Browse Software
List Your Product
Loading...
Carta logo

Carta

  Add to Compare
Start Free Trial

Overview

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
Pricing Options
  • Free Trial Available
  • Diligent Equity (formerly EquityEffect) Offers Custom plan.
  • Free Trial Not Available
  • Starts at $160.0. Offers Free-forever and Custom plan.
SW Score & Breakdown

Technical Details

Organization Types Supported
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • SaaS/Web/Cloud
Modes of Support
  • Online
  • Online

Reviews & Ratings

User Rating
3.6/5 11 user ratings
4.8/5 2 user ratings
Ratings Distribution
  • Excellent

    42.9%
  • Very Good

    14.3%
  • Average

    21.4%
  • Poor

    7.1%
  • Terrible

    14.3%
  • Excellent

    77.8%
  • Very Good

    22.2%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Diligent Equity (formerly EquityEffect) Offers Custom plan.
  • Free Trial Not Available
  • Starts at $160.0. Offers Free-forever and Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Diligent Equity Custom

Standard Free

Diligence $160.00 $160.00 per month

Services Firms Custom

Investors Custom

 
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

Screenshots Investor
+ 4 More
Share Fully Diluted Ownership
Videos Video Thumbnail
+ 1 More
Not Available

Vendor information

Company Details Located in: New York, New York Located in: San Francisco, California
Contact Details

+1 650-485-3003

https://www.equityeffect.com/

Not available

https://captable.io/

Social Media Handles

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

icon

Buyers

Looking for the right SaaS

We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

icon

Makers

Want more customers?

Our experts will research about your product and list it on SaaSworthy for FREE.

Get Listed