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What is Shareworks?

Shareworks presents a comprehensive and integrated Equity Management solution designed specifically for businesses operating both domestically and internationally. This innovative platform consolidates all equity-related data and teams into a powerful global framework that encourages a culture of equity ownership across the organization. Users can create customized reports easily via an intuitive drag-and-drop interface, facilitating seamless collaboration among various teams. The platform not only supports quick decision-making processes but also ensures that all equity plans are unified, enabling the scheduling of reports and allowing participants to engage effectively with their awards—all accessible through a single interface. With next-generation flexibility and precision, Shareworks empowers you to make well-informed decisions. Furthermore, its direct integration with your HRIS simplifies the management of employee information updates, payroll tax adjustments, and grant termination proration. To truly grasp the transformative potential of Shareworks in your equity management practices, consider requesting a demo to witness its features in action. By doing so, you will gain valuable insights into how Shareworks can enhance and streamline your approach to equity management while fostering a collaborative environment.

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.

Media

Media

Integrations Supported

Clockwork
Obol
Pave
Rayven
Slice
Taiki
Utluna

Integrations Supported

Clockwork
Obol
Pave
Rayven
Slice
Taiki
Utluna

API Availability

Has API

API Availability

Has API

Pricing Information

$3 per month per user
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

Morgan Stanley

Date Founded

1931

Company Location

United States

Company Website

www.shareworks.com

Company Facts

Organization Name

Diligent

Date Founded

1994

Company Location

United States

Company Website

equityeffect.com

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

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

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