Digitize, Secure and Automate your Cap Table and ESOPs
ESOP
CAP TABLE
ESOP
For Founders and CHRO
For Founders and CHRO
Single dashboard with ability to manage grants, vesting, exercise and employee exits
online
Generate customised ESOP Policy
Custom vesting schedules including performance vesting
Bulk upload and migration
ESOP
For Employees
For Employees
Easy to navigate dashboard to view grants and vesting schedule
Manage all paperwork online
See current value of ESOP grant
Knowledge hub and workshops
ESOP
For CFO and Finance
For CFO and Finance
Manage valuations and audit logs seamlessly
Expense Reporting and customised analytics
Multi-currency support
ESOP liquidity program
CAP TABLE
For Founders
For Founders
Single source of truth to manage equity of all shareholders
Round and exit modelling
One click conversion of CCPS, CCDs and CNs
Secure vault for all documents and digital shares
CAP TABLE
For Shareholders
For Shareholders
Easy to use dashboard to track all investments
Detailed view of investments (round wise)
Notifications for convertible rounds
Record nominee information
CAP TABLE
For CFO and CS
For CFO and CS
Manage all securities online with detailed historical views
Manage funding rounds online with notifications for conversion
Annual accounting and filings made easy
Multi Factor Authentication and security
Complete Equity Management Solution
Here is the full list of features for the Cap Table and
ESOP Management solution
ESOP Management solution
ESOP FEATURES
CAP TABLE FEATURES
For Founders and CHRO
Create customised ESOP Scheme using the online tool generator
Supports Stock Appreciation Rights (SAR)
Dashboard with important metrics
Manage Roles and Permissions
Manage Employee database
Grant ESOP to employees
Uniform and Custom vesting schedules
Accelerated vesting
Performance based vesting
Custom grant letter
Auto grant letter (pdf) generation
Digitally sign grant letter (SignEasy)
Employee Exercise grant
Employee cessation/exit
Bulk upload - employee and grant details
Record Nominee information
Department wise grants and analytics
Reports (grant report, annual report, transactions report etc)
Custom Report (based on your specific needs)
For Employees
Dashboard with grant, vesting table
Grant letter download (with signature)
ESOP plan/scheme (to see all rules)
Notification on vesting, valuation change
Custom FAQ by company
ESOP value growth in a chart
Knowledge hub and workshops
For CFO
Manage FMV and round valuations
Obtain valuation certificates
Annual/ Quarterly/ Monthly expense report, disclosure report
Miscellaneous
Sandbox system (for your testing)
ESOP Liquidity Program
Multi Factor Authentication (MFA)
Audit Log (for tracking all changes)
Multiple geo & currency support (India, USA, Singapore)
Most secure - data encrypted at rest in the DB, custom encryption using AWS KMS
For Founders and CFO
Dashboard with important metrics
Digital share certificate signed with DSC
Supports DEMAT of physical shares through NSDL
Manage Roles (View, Edit, Superadmin)
View fully diluted cap table
Conversion of Convertible securities
Round modelling – new fundraise
Secure vault for round documents
Founder lock-in (vesting)
Private Blockchain based ledger
Share cap table with incoming investors
Transfer of shares, partly paid-up shares, shares split
For Shareholders
View own shareholdings, Gain, IRR
Request for cap table access
Record nominee information
For CFO and CS
Manage Securities (Equity, Preference, Convertibles)
Manage Shareholders (individual, institutional)
Manage Funding Rounds
Allot Securities (share certificates)
Notification on maturity date of security
Knowledge hub and workshops
Obtain valuation certificate
Standard as well as custom reports
Bulk upload - Shareholder and Share allotment
Download cap table
Compliance - automated ROC forms
Miscellaneous
Sandbox system (for your testing)
Multiple geo/ currency support (India, US, Singapore)
Multi Factor Authentication (MFA)
Audit Log (for tracking all changes)
Most secure - data encrypted at rest in the DB, custom encryption using AWS KMS