The modern alternative to legacy cap tables.
Same job — cap table, scenarios, diligence — a fundamentally different posture. AI built in from day one, no per-seat pricing, full features on every tier, and an advisor-first workspace. Here's how the approaches compare.
| Diligence Ready | Legacy cap-table platforms | Spreadsheets | |
|---|---|---|---|
| Pricing model | Free to start · usage-based | Per-stakeholder / per-seat | Free, until it isn't |
| Full features on every tier | Yes | Feature-gated by plan | — |
| AI assistant that takes action | Native, with human review | Limited / read-only | — |
| Built-in diligence workflow | Templates included | Add-on / manual | Manual chaos |
| Multi-client advisor workspace | Partner-first | Bolt-on, if at all | — |
| Bring your own storage | Drive / OneDrive | Their cloud only | Wherever the file lives |
| Always reconciled & audit-ready | By construction | Depends on the plan | As good as the last edit |
| Time to open a data room | About a day | Days to weeks | The scramble |
Independent comparison of general product approaches — verify current competitor features before relying on any specific claim.
Not a cheaper clone — a different design.
AI-native, not bolted on
The assistant is built in from inception and proposes real actions against your live data — extract a SAFE, draft a transaction — always for your approval. Not a read-only chat stapled to a database.
See the assistant →No per-seat tax
Usage-based pricing with the full product on every tier. Bring your whole team and your investors without watching the bill climb per seat or hitting a feature paywall.
See pricing →Diligence is the point
Readiness isn't an add-on module — it's the thesis. The checklist, document links, and audit trail keep you continuously ready, so the room opens in a day.
See the diligence room →Advisor-first by design
The multi-company workspace is built in, not a bolt-on. Accounting firms, fractional CFOs, and law firms run every client from one co-branded, audited workspace.
See it for advisors →Bring your cap table. Start clean.
Import your existing cap table from a spreadsheet and we reconcile it to the cent on the way in. No long migration project, no per-seat sticker shock — just a defensible ledger and a free tier to start on today.
Start free →Making the switch.
Is Diligence Ready an alternative to legacy cap table platforms?
Yes. It covers the cap table, scenario modeling, and a diligence room like established platforms do, but with a different posture: AI built in from day one, no per-seat pricing, full features on every tier, and an advisor-first multi-company workspace.
How is the approach different?
Legacy tools tend to gate features by plan, charge per stakeholder or seat, treat AI as a read-only add-on, and bolt on diligence as an afterthought. Diligence Ready starts free, keeps the full product on every tier, proposes real AI actions for your approval, and keeps you continuously diligence-ready.
Do I have to pay per seat or per stakeholder?
No. Pricing is usage-based with no per-seat charges. Each tier includes internal and investor users, so adding collaborators never inflates the bill.
Can I migrate from my current tool or spreadsheet?
Yes. You can import an existing cap table from a spreadsheet, and it is reconciled to the cent on the way in, so you start from a clean, defensible ledger.
Is it built for advisors and firms?
Yes. The multi-company workspace is built in, not bolted on — one dashboard across every client company, with gated drill-down, audited access, and a co-branded portal.
A different posture. A better default.
Start free, import your spreadsheet, and see the difference a modern, AI-native, advisor-first platform makes.