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Equity Plan Management
Cap Table Management
Services
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OptionTrax Administrator
OptionTrax Participant
OptionTrax for Brokers
InvestmenTrax Administrator
InvestmenTrax Shareholder
Equity Plan Management
Cap Table Management
Services
About
Contact
Login
OptionTrax Administrator
OptionTrax Participant
OptionTrax for Brokers
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.
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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