Equity Management
Stock options, RSUs, cap table, and equity compensation management
Quick Actions
Common operations
Equity Dashboard
Overview of equity metrics and activity
Modules & Tools
Complete suite of capabilities for this section
Equity Plans
Manage stock option and RSU plans
Grants & Awards
Create and track equity grants to employees
Cap Table
View ownership breakdown and dilution analysis
Vesting Schedules
Monitor vesting events and timelines
Exercises & Tax
Track option exercises and tax withholding
Shareholders
Directory of all equity holders
Reports
Financial, tax, and compliance reports
409A Valuations
FMV tracking for equity grant pricing
Compliance & Governance
SOX controls, audit trails, and board governance