Diligent Equity 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Diligent Equity

3.7

(12)

Pricing

Pricing available upon request

About Diligent Equity

Diligent Equity (powered by EquityEffect) is a cloud-based equity management solution, which helps law firms, investors and financial institutions of all sizes monitor, manage and organize shares using cap tables and what-if analysis. It comes with a stock and options management module, which enables organizations to verify the distribution and availability of equities.

Diligent Equity (powered by EquityEffect) offers a unified dashboard allows managers to view information related to funds, valuation history, co-investors, companies, and more. It offers various features including standard equity workflows, shareholder allocations, board approvals, capitalization overview, digital documents, and centralized cap tables. Additionally, the solution lets users create custom alerts and notifications for multiple tasks such as regulation, compliance, filings and approvals.

Diligent Equity (powered by EquityEffect) includes a reporting module, which enables administrators to view and download reports in PDF or Excel files. Pricing is available on request and support is extended via email and other online measures.

Diligent Equity Screenshots

Diligent Equity Pricing and Plans

Starting price: Pricing available upon request

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

Diligent Equity Features

Popular features found in Investment Management
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
More features of Diligent Equity
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Audit Management
Audit Trail
Cap Table Management
Client Portal
Compliance Management
Customizable Reports
Data Import/Export
Deal Management
Document Management
Document Storage
Financial Analysis
Financial Modeling
Forecasting
For Investment Advisors
For Investors & Traders
Grant Management
Investments Tracking
Investor Reporting
Multi-Currency
Performance Metrics
Portfolio Management
Private Equity
Public Equity
Real-Time Analytics
Real-Time Data
Reporting/Analytics
Reporting & Statistics
Role-Based Permissions
Scenario Planning
Third-Party Integrations
Transaction History
Valuation Management
Vesting Management
Visual Analytics
Workflow Management

Diligent Equity Integrations

Affinity Payroll

Salesforce Starter

Diligent Equity User Reviews

Overall Rating

3.7

Ratings Breakdown

42%

25%

17%

Secondary Ratings

Ease of Use

3.8

Value for money

4.2

Customer support

4.3

Functionality

3.4

Have you used Diligent Equity and would like to share your experience with others?

Michael G.

Verified reviewer

Biotechnology

5001-10000 employees

Used weekly for less than 12 months

Review source

Reviewed January 2022

No matter what Industry you are in, one can't go wrong with this software...

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It took me only less than 2 days when it came to mastering the software and being confident on how to use it.

Cons:

the software has so many features that when you first see it, it can't be a little overwhelming the first 3 times you use it.

Nick G.

Verified reviewer

Venture Capital & Private Equity

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed March 2021

YE Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the API Plug in the availability of the info.

Cons:

Would like there to be more customizable features for the tear sheets to be able to drag and drop information onto the page however we would like. Also, for post money valuations, would like the ability to update on our own if there is a disconnect as it's based on Pre-Money and doesn't always agree to our records.

Reasons for choosing Diligent Equity

The API Ability to be able to plug in and pull was a huge plus and we enjoyed talking and workingwith the team as they were all really receptive to our feedback and wanting to help make the product better for us and for other investors.

Anat A.

Verified reviewer

Information Technology and Services

501-1000 employees

Used daily for less than 12 months

Review source

Reviewed March 2020

Software is not reliable enough

On a daily basis, I use the software mainly to check options status of the company's employees. I perform exercises and cancellation of options. Also, I manage the company's cap table and all other relevant equity updates (pool increasing, warrants updates etc.).

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to understand how to use. Menu is simple.

Cons:

In my opinion, the software is not reliable. I don't trust it to save my data in proper way. I usually do double checking when performing actions.

Reasons for choosing Diligent Equity

As of now, this is our best option, and this the software that our trustee uses and it works for us. Maybe, after becoming public we will considers other options that will be more functional for us and a one-stop-shop for all our uses.

Genevieve G.

Verified reviewer

Venture Capital & Private Equity

2-10 employees

Used monthly for less than 6 months

Review source

Reviewed February 2021

Refreshing and functional!

The team at Equity Effect is great to work with! They are super responsive, helpful and patient. Great team and great customer service!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality.

Cons:

So far, there is not anything I do not like.

Reasons for switching to Diligent Equity

We appreciate the functionality and customer service

Patrick R.

Verified reviewer

Venture Capital & Private Equity

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed February 2021

Becoming an Integral Part of Our Operations

The EquityEffect team has been incredibly responsive and helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

EquityEffect has made it easier to aggregate our fund information, investment documents, and other pertinent materials in a centralized location that is accessible to both our team and our investors. The system provides nice visualization tools and other features that aide in our reporting and portfolio management.

Cons:

The software is missing a few key features that would enable us to upload without having to go to the Diligent portal, easily update investments on the platform , etc. All in all, it seems the system is still being iterated upon but will eventually reach a point where it provides a seamless interface for VC fund management.

Sergey K.

Verified reviewer

Computer Software

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed March 2020

Zerto

Recommended for use by small-medium enterprises with a lot of controls in place to constantly verify the data.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Helps with the daily large database management.

Cons:

1) Not reliable - sometimes the saved changes are lost. 2) Upon some updates, the data may be altered. 3) No flexible reporting functionality - build-in reports vs having a flexible reports building tool.

Verified

Reviewer

Venture Capital & Private Equity

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed January 2021

Complicated and unreliable

This software has increased the time required to manage the cap table by 10X compared to a spreadsheet

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Could have some nice features like waterfall if data was reliable

Cons:

Complicated to navigate and fix errors Slow customer service in updating cap tables Data entry unreliable and data spontaneously changes

Reasons for switching to Diligent Equity

Team members wanted to

Verified

Reviewer

Financial Services

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed March 2020

Finally a platform for VC's that actually helps....

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use, great customer service, does a lot

Cons:

Looking forward to new features being added -- e.g., more portfolio KPIs

Gil B.

Verified reviewer

Computer Software

201-500 employees

Used weekly for less than 2 years

Review source

Reviewed March 2020

my review of EquityEffect

generally satisfied, the software delivers but there is definitely room for improvement.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Friendlier than similar software, ticks all boxes for my purposes

Cons:

often you run into bugs both in the UI/UX and in the core capabilities.

Reasons for choosing Diligent Equity

Hands down one of the bust customer support I have encountered.

Erez S.

Verified reviewer

Computer Networking

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed March 2020

ES review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What did you like most about this software: user-friendly interface

Cons:

no forget password mechanism some features required to reverse other data so it will be affected

Reasons for choosing Diligent Equity

value for money

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Diligent Equity 2026: Benefits, Features & Pricing

Overview

About Diligent Equity

Diligent Equity Screenshots

Diligent Equity Pricing and Plans

Diligent Equity Features

Diligent Equity Integrations

Diligent Equity User Reviews

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