Diligent Entities: features, pricing, and how it compares for multi-entity teams

Diligent Entities is a governance system of record that supports e-filing in four jurisdictions but does not serve as a registered agent. If you run legal or finance for a private equity firm or fund manager with 50 to 250 entities, the records, org charts, and compliance calendar are well documented. The risk sits in execution: the platform does not submit annual reports in most US states. Diligent built the product out of Blueprint OneWorld, a UK company secretarial tool it acquired in February 2017, and relaunched it under the current name in June 2019.

Those limits carry a price. In the 2023 ACC/Deloitte report on legal entity management, 26% of surveyed organizations said their entities had been out of good standing with regulators, and 9% said an entity delinquency had affected a business transaction. Lenders write good standing into closing conditions: one loan and security agreement filed with the SEC requires certificates from each loan party's formation state "and in each other jurisdiction in which qualification is necessary," dated within 20 days of closing. A system of record that surfaces a missed filing after the fact does not clear that condition.

What Diligent Entities does

Diligent Entities stores entity data, draws org charts, and runs a compliance calendar. It runs as a standalone app or inside the Diligent One Platform, where only the classic version is available.

Records, org charts, and compliance calendar

Diligent Entities stores:

• officer and director details and appointments

• share and ownership information

• powers of attorney

• customizable org charts, with a Designer Edition tier for formatting, export, and per-user views

The compliance module applies rules by jurisdiction and date and logs every access, addition, change, and deletion with time, date, and user. The Entities Reports API is limited to professional or plus package subscribers.

The platform has no dedicated private equity or fund workflow. User feedback can be useful for assessing regional fit and organization-charting usability.

AI features and integrations added in 2025 and 2026

On June 11, 2025, Diligent added an AI assistant that answers natural-language questions about ownership, directors, filing status, and deadlines, including from a Microsoft Teams app. Automated validation also cross-checks registration details against internal records. In an April 2026 announcement, Diligent announced agentic AI for preparing filings across dozens or hundreds of entities, with general availability expected in autumn 2026, so it is not yet generally available as of this writing and you cannot test it during evaluation.

Integrations cover DocuSign, Microsoft 365, SharePoint, OneDrive, Diligent Boards, and SAML 2.0 single sign-on with documented Okta and Azure Active Directory setups. Review Diligent's current certification materials to confirm which services are covered by its ISO 27001 scope, but the available trust information still cites the 2013 edition, so ask for the current certificate version and the SOC 2 scope statement before you sign.

Diligent Entities pricing and implementation costs

Diligent publishes no prices for Entities, so you need a vendor quote that separates subscription and implementation costs.

Quote-based subscription and third-party estimates

Pricing details should be confirmed directly with Diligent. Third-party listings use varying pricing structures, and one listing still carries the Blueprint OneWorld name, so it may be dated. Pricing may vary by application, entity count, and contract term, with multi-year deals and bundling with Diligent Boards potentially affecting the per-entity rate. None of these descriptions provides an official Diligent price.

Onboarding, migration, and renewal terms

Setup, data migration, configuration, and training may be charged separately. Ask for those line items in writing before signing, since they may sit outside the subscription quote.

Where Diligent Entities stops: filing execution and registered agent

Diligent Entities does not serve as a registered agent and provides electronic-filing coverage in Delaware, the United Kingdom, Ireland, and Australia.

E-filing covers four jurisdictions

Electronic filing is available with four registries:

• Companies House (UK)

• Companies Registration Office (Ireland)

• ASIC (Australia)

• Delaware's ICIS XML Filing Service

The Delaware workflow runs through "More Wizards > Batch Annual Report (State of Delaware)" and covers corporation annual reports. For California, Texas, New York, and other US states not listed in Diligent's e-filing coverage, the platform tracks the deadline and stores the underlying compliance data; someone on your team or a separate vendor still files. Diligent has had a technology integration partnership with a full-service registered agent and filing provider since December 4, 2018, covering registered agent services and filing execution. As of August 13, 2026, Diligent Managed Services was described as corporate secretarial support across more than 100 jurisdictions, with no published scope, pricing, or coverage map; ask Diligent which partner it routes filings to and what execution costs apply in each state.

In Texas, Texas statute § 171.255 makes each director or officer of a taxable entity subject to Chapter 171 liable for debts incurred in the state after the date the report, tax, or penalty was due and before privileges are revived.HUMAN REVIEW: Replace this Justia URL with the official Texas Constitution and Statutes section URL and confirm that § 171.255 contains the stated rule. The Comptroller notes a forfeited entity is denied the right to sue or defend in state court. In Georgia, a foreign entity whose certificate of authority is revoked cannot reinstate; the Secretary of State requires a new application for a certificate of authority.

Delaware franchise tax at portfolio scale

Among US states, Diligent Entities supports filing in Delaware, and the fund vehicles most PE firms hold there do not file an annual report at all. Under 6 Del. C. § 18-1107(b) (Delaware LLC Act), each LLC owes a $400 annual tax, and 6 Del. C. § 17-1109(a) (Delaware LP Act) sets the same $400 for LPs, generally due June 1 for the prior calendar year; confirm against current Delaware Division of Corporations instructions each year. Some published pages still show $300 while the alternative entity instructions show $400; the statute controls. Ask any vendor how and when its platform updates fee calculations.

Late payment triggers three consequences:

• $200 penalty plus 1.5% interest per month

• loss of good standing and no good-standing certificate under § 18-1107(k)

• cancellation of the certificate of formation after three years unpaid under § 18-1108(a)

Corporations run on a separate track, with an annual report and franchise tax generally due March 1; confirm against current Division tax instructions each year, under either the Authorized Shares Method or the Assumed Par Value Capital Method.

At 100 Delaware LLCs and LPs, the obligation generally due June 1 is $40,000 paid entity by entity; confirm the date and amount against current Delaware Division of Corporations instructions each year. The Division requires ACH for transactions over $5,000, triggered at 13 entities. No volume discount or aggregation mechanism is published. Diligent Entities will show you the due date for each of those 100 entities; getting 100 payments out of the correct fund bank accounts on time is the execution problem it leaves with you.

How Diligent Entities compares for multi-entity teams

Diligent Entities competes as a pure software system of record, so the practical decision is whether to pair it with an execution vendor or choose a platform that files for you.

Cost and operational comparison

The table below summarizes vendor model, filing execution, and registered agent coverage for the options PE and fund teams most often shortlist alongside Diligent Entities. The table summarizes publicly listed coverage.

Because competitor prices cannot be compared reliably here, use the following availability table to structure quote requests for both initial and recurring costs.

Per-fund payment segregation is not publicly specified for these vendors, so put that question to each directly. Ask Diligent for references from alternative asset managers with a comparable entity count.

Decision framework

Use these tests against your own portfolio:

• Choose Diligent Entities if you already retain a full-service registered agent for US filings across your verified portfolio jurisdictions, hold entities in the UK, Ireland, or Australia where it e-files, and want board materials and entity records in one Diligent stack.

• If you keep it, budget separately for migration and your execution vendor's per-state fees.

• Choose Athennian if you want a software system of record with a PE and fund focus and are prepared to confirm its US state e-filing coverage and retain a separate execution vendor where needed.

• Choose EntityKeeper if you want software, filing execution, and registered agent coverage delivered through one corporate services team.

• Choose a full-service registered agent and filing provider if your portfolio is US-centric across many states and you prioritize published nationwide filing coverage with bundled registered agent services.

Keep fund entities filed, paid, and in good standing with Discern

Diligent Entities can hold an accurate record of 100 entities and still leave you to file in other US jurisdictions, maintain registered agent coverage where you are qualified, and make Delaware tax payments by the applicable deadlines, such as the $300 annual tax due June 1 for Delaware LLCs and limited partnerships or corporate franchise-tax installments where required; confirm the date and amount against current Delaware Division of Corporations instructions each year. Discern covers that execution layer from one platform: registered agent coverage should be confirmed for each supported U.S. jurisdiction, and Delaware law imposes recurring filing obligations, including annual franchise tax reports and reports for foreign corporations doing business in the state (Discern foreign registration services).

Discern's Discern multi-entity payment system supports multiple bank accounts per entity, with segregated fund management across hundreds of entities. Manual checks of state sites and registered agents can be time-consuming for entity compliance teams like private equity firm White Wolf's.

Book a demo with Discern to see how your entity records turn into filed annual reports, paid Delaware franchise tax, and good standing across your jurisdictions.

This article provides general compliance information and does not constitute legal advice. Consult qualified legal counsel for guidance specific to your situation.