How do I navigate my dashboard? (Private Companies using Value View)

Upon logging in, you will see your Dashboard.

Your Dashboard displays your Total Portfolio Value, Tasks, Items in Progress, Upcoming Events and Past Events

The Total Portfolio Value area shows you a breakdown of your total, vestdd and unvested portfolio value in Shareworks:

• Total Portfolio Value is the sum of the vested and unvested value of your equity in Shareworks.
• Vested value is the total of your vested and outstanding equity
• Unvested value is the total of your unvested and non-exercisable equity

The Tasks area allows you to act on any items available to you in your account. Items can include accepting grant agreements, electing release methods, participating in a tender offer, etc. Use the blue arrows to the right above the Tasks area to view additional tasks.

The Vested value area allows you to view details of your equity that is vested. You'll see a summary of total value of all your vested equity by type.

The Unvested value area allows you to see details on your unvested equity that is not available to exercise. You'll see a summary of total value of all your unvested equity by type.

If you select the award type in the breakdown you will be directed to your Portfolio tab where you can view additional detail.

The Upcoming Events and Past Events areas contain details on both past and future events related to your equity, such as past transactions and future vesting dates. These events are shown based on award type. Additional activity details can be viewed on the Activity tab.

Above the events area you may see your company's FMV.