Is it time to digitize your cap table? Here’s how

Did you know that as well as managing your employee stock plan, you can also manage your cap table with Workplace Solutions?

Our reports and dashboards are designed to give you a deeper understanding into
your company’s ownership structure. Let’s take a closer look…

1. Cap table dashboard

This dashboard provides a cap table report broken down by security and by participant, a visual representation of key metrics and exportable reports. Features include:

• Detailed reporting: Provides a cap table view by security and by participant.
• Granular breakdown: Ability to split outstanding assets into shares, share- based grants and cash-based grants.
• Cap table by participant: Simplifies your analysis by presenting all relevant information for each participant in a single row.
• Integrated analytics: Provides direct linkages to the cap table analytics dashboard allowing for deeper insights.
• Improved filters: Ability to filter by reporting currency, wealth breakdown, asset type, participant status, relationship to company, participant gender and participant age group

Other features include a dashboard that adapts to changing data and user requirements, widgets providing visual representations of key metrics, drill-down functionality and excel export functionality.

2. Analytics dashboard

This feature is designed to empower your company to make more informed decisions regarding equity allocation, equity compensation and your overall company strategy. Discover valuable insights such as:

• Shareholder analysis: Identify key shareholders and details of their share/equity holdings.
• Employee equity: Track the distribution of shares and equity among employees.
• Valuation trends: Monitor the Total Asset Valuation Movement and Share Price Valuation Movement over time.
• Breakdown by share class: View equity value by share class.
• Geographic analysis: Analyze shareholder distribution by country, state or region.
• Gender diversity: Assess gender diversity within the ownership structure.

Key features include access to a wide range of metrics and visualizations, customizable filters, easy-to-read KPI cards, interactive charts and graphs, pivot tables and integration with other cap table reports.

3. Share register dashboard

This dashboard allows you to see transactions by all or a subset of participants within a security class. Charts make it easier to analyze trends and the detailed share register reports are available by share class or participant. Key benefits include:

• Granular analysis: Drill down into specific securities and participant activity.
• Visualizations: Understand trends with charts like ‘Number of share register transactions by transaction type’ and ‘Share register transactions by calendar year’
• Comprehensive reporting: Access detailed reports based on ‘Share register by security’ and ‘Share register by participant’.
• Customization: Tailor the dashboard to your needs with filters and report configuration.
• Data export: Download data for further analysis or reporting.
• Enhanced decision-making: Helps you make more informed choices based on accurate and detailed share transaction data.

Streamline. Digitize. Grow.

Imagine being able to manage your company’s cap table and share plans all from one central location. With our cap table offering it’s easy to track your investors and manage your stock option plans, giving you complete control and oversight of your company’s ownership.

So, if you’re ready to simplify your cap table management speak to one of our specialists or request a demo.