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
Plan Management
Setting up and Deleting an Employee Equity Plan
How do I add a plan document ?
Online Grant Acceptance
Online Grant Acceptance
Grant acceptance knowledge base
How do I enable grant acceptance?
How do I customize a grant agreement template?
How do I preview a grant agreement document?
How do I know which plans have grant acceptance enabled?
How do I view my grant agreement document?
How do I change the company signatory?