Turn equity & cap table management into a competitive advantage

Prepare for the next step in your company’s growth with software that manages your option plans, ensures cap table accuracy and sets a foundation for raising capital.

Visualization of the "Turn Equity & Cap Table Management into a Competitive Advantage" feature within Diligent software

Maintain cap table accuracy

Keep your cap table accurate and up to date for easy reporting when it’s time for new funding rounds, convertible notes, warrants and option plans.

Keep equity transparent

Secure top talent and ensure the entire team is in sync with an intuitive portal where employees can view their equity in your company.


Strengthen reporting

Ensure compliance with robust, easy-to-use reporting on a variety of issues. Stay ready for potential investors with an up-to-date cap table, run ASC. 718 reports for tax purposes and more.


Fine-tune round and exit planning

Leverage in-depth analysis to run various scenarios. See how term sheets will affect ownership. Run exit events to better understand shareholder distribution at different exit values.

Cap table management

Manage stocks, options, warrants and convertible notes. View your cap table in real time. Easily track past versions for a full audit trail.

Screenshot displaying the Diligent software's "Due diligence purpose-built for the digital age" feature
Visualization of the "Option Management" feature within Diligent softwar

Option management

Manage option plans, grants and exercises in a single location. Offer employees access to a secure portal where they can view their plans, vesting schedules and documents.

Comprehensive reporting capabilities

Run more than 20 types of reports, including ASC 718 expense and disclosure reports and investment terms. Easily export any report to PDF or Excel.

Screenshot displaying the "Conduct Comprehensive Investigations" feature in the Diligent software

We are a community that is on a mission to make a real impact – on you, your customers and the world

Talk to one of our experts and find out how our proactive approach to regulatory compliance management can work for you

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