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.
Pricing starting from:
N/A
- Free Trial
- Free
- Subscription
Devices
Business size
Markets
Supported Languages
Pricing starting from:
N/A
- Free Trial
- Free
- Subscription
Images
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
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Write a Review!- Industry: Financial Services
- Company size: 2-10 Employees
- Used Weekly for 6-12 months
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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
- 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.
- Industry: Information Technology & Services
- Company size: 501-1 000 Employees
- Used Daily for 6-12 months
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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.
- 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.
- 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
EquityEffect FAQs
Below are some frequently asked questions for EquityEffect.Q. What type of pricing plans does EquityEffect offer?
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.
Q. What are the main features of EquityEffect?
EquityEffect offers the following features:
- Document Storage
- Performance Metrics
- Portfolio Management
Q. Who are the typical users of EquityEffect?
EquityEffect has the following typical customers:
Small Business, Large Enterprises, Mid Size Business
Q. What languages does EquityEffect support?
EquityEffect supports the following languages:
English
Q. Does EquityEffect support mobile devices?
We do not have any information about what devices EquityEffect supports
Q. What other apps does EquityEffect integrate with?
We do not have any information about what integrations EquityEffect has
Q. What level of support does EquityEffect offer?
EquityEffect offers the following support options:
Online Support, Knowledge Base
Related categories
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