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EquityEffect Platform from EquityEffect
Offers tools for cap table management, equity plan administration, fund accounting, and compliance reporting tailored for venture capital firms.
Product analysis by function
Compensation Management Solutions for Operations and Finance
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
More Compensation Management Solutions
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Compensation Structure Flexibility
(13 Yes /13 Known /13 Possible features)
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
EquityEffect provides functionality for carried interest configuration, including support for tiers, hurdles, and vesting schedules as described on product pages. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
Co-investment tracking is advertised as a capability for venture capital fund and stakeholder management. | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
Performance bonus/compensation modeling is part of compensation modules focused on plan administration. | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
Automated management fee calculation is part of fund accounting and agreement enforcement. | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
Platform offers multiple, customizable compensation structures and templates. | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
Handles pro rata allocations of profits/losses among stakeholders, per product descriptions. | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
Supports waterfall distribution modeling, including multi-tiered structures, as stated in fund accounting solutions section. | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Custom vesting schedules available for participants/roles in equity programs. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
Supports retroactive adjustments to compensation plans for accounting and compliance. | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Granular stakeholder role and definition is emphasized for cap table and plan tracking. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
Integration with legal agreements is discussed under legal document management features. | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
Multi-fund (and multi-SPV) support is a promoted core feature. | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
Deferred payment arrangements and automation are supported per compensation tool descriptions. |
Data and Workflow Integration
(9 Yes /9 Known /10 Possible features)
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
API integrations with external platforms (accounting, HR, legal) are available. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
Real-time data sync for compensation and transaction data integrations is referenced in platform capabilities. | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
Robust import/export tools (CSV, Excel) for data handling are core utilities. | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
Notification/alerting is included for equity events, approval workflows, and deadlines. | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
Configurable approvals and workflow automation supported for payments and plan changes. | |
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Document Management Integration Links compensation records with legal/HR documents. |
Document management integration for linking records with legal and HR docs is described. | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
No information available | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
Data validation rules are mentioned as being configurable for integrations and bulk updates. | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
Batch processing for calculations and data updates is described for large data sets. | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
SFTP/FTPS support available for secure bulk data transfers. |
Reporting and Analytics
(11 Yes /11 Known /11 Possible features)
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
Custom dashboards are supported for compensation and cap table analytics. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
Real-time analytics described in product materials for equity, carried interest, and bonus data. | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
Compliance reporting is explicitly supported and is a core use case for VC funds. | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Drill-down into participant- and transaction-level records is shown in reporting tools. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Supports exports to Excel, CSV, and PDF formats. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
Automatic scheduled reporting and email/report delivery is supported. | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
Supports custom calculated metrics for reporting, as per dashboard and analytics features. | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
Historical analysis and trend reporting evident in platform screenshots and documentation. | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Role-based controls for dashboard and report access described in security/permissions settings. | |
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Visualization Tools Built-in charting and graphing capabilities. |
Built-in visualization/charting for cap table, equity distributions, and compensation apparent in product. | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
Supports complex waterfall analysis, including scenario modeling per fund. |
User and Stakeholder Management
(8 Yes /8 Known /9 Possible features)
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Role-based access control is fundamental to platform security. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
Handles multiple stakeholder types, e.g., partners, employees, investors, and advisors. | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Self-service portals for participants to view grants, allocations, and docs are visible in demos. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
Comprehensive audit trails and logs for user/system activity listed as a security/compliance feature. | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
Delegated/admin rights for managing compensation schemes apparent in admin controls. | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
Bulk user onboarding/offboarding supported for large organizations. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
Supports SSO (Single Sign-On) for streamlined enterprise login. | |
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Group Permissions Permissions and configurations can be set by user groups. |
Group-based permission setting available in admin configuration tools. | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
No information available |
Security and Compliance
(7 Yes /7 Known /9 Possible features)
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Data Encryption Encrypts all compensation data at rest and in transit. |
Encryption at rest and in transit cited in security/certification materials. | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
SOC 2 certification explicitly promoted; ISO 27001 not specifically claimed. | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
GDPR/CCPA features mentioned in privacy compliance materials. | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
User activity monitoring/logging is a key part of the audit and security feature set. | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
No information available | |
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Security Incident Alerts Immediate notification of potential security incidents. |
Security incident alerts and notifications included as part of event/alerting. | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
No information available | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Comprehensive audit logging is referenced in both compliance and technical sections. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
Custom user permissions and roles definable by administrators. |
Calculation Engine Performance
(3 Yes /3 Known /8 Possible features)
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Real-time Calculation Speed Average latency for processing compensation and distribution calculations. |
No information available | |
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Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode. |
No information available | |
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Scalability System’s ability to handle increases in user and transaction volume without performance degradation. |
Platform scales for growth in users/transactions without degrading performance (cloud-native, multi-tenant). | |
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Error Rate Frequency of calculation errors detected in system output. |
No information available | |
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Auditability of Calculation Full traceable logs for each calculation iteration. |
Full auditability of calculation and traceable logs is emphasized by the platform. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Multi-currency calculations supported and promoted for global funds. | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
No information available | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
No information available |
Audit and Transparency
(4 Yes /4 Known /6 Possible features)
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Tracks all changes to compensation data and plan structures via audit logs. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Detailed logging (change logs) included as part of auditing suite. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
Reports can be shared in a read-only mode for compliance or partner review. | |
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Access Reports Lists users who have accessed/key compensation records. |
No information available | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
No information available | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
Workflow tracking includes timestamp/user stamps through approval processes. |
Configurability and Customization
(6 Yes /6 Known /7 Possible features)
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Custom Field Support Admins and users can define custom attributes for compensation records. |
Custom fields are supported for compensation and participant records. | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
Approval workflows are configurable in multi-step and custom sequences. | |
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White-labeling Custom branding and client-facing experience. |
White-labeling (custom branding) supported for client-facing interfaces. | |
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Localization Support Supports multiple languages and regional data formats. |
No information available | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
Dashboards and widgets can be customized by user/role. | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
Supports formula builder or scripting for custom calculations in plans. | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
Custom notifications/triggers for system alerts and actions are admin-configurable. |
Scalability and Deployment Options
(5 Yes /5 Known /7 Possible features)
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Cloud Deployment Product is available as a SaaS/cloud service. |
Cloud-based SaaS platform (primary delivery model). | |
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On-premises Deployment Supports on-premises installation if preferred. |
No information available | |
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Multi-Tenant Architecture Supports multiple fund or firm entities in one environment. |
Multi-tenant architecture for managing multiple clients/funds. | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
Platform supports elastic scaling on cloud infrastructure. | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
Mobile-optimized dashboard and features are promoted. | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Disaster recovery/backup policies for the SaaS solution are referenced in documentation. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
No information available |
Support and Vendor Services
(7 Yes /7 Known /9 Possible features)
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24/7 Support Availability Round-the-clock customer support service. |
Support is available 24/7 according to vendor support pages. | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
Dedicated account manager offered for enterprise clients. | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
SLAs for uptime/response/resolution offered per vendor services. | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
Comprehensive onboarding/training provided as per customer success section. | |
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User Community and Forums Online resources for peer learning and support. |
No information available | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
Annual product roadmap updates discussed during demos and onboarding. | |
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Professional Services Team Vendor offers implementation and customization services. |
Professional services team exists for implementations and special projects. | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
No information available | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
In-app help and guided tours described in training/resources section. |
Internationalization and Regulatory Support
(5 Yes /5 Known /7 Possible features)
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Multi-currency support for compensation plans and reporting; promoted as a capability. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
Automated tax calculation and local compliance tools present for US and many international jurisdictions. | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
No information available | |
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Local Language Reporting Built-in support for report generation in local languages. |
No information available | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
Cross-border payment support available for international stakeholders. | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
Reports/data can use international date and number formats. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
Country-specific document management for compliance is mentioned in product details. |
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