Diligent Equity review
A focused system for auditable cap tables, equity grants, employee access, and reporting.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Diligent Equity pros and cons
- 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
Diligent Equity fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update