Diligent Equity vs Capboard Comparison

Rippling

Deel

MRI Property Management

Certent Equity Management

Carta

Mosaic

Happy with Capboard

Compare Diligent Equity and Capboard based on features, pricing, verified reviews, integrations & more. Find out which software is best for your business today.

Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

Mosaic is a strategic finance platform that powers agile planning, real-time reporting, deeper analysis, and better decision-making for fast-growing startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

Diligent Equity 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.

Activity Dashboard

Activity Tracking

Alerts/Notifications

Audit Management

Audit Trail

Benchmarking

Cap Table Management

Client Portal

Compliance Management

Compliance Tracking

Customizable Reports

Data Import/Export

Deal Management

Document Management

Document Storage

Financial Analysis

Financial Management

Financial Modeling

For Investment Advisors

For Investors & Traders

Forecasting

Fund Management

Grant Management

Investments Tracking

Investor Reporting

Modeling & Simulation

Multi-Currency

Performance Metrics

Portfolio Management

Private Equity

Public Equity

Real-Time Analytics

Real-Time Data

Reporting & Statistics

Reporting/Analytics

Role-Based Permissions

Scenario Planning

Third-Party Integrations

Transaction History

Valuation Management

Vesting Management

Visual Analytics

Workflow Management

Diligent Equity

Web-based

The team at Equity Effect is great to work with. They are super responsive, helpful and patient.

We really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality.

Controller

What did you like most about this software: user-friendly interface.

Partner

Easy to use, great customer service, does a lot.

Complicated to navigate and fix errors. Slow customer service in updating cap tables.

Finance Senior Manager

I really enjoy that it gives you a one-stop shop for evaluating future financing rounds (via the scenarios tool).

Finally a platform for VC's that actually helps.

Could have some nice features like waterfall if data was reliable.

A bit trickier to handle international (non-USD) cap tables.

Head of Ops

Data inputted by their team is often wrong, software is buggy, and lots of key features (like companies that have shuttered being reflected as zero) are not yet implemented.

Diligent Equity screenshot: Easy-to-use Cap Tables

Diligent Equity screenshot: Waterfall and Scenario Modeling

Diligent Equity screenshot: Robust Option Administration

Diligent Equity screenshot: Fund-Level Analytics for Investors

Diligent Equity screenshot: KPI Data Gathering and Tear Sheets for Investors

Freelancers

Large Enterprises

Mid Size Business

Small Business

Get more done with Rippling. Save time, automate busy work, and make great decisions by managing payroll, HR, IT, and spend in one.

Deel is a global HR platform for international teams that enables companies to hire, manage, and pay anyone, anywhere. In just a few minutes, any company can hire in 150 countries without without worrying about local laws, complicated tax systems, or international payroll.

MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more

Capboard is the equity management software that is used to have a clear visibility over your company's equity, stakeholders and investors. It allows to easily manage equity plans, speed up fundraising and due diligence, and make simulations about future equity transactions, all in a few clicks.

Monitoring

Self Service Portal

Capboard

Linux

Capboard screenshot: Cap Table Management: manage your cap table effortlessly with flexible views. Choose "Cap Table by Stakeholder" for detailed holdings of each investor, or "Cap Table by Share Class" to see the distribution and stakeholders for each share class.

Diligent Equity vs Capboard Comparison

Diligent Equity

Capboard

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives