Diligent Equity Overview

Diligent Equity is a sophisticated equity management software developed to help organizations efficiently manage their equity portfolios, cap tables, and shareholder interactions. As part of Diligent’s suite of governance solutions, Diligent Equity offers a secure and centralized platform for tracking equity ownership, issuing shares, and administering employee stock option plans. The software provides real-time visibility into cap table dynamics, enabling businesses to monitor ownership distribution, assess dilution impacts, and simulate financing scenarios effortlessly. With robust compliance features, Diligent Equity ensures adherence to legal and regulatory standards, minimizing the risk of errors and enhancing transparency. Additionally, the platform facilitates seamless communication with shareholders and investors, providing tools for automated reporting, document management, and secure data sharing. By automating equity administration tasks and offering comprehensive analytical insights, Diligent Equity empowers organizations to manage their equity efficiently, support strategic decision-making, and maintain strong investor relations.

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Contact Details

  • Vendor Name Diligent
  • Founded 1998
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Information Technology & Services, Venture Capital

Diligent Equity Features

  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Diligent Equity Pricing

Pricing Type

  • Pricing Type Usage Based

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Annual Subscription Annual Subscription

Diligent Equity FAQs

Diligent Equity is a sophisticated equity management software developed to help organizations efficiently manage their equity portfolios, cap tables, and shareholder interactions. As part of Diligent’s suite of governance solutions, Diligent Equity offers a secure and centralized platform for tracking equity ownership, issuing shares, and administering employee stock option plans. The software provides real-time visibility into cap table dynamics, enabling businesses to monitor ownership distribution, assess dilution impacts, and simulate financing scenarios effortlessly. With robust compliance features, Diligent Equity ensures adherence to legal and regulatory standards, minimizing the risk of errors and enhancing transparency. Additionally, the platform facilitates seamless communication with shareholders and investors, providing tools for automated reporting, document management, and secure data sharing. By automating equity administration tasks and offering comprehensive analytical insights, Diligent Equity empowers organizations to manage their equity efficiently, support strategic decision-making, and maintain strong investor relations.

  • Yes, Diligent Equity offers a free version.

  • Yes, Diligent Equity offers a free trial.

  • No, Credit Card details are not required for the Diligent Equity trial.

  • Diligent Equity supports the following payment frequencies:

    • Annual Subscription

  • No, Diligent Equity does not offer an API.

  • Diligent Equity offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Diligent Equity offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Diligent Equity supports the following languages:
    • English

  • Following are the typical users of the Diligent Equity:
    • Self-Employed , Small-Business , Midsize-Business

  • Diligent Equity supports the following deployment:
    • Cloud Hosted

  • Diligent Equity supports the following devices and operating systems:
    • Web-Based

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