equity-reconciliationlisted

# Equity Reconciliation ## What this does Compares your equity records against your HRIS, employee by employee, and surfaces the gaps: people whose termination date does not match between the two systems, terminated employees who still show active grants or have a lapsed exercise window, and grants that are missing their source documents. It reports exceptions ranked by severity. It does not change anything in either system — a human reviews each exception and acts. ## When to use it On demand when you want a clean picture, on a schedule (quarterly is common), and always before a capital raise or an audit, where a stale grant or a missing document becomes a real problem. ## Inputs — how to give it the data Default to two files: a cap-table export and an HRIS export. Drag them in, paste them, or attach them to an email. CSV or spreadsheet is fine. - The cap-table export lists each grant and grant-holder (e.g. from Carta or a similar system). - The HRIS export lists each employee with hire and termination dates (e.g. from ADP or a similar system). A direct connector to either system is a convenience, not a requirement. The files are the source of truth for the run. Suggested minimum fields — a starting set, not a hard schema. In plan mode, confirm these are present in the exports or replace them with the columns your systems actually provide: - HRIS export: employee ID, email, name, employment status, termination date. - Cap-table export: grant holder, grant status,