Employee portal

Employee portal overview

The Diligent Equity Employee Portal is a separate portal from the Diligent Equity Captable platform and offers invited employees a centralized view of their Option/RSU awards. Each Employee has their own sign in credentials.

  • The Employee Portal is accessible online using the URL: https://portal.equityeffect.com/

  • After sign in the employee sees a dashboard that lists all the awards that have been added to the Diligent Equity Captable platform.

  • The Employee Portal provides detailed information on each award granted, including the vesting schedule and vesting dates as outlined in the award.

  • Employees can also view and download any documentation that has been uploaded for their specific awards, such as Option Grant Notices, RSU Award Notices, Exercise Notices, and Stock Certificates.

    Note

    • Documents that are In Progress will not be posted in the Employee Portal until they have been completed .

    • Questions related to the Diligent Equity Employee Portal functionality or issues related to access should be directed to the Equity Support team at equity@diligent.com

    • Questions related to specifics about awards, dates, or documentation should be directed to your organization Administrator.

Employees can't change any personal information in the Employee Portal view. Any changes to personal information will need to be completed by the Diligent Equity Account Admin in the Captable platform.

If an employee spans multiple cap tables in your Diligent Equity account, they will be able to access all of their grants using the same sign-in credentials if the invite is sent to the same email.

FAQ

General information on the Diligent Equity Employee Portal functionality.

If you have any specific questions related to the Employee Portal functionality that are not addressed below, contact our Support Team via email at equity@diligent.com.

  1. Is the language in the Employee Portal customizable to align with our company lingo?

    No, the Employee Portal is not customizable in this way.

  2. Can Employees update their personal information from their portal?

    No, all personal information will need to be updated via the main Diligent Equity Captable by the Admins.

  3. What type of documents show up in the Employee Portal?

    Documents that have been uploaded to the main cap table, and have been tagged with the following document types, will appear in the portal for each Employee. Documents must be associated with a specific award in order to appear in the portal view as well.

    Option Grant Notices, RSU Agreements, Exercise Notices, and Stock Certificates

  4. Can we publish general documents for Employees to access?

    No, only documents associated with specific awards will be visible in the Employee Portal.

  5. If I manage multiple cap tables on Diligent Equity, and an employee has awards on more than one cap table, will they need a new employee portal for each cap table?

    As long as the employee registers with the same email, they will only have 1 Employee Portal to log into. All of their awards, across any cap tables tracked in Equity, will appear on their dashboard.

  6. Will employees be able to initiate Exercise Transactions from their Employee Portal?

    All transactions, including secondary transactions, must be initiated and processed outside of the Employee Portal.

  7. Can employees calculate the current value of their awards within their Employee Portal.

    The Employee Portal does not surface any information regarding the current value of the award(s).