Catch it before the filing goes out.
The number in the footnote, the number in the cap table, and the number in the Form 4 are supposed to be the same number. Unfolding Equity cross-checks them against one dataset before the 10-Q or 10-K is filed — catching the inconsistencies auditors flag later.
Why equity disclosures drift
The cap table lives in one spreadsheet, the expense model in another, and the filings are drafted from emails. Three sources, three versions of the truth.
Version drift
The footnote was drafted from last month's cap table. Two grants and a forfeiture later, it's wrong.
Hand-tied numbers
Expense ties out by hand at quarter-end — and the rounding differences surface during the audit.
Disclosure mismatch
Form 4 says one holding, the beneficial-ownership table says another. Both were right — on different days.
What the tie-out checks
Every check runs against the single dataset your cap table, expense, and filings are generated from.
Cap table ↔ footnote
Shares outstanding, options outstanding, and weighted-average figures in the draft footnote are tied to the live cap table — not a spreadsheet snapshot from three weeks ago.
ASC 718 rollforward
Expense recognized, unrecognized compensation, and remaining weighted-average period reconcile across periods, with forfeiture true-ups applied consistently.
Section 16 consistency
Beneficial-ownership figures in Forms 4 and 5 agree with the insider register and the grants that generated them.
Tax schedule agreement
W-2 Code V, 3921, and 1099-NEC schedules agree with the exercise and vesting events the expense was computed from.
How it works
Import once
Grants, people, and plans come in by CSV or Excel — or accumulate naturally as you run equity in the product.
Run the tie-out
One click before the filing. Every cross-check runs against the same dataset the cap table and the footnote were generated from.
Fix or file
Each exception links to the exact grant or event behind it. Resolve it, re-run, and export the audit-ready evidence package.
File with numbers that already agree.
$720/month or $7,200/year — everything included, and the trial is free for 3 months.
Start free 3-month trial