Equity Focus - Sample Screens
Take a quick tour of a few sample screens in Equity Focus. See how it can address your most important challenges and whether you're ready to take a look at an Online Demonstration.
View a slideshow of the five screens below, or click a screen below to view that screen full-size.
Note: If an image is too large for your open window, click and 'drag' the image up or down to see more. For best results, have your browser opened full-screen.
1. Ownership Dashboard
The ownership dashboard is a summary view of your
company's ownership both by class and by owner. From
here, you can drill down to view more detailed option
administration or valuation and expensing information or the
supporting governance information and documents.
Click screen to view full size.
2. Stock Plan Administration
Each ledger screen shows your complete, historical stock and option records consolidated on a single screen. These lists can be filtered in many ways or they can be viewed for a particular date or period of time. In addition to every historical record, you can also see all of the related transactions, such as exercises, cancellations, transfers, and splits and the supporting documentation.
Click screen to view full size.
3. FAS 123R Valuation and Expensing
The FAS 123R (now ASC Topic 718) valuation and expensing information tracks all of the variables that are required for the Black-Scholes formula as well as the amount amortized to date or for any period. All of the variables can be tracked over time, including the documents that support each assumption.
Click screen to view full size.
4. Capitalization Tables
When you need to better understand the complete capitalization structure, you can look at a fully-diluted capitalization table in many different formats. With each view, you’ll be able to better understand how the control and ownership of the company breaks down by investor or by class. In addition, you can export this information to Excel with the click of a button.
Click screen to view full size.
5. Plan Summary Report and Valuation Disclosure Reports
The ultimate output of the system is a set of easy-to-create, auditable administration, expensing and disclosure reports. Whether you need to report the numbers that have been granted over any period or time, send information to an employee, or need the disclosure information for your financial statements, all of your reports are based on the latest information, can be created for any date you select, and can be modified to meet your changing needs.
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To learn more about Equity Focus, sign up for an Online Demonstration.
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