Equity work,
connected.
We’re building Equity Labs, a new equity compensation recordkeeper with modern engineering, AI tooling and automation at its core.
Built around the work of equity compensation teams.
Every position
has a history.
Grant type, quantity, dates and vesting.
Vesting, exercises, purchases and cancellations.
Outstanding awards and holdings, with the records behind them.
Built for
equity teams.
Award terms, events and holdings belong in the same recordkeeping workflow.
See the effective date, source records and assumptions behind a result.
Review the proposed action and its exceptions before you approve it.
Try three equity
workflows.
Check what vests next, review a large vesting event or work through an employee departure. These examples show how records and assumptions support a decision, with a separate step for your approval.
Fictional product preview · Nothing is sent or saved outside this page.
Each scenario uses separate fictional records. Switching scenarios resets preview changes.
Maya Chen
Employee Equity Plan · Options
Start with the record.
The question is scoped to Maya’s grant at Northstar Studio. The company, period and grant stay in view.
Projection from the fictional schedule, assuming no changes to the grant.
A note is taking shape.
Read the draft, then review it before confirming.
A note for the record.
Not addedNovember vesting reviewed.
Attach the note to NS024 and its November 1 event. Review it before adding it to the preview history.
Review this note.
Needs your confirmationNovember vesting reviewed.
- Record
- Northstar Studio · NS024 · Maya Chen
- Event
- Nov 1, 2026 · 1,000 options
Quantities and vesting dates stay unchanged.
This note is already in the preview history. Replay clears it.
Adds a fictional note on this page only. Replay or reload clears it.
Your review is in the history.
The note is attached to the event. The grant and its schedule are unchanged.
Inspect the preview ledger- November vesting reviewed.Preview only
You · In this preview · Event: Nov 1, 2026
- 1,000 options vested
Oct 1, 2026 · Scheduled event
- Grant created · 48,000 options
Nov 1, 2024 · Employee Equity Plan
Inspect the scenario ledgerBalances and history for this example
Northstar Studio · Employee Equity Plan · Fictional data
| Grant / holder | Next vesting | Granted | Vested | Unvested | History |
|---|---|---|---|---|---|
| NS024Maya Chen | Nov 1, 20261,000 options | 48,000 | 23,000 | 25,000 | No review note |
| NS031Theo Park | Nov 1, 2026500 options | 24,000 | 12,000 | 12,000 | Schedule recorded |
| NS042Alex Rivera | Nov 1, 2026250 options | 12,000 | 3,000 | 9,000 | Schedule recorded |
How Equity Labs works.
MCP, the Model Context Protocol, gives AI agents a defined set of application tools. Calculations and approval rules stay in the application.
Select a component to inspect its role.
Start with the company and award.
People, grants, company settings and recorded activity give each question a starting point.
Check the result against the company, award and effective date used in the calculation.
Calculation requests include the company and source data. You can review imported data before saving it.
The design keeps proposed actions separate from confirmed changes.
From grant to ownership.
Record the award.
Start with the award terms, quantities and dates, alongside the source record.
Work through the schedule.
Apply the vesting schedule to the terms of the award.
Account for transactions.
Carry exercises, purchases and cancellations into the record with their dates.
Explain the balance.
Trace holdings back to the events that changed them.
Build with CapLock.
We also build custom software for equity teams. Bring us the workflow you need to fix and the systems it needs to work with.
Talk through your projectWe scope and build a defined equity workflow, then document it and hand it over to your team.
Product and engineering support for equity platforms, service providers and in-house teams.
The equity rules and exceptions are part of the scope.
Inside the build.
See how we’re working through recordkeeping questions, from ESPP purchases to report reconciliation.
Development log009
Reconcile the report and keep close decisions separate
Reporting · review · development progress
008
Follow the cash through an ESPP purchase record
ESPP · fictional data · internal recording