Home/Equity Management Software/Carta vs Diligent Equity (formerly EquityEffect)Updated on: March 28, 2024

Compare Carta vs Diligent Equity (formerly EquityEffect)

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Overview

Summary

Carta is an equity management software that helps the users to efficiently and conveniently manage their companies valuations, cap tables, investments and equity plans. The software acts as the source of truth for the user’s companies equity. It provides audit-ready, fast and cost-effective valuations. Carta offers liquidity to the user’s companies by running tender-offers, one-off transactions, and stock buybacks. It is an SEC-registered platform that acts as a transfer agent. It allows users to issue electronics security to those stakeholders who are ready to use Carta. The software allows users to do sensitivity and breakpoint analysis along with dilution and payout modelling. Users can perform full-service fund accounting and even view their real-time financials. This helps the users to make better financial decisions that will benefit them in the long run. The software’s portfolio dashboard helps the users to track their performance. Further, the experienced team members of the software provide accurate and on-time valuations to the users. ..show more

Diligent Equity streamlines the complexities of equity management with tailored solutions for diversified stakeholders in the financial ecosystem. From venture capitalists to emerging start-ups, professional service providers to private equity firms, the platform provides an unparalleled, uncomplicated experience in handling cap tables, navigating legal terms, and evaluating portfolio performance. With the user-friendly portfolio management software, fund tracking becomes refreshingly simple, and, whether a C Corp or an LLC, the dedicated team — composed of expertly trained paralegals — is committed to constructing a comprehensive data room that houses all the vital documents. Diligent Equity meticulously generates cap tables, extract critical legal points such as anti-dilution clauses and liquidation preferences, and ensures seamless correspondence between the current reports and future aspirations. Invest with clarity and ease; invest with Diligent Equity. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Palo Alto, California / 650.669.8381

New York, New York / +1 650-485-3003

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Launch
Custom

Standard cap table & ESOP management for seed & pre-seed companies

Features

  • Cap table & ESOP management​
  • Electronic securities​
  • Shareholder portal
  • Scenario modeling
Paid
Custom

Launch + additional compliance & planning features for Series A+ companies

Features

  • Everything in Launch
  • ESOP valuations
  • Investor updates
  • Dedicated onboarding support
CarteX
Custom

Paid + liquidity solutions for maturing companies (coming soon)

Features

  • Everything in Paid
  • Listing on CartaX
  • Regular liquidity
  • Competitive transaction fees
View Price Page
Diligent Equity
Custom

Features

  • Equity Management
  • Portfolio Management
  • Manage Option administration and Cap table
View Price Page

SCREENSHOTS

Carta Screenshots
View 1 screenshot(s)
Diligent Equity (formerly EquityEffect) Screenshots
View 5 screenshot(s)

INTEGRATIONS

  • Zenefits
  • BambooHR
  • Quickbooks
  • Xero
  • Slack
  • Salesforce
  • Affinity Designer

ALTERNATIVES

Top alternatives to Carta

AngelList Recruit
AngelList Recruit
Pulley
Pulley
Equidam
Equidam
Orchestra
Orchestra
WOWS Cap Table
WOWS Cap Table

Top alternatives to Diligent Equity (formerly EquityEffect)

Equidam
Equidam
Orchestra
Orchestra
WOWS Cap Table
WOWS Cap Table
Global Shares
Global Shares
OptionTrax
OptionTrax