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90% 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

Diligent Equity (formerly EquityEffect) logo
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73% 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

EquityList logo
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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 EquityList software is an Equity Management software for Indian Startups. Manage E-signatures and a secure document hub for potential acquistions. The software offers ESOP template documents to set up an ESOP program with legal fees. Measure employees with vesting dates, exercise options, and tools to measure the company workflows. Read more
Pricing Options
  • Free Trial Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Custom plan.
SW Score & Breakdown

90% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    70%
  • Momentum
    60%
  • Popularity
    78%

73% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    68%

Features

Total Features
10 Features
Not Available
Common Features for All
    Audit Trail A record of changes made in chronological order of a user or activity
    Cap Table Management Monitors ownership structures, shareholder details, and equity distributions.
    Compliance and Regulatory Reporting Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.
    Document Management Ability to store and manage various information and documents in electronic format.
    Equity Grant Management Administers and oversees stock options, RSUs, and other equity instruments with precision and efficiency.
    Global Equity Management Provides seamless support for multiple jurisdictions and ensures compliance with tax regulations.
    Option Exercise Tracking Monitors and manages employee stock option exercises with precision and efficiency.
    Scenario Modeling Simulates "what-if" scenarios to predict the potential outcomes
    Self Service Portal Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions
    Valuation Support Offers 409A valuations directly or seamlessly integrates with trusted valuation providers.
  • + 7 More - Show Less
    • Not Available

    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 14 user ratings
    Not Available
    Rating Distribution
    • Excellent

      42.9%
    • Very Good

      14.3%
    • Average

      21.4%
    • Poor

      7.1%
    • Terrible

      14.3%
    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Offers Custom plan.
    • Free Trial Not Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Diligent Equity Custom

    EquityList Custom

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Investor
    + 4 More
    Not Available
    Videos Video Thumbnail
    + 1 More
    Not Available

    Vendor information

    Company Details Located in: New York, New York Located in: Delhi, India
    Contact Details

    +1 650-485-3003

    https://www.equityeffect.com/

    Not available

    https://equitylist.co/

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