Audience

Venture capital, private equity, private companies, law firms seeking a solution to manage their operations

About Diligent Equity

Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs.

Pricing

Free Trial:
Free Trial available.

Integrations

No integrations listed.

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Company Information

Diligent
Founded: 1994
United States
equityeffect.com

Videos and Screen Captures

Diligent Equity Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

Diligent Equity Frequently Asked Questions

Q: What kinds of users and organization types does Diligent Equity work with?
Q: What languages does Diligent Equity support in their product?
Q: What kind of support options does Diligent Equity offer?
Q: What type of training does Diligent Equity provide?
Q: Does Diligent Equity offer a free trial?

Diligent Equity Product Features

Equity Management

Cap Table Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Private Equity
Valuation Management
Vesting Management
Deal Management
ESOP Management
Portfolio Management
Public Equity
VSOP Management

Investment Management

Benchmarking
Fund Management
Modeling & Simulation
Performance Metrics
Accounting Management
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Payroll & Commissions
Portfolio Management
Risk Management