Selected work

Products we built to prove the work.

These products demonstrate how CapLock approaches equity workflows, deterministic logic, participant experiences, and domain-heavy interfaces. Client work is not limited to these products.

PlanSight

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PlanSight turns spreadsheet review into a structured workflow.

PlanSight takes an equity file through mapping, validation, exception review, analytics, and version-to-version change tracking.

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Where PlanSight adds value

Validate before submission

Surface missing, inconsistent, or risky data before a file moves downstream. Findings are tied back to the affected rows.

Retention, forfeiture, and allocation analytics

Turn a submission file into a clearer operational view of the underlying plan data.

Version-to-version change tracking

Understand how files evolve over time with clear change tracking that supports review, collaboration, and submission readiness.

PlanSight dashboard showing grants, shares granted, participants, submissions, allocation charts, share pool utilization, and recent submissions.

PlanSight analytics page showing post-vest termination correlation, departure timing, tenure versus unvested equity, and under-equitized veterans.

Equity Clarity

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Equity Clarity explores participant education beyond the broker portal.

Lifecycle-aware education and simulation for RSU, ESPP, ISO, and NSO events. The experience is designed to explain and simulate without giving financial recommendations.

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Where Equity Clarity adds value

Multiple equity states in one experience

The product explores how vesting, ESPP, option, and tax-season education can be presented together.

Inputs and assumptions stay visible

Simulator experiences keep the selected inputs, assumptions, and resulting estimates available for review.

No financial recommendations — built into the architecture

Learn, simulate, review, proceed externally. Never sell, hold, exercise, or enroll now. AI explains — never computes or recommends.

Equity Clarity timeline modal showing RSU vest, ESPP enrollment, options vest, withholding review, exercise window, and ESPP purchase events from May through November 2026.

Equity Clarity ESPP enrollment simulator showing contribution, stock price, price change controls, projected shares purchased, and guaranteed gain before opening the full simulator.

Intelligence

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Equity Intelligence makes source-grounded equity research easier to navigate.

A retrieval-grounded knowledge experience using SEC, IRS, and equity-plan source material, with cited answers and scenario tools for stock-plan professionals.

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Intelligence highlights

Source-grounded answers

Retrieval and citations keep the underlying SEC, IRS, and plan sources visible alongside the response.

ESPP, ISO, and RSU calculators

Model ESPP disposition scenarios, ISO AMT exposure, and RSU net share estimates with inputs tied to real plan parameters — not generic assumptions.

Plan design and compliance Q&A

Ask questions about Section 423 requirements, Rule 701 thresholds, 10b5-1 plan mechanics, or ASC 718 treatment. Answers reference the underlying authority, not just a summary.

Equity Intelligence chat response explaining ISO limits with statutory authority, analysis, risk edge cases, and operational impact.

Equity Intelligence ESPP lifecycle simulator showing Section 423 discount inputs, purchase price, shares owned, holding timeline, and projected value.

Next step

Need something these products do not cover?

Bring us the workflow or roadmap item. We will tell you whether an existing pattern applies or whether the right answer is a scoped build.

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