Powerful automation tools that eliminate manual work and ensure consistency.
Automatically generate stock certificates, board resolutions, and legal documents from templates.
Automated compliance monitoring with deadline tracking and regulatory filing reminders.
Automated email campaigns and notifications for equity updates and important announcements.
Multiple trigger types and workflow options to match your business processes
Schedule workflows to run at specific times or intervals automatically
Trigger workflows based on specific events like new investments or vesting
Build complex workflows with conditional logic and multi-step processes
Sync with calendars and schedule automatic reminders and notifications
Automatically create and distribute documents based on workflow triggers
Intelligent notification system that adapts to user preferences and urgency
See how automation transforms common equity management scenarios
Automatically issue equity grants, generate documents, and notify stakeholders when new employees join.
Monitor vesting schedules and automatically notify employees of upcoming milestones.
Track compliance deadlines and automatically generate required filings and reports.