Equity Plans
Data-driven tools to craft effective equity plans, gain shareholder support, and drive executive performance.
Executive Summary
Equilar's Equity Plans solution provides data-driven tools designed to help organizations craft effective equity compensation plans. These plans are crucial for aligning executive behavior with shareholder interests and driving overall company performance. The platform allows for comprehensive analysis of various aspects of equity administration, including burn rates, overhang, and the impact of new share requests. It supports the design of both long-term incentive plans and annual incentive plans, incorporating features like change-in-control equity vesting, share recycling, minimum vesting, and dividend treatment. By leveraging Equilar's extensive dataset and analytical capabilities, companies can optimize their equity strategies to ensure shareholder support and competitive executive compensation.
Use Cases
- Crafting effective equity plans to gain shareholder support
- Analyzing burn rates and overhang for equity administration
- Assessing the impacts of new share requests
- Designing annual and long-term incentive plans
- Analyzing equity participation rates
Features
Visibility
- Equity Administration Optimization: Comprehensive solutions to optimize equity administration, including analysis of burn rates and overhang.
- New Share Request Impact Assessment: Assess the impacts of new share requests on equity plans.
- Granular Incentive Plan Data: Access detailed data on incentive plan features, payouts, and weightings.
Intelligence
- Data-Driven Plan Crafting: Utilize data-driven insights to design effective equity plans that align with shareholder interests.
- AI-Powered Research: Leverage AI tools like ERIC (Equilar Research Intelligence Copilot) to analyze equity participation rates and other disclosures.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
AI/ML Stack
- ERIC (Equilar Research Intelligence Copilot)
Integrations
- Salesforce
Security & Compliance
Certifications: SOC 1, SOC 2, ISO 27001
Encryption: Data encryption at rest and in transit.
Pricing
- Model
- Subscription-based
- Starting Price
- Contact sales
- Target Customer
- Mid-Market,Enterprise
About Equilar
Equilar is a leading B2B software company providing executive intelligence solutions. The company's main products, such as Equilar Insight, ERIC (AI-powered proxy analysis), and ExecAtlas, offer data-driven insights for compensation benchmarking, board and executive recruitment, relationship intelligence, and corporate governance strategies. Equilar primarily targets over 1,000 companies, including 75% of the Fortune 500, top private equity/venture capital firms, leading professional services entities, and institutional investors.