Equity reporting
Master equity reporting to generate audit-ready reports, track performance metrics, and maintain compliance with regulatory requirements.
Available Report Types
Cap Table Reports
Comprehensive ownership reports showing current equity distribution
- Current ownership percentages by stakeholder
- Fully diluted vs. basic ownership calculations
- Share class breakdown and voting rights
- Valuation and fair market value analysis
Vesting Reports
Track vesting progress and unvested equity across your organization
- Individual vesting schedules and progress
- Aggregate vesting analysis and projections
- Cliff dates and acceleration triggers
- Unvested equity pool availability
Transaction History
Complete audit trail of all equity transactions and changes
- Grant issuances with dates and details
- Transfers, exercises, and forfeitures
- Price history and valuation changes
- Approval workflows and authorization records
Compliance Reports
Audit-ready reports for legal and regulatory requirements
- 409A valuation compliance documentation
- Securities law compliance records
- Tax reporting and withholding summaries
- Board resolution and consent documentation
Export Formats
PDF Reports
Professional formatted reports for stakeholders and legal review
CSV Export
Spreadsheet-compatible data for analysis and integration with other tools
Excel Workbooks
Comprehensive Excel files with multiple worksheets and calculations
JSON Data
Machine-readable data for API integration and custom analysis
Reporting Best Practices
Generate Regular Reports
Create monthly or quarterly equity reports to track changes and trends
Share with Stakeholders
Provide regular cap table updates to investors and key stakeholders
Maintain Audit Trail
Keep detailed records of all equity transactions for compliance and legal purposes
Plan for Due Diligence
Maintain organized equity records to streamline future fundraising and M&A processes