What information do I need from my clients to get started?
Gather the right information from your clients before setting up their Grantd profile.
Required Client Information
To create a complete client profile in Grantd, you'll need to collect several types of information:
Personal Information
- Name
- Email address
Company Information
- Company type (Public or Private)
- Company name
Financial Information
- Financial goal
- Goal target value
- Non-company investment holdings
Owned Shares Information
- Acquisition date
- Acquisition price
- Number of shares
- Cost basis
- Exercise and/or sell date
Grant Documentation
- Grant summary with vesting schedule documents (these can be uploaded for automatic extraction)
What Data Does Grantd Access?
Grantd accesses company stock prices and historical volatility data to calculate intrinsic values, time values, and risk analytics. The platform pulls this data automatically based on the company ticker symbol entered.