No matter how complex your data, we can handle it

Easy to use interface

Our interface has been designed for usability from a junior administrator to the Chief Financial Officer

Wizard-based data entry

A fail-safe way to enter data including the most complex vesting schedules

Financial Reporting

Comprehensive reporting capabilities

ASC-718 and IFRS-2 reporting

Complies with all financial reporting standards including ASC-718 and IFRS-2

Numerical drill-down capabilities

Allows for full justification of all numbers, especially for auditing purposes

Fair value models

Includes Monte Carlo, Lattice and Black Scholes

Public and Private Companies

Any kind of company, any kind of equity, we can manage it

Stock exchange requirements

Automates reporting for TSX Form-1 and SEC filing Forms 3, 4 & 5

Cap table management

All reporting of ownership percentage and stock ledger (including waterfall analysis)

Brokerage compatibility

We are broker agnostic and can work with any broker you designate, or we can recommend one based on your plan needs