Tools

Four equity compensation tools. Each one built to work on its own.

Pick the product that fits your current problem. You don't need all four to start. Each tool runs independently and can be piloted in days, not months.

PlanSight

Available now

PlanSight validates your broker submission files before they cause a problem downstream.

Start with the spreadsheet you're already sending to your broker. PlanSight validates it for errors, runs analytics on the underlying plan data, and tracks what changed between submissions. No integrations required.

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Where PlanSight adds value

Validate before submission

Catch missing, inconsistent, or risky data before your file reaches your current broker, equity platform, or transfer agent. Errors flagged at the row level, with customizable rules.

Retention, forfeiture, and allocation analytics

Turn spreadsheet data into clear analytics so your team can spot patterns, answer questions faster, and make better decisions.

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

Pilot Now

Equity Clarity gives participants the context their broker portal never will.

Lifecycle-aware education and tax simulation for RSU vests, ESPP enrollment windows, ISO exercise decisions, and qualified vs. disqualified dispositions. Runs alongside any platform your clients already use. No financial recommendations — ever.

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Where Equity Clarity adds value

RSU, ESPP, ISO — all active states surfaced

Participants live in multiple equity states at once — vest, ESPP, tax season. The lifecycle engine surfaces them all, prioritized.

Jurisdiction-aware math, fully auditable

Every simulator output is auditable and tied to the participant's jurisdiction and tax year. No silent defaults.

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

Available now

Equity Intelligence: a knowledge base built for stock plan professionals.

An equity compensation knowledge base grounded in SEC and IRS source material. Cited answers to plan design and tax questions, ESPP and ISO calculators, and scenario modeling for stock plan professionals. Built on a custom LLM trained on equity law — not a general-purpose model given equity prompts.

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Intelligence highlights

Custom equity compensation LLM

Trained on SEC filings, IRS guidance, and equity plan documentation — not a general model prompted to answer equity questions. Answers include cited sources.

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.

Recordkeeping

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Private and public equity records. One system.

Most equity recordkeeping systems are built for either private companies or public ones. CapLock Recordkeeping handles both — and manages the IPO transition inside the same system, so records, vesting history, and participant data don't have to be migrated or reconciled when a company goes public. An AI layer handles operational tasks on top of the records in real time.

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Recordkeeping highlights

Private company recordkeeping

Cap table management, vesting schedules, option pool tracking, and equity operations for private and venture-backed companies.

IPO transition handled inside the system

When a company goes public, records, vesting history, and participant data convert within the same system. No parallel migration, no reconciliation fire drill.

Public company equity administration

Full RSU, ESPP, and option recordkeeping for public companies, with a real-time AI layer that can query, summarize, and act on records directly.

CapLock Recordkeeper landing page showing the AI operating interface, vesting inbox, key findings, and vesting events.

Recordkeeping vesting tax calculation lines showing participant withholding lines and company tax cost lines.

Next step

Not sure which product fits your situation?

Describe the workflow problem and we'll tell you which tool applies — or whether a custom build makes more sense.

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