Stock and Options Management

With TruEquity you can easily track and model shares, manage financing rounds - compute pre-money valuation, share price, holding percentage and total investment; convertible notes and options, and conversion at the next round of financing.

TruEquity implements custom vesting schedules. You can cancel, exercise, or accelerate options. Plus, you can instantly report on the summary status of the option pool to see equity vested, free or allocated – and itemize by employee.

Complete Analysis

Make complete proceeds waterfall analysis considering preferences and exercise prices. You can export the waterfall table to excel. Or see a graphic display of proceeds distribution, proceeds per valuation, or price per share per valuation.

What if Scenario planning

Built-in models do the math at every step from entry to exit. Model future rounds while computing pre and post-money valuations, option pool increases, convertible notes financing, liquidation preferences and anti dilution provisions. Add new shareholders and allocations to see how they affect your cap table.

Model liquidation events to graphically see who gets what for each valuation. Create multiple scenarios and compare them side-by-side.

Document Management and Electronic Signatures

Store sort and easily access all your equity documents securely in TruEquity. You can upload all your historical option documents to the cloud, and generate new option grant and exercise notices to the employee and company for signature, within TruEquity. All signed documents are electronically collected and stored. We have partnered with DocuSign for secure, auditable document signatures and tracking.

We offer a built-in workflow to make sure all steps happen in a timely, confidential manner - HR makes an offer, finance gets board approval, SPA generates options paperwork, gets employee and company officer signatures, share certificates are created, and all are properly filed.

Equity Portal

Invite your employees and investors to TruEquity’s equity portal, for them to independently and securely view their holdings, to improve their engagement and keep them informed.

They will get instant access to view their shares amount, vesting tranches and dates, and additional information such as expiration, exercises and share transactions.

Expense Reports With Option Expensing and Disclosure

Easy step-by-step creation of ASC 718 option expensing reports and disclosures, on a yearly, quarterly and monthly basis. TruEquity will guide you to provide fair values and milestones, compute historical forfeiture rate, automatically obtain risk free interest rates and compute grant volatility.

Our ASC718 module will create an excel report ready for auditing, in just a few clicks.

Easy Collaboration

TruEquity simplifies and accelerates interactions between legal counsel, investors, founders, company executives and accounting professionals, from day-to-day administration to due diligence to closing funding rounds.

TruEquity’s Single Source of cap table data gets everyone involved in managing ownership data on the same page. It eliminates error-prone paperwork and other version-control challenges.

Up to Date and Secure on the Cloud

Your cap table is always current and accessible anywhere, anytime you have a web browser. Controlled, role-based views allow you to grant full or partial access among founders, executives, accounting professionals, investors, board members, legal counsel, and stock plan administrators.

By replicating and backing up your data real time, we minimize the risk of data loss. Your own unique keys ensure complete data security and protection.

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