# Diligent Equity (formerly EquityEffect) Reviews
**Vendor:** Diligent Corporation  
**Category:** [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 2
## About Diligent Equity (formerly EquityEffect)
Diligent Equity (formerly EquityEffect) is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.




## Diligent Equity (formerly EquityEffect) Reviews
  ### 1. EquityEffect

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cedric C. | Co-Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 18, 2021

**What do you like best about Diligent Equity (formerly EquityEffect)?**

The fact that it has updated system to manage large portfolios and data n a very simple and secure way,

**What do you dislike about Diligent Equity (formerly EquityEffect)?**

it is a bit expensive for start ups thus making it quite unrealistic to burgain.

**Recommendations to others considering Diligent Equity (formerly EquityEffect):**

it's a good platform for both start ups and big companies, Excellent data management platform that enables companies to outdo outdated systems since Equity  Effect provided and update and easy to use criteria.

**What problems is Diligent Equity (formerly EquityEffect) solving and how is that benefiting you?**

KPI management. This includes team performance i.e all agents performance data is stored in one platform. This makes it easier for the managers to monitor performance of all the agents. The graphs are well and easy to understand.


## Diligent Equity (formerly EquityEffect) Discussions
  - [What is Diligent Equity (formerly EquityEffect) used for?](https://www.g2.com/discussions/what-is-diligent-equity-formerly-equityeffect-used-for)
  - [When are you guys planning to lower your rates?](https://www.g2.com/discussions/36283-when-are-you-guys-planning-to-lower-your-rates) - 1 upvote

- [View Diligent Equity (formerly EquityEffect) pricing details and edition comparison](https://www.g2.com/products/diligent-equity-formerly-equityeffect/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-05-20+06%3A01%3A29+-0500&secure%5Bsession_id%5D=b43ebeaf-70ae-4542-9384-41e72d20e071&secure%5Btoken%5D=2ac20a0fca2566760df675ab4a5d3d55bdc6fe8d16db75ccd46fcc2c355fb7ef&format=llm_user)

## Diligent Equity (formerly EquityEffect) Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Platform Basics**
- Reporting

**Platform Additional Functionality**
- Portal
- Messaging
- White-Labeling

**Investment Management**
- Investment Portfolio Management
- Investment Analytics
- Reporting
- Cap Table Management

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Platform Data**
- Visualization
- Platform Search
- Dashboard

**Platform Data**
- Report Manipulation
- Platform Search
- Document Automation

**Fund Management**
- Deal Flow Management
- Limited Partner Management
- Fund Administration

**Platform Content**
- File Sharing

**Platform Content**
- Email Templates
- Email Automation
- Custom Reports
- Alerts

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Agentic AI - Venture Capital Management**
- Cross-system Integration
- Natural Language Interaction
- Decision Making

**Platform Additional Functionality**
- Cap Table
- 409a
- Equity Governance

**Agentic AI - Equity Management**
- Autonomous Task Execution

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