Diligent Equity Overview

Diligent Equity

By Diligent

3.8★★★★(28 Ratings)Write review

What is Diligent Equity?

EquityEffect (a Diligent Brand) is the only fully-integrated portfolio and cap table management platform venture capital firms will ever need. Our software will provide a single source of truth view across all your portfolio company cap tables and KPIs. Easily run waterfalls and scenario models to gain visibility into the performance of all their investments, companies, and funds. Say goodbye to sloppy data, and enjoy an accurate view of your fund performance.

Who is Diligent Equity best for?

Private companies, Venture Capital, Private Equity and Service Providers.

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

Modeling & Simulation

Fund Management

Performance Metrics

Commodity Futures

CRM

Compliance Tracking

Portfolio Rebalancing

Benchmarking

Accounting

Data Import/Export

Client Portal

Document Storage

Bonds / Stocks

For Investors & Traders

Client Management

Risk Management

Real Estate

For Investment Advisors

Cap Table Management

Deal Management

Top Diligent Equity Alternatives & Competitors

1

AlternativeSoft

By AlternativeSoft

4.7★★★★★(32 Ratings)

Keep track of your hedge / mutual funds with the tools of a professional fund allocator through AlternativeSoft's innovative investment Read More

2

Backstop

By Backstop Solutions Group

4.4★★★★(85 Ratings)

Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Read More

3

SourceScrub

By SourceScrub

4.9★★★★★(14 Ratings)

Our mission is to help customers find, research, and connect with privately held companies - using data to transform the M&A industry. Read More

4

Juniper Square

By Juniper Square

5★★★★★(138 Ratings)

Juniper Square is easy-to-use, all-in-one investment management software designed specifically for commercial real estate. Read More

5

Vantage Software

By Vantage

5★★★★★(23 Ratings)

First Rate Vantage manages the fund lifecycle including fundraising, deal flow management, capital calls, distribution, and reporting. Read More

6

MRI Software

By MRI Software

4.4★★★★(161 Ratings)

With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management. Read More

7

AIM

By Altvia Solutions

4.9★★★★★(25 Ratings)

Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments. Read More

8

AppFolio Investment Management

By AppFolio

4.8★★★★★(127 Ratings)

AppFolio Investment Management is a real estate software partner that streamlines your investor experiences and investment operations. Read More

9

FundCount

By FundCount

4.7★★★★★(16 Ratings)

Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L Read More

10

Carta

By Carta

4.5★★★★★(110 Ratings)

Carta is an equity management platform for companies, investors, and employees. Read More