Fewer manual steps
The workflow stays familiar. The handoffs do not stay manual.
Spreadsheet → Software
Every equity team has that spreadsheet.
We turn the critical ones into software.
Fictional data Real equity workflows No stock photos
A familiar situation
One workflow. Two interfaces.
The records below are identical. What changes is how the team finds exceptions, follows the work, and proves what happened.
Before
The workbook running equity operations
Calculated
Unvested shares are recalculated from the grant total and vested-to-date columns.
Uses
| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Employee | Grant ID | Type | Grant Date | Vest Start | Total | Vested | Unvested | Next Vest | Next Qty | Status | Termination | Exercise Window | Notes | |
| 12 | Maya Chen | RSU-2023-041 | RSU | 2023-04-18 | 2023-04-01 | 12,000 | 7,125 | 4,875 | 2026-08-01 | 750 | Active | — | N/A | Standard 4-year schedule; quarterly after year one. | |
| 13 | Daniel Ortiz | ISO-2022-118 | ISO | 2022-09-22 | 2022-09-01 | 18,000 | 15,188 | 2,812 | 2026-08-01 | 375 | Active | — | 90 days after termination | Early exercise not permitted. | |
| 14 | Priya Raman | RSU-2024-077 | RSU | 2024-02-15 | 2024-02-01 | 8,500 | 3,188 | 5,312 | 2026-08-01 | 531 | On leave | — | N/A | LOA began 06/10/26. Confirm whether vesting pauses under plan. | |
| 15 | Evan Brooks | NSO-2021-204 | NSO | 2021-11-04 | 2021-11-01 | 24,000 | 24,000 | 0 | — | 0 | Terminated | 2026-06-12 | Ends 2026-09-10 | Final payroll file received. Exercise-window notice not confirmed. | |
| 16 | Aisha Powell | RSU-2026-014 | RSU | 2026-06-30 | 2026-06-01 | 6,000 | 0 | 6,000 | 2027-06-01 | 1,500 | Pending | — | N/A | Do not release. Added to 07/17 consent agenda. | |
| 17 | Leo Martin | ISO-2026-019 | ISO | 2026-05-08 | 2026-04-15 | 14,000 | 0 | 14,000 | 2027-04-15 | 3,500 | Review | — | 90 days after termination | Grant date predates approval record. Legal reviewing effective date. | |
| 18 | Zoe Kim | RSU-2025-033 | RSU | 2025-03-12 | 2025-03-01 | 7,200 | 2,250 | 4,950 | 2026-09-01 | 450 | Active | — | N/A | Standard schedule. | |
| 19 | Marcus Bell | PSU-2025-006 | PSU | 2025-02-20 | 2025-01-01 | 10,000 | 0 | 10,000 | 2027-03-01 | 5,000 | Review | — | N/A | FY25 performance factor missing from comp committee workpaper. |
Ready8 grants · 5 exceptions · fictional sample data100%
Sample company and employee data are entirely fictional. The mess is not.
What changes
Same workflow. Better interface.
Not a platform migration for the sake of it. Just the parts Excel stopped being good at.
Clearer exceptions
The five rows that need attention stop hiding among five thousand that do not.
Permissions
People see what they need. Formula cells no longer depend on good intentions.
Audit trail
A record of who changed what, when, and why — without another tab.
Notifications
The right owner gets the next step before a deadline becomes a fire drill.
Reporting
Live answers instead of a copy named FINAL2 with broken references.
Your turn
Got one of these?
Send us the spreadsheet. We’ll tell you whether it should stay in Excel or become software.
Show us your spreadsheet No pitch deck required.