Maintain cap table accuracy
Keep your cap table accurate and up to date for easy reporting when it’s time for new funding rounds, convertible notes, warrants and option plans.
Keep equity transparent
Secure top talent and ensure the entire team is in sync with an intuitive portal where employees can view their equity in your company.
Strengthen reporting
Ensure compliance with robust, easy-to-use reporting on a variety of issues. Stay ready for potential investors with an up-to-date cap table, run ASC. 718 reports for tax purposes and more.
Fine-tune round and exit planning
Leverage in-depth analysis to run various scenarios. See how term sheets will affect ownership. Run exit events to better understand shareholder distribution at different exit values.
Cap table management
Manage stocks, options, warrants and convertible notes. View your cap table in real time. Easily track past versions for a full audit trail.
Option management
Manage option plans, grants and exercises in a single location. Offer employees access to a secure portal where they can view their plans, vesting schedules and documents.
Comprehensive reporting capabilities
Run more than 20 types of reports, including ASC 718 expense and disclosure reports and investment terms. Easily export any report to PDF or Excel.
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