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 unique business needs, it is practical they abstain from choosing a one-size-fits-all, ideal solution. Nevertheless, it would be almost impossible to come across such an app even among branded software systems. The logical thing to do would be to spell out the numerous important functions which require analysis such as critical features, plans, technical skill levels of staff members, organizational size, etc. After which, you should follow through your product research to a full extent. Go over these TruEquity analyses and check out each of the software solutions in your shortlist more closely. Such detailed research guarantees you keep away from unsuitable apps and select the one which provides all the aspects your company requires in growing the business.
Position of TruEquity in our main categories:
Every enterprise has its own characteristics, and may call for a specific Financial Reporting Software solution that will be designed for their company size, type of clients and employees and even individual niche they cater to. You should not count on locating a perfect app that will work for each company regardless of their background is. It may be a good idea to read a few TruEquity Financial Reporting Software reviews first and even then you should remember what the service is intended to do for your business and your staff. Do you need a simple and intuitive app with just elementary features? Will you actually make use of the complex functionalities needed by pros and large enterprises? Are there any particular tools that are especially beneficial for the industry you operate in? If you ask yourself these questions it will be much easier to locate a trustworthy solution that will fit your budget.
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 know that when you decide to buy a Financial Reporting Software it’s important not only to see how professionals score it in their reviews, but also to discover if the real people and enterprises that bought this software are actually happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and TruEquity reviews across a vast array of social media sites. The information is then featured in an easy to digest form revealing how many users had positive and negative experience with TruEquity. With that information at hand you should be equipped to make an informed buying decision 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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