# Diligent Equity Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Diligent Equity the right Equity Management solution for you? Explore 12 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/179921/Truequity/reviews --- Diligent Equity 3.7 (12) [View alternatives](https://www.capterra.com/p/179921/Truequity/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 15th, 2026 # Reviews of Diligent Equity Ease of use 3.8 Customer Service 4.3 ## Showing most helpful reviews Showing 1-12 of 12 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MG Michael G. Office Coordinator Biotechnology Used the software for: 6-12 months ### "No matter what Industry you are in, one can't go wrong with this software..." January 20, 2022 4.0 Pros It took me only less than 2 days when it came to mastering the software and being confident on how to use it. Cons 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. Review Source NG Nick G. Controller Venture Capital & Private Equity Used the software for: 6-12 months ### "YE Review" March 9, 2021 4.0 Pros I like the API Plug in the availability of the info. Cons 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. Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) Reason for choosing Diligent Equity The API Ability to be able to plug in and pull was a huge plus and we enjoyed talking and workingwith the team as they were all really receptive to our feedback and wanting to help make the product better for us and for other investors. Review Source AA Anat A. Revenue Assistant Controller Information Technology and Services Used the software for: 6-12 months ### "Software is not reliable enough" March 11, 2020 2.0 On a daily basis, I use the software mainly to check options status of the company's employees. I perform exercises and cancellation of options. Also, I manage the company's cap table and all other relevant equity updates (pool increasing, warrants updates etc.). Pros Easy to understand how to use. Menu is simple. Cons In my opinion, the software is not reliable. I don't trust it to save my data in proper way. I usually do double checking when performing actions. Reason for choosing Diligent Equity As of now, this is our best option, and this the software that our trustee uses and it works for us. Maybe, after becoming public we will considers other options that will be more functional for us and a one-stop-shop for all our uses. Review Source GG Genevieve G. GP Venture Capital & Private Equity Used the software for: Less than 6 months ### "Refreshing and functional!" February 22, 2021 5.0 The team at Equity Effect is great to work with! They are super responsive, helpful and patient. Great team and great customer service! Pros We really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality. Cons So far, there is not anything I do not like. Switched from [Carta](https://www.capterra.com/p/220278/Carta/) We appreciate the functionality and customer service Review Source PR Patrick R. Associate Venture Capital & Private Equity Used the software for: 6-12 months ### "Becoming an Integral Part of Our Operations " February 22, 2021 5.0 The EquityEffect team has been incredibly responsive and helpful. Pros 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. Cons 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. Review Source SK Sergey K. Controller Computer Software Used the software for: 2+ years ### "Zerto" March 17, 2020 3.0 Recommended for use by small-medium enterprises with a lot of controls in place to constantly verify the data. Pros Helps with the daily large database management. Cons 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. Review Source VR Verified Reviewer GP Venture Capital & Private Equity Used the software for: 6-12 months ### "Complicated and unreliable" January 23, 2021 1.0 This software has increased the time required to manage the cap table by 10X compared to a spreadsheet Pros Could have some nice features like waterfall if data was reliable Cons Complicated to navigate and fix errors Slow customer service in updating cap tables Data entry unreliable and data spontaneously changes Review Source VR Verified Reviewer Partner Financial Services Used the software for: 6-12 months ### "Finally a platform for VC's that actually helps...." March 5, 2020 5.0 Pros Easy to use, great customer service, does a lot Cons Looking forward to new features being added -- e.g., more portfolio KPIs Review Source GB Gil B. GC Computer Software Used the software for: 1-2 years ### "my review of EquityEffect" March 5, 2020 4.0 generally satisfied, the software delivers but there is definitely room for improvement. Pros Friendlier than similar software, ticks all boxes for my purposes Cons often you run into bugs both in the UI/UX and in the core capabilities. Reason for choosing Diligent Equity Hands down one of the bust customer support I have encountered. Review Source ES Erez S. Controller Computer Networking Used the software for: 6-12 months ### "ES review" March 8, 2020 5.0 Pros What did you like most about this software: user-friendly interface Cons no forget password mechanism some features required to reverse other data so it will be affected Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) Reason for choosing Diligent Equity value for money Review Source BP Ben P. Finance Senior Manager Venture Capital & Private Equity Used the software for: Less than 6 months ### "Great solution for fund construction" February 24, 2021 5.0 Overall great. The onboarding team was very detailed with building our environment and we have enjoyed working with the team. They have been very responsive to answering questions, too. Pros I really enjoy that it gives you a one-stop shop for evaluating future financing rounds (via the scenarios tool) Cons A bit trickier to handle international (non-USD) cap tables Review Source SK Sam K. Head of Ops Financial Services Used the software for: Less than 6 months ### "Don't buy EquityEffect" March 5, 2020 1.0 Pros They seem to have a general sense of their product strategy, roadmap, and useful features Cons 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. Review Source Similar Products Featured ## Related categories [Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)