Kona Equity

Kona Equity: Cloud-Based Equity Management Software

Kona Equity is a cloud-based equity management software designed to help private companies track and manage employee equity compensation. It streamlines cap table management, equity plan administration, and reporting.

What is Kona Equity?

Kona Equity is a robust, cloud-based equity management platform built to help private companies efficiently track, manage, and report on employee equity compensation. As a centralized equity administration system, Kona Equity streamlines cap table management, 409A valuations, equity plan administration, and equity reporting for accuracy and compliance.

Key features of Kona Equity include:

• Cap table management - Maintain a real-time view of equity ownership and manage complex cap table changes like stock option exercises, canceled/forfeited equity, terminations, and more.
• Waterfall analysis modeling - Easily model various funding and exit scenarios to analyze impact on equity stakes.
• Equity plan administration - Set up unlimited equity plans tailored to different employee tiers and manage approvals, grants, vesting and exercises.
• ASC 718/FAS 123 expense reporting - Automate ASC 718 reporting for financial statements and footnotes.
• Cap table and ownership reporting - Generate reports on fully-diluted cap tables, vesting schedules, equity ownership breakdowns, and more.
• 409A valuations - Get automated support for 409A independent valuations for common stock.

By centralizing equity management on a user-friendly platform designed for private companies, Kona Equity saves finance and HR teams significant time on equity administration while reducing errors and ensuring compliance.

Kona Equity Features

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