Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
SunForge serves as an online platform tailored for the operational needs of venture capital and private equity professionals, including SPV and syndicate leaders, as well as family offices. It integrates investor relationship management with fundraising processes alongside post-transaction administration for various funds and SPVs. Teams can easily conduct research on limited partners, manage conversations and investment commitments, and launch email campaigns via Gmail or Outlook, complete with threaded follow-ups. Investors benefit from a customized portal hosted on the fund's subdomain, which features secure data rooms that require password access, email verification, or NDA compliance, alongside e-signature capabilities for subscription agreements, side letters, and NDAs. Fund management processes encompass capital calls, distributions, and complex calculations for preferred returns, catch-ups, carried interest, and provide comprehensive NAV and LP statements across multiple funds and SPVs. Additionally, users can track deal pipelines and cap tables for SAFEs, convertible notes, and option pools. The platform also offers AI chat functionalities for navigating fund data, facilitated by a dedicated team member to assist in setup, ensuring that users can fully leverage the platform's capabilities. This comprehensive approach aims to enhance efficiency and transparency for all stakeholders involved in fund operations.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Rayven
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$199/month
Plans start at $199 per month. A free trial is offered.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Diligent
Founded
1994
Country
United States
Website
equityeffect.com
Vendor Details
Company Name
SunForge
Founded
2025
Country
United States
Website
sunforge.app
Product Features
Equity Management
Cap Table Management
Yes
Deal Management
No
Document Storage
Yes
ESOP Management
No
Financial Modeling
Yes
Options Management
Yes
Participant Portal
Yes
Portfolio Management
No
Private Equity
Yes
Public Equity
No
VSOP Management
No
Valuation Management
Yes
Vesting Management
Yes
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
No