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

Cap table management

Processing terminations

Workflow and option administration

Explore more

Generating the API key

Bulk importing shareholder allocation

Options documents emails and company signer