Upload your equity grant document, and Vestboard will configure your dashboard for you. Or enter grant details yourself, and your dashboard will be instantly populated.
Real Time Tracking
Track the value of your equity in real time. The dashboard displays all of your equity vesting events and even calculates your estimated tax over time.
Vestboard tax professionals are available to provide insight on tax-efficient planning, and pre-IPO liquidity. In addition, we can make recommendations for hiring an investment advisor, purchasing insurance, or buying a home – all based upon your goals.
With Vestboard’s Equity Dashboard you understand the true value of your equity.