Manage equity

Everything that describes the shape of the equity, rather than a single holding.

Securities

Every instrument on the ledger — shares, options, notes, SAFEs, warrants, RSUs, SARs and CBUs.

What is authorized, what is outstanding, and the rights attached to each.

The board-approved pools that grants are issued from.

Reusable schedules — cliffs, terms and frequencies.

What vests early, and on what event.

The papers stamped onto a security when it is issued.

Signatures owed by somebody other than the holder.

409A, EMI, CSOP and share price reports, with the assumptions behind them.

Waterfalls, dilution and saved models.