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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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| Description | 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. Read more | Captable.io is a robust equity management solution used by startups to store precise records and plan financial actions. Founders get access to convertible security, quick guided creation, easy collaboration, effortless sharing, options calculators, sturdy round and exit modeling features within the same. Users can generate unlimited cap tables by following a guided process. From making plans for their startups, capturing founders and early employee ownership to negotiating investments Captable.io can be used for all. Users can even streamline common stock option workflows besides monitoring and recording strike prices, grant amounts, start dates and vesting schedules. Updated third-party 409A valuation ensures safe grant stock options. By plugging-in various valuations and investment options, users can evaluate the impacts of different scenarios on ownership and plan their model future investment. Specially designed for founders, Captable.io is a facile and fast management tool that helps in understanding Convertible Notes, Liquidation Preferences as well as Collaboration and sharing. Read more |
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| SW Score & Breakdown |
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
| Total Features |
10 Features
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0 Features
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| Common Features for All |
Audit Trail
Cap Table Management
Compliance and Regulatory Reporting
Document Management
Equity Grant Management
Global Equity Management
Option Exercise Tracking
Scenario Modeling
Self Service Portal
Valuation Support
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Audit Trail
Cap Table Management
Compliance and Regulatory Reporting
Document Management
Equity Grant Management
Global Equity Management
Option Exercise Tracking
Scenario Modeling
Self Service Portal
Valuation Support
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Pricing Plans
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Diligent Equity Custom |
Standard Free Diligence $160.00 $160.00 per month Services Firms Custom Investors Custom |
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| Screenshots |
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| Company Details | Located in: New York, New York | Located in: San Francisco, California |
| Contact Details |
+1 650-485-3003 |
Not available |
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