Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Capitaliz does more that confirm your business's value. Intelligent recommendations guide you to increase that value through business development approaches like process improvement, reducing risk, and creating sustainable growth.
Powered by Succession Plus, which is based on millions upon millions of exit planning data points. Capitaliz gives SMEs a purpose-built tool that allows them to benchmark and compare their performance with other industry competitors. This helps to identify over- or underperformance. Business owners have access to real-time benchmarked data about the business's value.
Description
Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.
API Access
Has API
Yes
API Access
Has API
No
Integrations
MYOB AccountRight
Yes
NetSuite SuiteCommerce
Yes
QuickBooks Accountants
Yes
Rayven
No
Xero
Yes
Integrations
MYOB AccountRight
No
NetSuite SuiteCommerce
No
QuickBooks Accountants
No
Rayven
Yes
Xero
No
Pricing Details
$350 per month per business
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Capitaliz
Country
United States
Website
www.capitaliz.com
Vendor Details
Company Name
Diligent
Founded
1994
Country
United States
Website
equityeffect.com
Product Features
Equity Management
Cap Table Management
No
Deal Management
No
Document Storage
Yes
ESOP Management
No
Financial Modeling
Yes
Options Management
No
Participant Portal
No
Portfolio Management
No
Private Equity
Yes
Public Equity
No
VSOP Management
No
Valuation Management
Yes
Vesting Management
No
Product Features
Equity Management
Cap Table Management
Yes
Deal Management
No
Document Storage
Yes
ESOP Management
No
Financial Modeling
Yes
Options Management
Yes
Participant Portal
Yes
Portfolio Management
No
Private Equity
Yes
Public Equity
No
VSOP Management
No
Valuation Management
Yes
Vesting Management
Yes
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
No