Equity & Stock Advisory
Equity & Stock Valuation, Advisory & Compliance Services
Clear, accurate, and compliant equity and stock-related insights to support investment decisions, regulatory requirements, and long-term business growth.
NEXT-GEN VALUATION PLATFORM
Understanding Equity & Stocks
Equity represents ownership in a company, while stocks are the units through which this ownership is distributed among shareholders. Equity and stock valuation plays a critical role in fundraising, investments, mergers, employee stock plans, and regulatory compliance. Accurate valuation ensures transparency, fairness, and informed decision-making for all stakeholders.
Equity & Stock Advisory Framework
A structured approach to managing equity ownership, stock valuation, compliance requirements, and strategic financial decisions.
Equity Structure
Ownership & Capital Structure
Analysis of shareholding patterns, ownership dilution, funding rounds, and capital structure across stakeholders.
Stock Valuation
Fair Value Assessment
Independent valuation of equity and stocks using accepted valuation methodologies to determine fair and defensible value.
ESOP Advisory
Equity Incentives & ESOPs
Valuation and advisory support for employee stock options and share-based compensation structures.
Compliance
Regulatory Alignment
Valuation and equity assessments aligned with applicable regulatory, tax, and accounting standards.
Transactions
Investor & Deal Support
Equity insights to support fundraising, share transfers, mergers, acquisitions, and investor negotiations.
Reporting
Documentation & Reporting
Clear valuation reports and documentation to support audits, financial reporting, and stakeholder review.
Company Cap Table & Equity Governance
Maintain a clear, structured, and reliable record of equity ownership, share issuance, and stakeholder rights across the company lifecycle.
- Single source of truth for ownership data
- Accurate equity tracking across funding rounds
- Audit-ready equity records and documentation
Ownership
Shareholder Records
Maintain a complete register of founders, investors, employees, and advisors holding equity.
Structure
Equity Class Management
Track common, preferred, and other equity classes with clear separation and accuracy.
Issuance
Equity Issuance & Changes
Record equity grants, transfers, cancellations, buybacks, and structural changes.
ESOP
Options & ESOP Tracking
Manage employee stock options, vesting schedules, exercised options, and option pools.
Accuracy
Ownership Percentage Control
Automatically calculate ownership percentages based on issued and outstanding shares.
Audit
Audit & Due Diligence Support
Keep equity records organized and defensible for audits and stakeholder review.
Equity & Share Management
Structured management of company equity and shares to ensure transparency, governance, and accurate ownership tracking across the company lifecycle.
Shareholder Records
Maintain a complete and up-to-date register of founders, investors, employees, and advisors holding equity in the company.
Common & Preferred Shares
Track common and preferred share classes with clear separation, rights, preferences, and conversion terms.
Capital Structure Management
Manage issued, outstanding, and fully diluted shares across multiple funding rounds and ownership changes.
Equity Issuance & Transfers
Record equity grants, share transfers, cancellations, buybacks, and other ownership changes with full traceability.
Dilution & Ownership Impact
Understand how funding rounds, option grants, and convertibles impact ownership percentages and control.
Employee Equity & ESOPs
Manage employee stock option plans including grants, vesting schedules, exercises, and remaining option pools.
Equity Governance & Controls
Ensure equity data is consistent, board-approved, and aligned with legal and regulatory requirements.
Audit & Due Diligence Readiness
Maintain clean, organized equity records to support audits, investor reviews, and corporate transactions.
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4+ Years
Field Experience
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50+ Projects
Done Around World
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99%
Client Satisfaction
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2021+ Year
Established On
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2 Mins
Response Time
Contact Info
+91 890 5544 504
contact@zimbstech.com
Visit our office
ZimbsTech 402, Horizon Trade Center (HTC), Nr. Vaishnodevi Circle, Ahmedabad, Gujarat, India