Equity
Manage your organization's investment holdings.
What’s new
Getting started
Overview
Sign-up and log in
Equity Cap table dashboard
Report type overview
Cap table management
Enter and edit company information
Option administration workflow
Create a new shareholder
Create a stock option plan and plan share reserve
Invest and fund management
Fund level scenario modeling
Company level calculations
Administration
Add a new user
Add a new fund
Overview of KPIs
Quick start videos
Processing terminations
Workflow and option administration
Explore more
Generating the API key
Bulk importing shareholder allocation
Options documents emails and company signer
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