Diligent Equity (formerly EquityEffect) Alternatives (September 2025)

One Stop Solution for Startups & Companies to manage their ESOP, Cap Table, and Equity for investors and employees to back their growth & operations in real-time

Fidelity Private Shares is an equity management platform that generates, executes, and stores legal documents. Raise your next round with confidence.

EquityList is an equity and shareholder management software for India, Singapore, US, MENA, and other regions. Manage cap table, stock options, data rooms, valuation, and related compliances.

The equity management software platform that streamlines planning, automates financial reporting & cap table management with global compliance.

Carta is an ownership and equity management platform trusted by thousands of founders, investors, and employees. Learn more.

Our leading equity management platform helps companies maintain the most accurate & trustworthy view of their equity. Learn more about our unbeatable offer.

More than 800 private companies and startups use trica - the best in class ESOP & cap table management software. Manage buybacks and liquidity events with ease. Get started.

Streamline cap table management, shareholder communication, and equity administration with an easy-to-use platform built for private businesses and family enterprises.

Qapita is a market leader in India & SEA built to automate workflows around equity management process for CapTables, ESOPs, Due-diligence, and Transactions.

Cap table and equity management made simple

The UK's most powerful equity management platform. Full Companies House integration. Issue shares, manage shareholders and view your cap table on Vestd.

A diligence technology for the asset management industry, with 70,000 fund managers, service providers, and allocator users across the world

Global Shares, a J.P.Morgan company, manages your equity compensation plan from implementation to day-to-day administration. Book a demo.

BoardEffect's board portal software provides the right tools, analytics and insights to drive more efficient and effective modern governance.

Carta's 409A valuation services are trusted with more than 15,000 valuations per year. Get fast, audit-ready valuations for your startup or private company.

27 years of equity plan and cap table expertise in the industry's most flexible and intuitive platform

Work with the Equity Management Software Provider Rated #1 for Customer Satisfaction

Global provider of software for the alternative investments ecosystem - private equity and hedge funds, funds of funds and institutional investors.

We help business owners to manage cap table and issue shares to founders, employees & investors.

Partnership Enablement provides a unified solution across the investment lifecycle—from fundraising and investor operations to fund administration.

Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributing and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process.

Pulley has helped thousands of companies manage their cap table and equity. Onboard with us today.

DealRoom is the premier M&A platform for corporate development executives, investment bankers, and private equity firms. With intuitive tools for pipeline management, diligence, integration, and divestitures, our M&A software streamlines the entire deal process. Collaborate securely with stakeholders, access critical data and insights, and achieve greater deal efficiency.

Proven Platform helps VC and PE firms to make vendor selection easy for portfolio companies.

Premier provider of flexible, cloud-based Private Equity Software for Fund Managers. Unleash the power of your relationships and data.

Discover Vestberry, a trusted source of insight for successful data-driven investment strategies. Investment transaction tracking. Portfolio KPI collection. LP...

Learn about Shareworks, a complete equity compensation platform. Explore our full suite of private and public equity solutions at Morgan Stanley at Work.

eFront is the go-to solution suite for alternative investment professionals. Find an alternative investment solution here with eFront.

Asia's first end-to-end fundraising platform for startups and investors. Sign up for free.

Dialllog is the first end-to-end Venture Capital CRM software covering the entire investment workflow. Book a free demo to see Dialllog in action today!

Zapflow is the all in one solution for investment professional working in venture capital, private equity and alternative investments.

Transform your company culture with Upstock's RSU-based equity plans. Offering real-time tracking and insights, Upstock empowers both founders and team members to align, achieve, and grow. Trusted by top VC firms, Upstock is revolutionizing worker equity.

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

Meet Cash Flow Portal, an alternative investing platform that accelerates capital raising. We’ve already helped many GPs and fund managers raise over $6B.

Unlock the potential of your commercial and real estate investments with RealPage’s investor management services (IMS) to streamline operations, boost ROI, and much more.

Covercy is the first real estate investment management software that combines banking with investment management.

We consolidate data from any front or back-office systems you use on a daily basis and seamlessly fit into you investment decision process

EquityRT helps investors to research stock market with its advanced financial charts and dynamic stock data. Follow financial news, analyze finance market.

AngelList builds the infrastructure that powers the startup economy—providing investors and innovators with the tools to grow.

Join 850+ Venture Capitalists, Private Equity Firms, Investment Banks and Corporates who leverage Tracxn to track the world's most innovative companies and emerging sectors.

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.

Software Suite for Venture Capital, Corporate Venture Private Equity, Family Offices & Investment Bank Manage your dealflow, support your portfolio companies, track your performances in real-time and raise your next fund with edda.

Join 850+ Venture Capitalists, Private Equity Firms, Investment Banks and Corporates who leverage Tracxn to track the world's most innovative companies and emerging sectors.

All-in-one innovative investment management software that works for every real estate investment firm. Sensr Portal is your daily hub to modernize the investor experience, fund deals faster, save time and reduce errors.

FirmRoom is the leading and fastest-growing virtual data room. Trusted among 1000s of M&A professionals, FirmRoom offers security features that go far beyond typical file and document VDR software.

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Purpose built IR software to streamline complex workflows, access premium content, engage shareholders, and measure your ROI.

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

CapLinked provides secure VDR solutions for online document sharing & management. Experience enterprise-grade security & unparalleled support today.

eFront Investment Café transforms investor relationship management, providing a modern, clean and easy to use cloud-based investor portal.

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

Nasdaq Boardvantage is the next generation board management software and portal for board meeting efficiency & collaboration from Nasdaq Governance Solutions.

Founder-friendly fundraising, stakeholder communication, and reporting tools for startup founders and the investors who back them.

Succeed across the M&A lifecycle with Virtual Vaults' all-in-one deal platform. The here and the now in dealmaking. Brought to you by Virtual Vaults.

Secure legal entity management in the cloud. Minute books, transactions, compliance, document assembly, cap tables, e-signature, automated workflows

VC Stack helps investors and venture capitalists to find the best software & tools for their funds. We collected 300+ products in different categories and provide reviews & ratings - so you can focus on investing in startups.

Signeasy's AI-powered contract management software simplifies business contracts securely. Prepare, sign, collaborate, and manage contracts with ease.

A comprehensive portfolio management and accounting platform for Family Offices

Agora is an all-in-one real estate investment management software that accelerates fundraising, fosters investor relations, and optimizes efficiency.

Always achieve the best outcome with Ansarada's advanced Virtual Data Room solutions. Leave legacy data rooms behind & join the world's top dealmakers now.

Enhance productivity and transparency with Rundit's portfolio management and LP reporting platform. Request a free trial.

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

FIS® Investment Operations Suite - Multi-asset Edition services the full liquidity spectrum across traditional and digital asset classes.

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

All-in-one investor management software built for real estate investment firms and syndicators. We automate investment and investor relationships.

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

Manage billing, payments, compensation, positions and client commission agreements across asset classes — including equities, futures, options, foreign exchanges and fixed income.

The best combination of Portfolio Management System and Middle Office outsourcing Service, designed for traditional, crypto or hybrid funds!

Corporify, Digital Legal Entity Management & Corporate Housekeeping. Simplify your legal processes and ensure compliance with our user-friendly platform.

Unlock financial agility and take control of your company's financial performance with Planful’s Financial Performance Management Platform.

Streamline entity management with our innovative digital tools. Simplify compliance, reduce risk, and enhance operational efficiency.

Complete M&A due diligence faster. Get a free demo of Datasite Diligence™, the premier sell-side data room for dealmaking.

Discover the Diligent One Platform — the singular solution to streamline your GRC practice, unify risk perspectives, and offer powerful insights, all in one view.

Align strategy, performance and compensation with CompTrak’s suite of configurable compensation management solutions.

Inpensa's easy to use Capex Management Platform helps professionals make & manage more timely & effective strategic investment decisions.

Litera's transaction management software provides a secure and collaborative digital workspace and intelligent process automation for law firms.

Affinity's helps dealmakers find and close more deals with relationship intelligence, automation, data enrichment, and AI. Reduce data entry and become more data-driven.

Master the private capital markets with the most intelligent investment data available.

Centralize entity, subsidiary and business data in one place. Accelerate multi-step transactions in Athennian and automate administrative work so that your team can focus on high-value, strategic goals.

Explore Compliancy Group’s top-rated software to complete, track, and manage your compliance requirements across multiple standards.

BoardDocs is the easiest-to-use and most powerful school board management software you can find. Designed exclusively for the needs of school districts and community colleges.

Manage entities, build & maintain complex org charts, track filing deadlines, & ensure compliance in one entity management software platform.

Get audit-ready 409A valuation services starting at $990 with Eqvista, a trusted provider in company valuations. Ensure compliance with expert support.

We've been serving the compliance community for years and are excited to continue providing comprehensive solutions under the COMPLY brand.

Grow faster with SeedLegals. Unlimited expert support included. Trusted by 50,000+ startups and investors.

ArcPro is a purpose-built content management system for total control over shareholder documents, prospectus creation, and other regulatory communications.

Powered by millions of exit planning data points, Capitaliz helps advisors deliver accurate valuations & guidance for mid-market businesses.

Say goodbye to company swag logistics headaches and experience a fully featured swag management platform.

Manage real estate income and expenses with ease using Rentastic. Save time & focus on growing your business. Start FREE, upgrade as needed.

Handle data with confidence PrivacyPerfect's GRC Solution empowers you to get the most out of your data. Global Privacy Management Information Security Management Third Party Risk Management AI Risk Management Get Started Global data privacy compliancy Worldwide Privacy Management Excellence Elevate your privacy management to global standards. Our comprehensive solution ensures compliance, builds trust, and

SyndicationPro is a real estate syndication software that helps you manage your capital, leads and investors at ease. Get a CRM & launch your investor portal now!

Automated, yet incredibly flexible forecasting software for cash flow management, sales projections and scenario modeling.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

The E-Valuator

PitchBook provides readers with the best private market data through the PitchBook Platform, a suite of award-winning software applications. Learn more now!