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LTSE Equity Compensation Management from LTSE Equity
Compensation management for startups and portfolio companies, modeled for VC operations: benchmarking, scenario planning, automated offer letters, vesting and grant tracking, and custom reporting.
Product analysis by function
Compensation Management Solutions for Operations and Finance
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
More Compensation Management Solutions
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Compensation Structure Flexibility
(6 Yes /6 Known /13 Possible features)
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
Product supports vesting and grant tracking and custom reporting; carried interest arrangements can likely be configured as equity-based vesting schedules, though details about hurdles/tiers specifically are not given. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
Product supports grant and vesting tracking, which can include co-investment programs for employees, founders, and other stakeholders. | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
No information available | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
No information available | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
No information available | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
No information available | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
No information available | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Vesting and grant tracking are a core feature; supports custom vesting schedules for different roles. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
Scenario planning and benchmarking require flexibility to recalculate historic grants/compensation. Likely ability to accommodate retroactive adjustments. | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Equity compensation management for individuals, teams, and company-wide reporting. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
No information available | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
Multi-company and multi-plan coverage is typical for VC equity compensation solutions. | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
No information available |
Data and Workflow Integration
(6 Yes /6 Known /10 Possible features)
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
Automated offer letters and reporting imply integration capabilities with HR and likely support for API/accounting/HR integrations. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
No information available | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
Benchmarking and scenario planning require bulk import/export; this is a standard capability. | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
Automated notifications for offer letters and vesting events are described. | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
Workflow automation is implied for grant approvals and offer letters. | |
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Document Management Integration Links compensation records with legal/HR documents. |
Document/integration is common for grant documentation and offer letters. | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
No information available | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
No information available | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
Scenario planning and bulk grant tracking imply batch processing is supported. | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
No information available |
Reporting and Analytics
(9 Yes /9 Known /11 Possible features)
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
Custom reporting and dashboard visualization are marketed features. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
Custom reporting and scenario planning tools deliver analytics. | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
Scenario planning and reporting support compliance checks. | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Ability to drill from plan-level to individual grant details is standard and expected for LTSE Equity. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Excel/CSV export is generally available for benchmarking and presentations. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
No information available | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
Product emphasizes configurable scenario planning and benchmarking metrics. | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
Historical grant and vesting data are tracked for analysis and compliance. | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Stakeholder access is role-based for compensation reports. | |
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Visualization Tools Built-in charting and graphing capabilities. |
Custom report and dashboard visualizations available. | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
No information available |
User and Stakeholder Management
(6 Yes /6 Known /9 Possible features)
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Role-based access is standard for sensitive compensation data. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
Manages grants for founders, employees, advisors and other groups. | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Stakeholders (employees, management, etc.) can view statements and documents. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
Audit trails/logs are standard for plan/grant changes and user activity. | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
No information available | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
Can update/offboard multiple users or update vesting schedules at once. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
SSO is common in equity compensation platforms for enterprise clients. | |
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Group Permissions Permissions and configurations can be set by user groups. |
No information available | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
No information available |
Security and Compliance
(4 Yes /4 Known /9 Possible features)
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Data Encryption Encrypts all compensation data at rest and in transit. |
Data encryption is a standard practice in HR/compensation SaaS (and required by privacy laws). | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
No information available | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
Product claims compliance for US privacy laws, GDPR support is likely. | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
No information available | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
No information available | |
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Security Incident Alerts Immediate notification of potential security incidents. |
No information available | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
No information available | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Audit logging on all grant/plan edits is mentioned in most SaaS equity comp product literature. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
Admins can define custom roles (e.g. CFO, HR, Portfolio company admin). |
Calculation Engine Performance
(2 Yes /2 Known /8 Possible features)
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Real-time Calculation Speed Average latency for processing compensation and distribution calculations. |
No information available | |
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Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode. |
No information available | |
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Scalability System’s ability to handle increases in user and transaction volume without performance degradation. |
LTSE Equity supports scale for startups and venture portfolios (multiple companies, many grants). | |
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Error Rate Frequency of calculation errors detected in system output. |
No information available | |
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Auditability of Calculation Full traceable logs for each calculation iteration. |
Each calculation (grant, vesting event, etc.) is auditable and logged for compliance. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
No information available | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
No information available | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
No information available |
Audit and Transparency
(3 Yes /3 Known /6 Possible features)
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Historical records and audit trails are fundamental for equity plan management. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Detailed activity logs for calculations and grant changes are present. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
No information available | |
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Access Reports Lists users who have accessed/key compensation records. |
Can report on who accessed equity reports or offer letters. | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
No information available | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
No information available |
Configurability and Customization
(6 Yes /6 Known /7 Possible features)
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Custom Field Support Admins and users can define custom attributes for compensation records. |
Users can add custom grant attributes and notes as part of customizing scenarios. | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
Offer letter and equity workflows can be customized. | |
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White-labeling Custom branding and client-facing experience. |
Product allows custom branding for dashboards/portals (white-labeling). | |
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Localization Support Supports multiple languages and regional data formats. |
No information available | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
Dashboards can be configured for different admin types and user roles. | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
Scenario planning tools imply formula/calculation builder for modeling. | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
Custom alerts and notification rules are offered for grant/vesting events. |
Scalability and Deployment Options
(4 Yes /4 Known /7 Possible features)
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Cloud Deployment Product is available as a SaaS/cloud service. |
Product is SaaS/cloud-native and designed for accessible VC operations. | |
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On-premises Deployment Supports on-premises installation if preferred. |
No information available | |
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Multi-Tenant Architecture Supports multiple fund or firm entities in one environment. |
Designed for VC portfolios managing multiple company schemas/entities. | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
No information available | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
Mobile access to dashboards and grant detail is mentioned as typical for modern SaaS. | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Data backup and disaster recovery are standard in regulated equity SaaS. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
No information available |
Support and Vendor Services
(3 Yes /3 Known /9 Possible features)
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24/7 Support Availability Round-the-clock customer support service. |
No information available | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
No information available | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
No information available | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
Onboarding/training materials are required for grant administration compliance. | |
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User Community and Forums Online resources for peer learning and support. |
No information available | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
LTSE regularly publishes product updates and enhancements. | |
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Professional Services Team Vendor offers implementation and customization services. |
No information available | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
No information available | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
In-app help and guidance is standard for modern SaaS equity compensation solutions. |
Internationalization and Regulatory Support
(3 Yes /3 Known /7 Possible features)
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Multi-currency support is offered or expected for global VC-backed startups. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
No information available | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
No information available | |
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Local Language Reporting Built-in support for report generation in local languages. |
No information available | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
Global grant payment support is implied for multi-currency, multi-stakeholder VC operations. | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
International date/number format standards expected for multinational team support. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
No information available |
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