Equidam Integrations

Microsoft PowerPoint empowers you to design captivating presentations that inspire, inform, and engage your audience. With Copilot, PowerPoint’s built-in AI assistant, you can instantly generate outlines, craft slides from text prompts, and refine your content with smart design suggestions. It offers professional templates, customizable layouts, and multimedia integration for impactful storytelling. The Speaker Coach helps you rehearse with confidence, improving pacing, tone, and delivery. Seamless real-time collaboration enables teams to co-edit and present from anywhere across desktop, web, and mobile devices. With its intuitive tools and cloud connectivity through Microsoft 365, PowerPoint transforms ideas into polished, persuasive presentations.

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.

Capboard is an equity management solution helping companies keep their cap table up to date, have all documents in one place, simulate funding rounds and exits, and much more. With our suite of tools and services: - Companies have a one source of truth for their cap table, simulations and investor updates. Equity plans are managed on autopilot, saving HR and Finance time. - Investors have their portfolio updated automatically, and all compliance documents and reporting in one place. - Employees have full visibility on their equity grants and can simulate exit scenarios, increasing their retention.

Stunning presentations. Made together. One workspace. Boundless possibilities. From pitch decks to project plans, conference keynotes to all-hands meetings, our presentation software gives teams space to share all the work that matters. Build stunning decks in record time. Pitch puts everything you need to make a great deck — from advanced design options to data integrations — right at your fingertips. It’s never been easier to create work you’re proud of. Unleash your inner designer. Intuitive editing options and smart formatting help anyone feel like a power user. Find the perfect image for every slide. We integrate with Unsplash, Giphy, Icons8, and Brandfetch. Bring stories to life with embedded video from YouTube, Vimeo, and Loom, or upload your own. Make presentations pop with the latest data from Google Analytics, Google Sheets, and more.

Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.

Choose from 50+ unique, CPA developed, financial forecast worksheet templates to have lender and investor ready projections in no time at all.Browse the list of 50+ CPA developed financial projection templates to find your industry. Don't worry, if you don't see your industry listed or the one you purchase isn't the best fit, we'll help you find the right template and swap it for no extra charge! Every template organizes the information into a few tabs, and all of the cells where your numbers are needed are highlighted to guide you along. Our team is standing by to offer help as you go. After you enter your information into the template, you can upload your file to our team and get a custom video of our experts walking through your projections with feedback so you can be sure they are ready.

Whether you’re a startup or a global brand, J.P.Morgan Workplace Solutions has the solution to help you track your company’s ownership and manage your equity compensation plans, seamlessly. We have been managing equity compensation for some of the world’s biggest companies for 15 years. Whether you are starting up, scaling up or an established enterprise, we’ve got the products and services that will help you simplify employee share ownership, seamlessly. We integrate key data seamlessly with your stock plan, ensuring that wherever you’re based, whatever your plan type, you’re maximizing the benefits of stock compensation. Collaboration between the Legal, Payroll, HR and Compensation & Benefits departments of public companies becomes super easy. The Global Shares Academy is a space for people from across all industries who want to learn more about employee ownership. Discover the differences between various plan types and enjoy our free templates.