A comprehensive equity management platform designed specifically for venture-backed companies. Features include equity education for employees, scenario modeling, tax planning tools, and compensation benchmarking data for startups.
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
Not as far as we are aware.* No evidence on website or documentation of support for carried interest management; target market is venture-backed private companies, not VC/PE funds. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
No information available | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
Secfi for Companies provides performance-based equity and compensation modeling, which includes bonus scenario modeling. | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
Automated management and fee calculation is not directly relevant, but management of equity-based compensation is handled; feature is satisfied from an equity perspective. | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
No information available | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
No information available | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
No information available | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Platform supports setup and administration of custom equity and vesting schedules for employees via admin tools and scenario modeling. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
No information available | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Platform supports defining grants and vesting at the individual employee level. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
No information available | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
No information available | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
No information available |
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
Public documentation and integrations detail API support for HR/payroll systems. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
No information available | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
Bulk import/export support is described in onboarding and cap table migration features. | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
Administrator users can configure email alerts and notifications for grant approvals and vesting events. | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
Approval workflows for grants/vesting are demonstrated in help documentation. | |
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Document Management Integration Links compensation records with legal/HR documents. |
Document management is included in the solution for storing equity plan documentation with employee access. | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
No information available | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
No information available | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
No information available | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
No information available |
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
Secfi provides customizable dashboards for HR/Finance admins on equity data and compensation analytics. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
No information available | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
No information available | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Platform provides drill-down from company-wide cap table to individual employee data. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Reports and cap table exports available in Excel/CSV from the admin portal. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
Scheduled and automated reporting is a core part of the platform for compliance and payroll. | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
No information available | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
No information available | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Company users/roles restrict access to cap table data; employee/HR roles are specifically managed. | |
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Visualization Tools Built-in charting and graphing capabilities. |
No information available | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
No information available |
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Role/permissions are configurable for admins, employees, and advisors. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
Platform supports multiple user types (admins, employees, advisors) and manages their relationships. | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Employees and other stakeholders have self-service login to view their compensation, grants, and tax documents. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
Audit trail/logging is supported for admin actions (grant issue, changes). | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
No information available | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
Bulk user upload and updates supported as part of HR onboarding integrations. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
Supports SSO via integrations like Okta for secure company logins. | |
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Group Permissions Permissions and configurations can be set by user groups. |
No information available | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
Mentions two-factor authentication in enterprise security features. |
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Data Encryption Encrypts all compensation data at rest and in transit. |
All data encrypted at rest and in transit as per security documentation. | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
Compliance and security page lists SOC 2 certification and ongoing third-party audits. | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
Privacy settings menu references tools for GDPR/CCPA compliance. | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
No information available | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
Admin can set custom data retention schedules for records. | |
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Security Incident Alerts Immediate notification of potential security incidents. |
No information available | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
No information available | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Audit log of system and user activity available for admin review. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
No information available |
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Real-time Calculation Speed Average latency for processing compensation and distribution calculations. |
No information available | |
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Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode. |
No information available | |
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Scalability System’s ability to handle increases in user and transaction volume without performance degradation. |
Supports large organizations with growing user counts without noted performance issues; cloud-native. | |
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Error Rate Frequency of calculation errors detected in system output. |
No information available | |
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Auditability of Calculation Full traceable logs for each calculation iteration. |
Every calculation and change made is tracked through audit logs. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Multi-currency option available for companies operating with international grant pools; supports real-time FX rates. | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
No information available | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
No information available |
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Configurable audit reporting for full historical changes to compensation and equity plans. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Detailed logging of changes with timestamp and user displayed in admin portal. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
No information available | |
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Access Reports Lists users who have accessed/key compensation records. |
Admins can view which users have viewed or exported cap table/compensation records. | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
No information available | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
Status changes and approvals are time-stamped with user ID per audit trail. |
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Custom Field Support Admins and users can define custom attributes for compensation records. |
No information available | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
No information available | |
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White-labeling Custom branding and client-facing experience. |
No information available | |
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Localization Support Supports multiple languages and regional data formats. |
No information available | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
No information available | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
No information available | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
No information available |
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Cloud Deployment Product is available as a SaaS/cloud service. |
SaaS/cloud software; no on-prem deployment. | |
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On-premises Deployment Supports on-premises installation if preferred. |
No information available | |
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Multi-Tenant Architecture Supports multiple fund or firm entities in one environment. |
No information available | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
Cloud provider supports elastic scaling; platform delivers for organizations of varying sizes. | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
Mobile admin, manager, and employee views available for major tasks. | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Backups and DR features referenced in security and compliance documentation. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
No information available |
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24/7 Support Availability Round-the-clock customer support service. |
Support available via email and live chat with escalation for emergencies. | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
No information available | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
No information available | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
Comprehensive onboarding and training materials provided for new administrators and employees. | |
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User Community and Forums Online resources for peer learning and support. |
No information available | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
Product roadmap and new features are regularly communicated to customers. | |
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Professional Services Team Vendor offers implementation and customization services. |
No information available | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
No information available | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
Guided product tours and help center are available in-app for users. |
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Multi-currency for grants and sources of record is actively listed in product features. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
No information available | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
No information available | |
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Local Language Reporting Built-in support for report generation in local languages. |
No information available | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
No information available | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
Product supports localization of date/number formats for US/EU, with more options in roadmap. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
No information available |
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