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#1 Cap Table Management Software
for Private Companies

Diligent Equity is an easy-to-use platform for equity management that you can get up and running quickly. Manage your option administration, cap table and ensure you understand how new term sheets impact your future all in one place whether you are a C Corp or LLC.

Used by Top Companies

Simple Option Administration

Option administration can be an extraordinarily painful exercise with significant risk. Diligent Equity makes this process painless and complaint.

  • Create and model your option plan with customizable vesting schedules
  • Propose, issue, and manage options grants in seconds via our workflow tool with native DocuSign integration
  • Generate Black Scholes expensing calculations and ASC718 reporting in a single click
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Option Administration
Cap Table Management

Easy-to-use Cap Table Management

Diligent Equity simplifies cap table management, saving time and money and helping to eliminate errors when managing your cap table.

  • Set your cap table view to display as fully diluted, outstanding or outstanding as converted and create custom groupings to view your cap table how you want it.
  • Issue electronic certificates in seconds via our native DocuSign integration.
  • Host your corporate documents in one place.
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Robust Scenario Modeling in Minutes

Easily model out next rounds to understand dilution and map out your plan to exit. Save legal costs by quickly understanding the impact of your funding.

  • Model out multiple versions of future notes, rounds and option plans to determine the best course of action for your company.
  • Run waterfall analyses in seconds with multiple versions of future rounds to understand dilution.
  • Make more informed negotiations with potential investors from better visibility on impacts of future financing
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Waterfall Analysis
409A Valuation

Cost-effective 409A Valuations

High-quality valuations do not need to cost an arm and a leg. Through Diligent’s partner network you can get safe harbor compliant valuations at a pre-negotiated, discounted rate.

  • Low-cost and high-quality valuations
  • Safe harbor compliant
  • Easily assemble all documentation for valuation providers
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Hear From Our Customers

Diligent Equity’s powerful what if scenario planning feature completely suits our VC needs, allowing us to easily create multiple investment scenarios and compare them side-by-side, eliminating the need for cumbersome spreadsheet calculations.

- Viola Ventures

Our cap table is complex, and Diligent’s platform handles it all - our financing rounds, certificates and employees’ options. Their automatic document generation workflow and electronic signatures saves us time and money and eliminates errors.

- Clicktale

As all of our options, terminations and transactions are managed in Diligent Equity, we know that the ASC 718 reports we create with Diligent are correct and have taken all factors into consideration and can send them directly to our auditors. Diligent is a one-stop-shop for stock administration and accounting purposes – highly recommended.

- Kaltura

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