Overall, Diligent Cap Table & Option Management empowers organizations to maintain accurate cap tables, manage option plans efficiently, and ensure compliance through a secure, user-friendly, and integrated platform.

1. Accurate Cap Table Management: The platform ensures that your cap table remains accurate and up-to-date through various events such as new funding rounds, convertible notes, warrants, and option plans. It provides real-time views of your cap table and maintains a full audit trail by tracking past versions.
2. Option Plan Administration: Diligent Cap Table & Option Management allows for the efficient management of option plans, grants, and exercises in a single location. Employees can access a secure portal to view their plans, vesting schedules, and related documents, enhancing transparency and engagement.
3. Scenario Modeling: The platform offers in-depth analysis tools to run various scenarios, such as term sheet impacts on ownership and exit events. This helps organizations understand shareholder distribution at different exit values and make informed strategic decisions.
4. Comprehensive Reporting: Diligent provides robust reporting capabilities, including over 20 types of reports such as ASC 718 expense and disclosure reports. These reports can be easily exported to PDF or Excel, ensuring compliance and readiness for potential investors.
5. Employee Access and Engagement: The platform includes features that allow employees to view their equity in the company through an intuitive portal. This transparency helps secure top talent and ensures that the entire team is aligned with the company’s equity plans.
6. Security and Compliance: Diligent Cap Table & Option Management adheres to high standards of security, governed by the NIST Cybersecurity Framework and ISO/IEC 27001 standards. This ensures that all data is protected and handled securely.
7. Integration Capabilities: The platform integrates with other enterprise systems, such as ERP and CRM platforms, ensuring a seamless flow of information across the organization. This integration supports comprehensive equity management and reporting.
8. User-Friendly Interface: Designed with an intuitive interface, the platform is accessible to users with varying levels of technical expertise. It also offers mobile access, allowing users to manage equity information from anywhere.