---
description: Dowiedz się wszystkiego na temat Diligent Equity od zweryfikowanych użytkowników. Czytaj recenzje i odkrywaj podobne narzędzia na Capterra Polska!
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title: Diligent Equity – Sprawdź cenę i opinie klientów | Capterra Polska
---

Breadcrumb: [Strona główna](/) > [Oprogramowanie do zarządzania udziałami](/directory/31561/equity-management/software) > [Diligent Equity](/software/179921/truequity)

# Diligent Equity

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> Diligent Equity (uprzednio EquityEffect) upraszcza zarządzanie akcjami dla inwestorów i startupów.
> 
> Verdict: Rated **3.7/5** by 12 users. Top-rated for **Prawdopodobieństwo polecenia**.

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## Overview

### Kto korzysta z produktu: Diligent Equity?

Spółki prywatne, spółki venture capital, spółki private equity i dostawcy usług.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Informacje ogólne** | **3.7/5** | 12 Recenzje |
| Łatwość użytkowania | 3.8/5 | Based on overall reviews |
| Wsparcie klienta | 4.3/5 | Based on overall reviews |
| Warte swojej ceny | 4.2/5 | Based on overall reviews |
| Funkcje | 3.4/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Prawdopodobieństwo polecenia) |

## Informacje o sprzedawcy

- **Firma**: Diligent
- **Location**: New York, USA
- **Founded**: 1998

## Commercial Context

- **Pricing model**:  (Free version available) (Bezpłatna wersja próbna)
- **Target Audience**: Samozatrudnienie, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Deployment & Platforms**: Chmura, SaaS, internetowy
- **Supported Languages**: angielski
- **Available Countries**: Albania, Andora, Anguilla, Antigua i Barbuda, Aruba, Australia, Austria, Bahamy, Barbados, Belgia, Belize, Bermudy, Białoruś, Bośnia i Hercegowina, Brazylia, Brytyjskie Wyspy Dziewicze, Bułgaria, Chiny, Chorwacja, Curaçao and 99 more

## Funkcje

- Analiza finansowa
- Benchmarking
- Kapitał publiczny
- Kapitał własny
- Modelowanie finansowe
- Portal dla klientów
- Przechowywanie dokumentów
- Raportowanie i statystyki
- Sprawozdawczość dla inwestorów
- Wskaźniki wydajności
- Zarządzanie portfelem
- Zarządzanie tabelą kapitałową
- Zarządzanie uprawnieniami
- Zarządzanie wycenami
- Zarządzanie zgodnością z przepisami
- Śledzenie inwestycji
- Śledzenie zgodności z przepisami

## Integrations (4 total)

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

## Support Options

- E-mail/helpdesk
- Często zadawane pytania/forum
- Baza wiedzy
- Telefoniczna obsługa klienta
- Czat

## Category

- [Oprogramowanie do zarządzania udziałami](https://www.capterra.pl/directory/31561/equity-management/software)

## Powiązane kategorie

- [Oprogramowanie do zarządzania udziałami](https://www.capterra.pl/directory/31561/equity-management/software)
- [Oprogramowanie do zarządzania inwestycjami](https://www.capterra.pl/directory/20010/investment-management/software)

## Rozwiązania alternatywne

1. [Ledgy](https://www.capterra.pl/software/173939/ledgy) — 4.9/5 (29 reviews)

## Recenzje

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

> **Michael** | *20 stycznia 2022* | Biotechnologia | Recommendation rating: 9.0/10
> 
> **Zalety**: It took me only less than 2 days when it came to mastering the software and being confident on how to use it.
> 
> **Wady**: 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 marca 2021* | Venture Capital i Private Equity | Recommendation rating: 8.0/10
> 
> **Zalety**: I like the API Plug in the availability of the info.
> 
> **Wady**: 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 marca 2020* | Technologia i usługi informacyjne | Recommendation rating: 4.0/10
> 
> **Zalety**: Easy to understand how to use. Menu is simple.
> 
> **Wady**: 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 lutego 2021* | Venture Capital i Private Equity | Recommendation rating: 10.0/10
> 
> **Zalety**: We really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality.
> 
> **Wady**: 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 lutego 2021* | Venture Capital i Private Equity | Recommendation rating: 9.0/10
> 
> **Zalety**: 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.
> 
> **Wady**: 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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