CapLockProduct-led equity systems

PlanSight

Available now

PlanSight 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.

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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.

PlanSight in Action

Simple Workflow. Powerful results.

See how PlanSight helps stock plan teams validate data, surface analytics, and track changes using the spreadsheet they already have.

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Demo video 1

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Demo video 2

The Problem

The real pain is usually not the broker. It is the file you send.

PlanSight is built for the moment before a spreadsheet moves downstream, when teams need clearer insight and more confidence in the data they already have.

Critical issues like duplicate records, missing dates, and inconsistent values are easy to miss in ordinary spreadsheets.
Teams need clear insight and confidence in the file before it moves downstream.
No one gives you meaningful insight into the data you already have.

Validation categories

The checks stay practical and operations-focused.

The current validator set is focused on the kinds of issues that actually derail equity files.

File structure

  • Required fields
  • Column alias mapping
  • File type detection

Record quality

  • Duplicate records
  • Negative shares
  • Missing grant date

Participant integrity

  • Orphaned employee IDs
  • Termination conflicts
  • Status mismatches

Plan controls

  • Plan rule violations
  • Share-pool checks
  • Schedule completeness

Next step

Start with the spreadsheet problem in front of you.

You do not need a major system change to get started. PlanSight helps you find value in the spreadsheet you already have.

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