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TruEquity REVIEW

Financial Reporting Software

No user reviews
USER SATISFACTION N/A
OUR SCORE 6.8

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

TruEquity is also listed in the following subcategories:

Category:Position:Category:Position:
Financial Reporting Software#45
Category:Position:
Financial Reporting Software#45

It is important 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 requirements of various business types, sizes and industries. It may be a good idea to read a few TruEquity reviews first as some services may dominate exclusively in a really small group of applications or be prepared with a very specific industry in mind. Others may function with an idea of being simple and intuitive and therefore lack advanced elements welcomed by more experienced users. You can also come across software that focus on a broad group of customers and offer a rich feature toolbox, however that frequently comes at a more significant cost of such a software. Be certain that you're aware of your needs so that you select a solution that provides specifically the elements 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

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

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.

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Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Free
  • Monthly payment
  • Annual Subscription
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • TRAINING
  • TICKETS

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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