Diligent Equity (formerly EquityEffect)

Turn equity work into a repeatable checklist you can run every week. Start by centralizing what you already have: upload historical ledgers, grant agreements, and financing docs. The system reads key provisions (such as preference stacks and anti-dilution protections) and builds a clean ownership picture you can trust. Map entities across countries, set tax and accounting rules per jurisdiction, and invite counsel with role-based permissions. Use folder templates to assemble a structured data room so board members, auditors, and investors find the right files in seconds.

Move from setup to day-to-day operations without switching tools. Draft a new option, RSU, or warrant grant using preapproved templates, route it for sign-off, then issue it with e-signature. Vesting, cliffs, and forfeitures update automatically, and every change is captured in an audit trail. Employees log in to review balances, download tax forms, update details, and request an exercise. The exercise flow guides them through timing, cost, and tax withholding; finance tracks settlements and reconciles cash and shares without manual spreadsheets. If someone leaves, terminate, accelerate if applicable, and reallocate—entirely from one screen.

Plan with data, not guesswork. Model a financing round by selecting pre-money, pool refresh, note conversions, and terms; see exactly how ownership shifts before you commit. Test exits with a waterfall that respects the preference stack and participation, then export board-ready outputs. Need an independent price for options? Request a 409A directly or connect a preferred provider and link the report to your grant fair values. Tie the model to expense recognition so ASC 718 or IFRS 2 schedules update as grants change, and roll forward effortlessly each quarter.

Stay compliant and communicate clearly. Generate disclosures and reports aligned to SEC, ESOP, ASC 718, and IFRS requirements. For global teams, apply country-specific tax treatments and vesting rules while keeping a single source of truth. Venture and private equity users monitor positions across funds, track pro rata capacity, and view portfolio KPIs in one dashboard. Create LP-ready packets from the document library, tag follow-on candidates, and log fund activities with a complete change history. When audit season arrives, grant read-only access, share the evidence trail, and export cap tables and journal entries in CSV or Excel with one click.