Track ownership across multiple entities, manage equity plans with diverse vesting schedules and distribution rules, and pull automated ASC 718 financial reports in minutes.
Receive audit-ready 409A, liquidation threshold, or profit interests valuations and run any waterfall model with a bespoke modeling engine encoded with your distribution rules.
Securely store all documents, such as operating agreements, amendments, and Form K-1s, and easily distribute one or hundreds of documents to interest holders with a few clicks.
Interest holders can accept equity grants, see how their equity is vesting, understand what it’s worth, and access documents like interest agreements, Form K-1s, and 83(b)s.