EquityEffect Reviews & Product Details

EquityEffect Overview

What is EquityEffect?

TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.

EquityEffect Details
Product Description

TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.


Seller Details
Seller
EquityEffect
Company Website
Twitter
@TruEquity
8 Twitter followers
Show More
Answer a few questions to help the EquityEffect community
Have you used EquityEffect before?
Yes

EquityEffect Reviews

Write a Review
Filter reviews
LinkedIn®
Connections
Showing 2 EquityEffect reviews
Showing 2 reviews
Filter Reviews
Filter Reviews
Sort by
Ratings
Company Size
User Role
For Category
All Industries
Region
Already have EquityEffect?
Write a Review
Co-Founder
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The fact that it has updated system to manage large portfolios and data n a very simple and secure way, Review collected by and hosted on G2.com.

What do you dislike?

it is a bit expensive for start ups thus making it quite unrealistic to burgain. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

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good platform for both start ups and big companies, Excellent data management platform that enables companies to outdo outdated systems since Equity Effect provided and update and easy to use criteria. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

Show More
Show Less
AI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

The Dashboard and Cap Table graphics render quickly and are very helpful. The customer support is excellent and friendly. Review collected by and hosted on G2.com.

What do you dislike?

The online access for investors is limited. Accounts with beneficial ownership can be grouped for viewing, which is good, but view/edit permissioning allows viewing of all investors and at this time, cannot be restricted to just their accounts. Also, convertible securities such as loans are not consolidated onto one comprehensive investor report. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Easy to use, excellent support, robust functionality, except for the online access for investors. They do have online access for employees, for employee equity programs, but this was not relevant for my company. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

More professional record-keeping and presentation of investor activity to the company's investors Review collected by and hosted on G2.com.

Show More
Show Less
Open Discussions in EquityEffect

There are not enough reviews of EquityEffect for G2 to provide buying insight. Below are some alternatives with more reviews:

1
Certent Equity Compensation Management Logo
Certent Equity Compensation Management
4.4
(84)
Streamline equity management, tighten compliance, minimize risk, improve your productivity. It’s life beyond the spreadsheet.
2
Carta Logo
Carta
4.3
(55)
Carta is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders.
3
Robinhood Logo
Robinhood
4.4
(69)
Invest in stocks, ETFs, options, and cryptocurrencies, all commission-free, right from your phone or desktop.
4
Ledgy Logo
Ledgy
4.9
(23)
Ledgy is the Equity Management platform built for growing companies to manage their cap table, employee shareholdings, financing rounds, and investor relations. A Swiss company built on privacy, accuracy and legal compliance.
5
Riskalyze Logo
Riskalyze
4.2
(42)
Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
6
HiddenLevers Logo
HiddenLevers
4.5
(34)
Explain Risk. Engage Clients.From Hello-to-Close.
7
Acorns Logo
Acorns
4.5
(29)
Acorns is the first company to offer micro investing to the world. The proprietary financial engine allows customers to roundup spare change from everyday purchases and invest these sub-dollar amounts into a professionally managed portfolio of index funds. Simply connect any credit or debit card and a checking account, then spend money like you normally do to watch your portfolio grow with the market. It's easy to get started when you can invest any amount, any time with no commissions or minimums.
8
Backstop Solutions Suite Logo
Backstop Solutions Suite
4.7
(21)
Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms
9
eMoney Logo
eMoney
4.5
(20)
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
10
Seeking Alpha Logo
Seeking Alpha
4.0
(19)
Seeking Alpha is an industry leader in mining the wisdom of the crowds for insights on every topic of interest to investors. It provides analysis, news, and data to stock market investors, via our website and mobile apps. Seeking Alpha is a fun, dynamic, family-like environment, full of intelligent, innovative, and entrepreneurial-minded individuals.
Show More