Issue securities entirely electronically without a single sheet of paper. Existing securities are converted at go live.
Repurchase vested or unvested shares with a few clicks. Remaining shares are re-issued on a balance certificate.
Transfer shares from one shareholder to another. The cap table is updated automatically.
Cancel outstanding securities with one click. Shares automatically return to the authorized shares pool or option plan.
Terminate employees directly on eShares. Vested shares return to the pool if they are not exercised in time.
Set the termination grace periods for your option plan. Exercise windows automatically calculate at termination.
Convert your outstanding debt and automatically issue the resulting stock certificates.
Make bulk modifications to save time and reduce margin for error. All security types and fields can be bulk-modified.
Select one of our pre-built vesting schedules, or build your own custom schedule. We support milestone vesting.
Manage all of your commonly used vesting schedules in one place. Add schedules to your library for future use.
Update the number of authorized shares in each share class at every filing date.
We support both certificated and uncertificated shares. Choose which applies for each share class.
Add administrator notes to individual securities. These are only visible to company administrators.
See a detailed history of when each security was issued, approved, and accepted.
Draft and issue securities in bulk with our import spreadsheet. All required fields are included in the spreadsheet.
Issue certificates, options, warrants, convertible notes, SAFEs, RSAs, RSUs, SARs, EMIs, Profits Interests and more.
Increase or decrease the number of shares reserved under your option plan at each amendment date.
Enter the pour-over date to transfer remaining shares from an expired option plan into a new plan.
Collaborate with your legal team on our drafts page before issuing new securities. Save multiple sets of drafts.
Enter the effective date, multiplier, and any additional notes to request and process a stock split in one day.
Set the original issue price, conversion price, and multiplier for each share class to model liquidation preferences.
Limit who can modify existing securities by adjusting the permissions of each administrator.