Features for HR

Save time with document templating and signing flows. Enjoy streamlined processes, so you can create any number of batched grants. Employees will love their dashboard with vesting visualization, making their upside in your company’s success transparent

Onboard new employees in seconds

  • Reduce employee onboarding overhead with digital grant signing processes
  • Request any number of signatures with a single click, generating individual documents from templates
  • Build signature workflows to issue fully-compliant grants online without printing a single sheet of paper

Vesting on autopilot

  • Quick vesting overview with one-click evaluation of what is vested, granted, available, exercised
  • Email notifications for important events like vesting cliff, vesting end or maturity
  • Standard or custom vesting schedules adapted to your needs

Motivational employee dashboard

  • Employees have a transparent view of their stake in the company and its success
  • Branded dashboard shows live vesting, what they can exercise, and how much their stake is worth
  • They will also receive email notifications about their grants

Organize your grant documents

  • Never lose the necessary documents to prove the grant
  • Attach legal documents to transactions and use filters to quickly retrieve them
  • Employees can access their documents in their personal account

Instant customizable PDF and Excel exports

  • Create holding confirmations with a single click
  • Export equity plans and employee data with flexible filtering

Onboard new employees in seconds