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Diligent Equity vs Captable.io Comparison

Overview

EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses...

Captable.io is an equity management solution for startups, which offers tools for creating, collaborating on, and sharing...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$160/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

3.6

(11)

5

4

3

2

1

5

2

1

1

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
73%
would recommend this app

5.0

(2)

5

4

3

2

1

2

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

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.
Generally satisfied, the software delivers but there is definitely room for improvement.

Pros

Not enoughreviews yet

Cons

No forget password mechanism. Some features required to reverse other data so it will be affected.
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.
A bit trickier to handle international (non-USD) cap tables.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features71
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Applications Management
  • Approval Process Control
  • Asset Management
  • Audit Management
  • Audit Trail
  • Benchmarking
  • Cap Table Management
  • Client Portal
  • Collaboration Tools
  • Compensation Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Cost Analysis
  • Customizable Branding
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Employee Management
  • Employee Reward Programs
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • Grant Management
  • Graphical Data Presentation
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Options Management
  • Participant Portal
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Predictive Analytics
  • Private Equity
  • Progress Reports
  • Public Equity
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Scenario Planning
  • Status Tracking
  • Stock Management
  • Summary Reports
  • Third Party Integrations
  • Transaction History
  • Valuation Management
  • Vesting Management
  • Visual Analytics
  • Workflow Management
  • Total features23
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Applications Management
  • Approval Process Control
  • Asset Management
  • Audit Management
  • Audit Trail
  • Benchmarking
  • Cap Table Management
  • Client Portal
  • Collaboration Tools
  • Compensation Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Cost Analysis
  • Customizable Branding
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Employee Management
  • Employee Reward Programs
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • Grant Management
  • Graphical Data Presentation
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Options Management
  • Participant Portal
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Predictive Analytics
  • Private Equity
  • Progress Reports
  • Public Equity
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Scenario Planning
  • Status Tracking
  • Stock Management
  • Summary Reports
  • Third Party Integrations
  • Transaction History
  • Valuation Management
  • Vesting Management
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrations1
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Diligent Equity vs. Captable.io

See how Diligent Equity and Captable.io stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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