Avaliações do Diligent Equity

It took me only less than 2 days when it came to mastering the software and being confident on how to use it.

the software has so many features that when you first see it, it can't be a little overwhelming the first 3 times you use it.

I like the API Plug in the availability of the info.

Would like there to be more customizable features for the tear sheets to be able to drag and drop information onto the page however we would like. Also, for post money valuations, would like the ability to update on our own if there is a disconnect as it's based on Pre-Money and doesn't always agree to our records.

We really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality.

So far, there is not anything I do not like.

EquityEffect has made it easier to aggregate our fund information, investment documents, and other pertinent materials in a centralized location that is accessible to both our team and our investors. The system provides nice visualization tools and other features that aide in our reporting and portfolio management.

The software is missing a few key features that would enable us to upload without having to go to the Diligent portal, easily update investments on the platform , etc. All in all, it seems the system is still being iterated upon but will eventually reach a point where it provides a seamless interface for VC fund management.

Helps with the daily large database management.

1) Not reliable - sometimes the saved changes are lost.
2) Upon some updates, the data may be altered.
3) No flexible reporting functionality - build-in reports vs having a flexible reports building tool.

Could have some nice features like waterfall if data was reliable

Complicated to navigate and fix errors
Slow customer service in updating cap tables
Data entry unreliable and data spontaneously changes

Easy to use, great customer service, does a lot

Looking forward to new features being added -- e.g., more portfolio KPIs

Friendlier than similar software, ticks all boxes for my purposes

often you run into bugs both in the UI/UX and in the core capabilities.

What did you like most about this software: user-friendly interface

no forget password mechanism
some features required to reverse other data so it will be affected

I really enjoy that it gives you a one-stop shop for evaluating future financing rounds (via the scenarios tool)

A bit trickier to handle international (non-USD) cap tables

They seem to have a general sense of their product strategy, roadmap, and useful features

Data inputted by their team is often wrong, software is buggy, and lots of key features (like companies that have shuttered being reflected as zero) are not yet implemented. Save yourself the time and frustration and wait until their product is usable.