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Equity Plan Management
Cap Table Management
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OptionTrax Administrator
OptionTrax Participant
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InvestmenTrax Administrator
InvestmenTrax Shareholder
Administrator’s Guide
Please answer a few questions so that we can provide you with the best possible solution for your unique needs.
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https://www.optiontrax.com/pmc-privacy-shield-policy/
Name
*
First
Last
Email
*
Company Name
*
Industry
*
Please select from the following:
Business Services
Finance & Insurance
Manufacturing
Medical
Pharmaceuticals
Retail
Technology
Internet Software and Services
Energy/Utilities
Other
How would you best describe your company?
Public, traded on an exchange (US or non-US)
Private, possibility of going public in the next 2 years
Private, unlikely going public in the next 2 years
Number of Equity Plan Participants
*
Please select from the following:
<50
50 - 250
250-1,000
1,000+
Number of Equity Plan Participants
Please select from the following:
<50
50 - 250
250-1,000
1,000+
Number of Shareholders
Please select from the following:
<50
50 - 250
250-1,000
1,000+
I am looking for help with the following (select all the apply):
Equity compensation (stock options, restricted stock, performance awards, warrants, other)
Employee Stock Purchase Plan
Not Sure or Other
I am looking for help with the following (select all that apply):
Cap Table Management, investor and securities record-keeping
Equity compensation (stock options, restricted stock, performance awards, warrants, other)
Employee Stock Purchase Plan
Not Sure or Other
My current solution for managing my equity plan / ESPP program is:
*
None
Spreadsheets
Software
Outsource
Other
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