Digitize, Secure and Automate your Cap Table and ESOPs

ESOP
CAP TABLE
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ESOP
For Founders and CHRO
Single dashboard with ability to manage grants, vesting, exercise and employee exits online
image Generate customised ESOP Policy
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Custom vesting schedules including performance vesting
image Bulk upload and migration
ESOP
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
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ESOP
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
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
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CAP TABLE
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
Manage all securities online with detailed historical views
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Manage funding rounds online with notifications for conversion
Annual accounting and filings made easy
Multi Factor Authentication and security
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Complete Equity Management Solution

Here is the full list of features for the Cap Table and
ESOP Management solution
ESOP FEATURES
CAP TABLE FEATURES
For Founders and CHRO
Create customised ESOP Scheme using the online tool generator
Yes
Supports Stock Appreciation Rights (SAR)
Yes
Dashboard with important metrics
Yes
Manage Roles and Permissions
Yes
Manage Employee database
Yes
Grant ESOP to employees
Yes
Uniform and Custom vesting schedules
Yes
Accelerated vesting
Yes
Performance based vesting
Yes
Custom grant letter
Yes
Auto grant letter (pdf) generation
Yes
Digitally sign grant letter (SignEasy)
Yes
Employee Exercise grant
Yes
Employee cessation/exit
Yes
Bulk upload - employee and grant details
Yes
Record Nominee information
Yes
Department wise grants and analytics
Yes
Reports (grant report, annual report, transactions report etc)
Yes
Custom Report (based on your specific needs)
Yes
For Employees
Dashboard with grant, vesting table
Yes
Grant letter download (with signature)
Yes
ESOP plan/scheme (to see all rules)
Yes
Notification on vesting, valuation change
Yes
Custom FAQ by company
Yes
ESOP value growth in a chart
Yes
Knowledge hub and workshops
Yes
For CFO
Manage FMV and round valuations
Yes
Obtain valuation certificates
Yes
Annual/ Quarterly/ Monthly expense report, disclosure report
Yes
Miscellaneous
Sandbox system (for your testing)
Yes
ESOP Liquidity Program
Yes
Multi Factor Authentication (MFA)
Yes
Audit Log (for tracking all changes)
Yes
Multiple geo & currency support (India, USA, Singapore)
Yes
Most secure - data encrypted at rest in the DB, custom encryption using AWS KMS
Yes
For Founders and CFO
Dashboard with important metrics
Yes
Digital share certificate signed with DSC
Yes
Supports DEMAT of physical shares through NSDL
Yes
Manage Roles (View, Edit, Superadmin)
Yes
View fully diluted cap table
Yes
Conversion of Convertible securities
Yes
Round modelling – new fundraise
Yes
Secure vault for round documents
Yes
Founder lock-in (vesting)
Yes
Private Blockchain based ledger
Yes
Share cap table with incoming investors
Yes
Transfer of shares, partly paid-up shares, shares split
Yes
For Shareholders
View own shareholdings, Gain, IRR
Yes
Request for cap table access
Yes
Record nominee information
Yes
For CFO and CS
Manage Securities (Equity, Preference, Convertibles)
Yes
Manage Shareholders (individual, institutional)
Yes
Manage Funding Rounds
Yes
Allot Securities (share certificates)
Yes
Notification on maturity date of security
Yes
Knowledge hub and workshops
Yes
Obtain valuation certificate
Yes
Standard as well as custom reports
Yes
Bulk upload - Shareholder and Share allotment
Yes
Download cap table
Yes
Compliance - automated ROC forms
Yes
Miscellaneous
Sandbox system (for your testing)
Yes
Multiple geo/ currency support (India, US, Singapore)
Yes
Multi Factor Authentication (MFA)
Yes
Audit Log (for tracking all changes)
Yes
Most secure - data encrypted at rest in the DB, custom encryption using AWS KMS
Yes
Are you a Legal or Accounting firm?
Check out our customised product for you with a special pricing plan