Run grants every month and close every quarter from one cap table. Audit-ready records show every change, when it happened and who approved it, so you can explain the numbers to auditors, the board and your people.
Series A closed
Pool top-up, approved
Employee portals · 212
Holdings updated
✓
Stock-based comp
Report ready
Built for growing teams
Give every stakeholder a portal that shows what their equity means, with built-in education to help them understand it.
Audit-ready reporting and a timestamped history of every issuance, exercise and cancellation, so the numbers hold up when they are checked.
Model the pool top-up, convert SAFEs and notes, and compare term sheets side by side, across share classes, warrants, options, RSUs and RSAs.
Plan refresh and retention grants against the pool you have left. Benchmark offers by role, and show every employee what their equity means in their own portal.
Pool burn and remaining runway
Equity benchmarking by role
Built-in education for every employee
Grants, forfeitures and exercises flow into your stock-based comp data as they happen. Hand your accountant or reporting software clean inputs, and spend close week on review.
ASC 718 inputs at grant level
Point-in-time and at-date reports
Full export to CSV or Excel
You're getting your cap table out of the spreadsheet and your SAFEs on record.
You're issuing equity grants and want employees to understand what they own.
Yes. Pro includes 100 stakeholders and scales from there, with multiple share classes, SAFEs, notes, warrants, options, RSUs and RSAs on one cap table.
Pro includes managed migration. Our team rebuilds your cap table, transaction history, vesting schedules and documents, then reconciles every number with you before go-live.
Our integrated valuators deliver full, signed reports built to hold up to audit, and you review the valuation with them before it's finalized.
Any time. Export your full historical cap table to CSV or Excel whenever you need it, for your auditors, your board or your own records.
