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Über Diligent Equity

Komplettlösung für die Verwaltung des Eigentums an privaten Unternehmen – Aktien und Optionen von der Gründung bis zum Ausstieg.

Erfahre mehr über Diligent Equity

Zeigt 11 Bewertungen

Verifizierter Rezensent
Partner in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

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

5 vor 2 Jahren

Vorteile:

Easy to use, great customer service, does a lot

Nachteile:

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

Nick G.
Controller in USA
Risikokapital & privates Eigenkapital, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

YE Review

4 vor 9 Monaten

Vorteile:

I like the API Plug in the availability of the info.

Nachteile:

Would like there to be more customizable features for the tear sheets to be able to drag and drop information onto the page however we would like. Also, for post money valuations, would like the ability to update on our own if there is a disconnect as it's based on Pre-Money and doesn't always agree to our records.

In Betracht gezogene Alternativen: Carta

Gründe für den Wechsel zu Diligent Equity: The API Ability to be able to plug in and pull was a huge plus and we enjoyed talking and workingwith the team as they were all really receptive to our feedback and wanting to help make the product better for us and for other investors.

Sergey K.
Controller in Israel
Computer-Software, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Zerto

3 vor 2 Jahren

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

Vorteile:

Helps with the daily large database management.

Nachteile:

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.

Genevieve G.
GP in USA
Risikokapital & privates Eigenkapital, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Refreshing and functional!

5 vor 9 Monaten

Kommentare: The team at Equity Effect is great to work with! They are super responsive, helpful and patient. Great team and great customer service!

Vorteile:

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

Nachteile:

So far, there is not anything I do not like.

Patrick R.
Associate in USA
Risikokapital & privates Eigenkapital, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Becoming an Integral Part of Our Operations

5 vor 9 Monaten

Kommentare: The EquityEffect team has been incredibly responsive and helpful.

Vorteile:

EquityEffect has made it easier to aggregate our fund information, investment documents, and other pertinent materials in a centralized location that is accessible to both our team and our investors. The system provides nice visualization tools and other features that aide in our reporting and portfolio management.

Nachteile:

The software is missing a few key features that would enable us to upload without having to go to the Diligent portal, easily update investments on the platform , etc. All in all, it seems the system is still being iterated upon but will eventually reach a point where it provides a seamless interface for VC fund management.

Erez S.
Controller in Israel
Computer-Vernetzung, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

ES review

5 vor 2 Jahren

Vorteile:

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

Nachteile:

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

In Betracht gezogene Alternativen: Carta

Gründe für den Wechsel zu Diligent Equity: value for money

Anat A.
Revenue Assistant Controller in Israel
Informationstechnologie & -dienste, 501-1.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Software is not reliable enough

2 vor 2 Jahren

Kommentare: 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.).

Vorteile:

Easy to understand how to use. Menu is simple.

Nachteile:

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.

Gil B.
GC in Israel
Computer-Software, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

my review of EquityEffect

4 vor 2 Jahren

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

Vorteile:

Friendlier than similar software, ticks all boxes for my purposes

Nachteile:

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

Verifizierter Rezensent
GP in Kanada
Verifizierter Nutzer auf LinkedIn
Risikokapital & privates Eigenkapital, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung
Quelle: GetApp

Complicated and unreliable

1 vor 10 Monaten

Kommentare: This software has increased the time required to manage the cap table by 10X compared to a spreadsheet

Vorteile:

Could have some nice features like waterfall if data was reliable

Nachteile:

Complicated to navigate and fix errors Slow customer service in updating cap tables Data entry unreliable and data spontaneously changes

Ben P.
Finance Senior Manager in USA
Risikokapital & privates Eigenkapital, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Great solution for fund construction

5 vor 9 Monaten

Kommentare: Overall great. The onboarding team was very detailed with building our environment and we have enjoyed working with the team. They have been very responsive to answering questions, too.

Vorteile:

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

Nachteile:

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

Sam K.
Head of Ops in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Don't buy EquityEffect

1 vor 2 Jahren

Vorteile:

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

Nachteile:

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.