Diligent Equity
Diligent Equity: A focused system for auditable cap tables, equity grants, employee access, and reporting. Ranked #13 of 29 in Equity Compensation Management Software by our editors (8.0/10); pricing: Pricing on request; best for teams needing auditable cap-table and grant records.
At a glance
- Editor score8.0 / 10
- PricingPricing on request
- Best forTeams needing auditable cap-table and grant records
- Facts checked20 Sep 2026

Where it wins
- Tracks stocks, options, warrants, and convertible notes
- Maintains historical versions and audit trails
- Includes employee portals, scenario analysis, and ASC 718 reporting
Where it doesn't
- Scenario analysis centers on funding rounds and exit events
- Report exports are provided in PDF or Excel
- Its positioning is focused on growth-stage companies
Our verdict on Diligent Equity
Diligent Equity is equity compensation management software for growth-stage companies managing cap tables, equity plans, and employee awards. It supports stocks, options, warrants, and convertible notes, with real-time cap table views for current ownership records. Teams can manage option plans, grants, and exercises, while employees access equity plans, vesting schedules, and documents through a secure portal. The product is available through web and self-hosted deployment.
Its strongest area is recordkeeping and reporting. Historical version tracking and audit trails support an accountable record of changes, while the cap table covers several common security and award types. Funding-round and exit-event scenario analysis gives teams a way to examine potential changes to ownership. For financial reporting, Diligent Equity provides ASC 718 expense and disclosure reporting, alongside tax reporting and valuation support. Reports can be exported to PDF or Excel, which suits teams that need to circulate or archive formal outputs.
Diligent Equity is a strong fit for organizations that want cap-table administration, grant workflows, employee access, and audit-oriented records in one product. Its employee portal extends the system beyond internal finance and legal teams by giving employees access to plan information, vesting schedules, and documents. The product is less suited to teams looking for a broader platform beyond its equity-management focus or scenario analysis centered on other planning contexts. Companies choosing it should prioritize auditable records, equity plan administration, and ASC 718 reporting over a wider operational software suite.
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Diligent Equity pricing
Diligent Equity fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Award types | stocks, options, warrants, convertible notes |
| Vesting rule support | Not verified |
| Employee portal | Yes |
| Tax reporting | Yes |
| Valuation support | Yes |
| Recipient limit | Not verified |
| Deployment | Cloud, Browser extension, Self-hosted |
| Platforms | Web |
| Support | Docs · 24/7 |
| Built for | Small business, Mid-market (editorial estimate) |
| Pricing | Pricing on request |
| Website | diligent.com |
| Facts checked | 20 Sep 2026 |
Alternatives to Diligent Equity
- ShareworksA broad platform for global plan administration, modeling, reporting, and employee transactions.9.3
- Computershare Employee Share PlansA broad managed service for complex, multinational employee equity programs.9.1
- CompXL Long-Term RewardsA broad equity administration system for employers managing complex long-term rewards.9.0
See all Diligent Equity alternatives →
Also Ranked In
Diligent Equity is ranked in 2 of our directories.
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Diligent Equity is listed in our Equity Compensation Management Software directory. Add the badge to your site — it links back to this page.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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