Equity operations cross entities and departments
Finance, HR, corporate and leadership need different views of the same governed structure.
Eqdeal solutions
Equity governance for complex organizations
Bring control and continuity to multi-entity equity operations.
Support broad incentive plans, multiple entities, approvals, integrations and segregated access with a connected governance foundation.
Designed for
- Economic groups operating multiple legal entities
- Companies with broad incentive or equity-compensation plans
- Finance, HR and corporate teams requiring controlled approvals
Core outcomeInfrastructure for equity operations that need institutional control.
The operating challenge
Capital work breaks when context is fragmented.
Eqdeal creates continuity between the information you receive, the decisions you make and the records you need tomorrow.
Incentive plans create a long operational lifecycle
Grants, vesting, exercises, participants and reporting must remain connected over time.
Enterprise requirements cannot be added at the end
Permissions, SSO, integrations, auditability and migration need an explicit implementation model.
Connected capabilities
One operational foundation, built around your responsibilities.
Use the platform directly or through an authorized agent without losing control of the underlying records.
Stock Option Plans
Operate grants, vesting, exercises, participants and reporting.
Multi-entity governance
Connect entities, instruments and approvals without flattening responsibilities.
Enterprise controls
Design permissions, integrations, SSO requirements and dedicated environments.
Implementation
Coordinate migration, training, change management and specialized support.
Connected operating journey
Information enters once and becomes more useful over time.
The workflow can start with one representative project and expand without rebuilding the operating history.
- 01
Design the governance model
Map entities, roles, approvals, security requirements and integration boundaries.
- 02
Implement the equity structure
Migrate instruments, participants, plans, grants and historical events.
- 03
Operate across teams
Give each authorized function the reporting and workflows required for its role.
- 04
Scale with control
Extend entities, plans, participants and integrations without losing traceability.
AI-first, permission-aware
Expose governed enterprise equity workflows to approved agents through the same permission model.
Connect an MCP-compatible agent with OAuth. It receives only the companies and capabilities available to the signed-in user, while Eqdeal remains the system of record.
Review MCP connection optionsAsk your agent
“Summarize vesting and exercise activity by entity for the current quarter.”
“Show which approvals are pending before this grant can progress.”
“Prepare a reconciled participant report without exposing unauthorized entities.”Sensitive changes remain subject to Eqdeal permissions, validation and confirmation.
Delivery models
A clear operating model before the work begins.
Investment under consultation. The proposal reflects volume, modules, implementation, integrations, support and professional responsibilities.
- 01Institutional platform configuration.
- 02Dedicated implementation and integration project.
- 03Ongoing operations and professional services under consultation.
Responsibility made explicit
Security, SSO, integration, jurisdiction and service-level requirements are confirmed during technical and commercial qualification.
Next step
Let's design the right Eqdeal operation for you.
Tell us what you manage today, where the data lives and which decisions need a better foundation.