---
description: Detaillierte Informationen über Diligent Equity zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz.
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title: Diligent Equity Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026
---

Breadcrumb: [Startseite](/) > [Equity Management Software](/directory/31561/equity-management/software) > [Diligent Equity](/software/179921/truequity)

# Diligent Equity

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> Komplettlösung für die Verwaltung des Eigentums an privaten Unternehmen – Aktien und Optionen von der Gründung bis zum Ausstieg.
> 
> Bewertung: **3.7/5** von 12 Nutzern. Top bewertet für **Weiterempfehlungsquote**.

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## Übersicht

### Wer verwendet Diligent Equity?

Private Unternehmen, Risiko- und Privatkapitalgesellschaften, Anwaltskanzleien.

## Kurzstatistiken und Ratings

| Metrik | Bewertung | Detail |
| **Gesamt** | **3.7/5** | 12 Nutzerbewertungen |
| Bedienkomfort | 3.8/5 | Auf Basis der Gesamtbewertungen |
| Kundenbetreuung | 4.3/5 | Auf Basis der Gesamtbewertungen |
| Preis-Leistungs-Verhältnis | 4.2/5 | Auf Basis der Gesamtbewertungen |
| Funktionen | 3.4/5 | Auf Basis der Gesamtbewertungen |
| Empfehlungsprozentsatz | 70% | (7/10 Weiterempfehlungsquote) |

## Über den Anbieter

- **Unternehmen**: Diligent
- **Region**: New York, USA
- **Gegründet**: 1998

## Gewerblicher Kontext

- **Preismodell**:  (Kostenlose Version verfügbar) (Gratis Testen)
- **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+
- **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert
- **Unterstützte Sprachen**: Englisch
- **Verfügbare Länder**: Albanien, Amerikanisch-Samoa, Amerikanische Jungferninseln, Andorra, Anguilla, Antigua und Barbuda, Aruba, Australien, Bahamas, Barbados, Belarus, Belgien, Belize, Bermuda, Bosnien und Herzegowina, Brasilien, Britische Jungferninseln, Bulgarien, China, Cookinseln und 99 weitere

## Funktionen

- Benchmarking
- Berichterstattung und Statistik
- Bewertungsmanagement
- Cap Table (Kapitalisierungstabelle)
- Compliance Management
- Compliance-Verfolgung
- Dokumentenspeicher
- Finanzanalyse
- Finanzmodellierung
- Investment-Tracking
- Investor-Berichterstattung
- Kundenportal
- Leistungskennzahlen
- Portfoliomanagement
- Private Equity
- Public Equity
- Vesting Management

## Integrationen (4 insgesamt)

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

## Optionen für Kundensupport

- E-Mail/Helpdesk
- FAQ/Forum
- Wissensdatenbank
- Telefon-Support
- Chat

## Category

- [Equity Management Software](https://www.capterra.ch/directory/31561/equity-management/software)

## Ähnliche Kategorien

- [Equity Management Software](https://www.capterra.ch/directory/31561/equity-management/software)
- [Anlagenverwaltung Software](https://www.capterra.ch/directory/20010/investment-management/software)

## Alternativen

1. [Vestd](https://www.capterra.ch/software/207791/vestd) — 4.9/5 (97 reviews)
2. [Capboard](https://www.capterra.ch/software/1027133/capboard) — 4.7/5 (10 reviews)
3. [Carta](https://www.capterra.ch/software/176931/carta) — 4.2/5 (62 reviews)
4. [Ledgy](https://www.capterra.ch/software/173939/ledgy) — 4.9/5 (29 reviews)
5. [Dynamo Software](https://www.capterra.ch/software/67068/dynamo) — 4.6/5 (34 reviews)

## Nutzerbewertungen

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

> **Michael** | *20. Januar 2022* | Biotechnologie | Empfehlungsbewertung: 9.0/10
> 
> **Vorteile**: It took me only less than 2 days when it came to mastering the software and being confident on how to use it.
> 
> **Nachteile**: 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. März 2021* | Risikokapital & privates Eigenkapital | Empfehlungsbewertung: 8.0/10
> 
> **Vorteile**: I like the API Plug in the availability of the info.
> 
> **Nachteile**: 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. März 2020* | Informationstechnologie & -dienste | Empfehlungsbewertung: 4.0/10
> 
> **Vorteile**: Easy to understand how to use. Menu is simple.
> 
> **Nachteile**: 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. Februar 2021* | Risikokapital & privates Eigenkapital | Empfehlungsbewertung: 10.0/10
> 
> **Vorteile**: We really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality.
> 
> **Nachteile**: 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. Februar 2021* | Risikokapital & privates Eigenkapital | Empfehlungsbewertung: 9.0/10
> 
> **Vorteile**: 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.
> 
> **Nachteile**: 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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Weiter: [Nächste Seite](https://www.capterra.ch/software/179921/truequity?page=2)

## Links

- [Auf Capterra anzeigen](https://www.capterra.ch/software/179921/truequity)

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