Stock Splits
How company admins manage stock splits and update equity for their employees
Problem
Stock splits are critical events that impact every shareholder on the cap table—but in the legacy workflow, executing a split was manual, error-prone, and unclear. Admins had little guidance through the process, approvals were disjointed, and updates to grants and ownership data required tedious recalculations and back-and-forth with legal teams. The lack of transparency also left stakeholders uncertain about the outcome.
Proposed Solution
Introduce a dedicated, step-by-step Stock Split Workflow that guides admins through the process with:
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Clear input fields for split ratios and effective dates
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Automated recalculations across grants, plans, and ownership records
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Built-in board approval requests and digital consent tracking
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Preview and confirmation screens to ensure accuracy before applying changes
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Automatic stakeholder notifications so shareholders stay informed
Goal
reduce risk, increase confidence, and make stock splits faster and easier to manage—while ensuring compliance and accuracy across the cap table.
Platform
Desktop
Timeline
2 weeks
Team
Chi-Chi bello - Systems Designer
Lili Ishida (me) - UX / UI
Edison Salman - Product Manager
4 Engineers
Stakeholder Journey Map
A look at the full stock split workflow—from initiation to completion, with all participants involved.
Key Screens
Stock split details page with pending request
Stock split details page, ready to implement, pending stakeholder approval
In app messaging to confirm the stock split model is complete and next steps
Historical splits tab with exposed accordion details
