---
description: Tudo sobre Diligent Equity: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais!
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title: Diligent Equity - Preço, avaliações e classificação - Capterra Portugal 2026
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Breadcrumb: [Home](/) > [Software de Gestão do Patrimônio Líquido](/directory/31561/equity-management/software) > [Diligent Equity](/software/179921/truequity)

# Diligent Equity

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> Solução completa de gestão de ativos de empresas privadas - ações e opções, do início até a saída.
> 
> Verdict: Rated **3.7/5** by 12 users. Top-rated for **Probabilidade de recomendação**.

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## Resumo

### Quem usa Diligent Equity?

Empresas privadas, de capital de risco, de capital privado e escritórios de advocacia.

## Quick Stats & Ratings

| Metric | Classificação | Detail |
| **Geral** | **3.7/5** | 12 Avaliações |
| Praticidade | 3.8/5 | Based on overall reviews |
| Suporte ao cliente | 4.3/5 | Based on overall reviews |
| Relação qualidade/preço | 4.2/5 | Based on overall reviews |
| Recursos | 3.4/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Probabilidade de recomendação) |

## Sobre o fornecedor

- **Empresa**: Diligent
- **Location**: New York, EUA
- **Founded**: 1998

## Commercial Context

- **Modelo de preços**:  (Free version available) (Teste Grátis)
- **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+
- **Deployment & Platforms**: Nuvem, SaaS, baseado na web
- **Idiomas**: inglês
- **Available Countries**: Alanda, Albânia, Alemanha, Andorra, Anguila, Antígua e Barbuda, Aruba, Austrália, Baamas, Barbados, Belize, Bermudas, Bielorrússia, Brasil, Bulgária, Bélgica, Bósnia e Herzegovina, Canadá, China, Chipre and 99 more

## Recursos

- Análise financeira
- Armazenamento de documentos
- Benchmarking
- Capital público
- Gestão de Cap Tables
- Gestão de aquisição 
- Gestão de carteira
- Gestão de conformidade
- Gestão de valuation 
- Indicadores de desempenho
- Modelagem financeira
- Portal do cliente
- Private Equity
- Rastreamento de conformidade
- Rastreamento de investimentos
- Relatórios de investidores
- Relatórios e estatística

## Integrations (4 total)

- Affinity Payroll
- Prism Virtual Data Room
- Salesforce Starter
- iLEVEL

## Opções de suporte

- Email/Help Desk
- FAQs/Fórum
- Base de conhecimento
- Suporte por telefone
- Bate-papo

## Category

- [Software de Gestão do Patrimônio Líquido](https://www.capterra.pt/directory/31561/equity-management/software)

## Categorias relacionadas

- [Software de Gestão do Patrimônio Líquido](https://www.capterra.pt/directory/31561/equity-management/software)
- [Software de Gestão de Investimentos](https://www.capterra.pt/directory/20010/investment-management/software)

## Alternativas

1. [Vestd](https://www.capterra.pt/software/207791/vestd) — 4.9/5 (97 reviews)
2. [Certent Equity Management](https://www.capterra.pt/software/130772/certent-equity-management) — 4.6/5 (85 reviews)
3. [Capboard](https://www.capterra.pt/software/1027133/capboard) — 4.7/5 (10 reviews)
4. [Carta](https://www.capterra.pt/software/176931/carta) — 4.2/5 (63 reviews)
5. [Ledgy](https://www.capterra.pt/software/173939/ledgy) — 4.9/5 (29 reviews)

## Avaliações

### "No matter what Industry you are in, one can't go wrong with this software..." — 4.0/5

> **Michael** | *20 de janeiro de 2022* | Biotecnologia | Recommendation rating: 9.0/10
> 
> **Vantagens**: It took me only less than 2 days when it came to mastering the software and being confident on how to use it.
> 
> **Desvantagens**: 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.

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### "YE Review" — 4.0/5

> **Nick** | *9 de março de 2021* | Capital de risco e capital privado | Recommendation rating: 8.0/10
> 
> **Vantagens**: I like the API Plug in the availability of the info.
> 
> **Desvantagens**: 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.

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### "Software is not reliable enough" — 2.0/5

> **Anat** | *11 de março de 2020* | Serviços e tecnologia da informação | Recommendation rating: 4.0/10
> 
> **Vantagens**: Easy to understand how to use. Menu is simple.
> 
> **Desvantagens**: 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.
> 
> 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.).

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### "Refreshing and functional\!" — 5.0/5

> **Genevieve** | *22 de fevereiro de 2021* | Capital de risco e capital privado | Recommendation rating: 10.0/10
> 
> **Vantagens**: We really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality.
> 
> **Desvantagens**: So far, there is not anything I do not like.
> 
> The team at Equity Effect is great to work with\! They are super responsive, helpful and patient.  Great team and great customer service\!

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### "Becoming an Integral Part of Our Operations" — 5.0/5

> **Patrick** | *22 de fevereiro de 2021* | Capital de risco e capital privado | Recommendation rating: 9.0/10
> 
> **Vantagens**: 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.
> 
> **Desvantagens**: 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.
> 
> The EquityEffect team has been incredibly responsive and helpful.

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## Links

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