An overview for administrators of all share issuances, grants and other types of equity consolidated onto one page.
You can find the dashboard page on the top left of the navigation bar under your company name.
- Quick equity issuance
- Manage compliance
- Stakeholders, fully diluted shares and issued shares
- Funding rounds
- Cap table overview
- Incentive pool overview
- Online grant issuance overview
- Compliance timeline
Quick Equity Issuance
You have the option of issuing any equity transactions (individual or in bulk) by using the Issue Equity option directly from the Dashboard. This is exclusively used to issuing online grants (where the agreements will be signed through Capdesk) and you will need to make sure the document sets are already added and the signatories have been selected.
Manage Compliance
This is a quick access to our Compliance Centre, where you can manage several aspects of compliance for your company and make sure that your company is keeping up with compliance requirements. Manage compliance will also show you if you have pending tasks under your Compliance Centre.
Stakeholders, Fully Diluted Shares and Issued Shares
These sections will provide information on the total number of stakeholders added on your account, what percentage has already created accounts on Capdesk as well as a quick Invite button to re-invite the stakeholders who have not yet created an account.
Under the Stakeholders section, you can see the numbers for your fully diluted shares as well as issued shares on Capdesk.
Funding rounds
The funding round section is displayed in the form of a chart which tracks the historical information on your funding rounds reflecting information such as:
- Name of the funding round;
- Date of the funding round;
- Total funding;
- Amount raised;
- Average share price;
In order to see this detailed information, you will need to hover over the graph for each funding round. This tile will also show you if you have raised funds outside funding rounds.
Cap Table Overview
In the Cap Table overview section you can find information on the percentage of stakeholder types, as well as a quick button to Export the Cap table report or to expand the section (Details) which will take you to the Cap table page.
Incentive Pool Overview
In the Incentive pool overview section you can find information on the percentage of available, outstanding, exercised, deferred and authorised shares, as well as a quick button to Export the Incentive pool report or to expand the section (Details) which will take you to the Incentive pool page.
Online Grant Issuance Overview
In the online grant issuance overview section, you will be able to quickly view the statuses of all your online grant issuances, which includes draft, pending issuer signature, pending issuer witness, pending grantholder signature, etc. As grants move from one status to the next, the tile will be automatically updated.
Compliance Timeline
The compliance timeline section will show you past and future compliance events and if the company has already met the requirements or not. To add an event, click + Upcoming event or click Details to be redirected to our Compliance Centre.
Comments
0 comments
Article is closed for comments.