Diligent Equity
About Diligent Equity
Most Helpful Reviews for Diligent Equity
1 - 5 of 12 Reviews
Anonymous
2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2020
Finally a platform for VC's that actually helps....
Easy to use, great customer service, does a lot
CONSLooking forward to new features being added -- e.g., more portfolio KPIs
Nick
Venture Capital & Private Equity, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed March 2021
YE Review
I like the API Plug in the availability of the info.
CONSWould 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.
Reason 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
Information Technology and Services, 501-1,000 employees
Used daily for less than 12 months
OVERALL RATING:
2
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
2
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.).
PROSEasy to understand how to use. Menu is simple.
CONSIn 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.
Reason 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
Venture Capital & Private Equity, 2-10 employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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!
PROSWe really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality.
CONSSo far, there is not anything I do not like.
Reasons for switching to Diligent Equity
We appreciate the functionality and customer service
Patrick
Venture Capital & Private Equity, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2021
Becoming an Integral Part of Our Operations
The EquityEffect team has been incredibly responsive and helpful.
PROSEquityEffect 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.
CONSThe 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.