Private Companies

Transparent, simple, and straightforward record-keeping and reporting.

Key Benefits for Private Companies

IMPROVED EFFICIENCY AND TIME SAVED

No more un-auditable spreadsheets or time spent updating reports and easy, direct communication with your participants and stakeholders

ACCURACY YOU CAN TRUST

Real-time tracking of vesting dates, terminations, plan balances, and Cap Table accounting for the life cycle of your securities

FINANCIAL REPORTING MADE EASY

Automated Black-Scholes and intrinsic valuations, period stock compensation expense reporting, and Cap Table modeling

REAL COST SAVINGS

Significantly reduce your auditor expense and the cost of stakeholder engagement

PLANNING ON GOING PUBLIC?

We have decades of experience helping clients go from private to public

Our Solution

From a software license to administrate your own plan and shareholder base using OptionTrax® to a full outsourced administration team, we will help you find the right solution for your plan. And we understand that your needs may change over time, and so can your model. With equity plan administration, cap table and shareholder management, ESPP, and participant portals, we have you covered end-to-end for the life of your equity plan.
OptionTrax

Equity Compensation Management

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.

OptionTrax

Cap Table Management

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.

Do we have a solution for you? Use our free Administrator’s Guide to find out.

OptionTrax Support
More than just software

Multiple Levels of Support

We offer 3 tiered levels of service to ensure that you have the support and administrative assistance needed to efficiently manage your plan.

Self Administration

Customized Self-Administration – FlexSourcing™

Full Outsourced Administration

What Our Clients Say