Diligent Equity 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.
Diligent Equity Alternatives
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
Learn more about Sharesight
You need more than just a way to exchange documents. You need capabilities such as AI-enhanced redaction. You need an integrated Q&A tool with advanced workflow features. You need a defensible source of truth. You need Datasite Diligence.
Datasite provides the most trusted VDR in M&A. Over 14,000 projects are created annually on Datasite. Designed with industry-leading functionality and game-changing productivity tools, due diligence doesn’t get in the way with Datasite Diligence.
Learn more about Datasite Diligence Virtual Data Room
AngelList
AngelList provides essential tools designed to support startups, investors, and fund managers in driving innovation forward. By using AngelList, you can effortlessly oversee your company's cap table, manage fundraising efforts, handle employee offer letters, and much more—all within a unified platform. Focus on developing your business, while AngelList manages the intricate details for you. Simplify your fundraising journey with AngelList Raise, which streamlines the processes of accreditation, signatures, banking, and other tasks for both SAFE and equity rounds. Raise capital efficiently with just one entry on your cap table. Additionally, Roll Up Vehicles™ offer founders a convenient single link for investors to commit and transfer funds online, with AngelList managing the subsequent steps. Discover a variety of Rolling Funds to find the perfect match for your investment strategy. You can subscribe on a quarterly basis, invest alongside leading VCs, and modify your investment amount as your objectives shift. Access numerous high-quality deals and funds, spearheaded by top professionals in the industry, with just one check. Furthermore, consider investing in the AngelList Access Fund to enhance the diversification of your investment portfolio and explore new opportunities.
Learn more about AngelList
Allvue
Allvue Systems is a global leader in AI-driven alternative investment management software, designed to optimize fund operations and accelerate business growth. Its end-to-end solutions support every phase of the investment lifecycle—from fundraising and portfolio management to investor reporting and compliance. Powered by the Allvue Agentic AI Platform, the software embeds intelligence and automation into critical workflows, helping fund managers focus on strategy rather than administration. Whether managing private equity, venture capital, private credit, or CLO portfolios, Allvue delivers accuracy, scalability, and insight through one integrated ecosystem. The platform’s cloud-based design ensures seamless updates, continuous performance optimization, and enterprise-grade security. With deep industry input from 500+ global clients, Allvue has evolved into a multi-asset system of record that centralizes data and enables better collaboration. Its partnerships with consultants, fund administrators, and technology providers expand its capabilities for specialized needs. By combining AI innovation, compliance strength, and financial expertise, Allvue enables firms to operate more intelligently, efficiently, and profitably.
Learn more about Allvue
Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
Diligent
Year Founded:
1994
Headquarters:
United States
Website:
equityeffect.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support
Diligent Equity Features and Options
Equity Management Software
Cap Table Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Private Equity
Valuation Management
Vesting Management
Investment Management Software
Benchmarking
Fund Management
Modeling & Simulation
Performance Metrics
Diligent Equity Lists
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