Turn equity into a durable retention advantage — not a spreadsheet
Design plans, issue grants, automate vesting, and give employees a clear, self-serve view of what they own. Built for U.S. and Canadian teams and cross-border companies.
- ISO, NSO, RSU, and Canadian plan support
- Automated vesting and cliff schedules
- Employee self-serve equity dashboard
- Board-ready approvals and grant docs
US & CA
Plan types supported
Auto
Vesting engine
Self-serve
Employee dashboard
Board-ready
Approval workflow
Capabilities
Everything you need, built for enterprise workflows
Grants & incentives
Issue ISO, NSO, RSU, and Canadian option grants with vetted document templates.
Vesting schedules
Standard 4-year / 1-year cliff or fully custom vesting, back-dating, and refreshes.
Tax-aware modeling
Model AMT, exercise costs, and Canadian tax implications for every grant.
Board approvals
Route grants for board approval with digital consent and audit trail.
Exercises & liquidity
Employees can review, model, and initiate exercises directly from their portal.
Employee dashboards
A clean, on-brand view of vested, unvested, and estimated value per employee.
Cross-border teams
Handle U.S., Canadian, and international employees inside a single plan.
Reporting & governance
Plan-level and employee-level reporting for finance, HR, and audit.
Workflow
How it works
01
Design
Configure your plan, pool size, and grant templates.
02
Approve
Route the plan and initial pool for board approval.
03
Grant
Issue grants with automated vesting schedules.
04
Manage
Handle exercises, terminations, and refresh grants over time.
FAQ
Frequently asked
Do you support Canadian tax rules?
Yes — including CCPC treatment and Section 7 stock option rules.
Can employees exercise in-platform?
Yes — employees can review, model, and initiate exercises through their dashboard.
Is 409A valuation included?
409A valuations are delivered through vetted partners at additional cost.
Ready to move faster on employee equity programs?
Talk to our team about rolling this out at your company.