EquityReadySM
Simplify Ongoing Stock Option Administration.
Corefino EquityReady represents an outsourced accounting solution that combines equity administration expertise with our best-of-breed technology platform to ensure the accuracy of your equity records and transactions.
Governance and Transaction Audit
All equity transactions require authorization by a company's board and, for certain transactions, by its shareholders. Corefino's equity administration process begins with a corporate governance and equity transaction audit to ensure that all necessary authorizations, corporate filings, and transaction documents are on file and diligence-ready.
Transaction Screening
Maintaining accurate equity records is essential to maintaining a company's diligence-ready status. Once an initial governance and equity audit has been completed, Corefino's implements workflows for day-to-day equity events, including a transaction screening process, which ensures that only properly authorized transactions are recorded in the equity administration database.
FAS123R
Corefino's subject matter experts ensure that you receive a partner in equity administration, as well as FAS123R data input and report-writing. Corefino works closely with the company and its auditors to set appropriate valuation factors and ensure FAS123R-ready equity compensation expensing throughout all reporting periods and audit events.
Your Guarantee
Corefino guarantees that you will always be ready to address any financial event, audit, or review. We guarantee the accuracy of your equity records and transactions.
For details about Corefino EquityReady, contact us directly by phone at +1.650.989.7478 or by email at
