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What is Diligent Equity?

Diligent Equity is set to become the essential platform for investors looking to effectively oversee their portfolios and cap tables. Enhance your investment management, portfolios, and LP relationships with greater accuracy and insight. Eliminate the frustrations of unreliable data and gain a comprehensive understanding of your fund’s performance. With Diligent Equity's real-time investment performance tracking, you’ll have a singular source of truth for your entire portfolio, independent of the cap table software utilized by your companies. Monitor fund performance through a unified dashboard that displays key metrics such as investment multiples and IRRs. You can swiftly access up-to-date information about your current investments, cap tables, waterfalls, and valuations. Additionally, keep tabs on company KPIs for your portfolio firms throughout the investment journey, from initiation to exit. Diligent Equity also provides managed services that ensure your cap tables and KPIs for portfolio companies are consistently updated and free from errors, giving you peace of mind in your investment management. This comprehensive approach allows investors to focus on strategic decisions rather than administrative burdens.

What is Anduin Fund Subscription?

Anduin is transforming fund administration by introducing digitized subscriptions, providing real-time updates, and streamlining fund operations. Our user-friendly onboarding process significantly enhances the investor experience while substantially decreasing the rate of incomplete documents. This innovation adds transparency and efficiency to the fund subscription process. Here’s how it operates: We convert all subscription agreements and tax documentation into digital formats, allowing you to focus on distributing subscription packages and monitoring investor interactions with your materials. 1. Anduin creates intelligent smart forms by digitizing counsel documents. 2. These forms are automatically filled with data from past fundraising efforts. 3. Fund managers can invite investors to complete these smart forms and sign the limited partnership agreement. 4. Subscription packages can be countersigned, and documents or data can easily be sent to the fund administrator. To schedule a demo, simply visit www.fundsub.io and take the first step toward modernizing your fund administration processes.

Media

Media

Integrations Supported

Anduin Data Room
Rayven

Integrations Supported

Anduin Data Room
Rayven

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Diligent

Date Founded

1994

Company Location

United States

Company Website

equityeffect.com

Company Facts

Organization Name

Anduin Transactions

Date Founded

2014

Company Location

United States

Company Website

www.fundsub.io

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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