EquityList Product Updates

Earlier, under Equity Awards, we only showed pool calculations and breakdown of units based on fully executed grants. This means that only a grant that’s been executed both by the company and the option holder will be accounted for in all forms of pool analytics.

The problem?

However, a persistent issue arises when some grants remain unsigned by the recipients (i.e., employees), even after the company has sent multiple reminders.

As a result, Grant Administrators spend significant time reconciling data between the pool dashboard and reports

Our solution?

• All pool calculations by default now account for two types of grants: Executed (by both parties) and Partially Executed (pending countersign from the recipient).
• You can revert this change under Company > Settings and toggle off ‘Include partially executed securities’.

💪 We tested this change with a larger set of power users managing hundreds and thousands of grants and - they are loving it!

🗒️ To top it off, when generating options-related reports, you can now also download reports based on the states of the grants - Executed, Pending Countersign, Lapsed, and Draft.