Information & Reports
- Price Per Share Report
- ISO $100K Limit Report
- 409A Valuation History Report
- Milestone and Variable Time-based Vesting Schedules
- Stock Certificate Legends Management
- Rule 701 Report
Workflows
- · Granting Shares Outside of the Stock Incentive Plan
- · How to Exercise a Warrant
- · Amending a Stock Incentive Plan Workflow
- The Grantee Experience
- Granting Shares Above Fair Market Value
- · Capturing Dividends