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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.

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.

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

Knowing that businesses have specific business-related requirements, it is wise they steer clear of subscribing to a one-size-fits-all, ideal system. Be that as it may, it is nearly futile to discover such an app even among recognizable software systems. The sensible thing to undertake would be to shortlist the various vital factors that merit scrutiny such as major features, price plans, technical skill levels of staff members, company size, etc. The second step is, you must follow through your product research through and through. Browse through these TruEquity review articles and look into each of the software systems in your shortlist in detail. Such all-encompassing research makes sure you drop unfit apps and subscribe to the system that has all the benefits you require company requires.

Position of TruEquity in our main categories:

TruEquity is also listed in the following subcategories:

Since each enterprise has specific business requirements, it is advisable for them to refrain from searching for a one-size-fits-all faultless software solution. Needless to say, it would be useless to try to find such an app even among market-leading software platforms. The intelligent thing to do would be to jot down the various vital aspects that require consideration such as main features, finances, skill levels of workers, company size etc. Then, you should do your groundwork thoroughly. Read some TruEquity Financial Reporting Software reviews and investigate each of the other solutions in your shortlist in detail. Such exhaustive homework can make sure you reject ill-fitting platforms and zero in on the app that presents all the features you need for business success.

How Much Does TruEquity Cost?

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 make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and TruEquity reviews across a wide range of social media sites. The data 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 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?

  • email
  • phone
  • live support
  • training
  • tickets

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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

What integrations are available for TruEquity?

TruEquity supports e-signature through its integration with:

  • DocuSign
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Reviewed By Louie Andre
Page last modified
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