video1.0<iframe src="https://www.loom.com/embed/c24e2e83c77240b8936d929be6f04fed" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c24e2e83c77240b8936d929be6f04fed-43313de48e821303-full.jpg452.341Overview & Dashboard Introduction 0:00 - 0:32 | Initial dashboard overview - Logging in and dashboard layout - Understanding "Today's Value" - accumulated value across all grants - Vested vs. potential value explanation Your Equity Section 0:32 - 1:21 | Grant management and details - Viewing multiple grants (options plan vs. EMI plan) - Understanding vested, settled, and terminated grants - Accessing detailed grant information (vesting dates, strike price, etc.) - Using the message feature to contact administrators Vesting Breakdown 1:31 - 2:09 | Tracking vesting schedules - Viewing vesting timeline across all grants - Understanding vesting dates and amounts - Filtering and isolating specific grants - Seeing accumulated vesting progress Equity Value Growth 2:09 - 3:19 | Understanding equity valuation - How initial value is calculated - Impact of company share price changes and fundraising - Viewing estimated proceeds at different exit scenarios - Understanding probable, conservative, and optimistic projections Your Estimates Modeling 3:19 - 3:55 | Future value calculations - Modeling package value at different company valuations - Accounting for future funding rounds and dilution - Adjusting estimates based on financing scenarios Exercise Options 3:55 - 4:27 | Stock option exercising - Accessing open exercising windows - Submitting exercise requests - Understanding pricing and approval process Holdings Management 4:27 - 5:17 | Portfolio view and customization - Viewing grants and owned shares breakdown - Customizing data columns and views - Saving personalized dashboard layouts Documents Access 5:17 - 5:29 | Document management - Accessing share certificates and grant agreements - Downloading and opening important documents Settings & Preferences 5:29 - 6:13 | Account customization - Managing email notifications - Changing currency display - Setting language preferences - Real-time currency conversion updates Multi-Company Portfolio 6:13 - 6:45 | Managing multiple holdings - Combining holdings from different companies - Portfolio overview across companies - Switching between company views Login & Security Settings 6:45 - 7:22 | Account access management - Changing login credentials (when allowed) - Understanding single sign-on restrictions - Updating contact information with administrators