Settings | simpliEquity

A simple, secure place for simpliHŌM agents to view their issued pre-IPO equity, RSUs, and Convertible Bonus Certificates. Track grants, vesting, and ownership milestones—all in one clear, easy-to-understand dashboard built for your future.

Data types

  • ShareClass
  • VestingSchedule
  • RSUGrant
  • TriggerEvent
  • AuditLog
  • EquityPlan
  • SharePool
  • Grant
  • VestingLedger
  • CBCLiability
  • DocumentPackage
  • UserProfile
  • VestingAcknowledgment
  • DocumentTemplate
  • CompanySetting