Equity Management

Equity Management keeps your cap table, option grants, and vesting schedules in a single source of truth so ownership stays accurate as you issue grants and shares vest over time. It tracks each grant's terms, cliff, and vesting milestones, then rolls everything up into a current view of fully diluted ownership. Built for controllers and finance teams who need a clean, defensible record for board reporting, audits, and equity-based compensation accounting.

Cap tables, equity grants, and vesting schedules scattered across spreadsheets drift out of sync and become error-prone as a company grows.

You record each equity grant with its terms and vesting schedule, and the tool calculates vested versus unvested amounts and rolls them into a live, fully diluted cap table.

• ✓Maintain a single, current cap table showing fully diluted ownership across founders, employees, and investors
• ✓Track option and stock grants with their cliffs and vesting milestones to know exactly what has vested
• ✓Produce defensible equity and ownership records for board reporting, audits, and stock-comp accounting

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