About Diligent Equity

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.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Diligent Equity

Devices

Business size

S M L

Markets

Andorra, Antigua & Barbuda, Anguilla, Albania, Curaçao, American Samoa, Austria, Australia, Aruba, Åland Islands, Bosnia & Herzegovina, Barbados, Belgium, Bulgaria, Bermuda, Brazil, Bahamas, Belarus, Belize, Canada, Switzerland, Cook Islands, China, Costa Rica, Cuba, Cyprus, Czechia, Germany, Denmark, Dominica, Dominican Republic, Estonia, Spain, Finland, Fiji, Micronesia, Faroe Islands, France, United Kingdom, Grenada, Guernsey, Gibraltar, Greenland, Guadeloupe, Greece, Guatemala, Guam, Hong Kong SAR China, Honduras, Croatia, Haiti, Hungary, Ireland, Israel, Isle of Man, India, Iceland, Italy, Jersey, Jamaica, Japan, Kiribati, St. Kitts & Nevis, Cayman Islands, St. Lucia, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Moldova, Montenegro, St. Martin, Marshall Islands, North Macedonia, Northern Mariana Islands, Martinique, Montserrat, Malta, Mexico, New Caledonia, Norfolk Island, Nicaragua, Netherlands, Norway, Nauru, New Zealand, Panama, French Polynesia, Papua New Guinea, Poland, St. Pierre & Miquelon, Puerto Rico, Portugal, Palau, Romania, Serbia, Russia, Solomon Islands, Sweden, Singapore, Slovenia, Svalbard & Jan Mayen, Slovakia, San Marino, El Salvador, Turks & Caicos Islands, Tonga, Turkey, Trinidad & Tobago, Tuvalu, Ukraine, United States, Vatican City, St. Vincent & Grenadines, British Virgin Islands, US Virgin Islands, Vanuatu, Wallis & Futuna, Samoa

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Diligent Equity

Images

Diligent Equity Software - Easy-to-use Cap Tables
Diligent Equity Software - Waterfall and Scenario Modeling
Diligent Equity Software - Robust Option Administration
Diligent Equity Software - Fund-Level Analytics for Investors
Diligent Equity Software - KPI Data Gathering and Tear Sheets for Investors
View 5 more
Diligent Equity Software - Easy-to-use Cap Tables
Diligent Equity Software - Waterfall and Scenario Modeling
Diligent Equity Software - Robust Option Administration
Diligent Equity Software - Fund-Level Analytics for Investors
Diligent Equity Software - KPI Data Gathering and Tear Sheets for Investors

Features

Total features of Diligent Equity: 62

  • API
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Benchmarking
  • Cap Table Management
  • Client Portal
  • Compensation Management
  • Compliance Management
  • Compliance Tracking
  • Cost Analysis
  • Customizable Branding
  • Customizable Reports
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Employee Management
  • Employee Reward Programs
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • Grant Management
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Monitoring
  • Multi-Currency
  • Options Management
  • Participant Portal
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Private Equity
  • Public Equity
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scenario Planning
  • Status Tracking
  • Summary Reports
  • Third Party Integrations
  • Transaction History
  • Valuation Management
  • Vesting Management
  • Visual Analytics
  • Workflow Management

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Capdesk

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Reviews

Overall rating

3,7 /5
(12)
Value for Money
4,2/5
Features
3,4/5
Ease of Use
3,8/5
Customer Support
4,3/5

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Showing 5 reviews of 12
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

Nick G.
Overall rating
  • Industry: Venture Capital & Private Equity
  • Company size: 11-50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

YE Review

Reviewed on 2021/03/09

Pros

I like the API Plug in the availability of the info.

Cons

Would like there to be more customizable features for the tear sheets to be able to drag and drop information onto the page however we would like. Also, for post money valuations, would like the ability to update on our own if there is a disconnect as it's based on Pre-Money and doesn't always agree to our records.

Alternatives Considered

Carta

Reasons for Switching to Diligent Equity

The API Ability to be able to plug in and pull was a huge plus and we enjoyed talking and workingwith the team as they were all really receptive to our feedback and wanting to help make the product better for us and for other investors.
Sergey K.
Overall rating
  • Industry: Computer Software
  • Company size: 501-1 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Zerto

Reviewed on 2020/03/17

Recommended for use by small-medium enterprises with a lot of controls in place to constantly...

Recommended for use by small-medium enterprises with a lot of controls in place to constantly verify the data.

Pros

Helps with the daily large database management.

Cons

1) Not reliable - sometimes the saved changes are lost.
2) Upon some updates, the data may be altered.
3) No flexible reporting functionality - build-in reports vs having a flexible reports building tool.

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.

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.

Showing 5 reviews of 12 Read all reviews

Diligent Equity FAQs

Below are some frequently asked questions for Diligent Equity.

Diligent Equity offers the following pricing plans:

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

For private companies, we price based on the feature set required. For Investors, we price based on the number of portfolio companies.

Diligent Equity has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

Diligent Equity supports the following languages:

English

Diligent Equity supports the following devices:

Diligent Equity integrates with the following applications:

Affinity, Prism Virtual Data Room, Salesforce Essentials, iLEVEL

Diligent Equity offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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