Overall rating
  • Industry: Venture Capital & Private Equity
  • Company size: 2-10 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Refreshing and functional!

Reviewed on 2021/02/22

The team at Equity Effect is great to work with! They are super responsive, helpful and patient. ...

The team at Equity Effect is great to work with! They are super responsive, helpful and patient. Great team and great customer service!

Pros

We really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality.

Cons

So far, there is not anything I do not like.

Anat A.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 501-1 000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Software is not reliable enough

Reviewed on 2020/03/11

On a daily basis, I use the software mainly to check options status of the company's employees. I...

On a daily basis, I use the software mainly to check options status of the company's employees. I perform exercises and cancellation of options. Also, I manage the company's cap table and all other relevant equity updates (pool increasing, warrants updates etc.).

Pros

Easy to understand how to use. Menu is simple.

Cons

In my opinion, the software is not reliable. I don't trust it to save my data in proper way. I usually do double checking when performing actions.

Patrick R.
Overall rating
  • Industry: Venture Capital & Private Equity
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Becoming an Integral Part of Our Operations

Reviewed on 2021/02/22

The EquityEffect team has been incredibly responsive and helpful.

The EquityEffect team has been incredibly responsive and helpful.

Pros

EquityEffect has made it easier to aggregate our fund information, investment documents, and other pertinent materials in a centralized location that is accessible to both our team and our investors. The system provides nice visualization tools and other features that aide in our reporting and portfolio management.

Cons

The software is missing a few key features that would enable us to upload without having to go to the Diligent portal, easily update investments on the platform , etc. All in all, it seems the system is still being iterated upon but will eventually reach a point where it provides a seamless interface for VC fund management.

Erez S.
Overall rating
  • Industry: Computer Networking
  • Company size: 51-200 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

ES review

Reviewed on 2020/03/08

Pros

What did you like most about this software: user-friendly interface

Cons

no forget password mechanism
some features required to reverse other data so it will be affected

Showing 5 reviews of 10 Read all reviews

EquityEffect FAQs

Below are some frequently asked questions for EquityEffect.

EquityEffect offers the following pricing plans:

  • Pricing model: Free, Subscription
  • Free Trial: Available

Private companies with less than 50 equity holders can get started for free. $1/equity holder/month for private companies with more than 50 equity holders. Contact TruEquity for pricing details for investors and law firms.

EquityEffect offers the following features:

  • Document Storage
  • Performance Metrics
  • Portfolio Management

EquityEffect has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

EquityEffect supports the following languages:

English

We do not have any information about what devices EquityEffect supports

We do not have any information about what integrations EquityEffect has

EquityEffect offers the following support options:

Online Support, Knowledge Base

Related categories

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