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EquityEffect

Name: EquityEffect
Rating: 4.5 (2 reviews)

By EquityEffect

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Highlights : About EquityEffect

White-label Offering

Modeling & Simulation

Future-round Modeling

About EquityEffect

EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents. The stock and options management functionality assists users in verifying distribution and availability of equities. EquityEffect includes a unified dashboard which enables businesses to view funds, companies, securities and more via detailed information on financing, valuation history, co-investors and waterfall analysis of a company. Key features of the solution include capitalization overview, centralized cap tables, standard equity workflows, shareholder allocations and board approvals. The platform provides multiple scenario models including next-round, exit and pro-forma modeling at the individual or company level to evaluate the potential state of funds. Its automated cap table updating feature allows users to approve, issue and execute shares, options, warrants and more. EquityEffect allows users to create custom alerts and notifications for multiple actions such as filings, regulation, compliance and approvals. Plus, its reporting module lets firms view/download reports in PDF or Excel format.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Shareholder Allocations

Board Approvals

Cap Table Management

Capitalization Overview

Centralized Cap Tables

Financial Modeling

Future-round Modeling

Modeling & Simulation

Options Management

Valuation Management

Vesting Management

Waterfall Analysis

White-label Offering

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