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support

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Description

Enhance your ability to retain top talent by implementing effective equity plans that follow best practices. Benefit from integrated legal agreements, straightforward vesting options, and streamlined communication methods. Incorporating equity into your hiring strategy is quick and efficient. You can easily develop stock option or share plans, establish automatic vesting schedules, and incentivize your team for their contributions. Clear communication about the value of equity can significantly enhance workplace culture, boost engagement, and improve employee retention. Maintain transparency with your team, ensuring they understand the benefits, which ultimately fosters a more committed workforce. All valuations are organized and readily accessible whenever you need them. Additionally, features like automated vesting, exercising, and reporting provide reassurance and confidence in your equity management process. Compliantly manage and issue equity for employees and contractors across more than 50 countries, all while benefiting from automated reporting that keeps your records current and reliable. With a state-of-the-art cloud infrastructure, your data remains secure at all times. This comprehensive approach not only simplifies equity management but also strengthens your organization's overall appeal to potential and current employees.

Description

Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Rayven

Integrations

Rayven

Pricing Details

$40 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cake Equity

Founded

2018

Country

Australia

Website

www.cakeequity.com

Vendor Details

Company Name

Diligent

Founded

1994

Country

United States

Website

equityeffect.com

Product Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Product Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives