Adding a public valuation allows optionholders to track the current value and growth of their grants.
This article aims to show you how to add a public valuation (this is an internal estimated share price) allowing stakeholders to see the estimated value for their option grants (please also note that this calculates an estimated value for shares and not restricted to options). Also your account will need to be live to use this feature.
To begin with, please navigate to the shares page, then click on the valuations tab. You will be redirected to the following page, then click the highlighted 'Add Valuation' button.
You will also need to input the following:
- 'Valuation date' - The date of the valuation
- 'Currency' - The currency of the valuation
- 'Share Price' - This is an estimated value decided internally and will be used to calculate the value for option grants
It is important to note, there is no computation of valuations and therefore based on the details you input. The valuation applies across all the share classes, therefore you do not need to specify which share class this applies too.
The valuation is also available on the investors' portfolio, you can of course dictate what you would like the investor to see (only if you are an admin).
If you navigate to the "Settings and Add ons" tab on the left, you can edit the public portfolio settings:
See 'Show public valuations in investor portfolio and on employee grants?', if you choose to tick this box, this means that on the stakeholders portfolio (what the stakeholder will see) under the title 'Value Estimate' this public valuation will appear. If you untick the box, it will show no information under the value estimate.
If you add the value and would like your stakeholders to see it, this is what they will see (in the screenshot, the share price for the valuation was £50)
If you need further assistance, you can reach out to us by submitting a support ticket.