About EquityEffect

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.

EquityEffect’s 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...


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Supported Operating System(s):

Web browser (OS agnostic)

6 Reviews of EquityEffect

Average User Ratings

Overall

3.33 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

4.5

Functionality

3.0

Ratings Snapshot

5 stars

(2)

2

4 stars

(1)

1

3 stars

(1)

1

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 6 of 6 results

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March 2020

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2020

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

Pros

Easy to use, great customer service, does a lot

Cons

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

March 2020

Erez from Teridion

Company Size: 51-200 employees

Industry: Computer Networking

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

March 2020

ES review

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 EquityEffect

value for money

March 2020

Sergey from Zerto

Company Size: 501-1,000 employees

Industry: Computer Software

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2020

Zerto

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

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.

March 2020

Gil from AnyVision

Company Size: 201-500 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

March 2020

my review of EquityEffect

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

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 EquityEffect

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

March 2020

Anat from Zerto Ltd

Company Size: 501-1,000 employees

Industry: Information Technology and Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

2.0

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.).

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 EquityEffect

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.

March 2020

Sam from Village Global

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

1.0

Customer support

3.0

Functionality

1.0

March 2020

Don't buy EquityEffect

Pros

They seem to have a general sense of their product strategy, roadmap, and useful features

Cons

Data inputted by their team is often wrong, software is buggy, and lots of key features (like companies that have shuttered being reflected as zero) are not yet implemented. Save yourself the time and frustration and wait until their product is usable.