Equidam Integrations

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.

Amazing presentations. All together. One workspace. Unlimited possibilities. Our presentation software allows teams to share all of the important work, from project plans to pitch decks, conference keynotes to all-hands meeting, and even conference keynotes. You can create stunning decks in record-breaking time. Pitch gives you everything you need to create a great deck, from advanced design options to data integrations. It's easier than ever to create work that you are proud of. Unleash your inner designer. Smart formatting and intuitive editing options make anyone feel like a power user. Find the perfect image to fit every slide. We integrate with Unsplash and Giphy, Icons8 and Brandfetch. Embedded video from YouTube, Vimeo, Loom and other sources can bring stories to life. You can also upload your own. Presenters will pop with the most recent data from Google Analytics, Google Sheets and more.

Excel recognizes your patterns and organizes your data to save time. Excel allows you to create spreadsheets quickly using templates or your own. You can also use modern formulas for calculations. You can present your data in new charts and graphs with sparklines, formatting, tables and tables. With just one click, you can easily create forecasts that predict trends. You can share your workbook with others, and you always have the most current version. This will help you get more work done. Office 365 allows you to work in Excel files from your mobile device, desktop, or web browser. Excel now allows you to add data directly from a photograph. The Excel app allows you to take a photo of a printed table on your Android/iPhone device and convert it into an editable Excel table. This new image recognition function eliminates the need for you to manually enter hardcopy data.

Make your presentations stand out. Beautiful design, cinematic motion, 3D models, icons, and rich animation can help you get your ideas across. Intelligent technology can help you bring your presentation alive in just a few clicks. Slide-by-slide notes are only visible to you. This allows you to tell your story confidently. You can easily translate your slides into your preferred language. The built-in accessibility tester will ensure that your audience doesn’t miss anything. Office 365 allows you to collaborate with colleagues using real-time coauthoring and comments. You can also save it to the cloud so you can share it with others and have it available from any device, any time, any day. You can see how the fashion entrepreneur turned lifestyle blogger uses PowerPoint to communicate with impact.

You can collaborate with others without ever leaving your document. Or, you can jot down an idea using your digital pen. Do you need to publish a newsletter? You can easily convert your Word document to a webpage. Collaboration with others around the world Just one click and you can translate documents into your non-native language. You can add 3D models to your document. Learn Tools allows you to easily correct any errors in your content. It's now easier to find great sources. You can use Researcher to view articles in the task pane, so you can focus on your writing. It's helpful to see the bigger picture when you're working on your document. The Editor Overview Pane allows you to find and fix any proofing problems.

Equity. Simplified. Carta is a tool that helps investors and companies manage their equity plans, valuations, investments, cap tables, and capital plans. Start by creating your Carta cap table. Then, issue electronic securities, get 409A appraisals, and run liquidity events. Your cap table will remain updated automatically. Your cap table will stay up-to-date with all equity transactions and information in Carta. We help you to stay compliant when issuing equity or getting 409A valuations. Investors and employees can accept electronic securities and exercise options. They can also track vesting schedules. Carta assists more than 800,000 shareholders to manage equity worth $575 billion. Carta can help you, whether you need a captable and a 409A or are looking to run secondary transaction, leverage financial reporting, tax tools, and stay closer to investors.

You can choose from 50+ unique CPA-developed financial forecast worksheet templates. This will allow you to quickly have lender and investor ready projections. We'll help you find the right template for you, and we'll even swap it for you if your industry is not listed. Each template organizes the information in a few tabs. All of the cells that you need are highlighted to help you navigate. Our team is available to help you as you go. Once you have filled out the template, you can send your file to our team. You will receive a customized video of our experts going through your projections and giving feedback.

Global Shares can help you track the ownership of your company and manage your equity compensation plans seamlessly, no matter if you are a startup or a large corporation. Since 1995, we have managed equity compensation for some the largest companies in the world. We have the products and services to help you simplify employee share ownership, no matter if you're a startup, scaling up, or an established company. We seamlessly integrate key data with your stock plan. This ensures that stock compensation benefits are maximized no matter where you are located or what plan type you have. It's easy to collaborate between the Legal, HR, Payroll, and Compensation & Bonus departments of public companies.