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.
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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Diligent
Founded: 1994
United States
equityeffect.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Diligent Equity Frequently Asked Questions
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
