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Diligent Equity
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based equity management solution
Table of Contents
Diligent Equity - 2026 Pricing, Features, Reviews & Alternatives
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Diligent Equity overview
What is Diligent Equity?
Diligent Equity (powered by EquityEffect) is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents. The stock and options management functionality assists users in verifying distribution and availability of equities.
Diligent Equity (powered by EquityEffect) includes a unified dashboard which enables businesses to view funds, companies, securities and more via detailed information on financing, valuation history, co-investors and waterfall analysis of a company. Key features of the solution include capitalization overview, centralized cap tables, standard equity workflows, shareholder allocations and board approvals. The platform provides multiple scenario models including next-round, exit and pro-forma modeling at the individual or company level to evaluate the potential state of funds. Its automated cap table updating feature allows users to approve, issue and execute shares, options, warrants and more.
Diligent Equity (powered by EquityEffect) allows users to create custom alerts and notifications for multiple actions such as filings, regulation, compliance and approvals. Plus, its reporting module lets firms view/download reports in PDF or Excel format.
Starting price
Alternatives
with better value for money
Diligent Equity’s user interface
Diligent Equity reviews
Overall rating
3.7
/5
12
Positive reviews
67
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.3/10
5
4
3
2
1
5
3
1
1
2
Genevieve G.
GP
Genevieve G.
GP
Erez S.
Controller
Verified reviewer
Anonymity request
Ben P.
Finance Senior Manager
Sam K.
Head of Ops
Who uses Diligent Equity?
Based on 12 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
- Not enough reviewsDiligent Equity's key features
Most critical features, based on insights from Diligent Equity users:
All Diligent Equity features
Features rating:
Diligent Equity alternatives
Diligent Equity
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Per year
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Sharesight
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0
Diligent Equity pricing
Value for money rating:
Starting from
No pricing info
User opinions about Diligent Equity price and value
Value for money rating:
To see what individual users think of Diligent Equity's price and value, check out the review snippets below.
Genevieve G.
GP
Genevieve G.
GP
Diligent Equity integrations (2)
Top integrations
Diligent Equity support options
Typical customers
Platforms supported
Support options
Training options
Diligent Equity FAQs
Diligent Equity has the following pricing plans:
Pricing model: Free, Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of Diligent Equity?
Diligent Equity has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does Diligent Equity support?
Diligent Equity supports the following languages:
English
Q. Does Diligent Equity offer an API?
Yes, Diligent Equity has an API available for use.
Q. What other apps does Diligent Equity integrate with?
Diligent Equity integrates with the following applications:
Salesforce Starter, Affinity Payroll
Q. What level of support does Diligent Equity offer?
Diligent Equity offers the following support options:
Email/Help Desk, Chat, Knowledge Base, FAQs/Forum, Phone Support
