Equity

Growth & up

Equity, cap table, SBC, dividends, and stock splits.

Full equity lifecycle inside the ledger. Share classes, issuances with E-SIGN, cap table with ownership and dilution. SAFEs and convertible notes. Dividends and stock splits. ASC 718 SBC with monthly expense posting. ASC 260 EPS.

Cap table

01

Share classes, issuances, and dilution.

Define common and preferred share classes. Record issuances with E-SIGN acceptance and auto-generate the equity JE. The cap table shows fully diluted ownership and pre/post-money positions on demand.

  • Common and preferred share classes.
  • Issuances with E-SIGN acceptance.
  • Cap table with fully diluted ownership.
  • SAFEs, convertible notes, and conversion mechanics.

SBC

02

ASC 718 stock-based comp.

Stock options, RSUs, and RSAs with vesting schedules. Black-Scholes calculator for option pricing. Monthly SBC expense posts via SmartGL with forfeiture reversal. ASC 260 EPS (basic and diluted) computes off the cap table.

  • Stock options, RSUs, RSAs.
  • Black-Scholes option pricing.
  • Monthly SBC expense posting with forfeiture reversal.
  • ASC 260 EPS (basic + diluted).

Dividends & splits

03

Cash dividends, stock dividends, treasury stock.

Declare and pay cash or stock dividends. Record forward or reverse stock splits. Treasury stock lifecycle (repurchase, reissuance, retirement) is supported with the right JE patterns out of the box.

Want a closer look?

See equity & cap table in a guided demo.

Walk through the workflow with our team. We'll show how it fits your books and answer questions on plan fit, migration, and rollout.

Questions

About equity & cap table.

Which plan includes equity and cap table?

Growth and Enterprise.

Do you support SAFEs and convertible notes?

Yes, with the conversion mechanics that fire when the SAFE or note converts to equity at the trigger event.

Where do 409A valuations live?

On the SBC valuations page. 409A FMV history feeds the option pricing calculator.

Ready to put equity & cap table to work?

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