Equity

Overview

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Equity Cap table dashboard

Report type overview

Enter and edit company information

Option administration workflow

Create a new shareholder

Create a stock option plan and plan share reserve

Fund level scenario modeling

Company level calculations

Add a new user

Add a new fund

Overview of KPIs

Cap table management

Processing terminations

Workflow and option administration

Generating the API key

Bulk importing shareholder allocation

Options documents emails and company signer