INTELLIGENT INSIGHTS

DATA-DRIVENEQUITY INSIGHTS

Generate comprehensive reports and analytics to make informed decisions about your equity strategy. From cap table analysis to compliance reporting.

COMPREHENSIVE REPORTS

EVERY REPORT
YOU NEED

From stakeholder summaries to regulatory filings, generate professional reports in seconds

Cap Table Reports

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Comprehensive ownership reports with real-time data and historical tracking.

  • Real-time ownership breakdown
  • Historical cap table snapshots
  • Dilution analysis reports
  • Share class summaries
  • Stakeholder ownership details

Compliance Reports

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Automated regulatory filings and compliance documentation.

  • SEC filing preparation
  • State compliance reports
  • Tax documentation (K-1, 1099)
  • Audit trail reports
  • Regulatory deadline tracking

Financial Analytics

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Advanced financial metrics and valuation insights for strategic planning.

  • Valuation trend analysis
  • Equity performance metrics
  • Scenario modeling reports
  • Exit waterfall analysis
  • Investment round summaries

Employee Reports

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Detailed equity compensation and vesting reports for HR and employees.

  • Vesting schedule reports
  • Option exercise summaries
  • Equity compensation analysis
  • Tax withholding reports
  • Individual grant statements

POWERFUL ANALYTICS DASHBOARD

Interactive visualizations and real-time data for comprehensive equity analysis

Interactive Dashboards

Real-time visualizations with drill-down capabilities for detailed analysis

Advanced Filtering

Powerful filters by date range, stakeholder type, share class, and custom criteria

Scheduled Reports

Automated report generation and delivery on custom schedules

Multiple Formats

Export reports in PDF, Excel, PowerPoint, and other professional formats

Real-Time Updates

Live data updates ensure reports always reflect the current state

Financial Metrics

Comprehensive financial analytics including valuations and performance metrics

KEY ANALYTICS & METRICS

Track the metrics that matter most for your equity strategy

Ownership Distribution

Visual breakdown of equity ownership across all stakeholders

Dilution Impact

Analysis of how new issuances affect existing shareholder ownership

Vesting Progress

Company-wide vesting analytics and milestone tracking

Transaction Volume

Historical transaction trends and volume analysis

Valuation Trends

Company valuation history and growth trajectory

Compliance Status

Real-time compliance monitoring and risk assessment

UNLOCK EQUITY
INTELLIGENCE

Make informed decisions with comprehensive reporting and real-time analytics.

Real-Time Data
Multiple Formats
Audit Ready