Marg EquityEffect

Marg ERP 9+

EquityEffect is an equity management software that enables startups, venture capital firms, and service providers to manage investments, equity, and cap tables. With the fully integrated cap table and portfolio management program, investors can monitor the performance of their funds, track ownership metrics and view legal terms. Private organizations can utilize the portal with its multiple built-in features, including waterfall analysis, scenario modeling, and detailed reporting, combined with accurate 409A valuations, for a profitable exit. A centralized dashboard within EquityEffect facilitates unified client equity and options management in real-time. Service providers can scale their customers on the basis of audit ready reporting and detailed cap tables. They can use the system APIs to transfer equity data to and from existing systems. The software acts as a single source of truth for comprehensive portfolio management. Advanced reporting module within the software can be used to integrate data sheets with external platforms like Pitchbook and Crunchbase.

Pricing of Marg ERP-Pharmaceutical Industry Software

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EquityEffect

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

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WHAT YOU WILL GET
  • Simple Cap Table Software
  • Investment Management Software
  • Robust Equity Software
  • Simple Cap Table Software
  • Investment Management Software
  • Robust Equity Software

Key Specification

Other Categories:
Deployment: Cloud Hosted
Customer Support: Online (Ticket)
Customization: No
Languages Support: English

Who uses EquityEffect

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: EquityEffect
  • Headquarter: New York,

EquityEffect Description

EquityEffect Video

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User Reviews

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quotes

What do you like best?

The Dashboard and Cap Table graphics render quickly and are very helpful. The customer support is excellent and friendly.

What do you dislike?

The online access for investors is limited. Accounts with beneficial ownership can be grouped for viewing, which is good, but view/edit permissioning allows viewing of all investors and at this time, cannot be restricted to just their accounts. Also, convertible securities such as loans are not consolidated onto one comprehensive investor report.

Recommendations to others considering the product:

Easy to use, excellent support, robust functionality, except for the online access for investors. They do have online access for employees, for employee equity programs, but this was not relevant for my company.

What problems are you solving with the product? What benefits have you realized?

More professional record-keeping and presentation of investor activity to the company's investors

- Administrator in Information Technology and Services

Keka HR Payroll Platform Key Clients

Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

EquityEffect has 1 plans,

  • EquityEffect USD 0.00

EquityEffect provides Online (Ticket) support.

EquityEffect is allowed 0 Days Free Trial.

EquityEffect provides Help Guides,Blogs,Video Guides for the software training.

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