Speed, Accuracy and Access for Shareholder Records and Waterfalls

Our detailed securities data model enables flexible, accurate, and fast modeling and reporting at the security and shareholder levels.  Here are a few examples.

To understand the power of our software, you need to see it in action. We’d be delighted to demonstrate our software at your convenience.

Personal Outcome Report

Personal Outcome Report

Answers the question, “What will I get?” for investors and key executives. Great tool for recruiting, retaining, and motivating employees who receive options.

 

Multiple Personal Outcomes Report

Multiple Personal Outcomes Report

Displays summary returns for selected investors for multiple outcome scenarios or multiple term sheets. Great tool for a board meeting where a term sheet will be chosen.

 

Returns by Security for Multiple Enterprise Values

Returns by Security for Multiple Enterprise Values

For interim financings, instantly understand how each class of securities holders should react as the company creates value.