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

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

Diligent
Founded: 1994
United States
equityeffect.com

Videos and Screen Captures

Diligent Equity Screenshot 1
Other Useful Business Software
PRTG Catches Network Issues Before They Cause Downtime Icon
PRTG Catches Network Issues Before They Cause Downtime

Threshold-based alerts flag problems early, so your team can act before users notice, not after.

Reactive troubleshooting usually means hearing about a problem from frustrated users, not your monitoring tool. PRTG sets threshold-based alerts across devices, servers and applications, notifying your team by email, SMS or push the moment a metric crosses a set limit. That means catching a failing disk or overloaded server before it becomes an outage and getting time back from firefighting. Start a free trial and set your first alerts today.
Download 30-Day Trial

Product Details

Platforms Supported
Cloud
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 Supported
Document Storage Supported
Financial Modeling Supported
Options Management Supported
Participant Portal Supported
Private Equity Supported
Valuation Management Supported
Vesting Management Supported
Deal Management Not Supported
ESOP Management Not Supported
Portfolio Management Not Supported
Public Equity Not Supported
VSOP Management Not Supported

Investment Management

Benchmarking Supported
Fund Management Supported
Modeling & Simulation Supported
Performance Metrics Supported
Accounting Management Not Supported
Bonds / Stocks Not Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Payroll & Commissions Not Supported
Portfolio Management Not Supported
Risk Management Not Supported

Diligent Equity Additional Categories