---
description: ¿Qué es y para qué sirve Diligent Equity? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas.
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title: ¿Qué es Diligent Equity? - Reseñas, precios y funciones - Capterra México 2026
---

Breadcrumb: [Inicio](/) > [Software de inversión](/directory/31561/equity-management/software) > [Diligent Equity](/software/179921/truequity)

# Diligent Equity

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> Solución completa para la administración de la propiedad privada de la empresa: stock y opciones, desde el inicio hasta la salida.
> 
> Veredicto: 12 usuarios lo han valorado con **3.7/5**. De los mejores valorados en **Probabilidad de recomendación**.

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## Vista rápida

### ¿Quién usa Diligent Equity?

Empresas privadas, de capital de riesgo, de capital privado y bufetes de abogados.

## Estadísticas y valoraciones rápidas

| Métrica | Calificación | Detalles |
| **En general** | **3.7/5** | 12 Opiniones |
| Facilidad de uso | 3.8/5 | Basado en las opiniones generales |
| Asistencia al cliente | 4.3/5 | Basado en las opiniones generales |
| Relación calidad-precio | 4.2/5 | Basado en las opiniones generales |
| Funciones | 3.4/5 | Basado en las opiniones generales |
| Porcentaje de recomendaciones | 70% | (7/10 Probabilidad de recomendación) |

## Sobre el proveedor

- **Empresa**: Diligent
- **Ubicación**: New York, EE. UU.
- **Constitución**: 1998

## Contexto comercial

- **Modelo de precios**:  (versión gratuita disponible) (Prueba gratis)
- **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+
- **Despliegue y plataformas**: Cloud, SaaS, Web
- **Idiomas admitidos**: inglés
- **Países disponibles**: Albania, Alemania, Andorra, Anguila, Antigua y Barbuda, Aruba, Australia, Austria, Bahamas, Barbados, Belice, Bermudas, Bielorrusia, Bosnia y Herzegovina, Brasil, Bulgaria, Bélgica, Canadá, Chequia, China y 99 más

## Funciones

- Almacenamiento de documentos
- Análisis financiero
- Benchmarking
- Capital privado
- Capital público
- Creación de informes de inversores
- Creación de informes y estadísticas
- Gestión de adquisiciones
- Gestión de carteras
- Gestión de la conformidad
- Gestión de tasación
- Modelización financiera
- Métricas de rendimiento
- Portal de clientes
- Seguimiento de inversiones
- Seguimiento de la conformidad
- Tabla de capitalización

## Integraciones (en total: 4)

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

## Opciones de asistencia

- E-mail/Help Desk
- Preguntas frecuentes/foro
- Base de conocimientos
- Asistencia telefónica
- Chat

## Categoría

- [Software de inversión](https://www.capterra.mx/directory/31561/equity-management/software)

## Categorías relacionadas

- [Software de inversión](https://www.capterra.mx/directory/31561/equity-management/software)
- [Software de gestión de carteras](https://www.capterra.mx/directory/20010/investment-management/software)

## Alternativas

1. [Vestd](https://www.capterra.mx/software/207791/vestd) — 4.9/5 (97 reviews)
2. [Capboard](https://www.capterra.mx/software/1027133/capboard) — 4.7/5 (10 reviews)
3. [Carta](https://www.capterra.mx/software/176931/carta) — 4.2/5 (62 reviews)
4. [Ledgy](https://www.capterra.mx/software/173939/ledgy) — 4.9/5 (29 reviews)
5. [Baxon Solutions](https://www.capterra.mx/software/142254/preqin-solutions) (0 reviews)

## Opiniones

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

> **Michael** | *20 de enero de 2022* | Biotecnología | Valoración de la recomendación: 9.0/10
> 
> **Puntos a favor**: It took me only less than 2 days when it came to mastering the software and being confident on how to use it.
> 
> **Puntos en contra**: 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 de marzo de 2021* | Capital riesgo y capital privado | Valoración de la recomendación: 8.0/10
> 
> **Puntos a favor**: I like the API Plug in the availability of the info.
> 
> **Puntos en contra**: 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 de marzo de 2020* | Tecnología y servicios de la información | Valoración de la recomendación: 4.0/10
> 
> **Puntos a favor**: Easy to understand how to use. Menu is simple.
> 
> **Puntos en contra**: 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 de febrero de 2021* | Capital riesgo y capital privado | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: We really like the capabilities for managing cap tables and modeling scenarios. It is easy to use and has sophisticated functionality.
> 
> **Puntos en contra**: 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 de febrero de 2021* | Capital riesgo y capital privado | Valoración de la recomendación: 9.0/10
> 
> **Puntos a favor**: 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.
> 
> **Puntos en contra**: 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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## Enlaces

- [Ver en Capterra](https://www.capterra.mx/software/179921/truequity)

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