Overview of Equity

Diligent Equity is an investments management solution that empowers companies and their investors. With our platform you gain unparalleled visibility into ownership details , providing clarity on ownership distribution and stake valuation.

You have two solutions to choose from, tailored to meet the needs of your organisation: Invest, which furnishes a tailored summary for Venture Capital or Private Equity organizations, and Captable, which offers an in-depth perspective specifically focused on a Portfolio Company.

Key features

Here are some of the essential elements that define Diligent Equity:

• Real-time cap tables – Manage equity instruments such as stocks, options, warrants, and convertible notes while viewing your capitalization table (cap table).

• Tailored portfolio reports – Generate detailed and customised analyses of portfolios that can be shared with internal and external stakeholders.

• Fund metrics dashboard – View key funds and company data, track ownership and valuations, and track past versions for auditing.

• Customised settings – Implement granular access controls and ensure data security with configurable user visibility settings.

• Complex scenario modeling – Forecast the outcomes of financing rounds on your company and funds, and run complex waterfall analysis.