Diligent Equity

What Diligent Equity is

Diligent Equity is web-based software for cap table and option-plan management at growth-stage companies preparing for growth or a capital raise. It tracks stocks, options, warrants, and convertible notes, shows ownership in real time, and keeps previous cap table versions as an audit trail. Companies can manage plans, grants, and exercises in one place, while employees use a secure portal for plans, vesting schedules, and documents. More than 20 report types are available, including ASC 718 expense and disclosure reports, with PDF or Excel export. Users can model term-sheet effects on ownership and run exit scenarios for shareholder distributions at different values. The product includes tax reporting, valuation support, and package access to DocuSign. Diligent says its security program follows NIST and ISO/IEC 27001 standards; the platform is ISO 27001 certified and undergoes annual SSAE 18 SOC 2 Type II audits. Data is encrypted with TLS in transit and 256-bit AES at rest. Customer service is listed 24/7/365. Pricing is by request.