Diligent Equity Overview
What is Diligent Equity?
Diligent Equity, formerly EquityEffect, is a fully integrated portfolio and cap table management platform tailored for venture capital firms. It provides a single source of truth for viewing all portfolio company cap tables and key performance indicators (KPIs). The software enables users to run detailed waterfall analyses and scenario models to gain clear visibility into investment performance across companies and funds. By eliminating data inaccuracies, it offers a precise and reliable view of fund metrics and equity structures, enhancing decision-making and operational efficiency.
Who it's for:
This software is specifically designed for venture capital firms, private equity investors, and fund managers who need to oversee multiple portfolio companies. It is ideal for professionals responsible for investment tracking, financial analysis, and cap table management, seeking to consolidate data and improve accuracy in fund performance reporting.
Our verdict:
Diligent Equity is an essential tool for venture capital firms, providing unmatched integration and accuracy in portfolio management. Its ability to offer a consolidated view and advanced modeling makes it a highly effective solution for maintaining clean data and gaining strategic insights into fund and company performance.
Diligent Equity Details
Diligent Equity Platforms supported
Cloud, SaaS, Web-Based
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
Diligent Equity Support options
Chat
Email Help Desk
FAQ Forum
Knowledgebase
Phone Support
Diligent Equity Training options
Documentation
In-Person
Live Online
Videos
Webinars
Diligent Equity Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Diligent Equity Features
Most valued Diligent Equity features by users
Accounting
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Tracking
Data Import/Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Rebalancing
Real Estate
Risk Management
CRM
Cap Table Management
Deal Management
Document Storage
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