Offers
All offers
| Company | Price | Cap | Window | Status |
|---|
No offers yet — create the first one.
Create offer
Select or create an offer to view its dashboard.
⚠ Oversubscribed. Demand exceeds the offer cap — run pro-ration to scale elections down proportionally.
Holders
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Shares held
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Elected
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Declined
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Pending
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Shares elected
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Demand ($)
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Committed ($)
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Pro-ration ratio
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Participation
Elected 0
Declined 0
Pending 0
Demand vs. cap
Pro-ration
If elected value exceeds the offer cap, run pro-ration to scale every active election down proportionally (floor to whole shares). This updates each election's final shares and proceeds.
Select or create an offer to manage its holders.
Holders
| Name | Type | Shares held | Access code | Election | Shares elected |
|---|
No holders yet — add one or import via CSV.
Add holder
CSV import
One holder per line, comma-separated:name,email,type,shares,basis
Select or create an offer to view its compliance checklist.
Compliance checklist
Add checklist item
Select or create an offer to manage email templates.
Templates
Edit template
Preview as holder
Select or create an offer to manage its documents.
Documents
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Sent
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Viewed
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Signed
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Awaiting signature
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Templates
Edit template
Available variables
{{company_name}} {{offer_id}} {{price_per_share}} {{offer_start}} {{offer_deadline}} {{total_cap}} {{max_pct}} {{min_shares}} {{eligible_shares}} {{holder_name}} {{holder_email}} {{security_type}} {{shares_held}} {{cost_basis}} {{shares_elected}} {{shares_final}} {{election_status}} {{total_proceeds}} {{today}}
Generate documents
| Document | Holder | Ver | Status | Signature |
|---|
No documents yet — generate one above.
Signature requests
| Document | Holder | Status | Sent | Signed | Reminders |
|---|
No signature requests yet.
Deploy history
No deploys yet — test a template, then deploy it to all holders.