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TruEquity Review

TruEquity
Our score: 6.8 User satisfaction: N/A

What is TruEquity?

TruEquity is an intuitive cap table management solution used by companies together with their employees and stakeholders to simplify tasks and to help make informed decisions related to private equity. The software permits companies to structure, manage, and monitor shares comprehensively, build up-to-date and accurate cap tables, perform waterfall analysis in a snap, analyze different what-if scenarios for future financing rounds, handle private equity-related documents electronically, and collaborate throughout all the stages of equity administration seamlessly.

The stock and options management capabilities of the solution enable users to immediately verify which equities have already been vested or distributed and which ones are still available. They can do this on a per employee basis. When it comes to analyzing cap tables, TruEquity makes sure that they are able to consider all the factors affecting their equities which include preferences and exercise prices. The cap table management solution also allows employees and investors to access equity data and vesting updates from a cloud-based portal. ASC 718 option expense reports and disclosures can be created and prepared for auditing activities instantly as well.

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Overview of TruEquity Benefits

Leverage Decision-Making

TruEquity accelerates and improves decision-making when it comes to the administration of private equity. The solution helps users model and analyze various what-if scenarios so they can intelligently prepare for financing rounds that may happen in the future. They can build models for different liquidation events, determine and evaluate the consequences of incorporating additional shareholders and equity distributions, and come up with intelligent decisions.

The cap table management solution allows users to conduct proceeds waterfall analysis thoroughly and instantly. As they do waterfall analysis, they can take into account all the relevant factors that are affecting their equities and gain insights into the effects through the aid of graphical visuals and displays.

Stakeholders Collaboration

With TruEquity, it is easy for companies, employees,  financial professionals, and investors to achieve seamless collaboration as they work on matters associated with the management of private equity. For instance, employees and investors can access a cloud-based portal where they can get information about their shares or holdings, track share transactions, and receive updates about vesting events.

The solution also enhances collaboration through its document management capabilities. Users are given the ability to quickly produce all the equity-related documents needed by stakeholders such as option grant documents, exercise notices, and share certificates and keep them in a centralized cloud storage system. Employees, investors, and other stakeholders can easily access and digitally sign these documents.

Streamlined Equity Management

Implementing, managing, and monitoring private equity ownership plans using TruEquity is streamlined. It provides features that make it easy for users to model and structure share schemes, calculate and set share prices and percentages, and track equity statuses and allocations. They can prepare their own schedules for vesting events as well as change schedules for exercising or granting stock options.

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Overview of TruEquity Features

  • Proceeds Waterfall Analysis
  • Collaboration
  • Cloud-Based Equity Portal
  • Electronic Document Management
  • Financial Round Modeling
  • Equity Management

TruEquity Position In Our Categories

Bearing in mind companies have their own business-related needs, it is only prudent they abstain from selecting a one-size-fits-all, “perfect” software. Just the same, it would be almost impossible to chance on such a software system even among widely used software solutions. The practicable step to do would be to make a list of the numerous critical functions that entail research such as essential features, pricing, skill capability of the employees, business size, etc. Thereafter, you should conduct your research exhaustively. Browse through some TruEquity evaluations and scrutinize the other software products in your list more closely. Such all-encompassing research ascertains you drop mismatched apps and select the system which delivers all the features your company requires to be successful.

Position of TruEquity in our main categories:

It is crucial to keep in mind that virtually no app in the Financial Reporting Software category is going to be a perfect solution able to fulfill all the goals of all business types, sizes and industries. It may be a good idea to read a few TruEquity Financial Reporting Software reviews first as some services may dominate just in a very small set of applications or be designed with a very specific type of industry in mind. Others can operate with an intention of being simple and intuitive and consequently lack advanced functionalities needed by more experienced users. You can also find apps that support a broad group of customers and give you a complex feature set, however that in most cases comes at a more expensive price of such a solution. Ensure you're aware of your requirements so that you buy a service that provides specifically the functionalities you search for.

How Much Does TruEquity Cost?

TruEquity Pricing Plans:

Free Trial

Founder

Free

Standard

$49/month

Premium

$199/month

Enterprise Plan

Contact vendor

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What are TruEquity pricing details?

TruEquity Pricing Plans:

Free Trial

Founder

Free

Standard

$49/month

Premium

$199/month

Enterprise Plan

Contact vendor

TruEquity offers a free plan and three enterprise pricing plans.

Founder – Free

  • Includes 10 shareholders
  • Shares and options management
  • Support via forums

Standard – $49/month ($1.20/newly added shareholder)

  • Includes 10 shareholders
  • Shares and options management
  • What-if scenario modeling
  • Support via forums and email
  • Option expense reporting – $999/year

Premium – $199/month ($2/newly added shareholder)

  • Includes 50 shareholders
  • Shares and options management
  • What-if scenario modeling
  • Electronic document management
  • Proceeds waterfall analysis
  • Support via forums, email, and phone
  • Option expense reporting – $1,499/year

Enterprise – by quote

  • All Premium plan features
  • Customization

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We are aware that when you choose to get a Financial Reporting Software it’s vital not only to find out how experts score it in their reviews, but also to find out whether the real clients and companies that use it are genuinely happy with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and TruEquity reviews across a vast range of social media sites. The data is then presented in an easy to understand form indicating how many customers had positive and negative experience with TruEquity. With that information at hand you will be prepared to make an informed purchasing choice that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment
  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for TruEquity?

TruEquity supports e-signature through its integration with:

  • DocuSign
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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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