EquityEffect Reviews

EquityEffect

Cloud-based equity management solution

3.33/5 (6 reviews)

Anonymous

Finally a platform for VC's that actually helps....

Used weekly for 6-12 months
Reviewed 2020-03-05
Review Source: Capterra

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

Cons
Looking forward to new features being added -- e.g., more portfolio KPIs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Erez Shoshany

ES review

Used weekly for 6-12 months
Reviewed 2020-03-08
Review Source: Capterra

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

Cons
no forget password mechanism some features required to reverse other data so it will be affected

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Gil Banyas

my review of EquityEffect

Used weekly for 1-2 years
Reviewed 2020-03-05
Review Source: Capterra

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

Pros
Friendlier than similar software, ticks all boxes for my purposes

Cons
often you run into bugs both in the UI/UX and in the core capabilities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Sergey Kotvitski

Zerto

Used daily for 2+ years
Reviewed 2020-03-17
Review Source: Capterra

Recommended for use by small-medium enterprises with a lot of controls in place to constantly verify the data.

Pros
Helps with the daily large database management.

Cons
1) Not reliable - sometimes the saved changes are lost. 2) Upon some updates, the data may be altered. 3) No flexible reporting functionality - build-in reports vs having a flexible reports building tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Anat Azulay

Software is not reliable enough

Used daily for 6-12 months
Reviewed 2020-03-11
Review Source: Capterra

On a daily basis, I use the software mainly to check options status of the company's employees. I perform exercises and cancellation of options. Also, I manage the company's cap table and all other relevant equity updates (pool increasing, warrants updates etc.).

Pros
Easy to understand how to use. Menu is simple.

Cons
In my opinion, the software is not reliable. I don't trust it to save my data in proper way. I usually do double checking when performing actions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 4/10

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Sam Kirschner

Don't buy EquityEffect

Used monthly for less than 6 months
Reviewed 2020-03-05
Review Source: Capterra

Pros
They seem to have a general sense of their product strategy, roadmap, and useful features

Cons
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. Save yourself the time and frustration and wait until their product is usable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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