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.
Startup Banking
Solutions that grow with you at every stage
Learning Hub
Learn everything from equity grant types to how convertibles work.
Stakeholder Information
Everything your shareholders and employees need to know.
User Guides
Cap Table
Stakeholders
Participant portal dashboard
Share Transactions
Equity grants
Vesting
Plan Management
Exercise and Releases
Round Modeling
Convertible Instruments
Warrants
Board Approvals
Documents
Reporting
Compliance
FAQ's
Company Settings
Exercise and Releases
How do I open the option exercise window on a plan?
How does an Administrator add an option exercise request on behalf of a stakeholder?
How do I review a stock option exercise request?
How does a stakeholder create an option exercise request?
How do I create or link a Stripe Connect account for ACH payments?
How does an Administrator approve an exercise request and select ACH as a payment method
How do I exercise SARs?
How do I review option exercise requests or restricted stock releases?
How do I delete an exercise request?