Diligent Equity vs Shareworks
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Overview
Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.
Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes....
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Trusted by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits with integrated cap tables.
Trusted by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Cost
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
$3.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
3.8/ 5Features
3.4/ 5Customer Service
4.3/ 5Value for Money
4.2/ 5Ease of Use
3.1/ 5Features
3.2/ 5Customer Service
2.5/ 5Value for Money
3.1/ 5Features
Total features 44
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Management
- Audit Trail
- Benchmarking
- CRM
- Cap Table Management
- Client Portal
- Compensation Management
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Data Import/Export
- Deal Management
- Document Management
- Document Storage
- Financial Analysis
- Financial Management
- Financial Modeling
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- Grant Management
- Investments Tracking
- Investor Reporting
- Modeling & Simulation
- Multi-Currency
- Payroll Management
- Performance Metrics
- Portfolio Management
- Private Equity
- Public Equity
- Real-Time Analytics
- Real-Time Data
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Scenario Planning
- Third-Party Integrations
- Transaction History
- Valuation Management
- Vesting Management
- Visual Analytics
- Workflow Management
Total features 25
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Management
- Audit Trail
- Benchmarking
- CRM
- Cap Table Management
- Client Portal
- Compensation Management
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Data Import/Export
- Deal Management
- Document Management
- Document Storage
- Financial Analysis
- Financial Management
- Financial Modeling
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- Grant Management
- Investments Tracking
- Investor Reporting
- Modeling & Simulation
- Multi-Currency
- Payroll Management
- Performance Metrics
- Portfolio Management
- Private Equity
- Public Equity
- Real-Time Analytics
- Real-Time Data
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Scenario Planning
- Third-Party Integrations
- Transaction History
- Valuation Management
- Vesting Management
- Visual Analytics
- Workflow Management
Integrations
- Affinity Payroll
- Prism Virtual Data Room
- Salesforce Starter
- iLEVEL
Not provided by vendor
