GrantDequity offers an AI-powered document reader that automatically extracts, validates, and organizes data from PDFs, screenshots, and statements, eliminating manual entry errors and delays. The platform also provides equity‑focused tools such as risk analytics, client‑ready reports, and a strategy builder that generate customized equity plans without spreadsheets, delivering real‑time insights for wealth management.
Funding
Funding not disclosed
Founders
Product
Problem
Wealth managers and employees must manually extract data from equity grant documents such as PDFs and screenshots, a process that is time‑consuming, error‑prone, and delays analysis and decision‑making.
Solution
Grantd’s AI Document Reader automates the ingestion of equity compensation documents by extracting, validating, and organizing key data points from PDFs, images, and statements. The extracted information feeds into a suite of analytics tools that generate a Portfolio Action Score to highlight concentration risks and timing opportunities, and produce client‑ready reports summarizing grant status and goals. An always‑on AI assistant, “Ask Grant,” provides plain‑language answers to equity‑related questions, while the Strategy Builder lets users model and compare customized grant strategies across seven planning dimensions without spreadsheets. SmartFeed delivers personalized alerts and recommendations based on holdings, tax exposure, and upcoming events, enabling advisors and employees to act promptly and reduce manual workload.
Target Audience
Primary users are wealth advisors and financial planners who manage equity compensation for corporate executives, as well as the executives themselves who need self‑service tools to understand and optimize their grants.
Features
- AI‑driven document parsing that extracts and validates data from PDFs, screenshots, and statements in seconds
- Portfolio Action Score that flags concentration risk, missed timing windows, and other wealth‑impacting factors
- Customizable, client‑ready equity reports summarizing plans, progress, and key metrics
- 24/7 “Ask Grant” AI assistant for instant, plain‑language answers to equity compensation queries
- Strategy Builder that models and compares grant strategies across seven planning dimensions
- SmartFeed delivering tailored alerts, updates, and recommendations based on holdings and tax exposure
- Integrated analytics for advanced tax planning, including AMT scenario modeling