Improved Equity Plan Balance Report

We're excited to release a new Equity Plan Balance Report for our Private Market customers. This report allows you to see your plan balance across all equity plans and better reflects the effects of plan pour overs and transactional events on securities.

You'll notice some improvements:

1. All equity plans will be included - you no longer need to select an equity plan while exporting the report
2. Pour over calculations are more accurate - overdrawn balances are reflected on plans clearly
3. RSAs are now tracked under "Equity Grants" - we'll be consistently tracking RSAs as an equity award in future reports

You can find this report under Capitalization > Reports.

We'll be retiring the older version of the equity plan balance report as part of this release.

Alex Chen