10 reasons to go Pro
Fully digital equity management
Import and digitise your existing share schemes
Using Excel to keep track of your cap table and option schemes is a headache... and potentially a compliance nightmare. Digitisation is the safest, most accurate way to track and manage your equity.
Buy back and transfer shares
You can buy back and transfer shares within your company to provide liquidity for employees that want, need, or are required to sell their stake. The entire process has been automated and digitised on the platform.
Request multiple new valuations every year
Growing companies change value regularly. Some share schemes require you to notify HMRC with an updated valuation every time you add new recipients. Our in-house valuations team will take care of this for you... there's no need to bother your accountant.
Use our scenario planning tools
Model the impact of option pools and future investment rounds on your existing shareholders.
Get concierge support
Our customer success team will give you priority support, and we’ll go the extra mile if you need extra help when setting up or managing your scheme.
Use your own legal documents
If you’ve already paid a lawyer to create bespoke docs then we will digitise these so that future documents will be created - and executed - within the platform.
Create new share classes
Want to have a new class of share for certain people? We’ve got you covered.
Get a ‘complex’ valuation
We provide initial and ongoing valuations for non-complex companies as part of our standard plan. You may need to choose Pro if your business has a more complicated structure. You’ll save thousands by not having to ask your accountant to do this on a regular basis.
If all of this sounds like music to your ears then book in a 1-2-1 discovery call with one of our equity specialists.
We will explore:
- Your company structure
- The best scheme types for your needs
- How to protect existing shareholders
- Setting conditions and milestones
- The costs and tax implications
We’ll answer any questions you have about sharing ownership and can demo the platform if you want to look under the hood.