Equity administration and SEC compliance

Ownership,
unfolded.

The cap table, ASC 718, Section 16 and total-rewards work that costs six figures elsewhere. Audit-ready, self-serve, and priced so any listed company can finally afford it. Your employees never pay to see their own equity.

Built by a US CPA who has led finance and accounting for a US-listed public company for 10 years. Twenty-eight consecutive reports filed on time. This is the system I needed and could not buy.

Import from Excel, not by hand · Employees always free · Row-level security on every table

app.unfoldingvalues.com / equity / explorer
Company / North America / Finance
DM
Dana Michaels
Chief Financial Officer
142,500RSUs, vested 61%
RK
Ravi Kapoor
Controller
64,000Options, $4.20 strike
SL
Sara Lin
VP, Reporting
38,750RSUs, vested 40%
Cap table balancedForm 4 readyASC 718 tie-out
ASC 718 expense, Q2
$1.84M
Section 16, T+2 clock
6h 42m 18s left
Built for US small-cap and micro-cap issuers, where the finance team is three people and a spreadsheet.
NYSE AmericanNasdaqOTCQB / QXMulti-entity
One system, the whole lifecycle

Everything a lean finance team needs. Nothing you have to grow into.

Equity administration and SEC compliance in one connected workspace. We hand you an Excel workbook, you fill it in once, and the cap table, the quarterly footnote and the filings all build from that single file.

Equity Explorer

Drill from company to geography to team to person to a single grant. See ownership the way you actually think about it.

Total Rewards

Equity, salary and incentive in one statement. Import from Excel or CSV. Employees see the full picture, free.

Section 16 suite

Ownership register, pre-filled Form 4 draft XML, and a live T+2 clock so a strict-liability deadline never slips.

ASC 718 engine

Stock-comp expense and the quarterly disclosure pack, generated from your grants. Every figure traces back to the grant it came from.

Filing-readiness tie-out

Cross-checks the numbers before the 10-Q or 10-K goes out, catching the inconsistencies auditors flag later.

Tax, 83(b) and approvals

Tax schedules, 83(b) tracking, an approval matrix, API and webhooks, and an audit log on every action.

Your data

Your cap table is not our product.

Isolated by default

Every table is protected by row-level security in Postgres. One company cannot see another company's data, and that is enforced in the database, not in application code.

Never used for anything else

We do not use your grants, insiders or cap table to train models, to benchmark, or to demo the product to anyone else. Ever.

Yours to take back

A full export of your data, one file per table, is available on every plan including the free one. Every action is written to an audit log you can read.

Unfolding Equity produces management information and draft filings. It does not replace your counsel, your tax adviser or your auditor. Verify with a qualified professional. Not legal, tax, or accounting advice.

One subscription, every premium tool

Your free checklists, upgraded to connected, saved workspaces.

Every tool here is the premium version of a free tool you can try first. One flat price covers all of them, for the whole company, with employees always free.

Equity and rewards

  • Equity Explorer and cap table
  • Total Rewards statements
  • Section 16 and Form 4
  • ASC 718 expense and disclosure

Filing readiness

  • 10-Q readiness analyzer
  • 10-K readiness analyzer
  • 8-K decision log
  • Earnings-release audit
  • Quarterly review workspace

Controls and technical

  • Material-weakness scanner
  • Going-concern assessment
  • SOX readiness
  • Warrant and CECL calculators

Try the free single-shot version of any of these under Tools. Upgrade when you want it saved, connected, and tracked quarter over quarter.

Why it matters

The math that makes this obvious.

$100K+
Typical annual SEC-compliance spend for a small public company. This is a rounding error against it.
8-12 wk
Incumbent onboarding with a dedicated manager. Ours is self-serve, measured in minutes.
$0
What your employees pay to see and accept their equity. No per-stakeholder headcount tax, ever.
2 day
The Section 16 Form 4 window. A live clock and pre-filled XML mean it does not slip.
Accuracy that survives an audit

Built by a public-company CPA, for the people who sign the filing.

Every number ties out. Every action is logged. The disclosures are generated from the same data your cap table runs on, so what you file matches what you report.

No headcount tax. The company pays one flat fee. Add a hundred employees and the price does not move.

Hours back, not weeks. The quarterly footnote and the cap table build themselves from your data. Self-serve import in minutes.

Built for the filing, not the brochure. Everything a listed small-cap needs to file: cap table, ASC 718, Section 16, filing tie-out. We skip what you would never use, brokerage, 409A mills, ESPP plumbing, and charge accordingly.

equity / asc-718 / disclosure
ASC 718 disclosure pack · Q2 FY26
Total stock-comp expense
Recognized this period
$1,842,000
Unrecognized, options
Weighted 2.3 yrs remaining
$3,410,500
Weighted-avg grant fair value
Black-Scholes, per grant
$5.87
Ties to cap tableFootnote generated10-Q ready
The honest comparison

We are not the cheap option. We are the accessible one.

Enterprise-grade equity administration and SEC compliance, at a price a small-cap CFO can approve without a procurement cycle. The same capability the big suites sell, on a completely different invoice.

Capability Unfolding Equity Carta Pulley Section 16 filing agents
Cap table + Equity ExplorerIncludedIncludedIncludedNot offered
Total Rewards (equity + salary + incentive)IncludedLimitedNot offeredNot offered
ASC 718 expense + disclosure packIncludedHigher tier / add-onLimitedNot offered
Section 16 / Form 4 draftingIncludedNot offeredNot offeredIncluded
Filing-readiness / disclosure tie-outIncludedNot offeredNot offeredNot offered
Public API, webhooks, 7-year audit logIncludedEnterprise tierLimitedNot offered
Pricing modelFlat monthly or annual, employees freePer-stakeholder tiersPer-stakeholder tiersPer filing or retainer
OnboardingSelf-serve, minutesWeeks, managedSelf-serveManaged
Typical annual cost, small to mid-size$720/mo or $7,200/yr~$10k to $25k+ (median ~$14.7k)~$1.2k to $8kQuote-based

Competitor figures reflect publicly documented pricing models as of July 2026, not specific quotes; incumbent pricing varies by stakeholder count, modules, and negotiation. Verify current terms with each provider. Carta and Pulley are equity-management platforms; Section 16 filing agents include providers such as DFIN and Toppan Merrill.

Pricing

One plan. One number. Employees free.

$720 a month, or $7,200 a year with two months free. No per-stakeholder fees, no surprise tiers.

Your employees are always free. You only ever pay for the company.

Evaluate

$0

Explore with your own data before you commit a dollar.

  • Equity Explorer and cap table
  • CSV and Excel import
  • One company workspace
Start free

Multi-Entity

Custom

Parent plus subsidiaries, consolidated reporting, and shared controls.

  • Multiple company workspaces
  • Consolidated ASC 718
  • Role-based controls across entities
Get started

For information only. Verify with a qualified professional. Not legal, tax, or accounting advice.

See your ownership, clearly. Today.

Import your cap table and watch the footnote, the Form 4 draft, and the tie-out assemble themselves. No sales call required.