The EquitEase module facilitates the collaboration of a diverse set of skill sets and perspectives essential to a successful equity compensation system. Collaborate with your investors, executives, and legal team using the following features from the best-in-class solution:

• Generate date-specific cap table reports for investors and board members.
• Send reports via email or invite investors to log-in to access data.
• Track equity and debt financing rounds by series, including dilution, voting provisions, and other key parameters by investor.
• Manage your “as-converted” calculations quickly and easily.
• Track preferences and shareholder rights.
• Perform ‘what-if’ scenario planning for future financing rounds and the potential impact on investors.
• Use Waterfall Analysis Reporting to gain visibility into changes over time.