For SBC practitioners
Fidelity, Shareworks, Computershare, E*TRADE, and Carta own the ledger. Workday, SAP SuccessFactors, Oracle HCM, Dayforce, and UKG own the people record. Neither writes the board memo, models the refresh cycle, audits the grant distribution, forecasts ASC 718 expense, models the plan amendment, walks the AMT exercise math, coordinates the cross-functional equity event, or assembles the comp-committee pre-read. That work currently happens in Excel.
Equity Ops Workbench is the eleven-tool practitioner toolbox for the work between the export and the deliverable. Free, public, no login. Every calculation is deterministic; nothing leaves your browser.
Available now · eleven tools
Built, tested, live. Each tool starts from a vendor export or a structured input and ends with a deliverable a senior leader would put in a comp-committee pre-read.
Diagnose, audit, and write the memo
Stock administration platforms generate the numbers. Writing the board memo, auditing the slice, modeling the amendment, and assembling the committee pre-read still happens in Excel.
Turn the burn-rate / overhang / runway report your platform exports into a board-ready memo with the questions to ask legal and finance. ISS-aware, not an ISS score.
Open the diagnostic →
Multi-tier refresh logic by level × performance tier. Translates dollars to share count at FMV, flags above/below-guideline rows and retention overrides, and produces a comp-committee-ready memo with budget summary and exception list.
Open the tool →
Joins a grants outstanding export with HRIS fields and produces an audit view by level, function, country, grant year, award type, performance tier, and any optional demographic dimension. Concentration math, cohort outlier flags, audit memo for TR, DEIB, finance, legal, and the comp committee.
Open the auditor →
Percent underwater by shares and holders, intrinsic and spread value, depth bands, tranches by grant year and strike, vested vs unvested split. Audit memo for TR, finance, accounting, legal, and the comp committee. Reports the math; does not recommend repricing.
Open the analyzer →
Model how additional shares, evergreen, share recycling, and repricing posture affect overhang, runway, dilution, and the investor narrative. Investor concern flags (high evergreen, large overhang increment, repricing without approval). Comp-committee memo with legal and finance question list.
Open the modeler →
The meta-tool. Paste the markdown summaries from the other workbench tools, add key metrics, risks, open questions, and recommended next steps, and assemble a deterministic board-format pre-read with executive summary, decision requested, and disclaimer.
Open the builder →
Plan the cycle, coordinate the event
Vendors process the event. The phased work around it (offer cycles, retirements, IPO double-trigger, tender offers, M&A acceleration) happens elsewhere.
Translate a target equity value into a low / mid / high share range at the current FMV, lay out the year-by-year vesting schedule, surface the annualized vest value, and produce a recruiter prep memo with candidate-context talking points for ISO, NSO, and RSU awards.
Open the calculator →
Turn a grants outstanding CSV into a retirement-date impact analysis: which awards fully vest, which pro-rate, which forfeit. Deterministic rules engine with a copyable memo for equity, legal, and payroll review.
Open the forecaster →
Phased countdown checklist + coordination email drafts for vesting cliffs, double-trigger RSU events at IPO, tender offers, IPO lockup expirations, M&A acceleration, spin-offs, and plan terminations. Your platform processes the event; this orchestrates the work around it.
Open the planner →
Tax + accounting partner handoff
Vendors record transactions; they don't model decisions or forecast accounting expense. These give TR the numbers a qualified tax advisor or stock-comp accountant will work from.
Plan-level ISO exercise math: bargain element by grant, regular tax vs tentative minimum tax, AMT exposure, breakeven share count, optional sale scenario. Editable tax-year 2026 assumptions; deterministic engine; memo for the conversation with a qualified tax advisor.
Open the modeler →
Forecast stock-based compensation expense by reporting period from a population of awards, grant-date fair values, vesting terms, forfeiture and PSU probability assumptions. Per-period bucket, by-type and by-year totals, accounting memo. Planning forecast; not GAAP-final.
Open the forecaster →
Backlog
Vetted ideas grouped by the vendor-platform gap they fill. Order and scope are not committed. This is the roadmap, not a commitment to ship every item.
Strategic modeling
Vendors process; they don’t model. These tools take a what-if and return a number.
Narrative + memo layer
Vendors generate numbers. The proxy narrative and the pay-ratio disclosure still get written by hand.
Cross-functional coordination
Vendors process the event. The phased work that surrounds it (payroll, legal, IR, comms) happens elsewhere.
Ad-hoc analytics
Vendors force an Excel export for anything non-standard. These pre-build the slices practitioners use most.
Tax scenarios
Vendors record transactions; they don’t model decisions. These are the Excel models employees and execs ask TR for.
Communications + governance
Vendors don’t draft language for humans. These bridge plan-doc legalese and the people who need to read it.
Sibling tools