Equity compliance for small US public companies.
Grant-to-filing workflow built by a sitting Principal Accounting Officer. NYSE American, Nasdaq, OTC — built for lean teams.
The work that keeps a PAO up at night
Three failure modes that every small public company knows by heart.
Scattered data
Your equity comp data lives in 6 spreadsheets, 3 lawyers' inboxes, and the transfer agent's portal.
Late filings cost you
Form 4s filed late mean an SEC penalty and reputational damage you can't undo.
Manual ASC 718
Stock-comp expense ties out by hand every quarter — and the auditors find the rounding errors.
One system, the whole equity lifecycle
Four modules that replace a folder of spreadsheets and a nervous quarter-end.
Grant approval workflow
Proposed grant → compliance pre-checks → routed approvals → award, with a typed state machine and a full audit trail.
SEC EDGAR Form 4 XML
Insider register, T+2 deadline tracking, and Form 4 XML validated against the official SEC ownership schema.
ASC 718 expense + tax
Straight-line expense with forfeiture true-up, plus W-2 Code V, 3921, 1099-NEC and §83(b) schedules.
Audit-ready evidence package
Filings register, late-filing report, ASC 718 rollforward, tax schedules, and generated PDFs — in one export.
Who it's for
Built for the one or two people who actually run equity at a small public company.
PAO / CFO
At a $50–500M public company, running equity, SEC reporting, and the cap table with a lean team.
Stock plan administrator
At a clinical-stage biotech, juggling option grants, RSUs, and a board that grants every quarter.
Corporate secretary
At a Nasdaq small-cap, tracking Section 16 insiders and chasing Form 4s before the T+2 deadline.
Pricing that fits a lean team
Start free. Trial the full suite for 30 days. No credit card.
Free
$0
Load your own data and see the whole product before you pay a cent.
Standard
$7,200/yr
Everything included, no tiers. Unlimited stakeholders, employees always free. 30-day trial.
30-day trialMulti-Entity
Custom
Multiple entities, SSO, a DPA, and a dedicated contact.
Stop chasing equity grants across email threads.
Everything from proposed grant to filed Form 4, in one auditable system.
Start 30-day free trial — no card required