Diligent Equity (formerly EquityEffect)

About Diligent Equity (formerly EquityEffect)

Deep Dive with Clara AI

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.

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Pricing

Free Trial Available
Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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

60%
Momentum

62%
Popularity

64%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Individuals

API Support

NA

Modes of Support

Online

Diligent Equity (formerly EquityEffect) Features

Show Feature Explanation

Equity Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%

Global Equity Management

Provides seamless support for multiple jurisdictions and ensures compliance with tax regulations.

Valuation Support

Offers 409A valuations directly or seamlessly integrates with trusted valuation providers.

Compliance and Regulatory Reporting

Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.

Option Exercise Tracking

Monitors and manages employee stock option exercises with precision and efficiency.

Equity Grant Management

Administers and oversees stock options, RSUs, and other equity instruments with precision and efficiency.

Cap Table Management

Monitors ownership structures, shareholder details, and equity distributions.

Scenario Modeling

Simulates "what-if" scenarios to predict the potential outcomes

Audit Trail

A record of changes made in chronological order of a user or activity

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

Document Management

Ability to store and manage various information and documents in electronic format.

Diligent Equity (formerly EquityEffect) Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Quotation Based )

Diligent Equity Custom

Features

Equity Management
Portfolio Management
Manage Option administration and Cap table

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Disclaimer: The pricing details were last updated on 11/03/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Diligent Equity (formerly EquityEffect) Pricing