No more un-auditable spreadsheets or time spent updating reports and easy, direct communication with your participants and stakeholders
Real-time tracking of vesting dates, terminations, plan balances, and Cap Table accounting for the life cycle of your securities
Automated Black-Scholes and intrinsic valuations, period stock compensation expense reporting, and Cap Table modeling
Significantly reduce your auditor expense and the cost of stakeholder engagement
We have decades of experience helping clients go from private to public
We offer a complete solution to manage your employee stock plans. It simplifies virtually every facet of plan administration with automated tracking, reporting, compliance, and participant communication capabilities.
Besides simple cap table modeling, our technology is a robust securities management system for the full lifecycle and history of your securities and investors. Issue, cancel, store dates, perform corporate actions, track cost basis and much more.
We offer 3 tiered levels of service to ensure that you have the support and administrative assistance needed to efficiently manage your plan.
Customized Self-Administration – FlexSourcing™
Full Outsourced Administration
“You’re support team is truly the BEST!! Always so responsive and QUICK!! Thanks again!”
“We are big fans of OT and have been using it for about 4 years. The product is full featured and their support is amazing.”
“I do not mind shouting my praise for the system – it truly has been a life and time saver for us. We could not be happier – honestly!”