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Equity Software Built for Private Equity

Your single source for managing cap tables, MIP plans, running waterfalls and more.  

Used by Top Investors

All Your Cap Tables In One Place

Many Private Equity firms struggle to easily report on ownership by entity, transactions, and co-investors. Diligent Equity centralizes your cap tables in one place to make customized analysis of the portfolio easy. 

  • Simple ownership reporting by entity 
  • See transactions across your portfolio
  • Robust co-investor reporting 

Streamline MIP & Option Plans

Creating and managing management incentive and option plans is cumbersome and error prone. Diligent Equity streamlines the creation and administration of these plans, saving your team time and reducing compliance risk.  

  • Model MIP / Option plans to see potential cap table impact 
  • Easily generate grant notices and manage vesting schedules 
  • Auditor ready ASC 718 and disclosure reports 

Run Waterfalls in Seconds vs. Hours

Running exit scenarios at different enterprise values can take analysts several hours of manual excel work that is extremely error prone. Diligent Equity allows you to run exit and follow-on models in seconds vs. hours.  

  • Run waterfalls at multiple EVs 
  • Easily run follow-on investment impacts on the waterfall 
  • View waterfall by shareholder or allocation 

Integrate Data Into Other Key Systems

High-functioning Private Equity firms rely on many key systems, and need data to flow back and forth freely. Our API makes this possible.

  • Integrate data and metrics into systems like iLevel, Salesforce, Affinity and Slack.
  • Create custom reports like co-investor report or legal term portfolio report.
  • Grab historical data by day, week or month to understand trends.
Hear From Our Customers

Diligent Equity’s powerful what if scenario planning feature completely suits our VC needs, allowing us to easily create multiple investment scenarios and compare them side-by-side, eliminating the need for cumbersome spreadsheet calculations.

- Viola Ventures

Our cap table is complex, and Diligent’s platform handles it all - our financing rounds, certificates and employees’ options. Their automatic document generation workflow and electronic signatures saves us time and money and eliminates errors.

- Clicktale

As all of our options, terminations and transactions are managed in Diligent Equity, we know that the ASC 718 reports we create with Diligent are correct and have taken all factors into consideration and can send them directly to our auditors. Diligent is a one-stop-shop for stock administration and accounting purposes – highly recommended.

- Kaltura

Get Started with Diligent Equity Today

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