Vestd is an online management platform that helps in the digital managing and distributing of equity. It offers to create certificates securely and allows exclusive access to users’ accounts for advice. The progressive dashboard provides a perfect realistic view of the outstanding or issued capital. The schedule demo gives beneficial knowledge of various questions like the best scheme to use, how to be tax-efficient, how to protect the business, the importance of staying compliant, and many more.
Vestd provides the digital scheme that makes management much easier by creating future documents, HMRC notifications for important deadlines, and easily adopting new people. It also allows users to authorize a shared pool within this platform to send docs to shareholders for digital signing. This platform provides more hot services that include valuation for HRMC by experts, bespoke scheme design, free invitation to manage and view equity, uploading of custom agreements, and helping in designing a tax-efficient employee’s share scheme.
Carta is a management platform that manages various investors’ and companies’ valuations, equity plans, cap tables, and investments. The fast and accurate portfolio insights provide all-important financial metrics and accurate data of portfolios for evaluating investments. It offers the cap table management software that updates every transaction, maintains & updates incorrect spreadsheets, allows secured sharing with team members, provides desired reports in time, automatic checking, and special knowledge about fundraising. This platform offers a progressive dashboard for tracking and monitoring performance.
Carta provides scenario modeling and planning software for understanding payouts and fundraising impact. It provides the fund administration with experienced teams that make quick, efficient, and accurate audits for better and more productive decisions. Users can directly contact the experts for problems or guidelines. This platform provides more hot services like electronic securities, SEC-registered transfer agents, cap table management, 409A valuations, and ASC 820 for accurate valuations.
Capdesk is a powerful equity management solution that helps companies in managing their cap tables and can send reports to financial authorities without any worry. It comes with an end-to-end execution of share option grants to register and track employee equity awards. Moreover, it enables the companies to manage their incentive pool and issue securities over the authorized shares.
The round modeling, compliant shareholder register, and other such features offer fast reporting and compliance. Moreover, users can also export raw data and can generate reports. The platform allows the users to keep all of the data sources on a single platform, and it is automatically updated.
Capdesk enables the investor to add their own details, which are also visible to other stakeholders. Users can also view the complete historical audit log, and it keeps the backup of data. Lastly, users can keep their investors engaged through emails for continuous fundraising.
Ledgy is a platform that facilitates users by managing equity and building real finance scenarios with deep analysis or liquidation preferences. It provides the motivational dashboard that shows the future and current valuation of stake for employees’ engagement. The platform allows deep engagement with shareholders by providing automated & accurate reports, sharing KPI, and transparent dashboards for in-depth insights. Moreover, it offers scalable equity plans that can be integrated with any existing system worldwide.
Ledgy provides document automation that automatically attaches custom variables and eIDAS-compliant with transactions. It enables users to contact the professional support team for any problem directly. Users can get quick Monte-Carlo valuation calculations and can generate compliant quarterly or yearly data exports. This platform offers the best security policy for the company, including a unique backup system, SSO, data encryption in rest & transit, and two-factor authentication.
Shareworks, formally known as Capshare, facilitates users by managing equity and issuing stock all under one roof without any paperwork or spreadsheets. It provides a complete security platform that saves and secures all the organizations and their employees’ data. The startup equity administration manages an all-equity plan and cap table. Moreover, it enables investors, companies, and stakeholders to manage and track all their equity. This platform provides special skilled and professional support teams for any help and query.
Shareworks organizes cap tables in-depth that enable users to make better business decisions. It converts all the old paperwork system into a digital form that automatically performs tasks and saves time and effort. Moreover, it provides all financial reporting on tax issues, legal issues, or successful audits and detects top talent for future growth.
OptionTrax is a management platform that provides the best solution for cap tables and offers various equity plans. It enables the best equity plans by managing unlimited vesting time, schedules or performances, easy process transactions with some clicks, exclusive tracking, share purchases, ESSP cash contributors, and withdrawals. Users can use their own created easy termination schedules for effective workflow. Moreover, it provides convenient stakeholders communication by participant document management, online exercising & modeling, custom electronic grant acceptance, and agreements with online transactions.
This platform offers special reporting services with various features like creating hoc reports, easy exportation of reports in HTML, pdf, or excel formats, filtered reports by award types, variables, demographics, exclusive transaction details summary reporting, and easy navigation.
OptionTrax offers excellent security management for the cap tables that secures all the critical data or information of shareholders and business owners. It allows tracking of all investors and managing or designing various funding events, restrictions, and instruments. Users can instantly calculate splits, interest payments, and dividends. Moreover, it automatically keeps users’ cap table & plans inaccurate balance, and organizes documents in an easily accessible place.
CompTrak is a platform that offers compensation management software for better decision making and improving productivity with configurable solutions to manage compensations. The platform comes with effective software that centralizes what was once custom and fragmented data into aligned and structured data for the calculation of compensations. Moreover, it also helps the staff focus on what matters to them, and the software will improve the organization’s performance.
The platform comes with end-to-end management in a single platform from where they can handle the entire compensation cycle process. Moreover, users can handle it right from planning the design, modeling the leader inputs, and delivering total rewards statements. It also reduces the uncertainty regarding the workflow and proactive notification system from the whole compensation cycle.
CompTrak is equipped with global features and can handle regional governance and the audit requirements depending on various currencies. Moreover, it allows users to use their different languages and provides them real-time FX rates, and keeps the whole month’s information saved in it.