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.

Recordkeeping

Coming soon

CapLock 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.

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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

Intelligence

Available now

Equity 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.

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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.