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.
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.
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.