- Customer support is provided by telephone, email, or by logging into the customer support web site below.
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Phone: (800) 223-8900
Fax: (781) 972-5201
How do I Create the Substitute Participant Form 3921 Using Corporate Focus?
Ownership Type Categories and Related Characteristics
Here is a synopsis of ownership types used within Corporate Focus: Stock – The Stock category is non-derivative (direct) ownership with transferability. It is used for all types of non-convertible ownership that do not require vesting. Other – The Other … More
Working Together: How Law Firms Share Corporate Focus With Clients
Scenario A law firm uses Corporate Focus to track ownership for a client company. That company also needs to calculate its option valuation and expense, but may be using spreadsheets to calculate the valuation even though the law firm has … More
How to Disable Protected View in Microsoft Excel
You may find that the numbers displayed in your Volatility Backup XLS do not match the numbers in Corporate Focus. This mis-display of numbers is due to the “Protected View” setting within Microsoft Excel. All Microsoft Office files downloaded from … More
How-To Show Outstanding Only on Ownership Report
How to run a report showing only outstanding ownership records: On the Reports tab, locate the report you want to run. Click the report name link to open the Parameters screen. In the upper right-hand corner of the report … More
How to Void a Ledger record
Scenario: An incorrect ledger entry was made that should not be shown on the ledger. You don’t want to have a gap appearing in your ledger’s ID numbers for audit purposes. Solution: The goal is to have a record that … More
How-to Attach a Previously-uploaded Document to a New Record
You can attach a document that was previously uploaded to Corporate Focus to any other record, or multiple records, in your database. In fact, it’s best not to upload the same document more than once, which can bloat your data … More
How to Redeem Shares
Redeeming shares is actually the same as canceling shares, with a different description entered into the Basis of Disposition field. This process assumes that all shares outstanding in a record are going to be redeemed (not a partial redemption). In … More
Favorite Reports for Stock Plan Administrators
Corporate Focus comes with over 150 different reports for reporting on the ownership and corporate information of your company. This list includes the reports most commonly used by the stock plan administrators of Corporate Focus to report detailed equity information. … More
Implementing Electronic Minute Books in Corporate Focus
(A Senior Paralegal’s experience managing hundreds of client companies using Corporate Focus) The two keys to a successful implementation of online minute books are to (a) establish a plan in advance and (b) to be consistent in your approach to … More
Scanning Files for Optimum File Size
The time it takes to download and upload documents is highly dependent on your internet connection. If you have a quick connection, uploading docs of most sizes is going to be quick. If you have a slow connection, it will … More
Accelerating Option Vesting in Corporate Focus
Overview Accelerated vesting arises in one of two ways: (1) vesting of shares is to be accelerated due to an event such as a change of control or achievement of a milestone; (2) an error in calculating the vesting occurred … More
Five Step Checklist to Simplify Equity Reporting
Five Steps to Simplify Equity Reporting
Equity Reporting: Handbook of Key Terms
Straight Talk on Stock Option Expensing Under ASC Topic 718
Straight Talk on 409A Valuations
Self Hosted Customers – Windows Update Issue
Earlier in July 2012, Microsoft released security update KB2698365. Once installed on the Web Server, users will no longer be able to access Corporate Focus. It is recommended that this update not be installed until this issue has been resolved. For more details … More
How do I deselect all my favorite companies?
Can I limit the companies a user can see?
Running Exercise Price Range
How do I run Valuation Reports?
When running valuation reports to provide your auditors, there are two primary reports you should run. Click Reports. In the filter drop-down in the top right-hand corner select Valuation and Expensing. Click Valuation Disclosure. The Parameter screen then opens: Click … More
Welcome to Corporate Focus
Using Favorite Companies
Stock Certificate Template Samples
Does Corporate Focus support my browser?
Corporate Focus can be used with any of the popular browsers, including Internet Explorer, Firefox, Chrome and Safari. For more information, see our Optimal Browser Settings document.
How do I change my password?
When you are logged into Corporate Focus, go to the Setup screen. Click the password button on the bottom of the screen. This allows you to reset your password and challenge question.
What if I forgot my password?
If you forget your password, you can always click on the “Forgot your password” link on the login screen. After answering your challenge question, you are prompted to create a new password. If you do not remember the answer to … More
Why can’t I attach a document?
If you are getting the error message “File cannot be found” when trying to attach a document, the first thing to check is the Trusted Site settings in your internet browser. Make sure the following links have been added as … More
Can I download all of my documents at once?
Yes. If you are planning on downloading multiple documents, you can use the Document Export process. Once you are logged into Corporate Focus, click on the Documents tab in the top right corner. From here, click on the Document Export menu option, and you will be guided … More
How do I attach a document?
Documents can be attached to many different types of Corporate Focus records. Once attached, you can view information about the attached document from a record’s summary screen. Attaching a document can be done when adding or editing a record. Navigate … More
How do I schedule a training session?
To schedule a training session, please submit this form. If you are new to Corporate Focus, check out the Getting Started Center to find answers to your questions.
How do I calculate ‘Vested or Expected to Vest?’
The number vested or expected to vest is a two-part calculation. The vested portion is the amount of exercisable options as-of the current reporting date. The calculation of expected to vest relates directly to how Corporate Focus applies a forfeiture … More
I accidentally added a duplicate name. How can I fix this?
If a duplicate name record exists, you can merge the duplicate record with the correct record. When you merge a duplicate record, any related data for that record, such as officer assignments and ownership records, become associated with the merge … More
What if I need a specialized report?
If you need to have changes made to a report template, you can submit a custom report request to email@example.com. Please include a sample of the report layout in your email. Once it is reviewed, you will be contacted by … More
Why can’t I edit the jurisdiction organized?
When adding a new company to Corporate Focus, the information gets separated into two screens: Company Basics and Jurisdictions. The Company Basics screen includes the basic details about the company, including the name and address information. A jurisdiction record is also created on … More
Run and Filter Reports
Corporate Focus includes approximately 150 standard report templates that are used to get the information you need organized and out of the system. Each report can be filtered and altered based on a variety of parameters and filters. This guide … More
Understanding Ownership Tracking
Corporate Focus includes native tracking for stock, convertible, option, warrant, and note security types. This guide outlines the basics in setting up an Ownership Type and adding an Ownership Ledger record. You may also be interested in… Learning the Basics … More
Learning the Basics
This virtual walkthrough takes you through Corporate Focus screen by screen. This can be used to familiarize yourself with Corporate Focus, and help to understand where to find what you are looking for. You may also be interested in… Understanding … More
Practical Guidance for Advanced Ownership
Getting Started in Corporate Focus in 30 Minutes or Less
Reinstating a Cancelled Option or Warrant
How-to View or Edit Authorized Share Changes
This Corporate Focus tutorial focuses on how to print stock certificates from the Ownership Type Summary screen and how to export stock certificates to a PDF file. Contents Printing a Stock Certificate Exporting a Stock Certificate to PDF Printing a … More