Connect plan and grant information with employee invitations, workforce coverage and aggregate progress. Keep each employee’s financial position in their personal workspace.
Plan & grant recordsEmployee invitationsAggregate progress
02 / 05 EQUITY RECONCILIATION
Finance
Resolve the gaps before they travel.
Connect equity events, cost-basis records and tax inputs. Surface missing or inconsistent information, reconcile the record and prepare a clearer handoff for review.
Bring perquisite information, Form 16 and TDS-related records into the equity tax workflow. Keep the supporting inputs connected for reconciliation, computation and review.
Perquisite inputsForm 16TDS records
04 / 05 PERSONAL EQUITY WORKSPACE
Employee
Your position. Your confirmation.
Bring your grants, vesting, transactions and documents into a personal workspace. Confirm proposed information, explore scenarios and prepare your tax record for professional review.
Bring computation, source evidence, verification states and open questions into one review workflow. Keep the calculation understandable and professional judgment with the reviewer.
Existing plan information becomes the starting point for workforce coverage.
SCROLL / ASSEMBLE → SEPARATE → REFRAME
WORK WITH WHAT ALREADY EXISTS
Your equity system already has a place. So does SOMTELOS.
SOMTELOS works from the relevant information your existing grant-administration or cap-table system already produces.
It connects that information with the downstream employee tax, reconciliation, and professional-review workflow.
THE ORGANIZATION VIEW
See the collective. Respect the individual.
Coverage with context.
Understand invitations, plan status, workforce coverage, and aggregate progress without exposing individual employee financial figures.
Find the gap once.
A missing cost-basis record can become an employee-by-employee reconciliation problem. Bring source records and verification states into view before the gap travels further.
Keep the handoff clear.
Different teams contribute different information. Shared infrastructure supports that work while keeping responsibilities and permissions distinct.
FROM EXISTING RECORDS TO REVIEWED OUTCOMES
A considered path through the work.
CHAPTER 01
Import & structure
Bring relevant equity information into a consistent record so related events can be connected.
CHAPTER 02
Reconcile & publish
Identify missing or inconsistent information, then publish relevant information into the structured member record.
CHAPTER 03
Cover & review
Invite employees, track aggregate workflow coverage, and prepare computation and evidence for professional review.
FOR THE PEOPLE BEHIND THE PLAN
Bring equity operations together.
Give HR, finance, employees, and reviewers a clearer way to work from the same underlying record.
