Company Performance Metrics
For private companies that need to manage increasingly complex stock option programs and cap tables, TruEquity provides a complete, accurate, up-to-date view of ownership data, in an easy-to-use, cloud-based solution.
Users can:
- Manage their cap table strategy accurately – and get a visual representation of who is entitled to what stock and
where the money would flow in any scenario.
- Use a built-in workflow to make sure all steps happen in a timely, confidential manner - HR makes an offer, finance gets board approval, generates options paperwork, gets employee and company officer signatures, all properly filed.
- Go beyond spreadsheets to reduce errors, manage versions and run liquidation scenarios – everyone can see same data.
- Instantly produce a complete cap table for board meetings and due diligence inquiries.
- Generate stock expensing (aka 123R) reports – compute historical forfeiture rates, automatically obtain risk-free interest rates and compute grant volatility. Produce financial disclosure reports.
- Manage increasingly conplex cap tables. Track preferred, common, non-quals vs ISOs, vested, non-vested, secondary sales, convertible notes, multiple closing dates, flexible vesting schedules, stock splits, versioning, automatic emails to the trustees of the grant documents. Report on individual grants, weighted share calculations, complete waterfall analysis, what-if analysis, go back in time and more.
- Manage International Employee Stock Option Plan (ESOP) – support plans in a number of geographic regions, such as the United States, the United Kingdom and Israel.
- Provide role-based access for founders, paralegals, finance, attorneys and investors – with no need for hours of training or expensive consultants.
