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
Share Transactions
Editing Share transactions and grants
How do I record certificated & uncertificated share issuances?
Transactions Screen Overview
How do I export share transactions?
How do I cancel a share transaction?
How do I add shares?
How do I record a share transfer?
How do I record a share repurchase?
How do I record a share class conversion?
How do I delete a share transaction?
How do I add share classes?