Idea Details

 

Roll-Forward report

Last activity 04-26-2022 14:26
Christopher Hoffmann's profile image
By: Christopher Hoffmann
12-23-2021 00:43

I've noticed that more and more companies are doing roll-forward reporting on a quarterly or yearly basis. A roll forward is essentially a report that shows how all the share movement happened during a specified period of time. This is SUPER important for audits, especially for enterprise companies. And currently, depending on the cap table/stock plan size, the process of putting together a roll forward report using different reports, like the securities ledger and the equity plan balance report, can take days or weeks if there is a ton of movement.

I heard Will WD was going to work on something like this, but I really think it's important and could potentially save hundreds of hours for admins.


Comments

04-25-2022 13:07

Thank you for the follow-up @Alex Scothern. I spoke with one of our product managers to get an update. It is still something that they are thinking about but are in discovery phase.

Do you have an example roll forward report that you use​? Our product team would be interested in taking a look.

04-21-2022 13:37

Hi @Greta Goldberg

Do you happen to have an update on dev or roadmap for this? Thanks!

12-25-2021 15:41

@Greta Goldberg Thanks so much! I think this will be super helpful for all clients, especially as they grow and get more complex. Thanks for all you do!​

12-23-2021 09:39

Thank you for the feedback, Chris. It is great to hear from a Carta alum!

This is something we have heard feedback on and are thinking through currently. Will WD is going to reach out to set up some time to chat and get more information on what you would like in this report.