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Investment Management Software
Diligent Equity reviews and summary
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. This software is specifically designed for venture capital firms, private equity investors, and fund managers who need to oversee multiple portfolio companies. It is ide...
Best 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.
Starting price
Pricing not listed
Category
Investment Management Software
Vendor
Diligent
Key takeaways
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.
Quick facts
Diligent Equity at a glance
Overall rating
3.7/5
Reviews
12
Starting price
Pricing not listed
Vendor
Diligent
Founded
1998
Location
United States
Category
Investment Management Software
Ratings
Diligent Equity ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
Diligent Equity pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses Diligent Equity?
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.
Feature research
Diligent Equity features
These are common features buyers compare in Investment Management Software. Product-specific availability should be confirmed with the vendor.
Accounting Integration
Native financial tracking or seamless connection with external accounting software.
Industry Benchmarking
Evaluate internal business metrics against industry standards and competitors.
Bonds & Stocks Tracking
Acquire and monitor both bonds and stocks within an investment portfolio.
Customer Relationship Administration
Organize and streamline communication and relationships with existing clients.
Stakeholder Portal
A secure online gateway for clients to view project details and data.
Futures Trading
Monitor and exchange contracts for future transactions of tangible goods at a predetermined price.
Regulatory Compliance Tracking
Monitor and report on regulatory data for both internal leadership and external regulatory bodies.
Data Migration Tools
Seamlessly transfer data and reports between the system and external file formats.
Investment Advisor Tools
Designed for use by financial advisors and professional money managers.
Investor & Trader Suite
Tailored features for retail investors and high-frequency day traders.
Asset Fund Administration
Administers the allocation and performance of assets held within various dedicated funds.
Predictive Modeling
Mapping out various outcomes through performance modeling, yield forecasting, and scenario analysis.
Pricing
Diligent Equity pricing
Starting price
Pricing not listed
Visit Website
Pricing model: Usage Based
Pricing can change. Confirm current plans and terms with the vendor.
Compare
Diligent Equity alternatives
Compare Diligent Equity with other Investment Management Software tools that buyers often evaluate.
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Software reviews
Diligent Equity software reviews
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FAQ
Diligent Equity FAQs
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.
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.
Pricing can change. Confirm current plans and terms with the vendor.
Diligent Equity is listed in Investment Management Software.
Diligent Equity is listed with Diligent as the vendor.
Buyers often compare Diligent Equity with other Investment Management Software tools such as Foundersuite, StockMarketEye, AppFolio Investment Management, Social Security Timing. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for Diligent Equity.
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