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
Participant portal dashboard
Participant portal dashboard overview
How do I enable or disable share price visibility for participants?
How do I preview a participants dashboard?
Shares dashboard overview
Options dashboard overview
Restricted stock units dashboard overview
Restricted stock awards dashboard overview
Non-dilutive SAR's dashboard overview
Growth shares dashboard overview
Warrants dashboard overview
Convertible instruments dashboard overview
How do participants sign their share certificates?