TruEquity Review
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.
Show MoreOverview 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.
Show MoreOverview of TruEquity Features
- Proceeds Waterfall Analysis
- Collaboration
- Cloud-Based Equity Portal
- Electronic Document Management
- Financial Round Modeling
- Equity Management
TruEquity Position In Our Categories
Because companies have their own business requirements, it is practical they abstain from preferring an all-encompassing, “perfect” software. Be that as it may, it is almost impossible to try to chance on such application even among branded software products. The correct step to do can be to set down the various essential factors which require research such as essential features, budget, skill aptitude of the users, company size, etc. Thereafter, you should follow through your product research comprehensively. Have a look at these TruEquity evaluations and check out the other software programs in your list in detail. Such well-rounded research can make sure you avoid mismatched apps and choose the system which delivers all the tools your company requires.
Position of TruEquity in our main categories:
There are trendy and widely used systems in each software group. But are they essentially the best fit for your company’s unique requirements? A popular software solution may have thousands of users, but does it offer what you need? For this reason, do not blindly invest in popular systems. Read at least a few TruEquity Financial Reporting Software reviews and consider the factors that you wish to have in the software such as the fees, main functionality, available integrations etc. Then, choose a few solutions that fit your wants. Check out the free trials of these platforms, read online opinions, get clarifications from the seller, and do your homework thoroughly. This exhaustive homework is sure to assist you select the most excellent software platform for your organization’s specific wants.
How Much Does TruEquity Cost?
TruEquity Pricing Plans:
Free Trial
Founder
Free
Standard
$49/month
Premium
$199/month
Enterprise Plan
Contact vendor
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 realize that when you decide to purchase a Financial Reporting Software it’s important not only to learn how experts rank it in their reviews, but also to check whether the real users and enterprises that use it are actually satisfied with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and TruEquity reviews across a broad array of social media sites. The information is then presented in an easy to digest form showing how many people had positive and negative experience with TruEquity. With that information at hand you should be prepared to make an informed business 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?
- phone
- live support
- training
- tickets
What integrations are available for TruEquity?
TruEquity supports e-signature through its integration with:
- DocuSign
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