PlanSight
Available nowPlanSight turns stock plan data into insight.
Start with the spreadsheet you already have. PlanSight validates your data, delivers analytics, and tracks changes instantly, with no integrations required.
Where PlanSight Adds Value
Validate before submission
Catch missing, inconsistent, or risky data before files reach your broker, transfer agent, or downstream teams.
See what your data is telling you
Turn spreadsheet data into clear analytics so your team can spot patterns, answer questions faster, and make better decisions.
Track what changed
Understand how files evolve over time with clear change tracking that supports review, collaboration, and submission readiness.
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Validation dashboard
Video
PlanSight workflow demo
Recordkeeping
Coming soonCapLock Recordkeeping
One System for Equity. CapLock Recordkeeping runs both Private and Public Equity recordkeeping, and has the built-in logic to transition between the two. A fully grounded recordkeeper, with an AI operation layer that operates directly on the records.
Recordkeeper Highlights
Run private-company recordkeeping
Manage Cap table and equity operations from the private perspective.
Handle IPO inside the system
IPO transition is handled in system, maintaining all records and allowing for seamless conversion.
Public Equity
Full equity compensation recordkeeping, including a modern backend that allows for AI interaction, in real-time.
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Recordkeeping workspace
Video
Lifecycle transition demo
Intelligence
Available nowEquity Intelligence
A modern Equity Comp knowledge source for equity-comp teams: cited answers, calculators, tax form info, discussions, knowledge tests. It's a modern reference page for the stock plan professional.
Intelligence Highlights
Custom Equity Comp LLM
Built with the latest equity law and concepts. Grounded in real sources, sourced from thousands of equity compensation laws.
Simulate Equity
A range of calculators to help model and conceptualize equity compensation. Model that ESPP Disposition!
Open for Discussion
Bring your thoughts to discussions with the entire community. Chat with other equity professionals.
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Equity Intelligence home
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AI chat demo