Get the features you need to manage your equity

Starter

Basic equity management for early-stage companies.
  • 409A valuations
  • Cap table management​
  • Electronic securities​
  • Board consents​

Growth

Starter + additional compliance and planning features for growing companies.
  • Everything in Starter​
  • Scenario modeling​
  • Form 3921
  • Board meeting management​

Scale

Starter, Growth + reporting, support, and IPO-readiness for companies at scale.
  • Everything in Growth​
  • ASC 718 expensing​
  • Rule 701 management​
  • Payroll tax integrations – Beta​