Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

AwardTraq is Equity Methods' web-based Total Shareholder Return (TSR) tracking platform, serving 150+ publicly traded companies including Fortune 50 clients. The platform provides daily updates on outstanding TSR award performance and supports your EPS dilution process by calculating contingently issuable shares for ASC 260 purposes. Designed for public companies issuing TSR-based performance awards, AwardTraq keeps recipients and stakeholders informed on TSR progress while providing the critical inputs needed for financial reporting compliance. Key capabilities: - Daily TSR performance updates with automated peer group monitoring - Contingently issuable shares calculations for ASC 260 - Multi-company peer group tracking with corporate transaction screens - What-if scenario modeling for price/percentile analysis - Award Status PDF reports summarizing award terms and performance - Detailed Tie-out Excel reports with peer change tracking over performance periods - Secure participant portal for individual payout tracking - Single sign-on (SSO) capability for enterprise security - Custom report layouts matching your internal communications cadence AwardTraq undergoes annual SOC 1 audits by Ernst & Young, ensuring accuracy and compliance. Automated daily screens monitor corporate transactions impacting peer groups, reducing client research time and improving real-time reporting accuracy. Annual independent award payout analysis is performed by Equity Methods consultants, providing additional assurance throughout the award's life. The platform serves three primary user groups: Finance/Accounting teams rely on AwardTraq for ASC 260 compliance and contingently issuable shares calculations. HR/Compensation professionals use it for award design, performance m

Description

Capboard is an equity management tool that helps companies keep their cap tables up-to-date, have all documents in one location, simulate funding rounds, exits, etc. Our suite of tools and services includes: - Companies have one source of truth for their cap tables, simulations, and investor updates. The equity plans are managed automatically, which saves time for Finance and HR. - Investors can have their portfolio updated automatically and all compliance documentation in one place. Employees have full visibility over their equity grants and can simulate exit scenarios, which increases their retention.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Equidam No 
Zapier No 

Integrations

Equidam Yes 
Zapier Yes 

Pricing Details

Contact for Enterprise Pricing
Free Trial No 
Free Version No 

Pricing Details

24$
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Equity Methods

Founded

1998

Country

United States

Website

equitymethods.com

Vendor Details

Company Name

Capboard

Founded

2022

Country

Spain

Website

www.capboard.io

Product Features

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Product Features

Equity Management

Cap Table Management Yes 
Deal Management No 
Document Storage Yes 
ESOP Management No 
Financial Modeling No 
Options Management Yes 
Participant Portal Yes 
Portfolio Management Yes 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management Yes 

Alternatives

Alternatives

AssetTraq Reviews

AssetTraq

Niveus Solutions
QaTraq Reviews

QaTraq

Test Management