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Equity Management Software
for Service Providers

Diligent Equity is the only equity management solution provider built for real partnership. With deep integration abilities and a white label option, we make it easy to add equity management to your service offering.


Central Dashboard Manager Across Companies

Manage clients’ equity and options all in one place. No more jumping between platforms or keeping Excels in sync.

  • Central view of clients’ equity information.
  • Drill down from the dashboard view to the company-level at the click of a button.
  • Maintain broad access control and user management across companies.
Tear Sheets
Waterfall Analysis

Advanced Reporting

Centralize data and run reports on equity and valuations for all or select clients in a single platform.

  • Run reports across companies cap tables to glean insights
  • Integrate datasets with external sources like Crunchbase or Pitchbook
  • Grab historical data by day, week or month to understand trends

Robust Equity Management Tools

Diligent Equity gives you all the features needed to scale with your customers from the basic cap table to audit ready reporting.

  • Simple option administration
  • Track and manage cap tables
  • Run robust scenario modeling
Option Administration
Diligent Equity Integrations

Robust Integration and Branding

Easily add equity management to your services offering. Integrate Diligent Equity into your current platform or sell as a standalone.

  • Ability to white label the equity software offering.
  • Robust API to integrate and report on all equity metrics across companies.
  • Scalable managed services for easy data management
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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