Stock Options / ESPP administration and compliance software
Public and private companies
Plans with NQ ISO RSU RSP
Phantom Stock & Custom Stock Equivalents
Time and perfomance vesting
Accelerated vesting
Grant repricing
Custom termination scenarios
ESPP contributions from payroll, periodic and direct purchases
Common stock or custom stock types
Multi-currency support
Dividends & Dividend Equivalents
Import/export, bank transfer files
Data check
ASC 718 compliant stock option valuation modeling & reporting
Black-Scholes option pricing formula, Hull-White binomial model, Monte-Carlo simulation TSR
Price volatility, unvested forfeitures, expected term model inputs historical calculation and estimate
Expense calculation and future prediction
Straight Line, Ratable, Fin28 and custom allocation methods
Pay vs. Performance (Compensation actually paid)
Diluted Options Outstanding
10K/Q reporting
AI powered chat support
Local Large Language Models
Customer domain knowledge through RAG
Data check AI Agents (in the works)
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