Built for healthcare companies
We help all types of healthcare groups including clinician-owned practices, private-equity roll ups, PPM groups and more to automate equity administration
Features
Automate your equity incentive plan administration
Unlike generic cap table solutions, we understand the incentive structures and regulatory requirements of the healthcare industry.
Multiple Share Class
Manage different equity instruments such as profit interests, phantom stock, and common shares seamlessly
Equity Communication
Clearly explain vesting and exit scenarios alongside OKRs to be achieved to align incentives across all your employees
Easy Onboarding
Effortlessly onboard and offboard employees with built in workflow to avoid costly legal mistakes down the line
Employee Portal
Generate personalized reports, collect signatures and track engagement through our intuitive employee portal
Investor Portal
Keep your investors informed with real-time updates, detailed financial reports, and secure access to critical equity data
Secure and Compliant
The platform is SOC II Type 2 compliant to ensure that your personal data is safe. Access the platform with SSO.
Insights
Built to solve complex equity administration challenges for customers like you
We work with companies like yours and we understand your pain points. Here's why our customers choose us.
"Our company has over 900 unitholders and we need a system that can keep track of holders for our financial reporting"
Chief Development Officer
Opthalmology Group
"Managing equity in a large DSO was always a challenge, with complex operating agreements and numerous investor queries."
Chief Legal Officer
DSO
"We have a complex organizational structure is complex given the number of different JVs. Quarterly distributions are a manual process for our CFO and finance team.”
Co-Founder & CEO
Veterinary Chain
"Maintaining equity management in Excel is inefficient and often results in uncharged hours. A reliable software solution that integrates seamlessly and handles complex cap tables, investor relations, and multiple equity transfers is necessary"
Partner @ Law Firm
Legal Advisor
"Visualizing and communicating the value of equity to existing and potential partners can be a complex task that sometimes takes a team of lawyers and accountants working through Excel files."
Attorney @ Law Firm
Legal Advisor
"Vesting schedules are different for every employee. We have 10 tranches of options at different strike prices on different dates. Managing all of that to figure out who is vested, who has exercised what, and all other business logic tends to be burdensome and complicated."
Chief Financial Officer
Urgent Care Group
