Capitalization Tables
Replace complex spreadsheets with online capitalization tables and simplify equity administration.
Learn More
Stockholder Records
Make tracking easier with fast and accurate data entry, stock transfer wizards, and historical reporting.
Make tracking easier with fast and accurate data entry, stock transfer wizards, and historical reporting.
Stock Option Plans
Simplify option plan administration, complex vesting schedules, and even employee terminations and exercises.
Simplify option plan administration, complex vesting schedules, and even employee terminations and exercises.
Capitalization Tables
Generate accurate capitalization tables directly from your most complex ownership data and report for any date.
Generate accurate capitalization tables directly from your most complex ownership data and report for any date.
Stock Certificates
Save time by printing stock certificates quickly, easily and with 100% accuracy to any form that you use.
Save time by printing stock certificates quickly, easily and with 100% accuracy to any form that you use.
Online Reporting
Everyone can print reports or even export data to spreadsheets to see just the information they need.
Everyone can print reports or even export data to spreadsheets to see just the information they need.
Direct Client Access
Empower your entire team with instant, self-service direct access to their own information.
Empower your entire team with instant, self-service direct access to their own information.
Option Expensing
Replace spreadsheets and manual calculations with automated option expensing and reporting.
Learn More
ASC 718 (FAS 123R) Reporting
Simplify equity compensation reporting – consolidate option plan administration, valuation, expensing, and reporting.
Simplify equity compensation reporting – consolidate option plan administration, valuation, expensing, and reporting.
Determine Fair Value
Automatically calculate fair value in the background as new grants are entered into the system.
Automatically calculate fair value in the background as new grants are entered into the system.
Calculate Variables
Calculate variables with downloaded information and built-in calculators or override with manual inputs.
Calculate variables with downloaded information and built-in calculators or override with manual inputs.
Periodic Reporting
Report expenses annually, quarterly, or monthly as well as by department or work group, as you choose.
Report expenses annually, quarterly, or monthly as well as by department or work group, as you choose.
Generate Disclosures
Create disclosure numbers by running a simple report. Includes self-documenting worksheets for your auditors.
Create disclosure numbers by running a simple report. Includes self-documenting worksheets for your auditors.
Audit Backup
Experience a “no black box” approach that makes documenting all calculations easy and straightforward.
Experience a “no black box” approach that makes documenting all calculations easy and straightforward.
Online Minute Books
Replace three ring binders with online minute books & centralize entity life-cycle information.
Learn More
Minute Book Documents
Governing documents and minutes of meetings can be sorted, filtered and searched.
Governing documents and minutes of meetings can be sorted, filtered and searched.
Entity Information
Quickly view, report or search for entity information, key dates, and qualifications.
Quickly view, report or search for entity information, key dates, and qualifications.
Officers and Directors
Wizards make it easy to track changes in officers and directors and report for any date in time.
Wizards make it easy to track changes in officers and directors and report for any date in time.
Annual Meetings and Reports
Never miss an annual meeting date or annual report due date and scan copies of all documents or filings.
Never miss an annual meeting date or annual report due date and scan copies of all documents or filings.
Corporate Data Sheets
Whether you want to email clients or print for the binder, data sheets will always report the most recent data.
Whether you want to email clients or print for the binder, data sheets will always report the most recent data.
Corporate Dashboards
Presents a snapshot of the entire entity and provides an easy way to navigate to more detailed information.
Presents a snapshot of the entire entity and provides an easy way to navigate to more detailed information.
