Comprehensive ASC 718 coverage
Automate complex equity adjustments with a market-leading comprehensive modification solution.
Solve for acceleration, repricing, and post-termination exercise period (PTEP) extensions
Formulas, disclosures, and footnotes included for full audit-compatibility
The most secure choice for compliance, backed by expert-level support and guidance
Tax and disclosure requirements
Monitor, manage, and complete the tasks that maintain your compliance as you grow.
Receive automatically generated Form 3921 notifications about your filing obligations
Split grants into ISOs and NSOs with automated calculation and application of the $100k limit for Incentive Stock Options
Handle 83b elections and receive guidance on Rule 701 compliance
Board and stakeholder management
Keep your investors and employees informed with automated updates and intuitive portals that foster trust and transparency.
Run crucial equity management processes like obtaining board approvals for options, equity plans, or custom decisions
Securely store and share documents in a dedicated, permission-gated data room
Automatically generate documents and folders when securities are issued & upload your own documents to custom folders