Getting Started
An overview of features and functionality.
User Guides
Guides to help you use the platform and answer your questions.
Product Updates
Release notes for new features and functionality.
Learning Hub
Learn everything from equity grant types to how convertibles work.
Account Management
Manage your subscription and payment details.
Stakeholder Information
Everything your shareholders and employees need to know.
User Guides
Cap Table
Compliance
Stakeholders
Participant portal dashboard
Share Transactions
Equity grants
Vesting
Plan Management
Exercise and Releases
Round Modeling
Convertible Instruments
Warrants
Board Approvals
Documents
Reporting
FAQ's
Company overview
Equity grants
Options and SARs
Restricted Stock
Growth Shares
How do I bulk import equity grants?
How does a designated plan signatory review & sign a grant agreement document?
How does a stakeholder review & sign their grant agreement document?
How do I add a new termination rule?
How do I terminate a grant?
How do I delete an equity grant?
How do I view the grant acceptance details related to a grant?