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
Bearing in mind companies have specific business needs, it is logical that they steer clear of picking a one-size-fits-all, ideal solution. Nonetheless, it is nearly futile to try to pinpoint such application even among widely used software solutions. The best thing to do would be to jot down the numerous key functions which necessitate consideration like key features, price terms, technical skill ability of staff members, business size, etc. Thereafter, you should do your product research thoroughly. Browse through some of these TruEquity review articles and scrutinize the other software products in your shortlist in detail. Such all-encompassing research ensure you avoid mismatched apps and choose the system which provides all the aspects your company requires.
Position of TruEquity in our main categories:
Companies have different wants and requirements and no software application can be just right in such a scenario. It is pointless to try to find an ideal off-the-shelf software app that fulfills all your business wants. The wise thing to do would be to modify the system for your special needs, worker skill levels, budget, and other aspects. For these reasons, do not hurry and pay for well-publicized popular systems. Though these may be widely used, they may not be the perfect fit for your particular requirements. Do your homework, check out each short-listed system in detail, read a few TruEquity Financial Reporting Software reviews, contact the maker for explanations, and finally settle for the application that offers what you want.
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 are aware that when you decide to get a Financial Reporting Software it’s vital not only to find out how experts rank it in their reviews, but also to find out whether the actual clients and businesses that use these solutions are genuinely happy with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and TruEquity reviews across a wide array of social media sites. The data is then presented in an easy to digest form indicating how many customers had positive and negative experience with TruEquity. With that information at hand you should 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?
- phone
- live support
- training
- tickets
What integrations are available for TruEquity?
TruEquity supports e-signature through its integration with:
- DocuSign
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