![\"\"](\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/09\/cap-table-dashboard-1024x342.png\")
<\/figure>\n\n\n\nThis dashboard provides a cap table report broken down by security and by participant, a visual representation of key metrics and exportable reports. Features include: <\/p>\n\n\n
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- Detailed reporting: Provides a cap table view by security and by participant.<\/li>\n
- Granular breakdown: Ability to split outstanding assets into shares, share- based grants and cash-based grants.<\/li>\n
- Cap table by participant: Simplifies your analysis by presenting all relevant information for each participant in a single row.<\/li>\n
- Integrated analytics: Provides direct linkages to the cap table analytics dashboard allowing for deeper insights.<\/li>\n
- Improved filters: Ability to filter by reporting currency, wealth breakdown, asset type, participant status, relationship to company, participant gender and participant age group<\/li>\n <\/ul> \n\n\n\n
Other features include a dashboard that adapts to changing data and user requirements, widgets providing visual representations of key metrics, drill-down functionality and excel export functionality.<\/p>\n\n\n
2. Analytics dashboard<\/h2>\n \n\n\n
![\"\"](\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/09\/analytics-dasboard-1024x424.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/09\/analytics-dasboard-2.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/09\/analytics-dasboard-3-1024x732.png\")
<\/figure>\n\n\n\nThis feature is designed to empower your company to make more informed decisions regarding equity allocation, equity compensation and your overall company strategy. Discover valuable insights such as: <\/p>\n\n\n
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- Shareholder analysis: Identify key shareholders and details of their share\/equity holdings.<\/li>\n
- Employee equity: Track the distribution of shares and equity among employees.<\/li>\n
- Valuation trends: Monitor the Total Asset Valuation Movement and Share Price Valuation Movement over time.<\/li>\n
- Breakdown by share class: View equity value by share class.<\/li>\n
- Geographic analysis: Analyse shareholder distribution by country, state or region.<\/li>\n
- Gender diversity: Assess gender diversity within the ownership structure.<\/li>\n <\/ul> \n\n\n\n
Key features include access to a wide range of metrics and visualisations, customisable filters, easy-to-read KPI cards, interactive charts and graphs, pivot tables and integration with other cap table reports.<\/p>\n\n\n
3. Share register dashboard<\/h2>\n \n\n\n
![\"\"](\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/09\/share-register-dashboard-1024x579.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/www.jpmorganworkplacesolutions.com\/wp-content\/uploads\/2024\/09\/share-register-dashboard-2-1024x618.png\")
<\/figure>\n\n\n\nThis dashboard allows you to see transactions by all or a subset of participants within a security class. Charts make it easier to analyse trends and the detailed share register reports are available by share class or participant. Key benefits include:<\/p>\n\n\n
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- Granular analysis: Drill down into specific securities and participant activity.<\/li>\n
- Visualisations: Understand trends with charts like \u2018Number of share register transactions by transaction type\u2019 and \u2018Share register transactions by calendar year\u2019<\/li>\n
- Comprehensive reporting: Access detailed reports based on \u2018Share register by security\u2019 and \u2018Share register by participant\u2019.<\/li>\n
- Customisation: Tailor the dashboard to your needs with filters and report configuration.<\/li>\n
- Data export: Download data for further analysis or reporting.<\/li>\n
- Enhanced decision-making: Helps you make more informed choices based on accurate and detailed share transaction data.<\/li>\n <\/ul> \n\n\n
Streamline. Digitise. Grow. <\/h2>\n \n\n\n
Imagine being able to manage your company\u2019s cap table and share plans all from one central location. With our cap table offering it\u2019s easy to track your investors and manage your share option plans, giving you complete control and oversight of your company\u2019s ownership.<\/p>\n\n\n\n
So, if you\u2019re ready to simplify your cap table management speak to one of our specialists or request a demo.<\/p>\n\n\n