Alternatives to Capboard

The Global Payroll Platform for a New World of Work. One global platform that allows you to manage global payroll, cross-border payments, and contractors. Workforce management that integrates seamlessly with your financial tools. Transparent pricing allows you to calculate your payroll costs. Get the most current data on salaries, benefits, regulations, and other information to help you hire the best employees and ensure compliance. You will be amazed at how simple global payroll can seem. * Service in over 160 countries * One solution from end to end * GDPR and SOC2 compliant * ISO/27001 certified

Midaxo helps corporate development teams manage the entire M&A process from deal sourcing to evaluation and post-merger integration. The Midaxo+ software solution enables frequent acquirers to standardize their approach, visualize deal progress, and create value faster. Product highlights include: - Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications - Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing - Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration - Data Security: certified organization-wide for ISO 27001 information security standard Key features include: End-to-End M&A Platform Playbooks CRM Buy-Side VDR Kanban-Style Pipeline Midaxo Insights Deal Scoring Due Diligence Checklists Information Requests Deal Workspaces Dashboards Slides Task Management Progress Tracking Email Notifications Outlook Integration

Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.

Ledgy is the trusted equity management solution for high-growth businesses. All countries are compliant with the best-in-class security, privacy, and security. Digitize your spreadsheets to create a transaction-based captable that's always accurate, scaleable, and can be updated in real time. Accurate scenario and exit modeling will make your financing rounds a success. You can streamline your due diligence and manage every vesting schedule. With custom dashboards, you can show the most recent information to all your stakeholders (investors, employees, and shareholders). Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations. Engage your investors by sharing KPIs and accurate funding scenarios, valuations and exits, custom reporting, etc. Learn why Ledgy's platform is loved by founders, CFOs, HR departments, and their employees. To see it in action, book a custom demo.

Shoobx serves as an essential equity management platform for both businesses and investors, streamlining the automation, creation, execution, and storage of legal documents. When preparing for your next funding round, the last thing on your mind should be the hassle of obtaining signatures or managing your cap table. Our comprehensive platform equips you with all the necessary workflows to oversee your company's journey from its formation and equity grants to eventual exit strategies. By utilizing industry-standard documents, we aim to make the entire process as seamless and low-risk as possible. Whether you require documentation for financing or other corporate needs, Shoobx has you covered. A successful equity financing involves numerous components that must align perfectly, and Shoobx supports companies in achieving favorable exits by integrating equity management, corporate governance, fundraising resources, and documentation into a single, collaborative platform. Furthermore, Shoobx facilitates the navigation of standard corporate actions, ensuring that signatures are collected and documents are neatly organized for optimal efficiency. This level of support enables businesses to focus on growth rather than administrative hurdles.

Engage with your employees, investors, and shareholders through Qapita, a comprehensive solution that simplifies the management of all equity-related issues from the founding phase to an initial public offering. The Qapita Platform enables companies to efficiently handle CapTables and ESOP programs in a digital format. Additionally, the Qapita marketplace offers innovative solutions to enhance liquidity for both shareholders and employees. By implementing structured liquidity programs and facilitating secondary transactions, it aims to provide ESOP holders and shareholders with better access to their investments. Qapita is committed to automating all equity processes in the private market through its advanced digital platform. It allows for a unified source of information shared among all stakeholders, ensuring transparency and fostering trust with potential investors. With the capability to run intricate simulations of funding rounds and exit strategies, the Qapita platform aids you in making informed decisions. Furthermore, our team of equity management experts is available to create tailored scenarios to meet your specific needs. This level of customization enhances the overall experience for users, ensuring that they are well-equipped to navigate the complexities of equity management.

As your business expands, it's essential to navigate increasingly intricate equity frameworks efficiently. Computershare's GEMSpm solution allows you to: - Forecast future investment rounds, analyze exit distributions, and perform waterfall analysis within your capitalization table. - Oversee sophisticated award instruments as part of your employee equity initiatives, including performance units and warrants. - Streamline complex financial reporting requirements. As you attract a larger pool of investors and expand your workforce, effective and meticulous equity management becomes paramount. It's crucial to comprehend and evaluate the modifications in your cap table while also providing employee equity programs that enhance recruitment and retention. Relying solely on spreadsheets for such vital and complex information is not an option; both you and your team deserve a more organized and sophisticated approach to equity management. Embracing advanced solutions will not only save time but also ensure accuracy and transparency in your equity practices.

AngelList provides essential tools designed to support startups, investors, and fund managers in driving innovation forward. By using AngelList, you can effortlessly oversee your company's cap table, manage fundraising efforts, handle employee offer letters, and much more—all within a unified platform. Focus on developing your business, while AngelList manages the intricate details for you. Simplify your fundraising journey with AngelList Raise, which streamlines the processes of accreditation, signatures, banking, and other tasks for both SAFE and equity rounds. Raise capital efficiently with just one entry on your cap table. Additionally, Roll Up Vehicles™ offer founders a convenient single link for investors to commit and transfer funds online, with AngelList managing the subsequent steps. Discover a variety of Rolling Funds to find the perfect match for your investment strategy. You can subscribe on a quarterly basis, invest alongside leading VCs, and modify your investment amount as your objectives shift. Access numerous high-quality deals and funds, spearheaded by top professionals in the industry, with just one check. Furthermore, consider investing in the AngelList Access Fund to enhance the diversification of your investment portfolio and explore new opportunities.

Nth Round serves as a holistic equity management solution tailored for businesses across various stages and sizes. It allows you to oversee equity, engage with shareholders, and promote liquidity within a secure, integrated platform. Enhance the shareholder experience by delivering customized reports and communications that resonate. Gain a comprehensive understanding of your equity by monitoring ownership, regulating access, and issuing digital assets such as shares or units. When the time is right, offer a discreet trading environment accessible around the clock for your shareholders and any prospective investors you wish to bring on board. Differentiate yourself with a contemporary, mobile-responsive digital experience designed for shareholder convenience. Securely onboard new investors using digital subscription agreements alongside safely hosted financial documents. Tackle complex regulations while effectively managing shareholder information through streamlined processes. Additionally, facilitate equity management and shareholder engagement through group emails, company announcements, and interactive mapping — all centralized in one secure platform, ensuring a seamless experience for all users. This comprehensive approach not only simplifies equity management but also strengthens relationships with stakeholders.

Equity. Simplified. Carta is a tool that helps investors and companies manage their equity plans, valuations, investments, cap tables, and capital plans. Start by creating your Carta cap table. Then, issue electronic securities, get 409A appraisals, and run liquidity events. Your cap table will remain updated automatically. Your cap table will stay up-to-date with all equity transactions and information in Carta. We help you to stay compliant when issuing equity or getting 409A valuations. Investors and employees can accept electronic securities and exercise options. They can also track vesting schedules. Carta assists more than 800,000 shareholders to manage equity worth $575 billion. Carta can help you, whether you need a captable and a 409A or are looking to run secondary transaction, leverage financial reporting, tax tools, and stay closer to investors.

The leading equity compensation solution for European companies and multinational companies. Your equity management requirements are as unique as your business. Our software adapts and grows with your business, providing a flexible framework to ensure long-term relevance. Our world-class platform will help you master equity compensation. Ensure compliance, save valuable time, and motivate your team to achieve optimal performance. Our intuitive admin portal allows you to navigate grants, exercises and purchases. It is designed to simplify the process by automating key tasks, providing a single source for documents, signatures and data, and reducing complexity. Give your employees clear, understandable information about their equity. This transparency boosts employee morale and aligns their interests with the success of your company, creating a culture that encourages ownership and engagement.

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Our automated investor updates, permission-based metrics sharing, and investor matchmaking features make it easy to streamline your investor relations, while our secure data room and cap table management tools help you close deals and stay compliant. Avoid common mistakes and build relationships with investors using Quoroom's proven workflows. Try Quoroom today and get pro support!"

Pulley makes it easy to manage your equity and cap table. This allows you to focus on your business growth. Pulley allows you to join the company immediately and receive a 409a valuation within five days. Pulley is an easy-to use platform that supports early stage companies starting with incorporation. We offer the flexibility to scale with companies. Pulley automates Form 3921 submissions and Rule 701 compliance. It also supports electronic issuance stock certificates. Complex equity events such as stock splits or complex vesting events can be processed instantly by Pulley. It is not easy to manage a captable. Paralegals and lawyers can get fast support in under five minutes. This will allow them to respond quickly to their clients. It's easier than ever to update a captable thanks to integrations with HRIS systems such as Rippling and Gusto. Join the 1000+ companies that are scaling with Pulley. Learn more at https://pulley.com

With the help of technology, education, and dedicated support, we streamline your equity administration process. Whether you prefer to manage it yourself or require comprehensive assistance from our knowledgeable team, OptionTrax® is the solution you need. Our offerings cater to the specific needs of both public and private companies. Is your equity plan management becoming overwhelming? Are compliance issues and audits causing you stress? For nearly twenty years, clients utilizing the OptionTrax platform have successfully undergone audits by some of the largest audit firms worldwide. Are you still relying on inconsistent spreadsheets to oversee your cap table and equity award plans? The OptionTrax system guarantees you will have robust control and precision, ultimately saving you both time and costs associated with audits. Just think about how much more you could accomplish with the hours currently spent rectifying errors or dealing with outdated information. Furthermore, you can eliminate the hassle of tracking all the evolving FASB, IRS, and SEC regulations since our OptionTrax system manages that for you effortlessly. As you focus on your core business activities, let us handle the complexities of equity management.

Registry Direct provides a robust and secure online platform for managing registries and capital, tailored for the needs of companies, fund managers, and their advisors. This platform encompasses an extensive range of functionalities, allowing users to generate and oversee capital tables featuring various security types, including shares, units, options, convertibles, and bonds. With Registry Direct, users can easily allot, transfer, and redeem securities while adhering to regulatory standards set forth by organizations such as the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO). The platform enhances investor engagement through features that facilitate communication, meeting organization, and the execution of online polls for decision-making. Additionally, it streamlines capital raising efforts by providing tools for the creation and management of online application forms, along with convenient payment processing options such as BPAY and EFT. As a result, Registry Direct not only simplifies compliance but also fosters stronger relationships between issuers and investors.

Achieve mastery in the private capital markets by utilizing the most sophisticated investment data at your disposal. Aumni provides you with immediate access to trustworthy financial and legal insights derived directly from your legal agreements, meticulously verified by venture professionals and enhanced through AI analysis. Aumni has conducted a remarkable analysis of a vast array of private capital investment data, unlike any other service. Investment firms often have numerous co-investors within their networks, and with Aumni, you can effortlessly tap into this extensive network of both previous and current investors, empowering you to refine your investment strategies effectively. Within a few clicks, you can create impactful fund-level performance analytics and automatically produce equity financing summaries for each of your investments. Aumni streamlines your access to comprehensive portfolio analytics with a single click, enabling you to select crucial data points for sharing and create institutional-quality reports tailored for LPs of varying sizes. This innovative approach not only simplifies data management but also enhances your overall investment decision-making process.

Easop provides the first globally-compliant equity compensation solution. We offer startups and scale-ups SaaS solutions for managing equity incentives and tax handling. Companies can reward their direct employees and EoR employees as well as contractors, advisors, and contractors with equity worldwide by leveraging Easop’s in-house back-office, which is approved by top-tier legal firms. Founders, HR and Finance leaders, as well as General Counsels, can issue new grants, receive assistance with tax handling and equity grids, automate board reports and approvals and access legal information instantly for each geographic area. First time, team members receive personalized tax and compliance information tailored according to their tax residency status and contractual status. Easop is rapidly expanding and covers workers in 70 countries.

Vega Equity was created to empower businesses to manage their equity in the most efficient manner possible. In addition to providing precise cap table management, Vega Equity’s platform delivers a user-friendly, seamless, and digital experience tailored to meet individual user needs, making it a comprehensive resource for stakeholders seeking accurate information. Furthermore, Vega Equity aids in assessing and analyzing key performance indicators, allowing for the development of various data models based on different scenarios, which has proven invaluable for many clients in monitoring their performance relative to their objectives. Our commitment at Vega Equity is to support our clients as they strive to become successful organizations, ensuring they have the tools they need to thrive in a competitive landscape.

Transform your company's cap table into a strategic advantage with Capdesk, a platform designed to help you navigate and prepare for all potential scenarios. In the competitive landscape of attracting elite talent, offering equity serves as a significant edge for startups against larger firms. However, many startups find themselves overwhelmed with the complexities of issuing and managing employee equity, or they might forego it entirely. Regardless of where your employee share scheme is based, Capdesk provides a comprehensive solution for effective management. The platform supports various security types, such as phantom shares, growth shares, and RSUs, ensuring versatility for your needs. Additionally, Capdesk empowers your employees by granting them access to a customized dashboard that enables them to understand and track their share values. With this feature, employees can keep tabs on both their vested and unvested shares while witnessing the tangible increase in their holdings as the company flourishes. This level of transparency not only enhances employee engagement but also fosters a culture of ownership within your organization.

LoyaltyOptions offers a comprehensive range of tools designed for the effective management and accounting of stock-based compensation and employee ownership initiatives. The functionalities provided encompass: Grant Management: This includes various options such as Employee Stock Options, Restricted Shares, Share Appreciation Rights, Share Purchase Plans, Convertible Bonds, Grant Modifications, and Performance Grants. Financial Reporting: The platform supports compliance with ASC 718 and IFRS 2, offers grant valuations, provides customized disclosures, and utilizes methods such as Black-Scholes, Binomial Valuations, and Monte Carlo Simulations for performance grants. Share Management: Users can effectively manage cap tables, conduct statistical reporting, access a mini-market, and generate share certificates. Administration: Features include role-based security, an employee portal, auditor portal, sandbox environment, what-if scenarios, and time management tools, ensuring robust oversight and flexibility in managing employee equity programs. Overall, LoyaltyOptions empowers organizations to optimize their stock-based compensation strategies efficiently.

The WOWS Investment portal connects startups and SMEs to global investors and facilitates primary and secondary equity raising. It provides a user-friendly interface to showcase companies, tools for equity management and capital raising, as well as investor matchmaking. Key features include: - Showcasing companies: Upload pitch decks and present businesses. - Investment Tracking : Investors can track their investments and shareholding values in real-time using dashboards that are personalized. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication support: Direct Q&A between investors and companies and insights into funding history. WOWS Global's goal is to simplify fundraising, maximize opportunities for investment, and drive growth within the private market sector through advanced technology and a large investor network.

Stay informed about your portfolio companies by tailoring templates for founders to complete, monitoring report statuses, and easily downloading data with just one click. Your entire investment history is clearly presented, allowing you to track records and assess performance, which will facilitate more informed decisions regarding future investments. You can depend on our specially designed dashboard to keep an eye on the latest changes in ownership, monitor capital utilization, and filter metrics according to your specific requirements. Post-investment management is streamlined with synchronized cap table data, updated business performance, and shared voting agendas, enhancing communication and comprehension of your investments. Oversee stock options and plans throughout their lifecycle, including issuance, vesting, and awards. Additionally, efficiently manage the process of seeking shareholder approval for corporate matters by establishing agendas, dispatching email reminders, and obtaining online voting results with e-signatures. This comprehensive approach ensures that you remain engaged and informed about your investments at every level.

Eqvista will transform you company and help you manage your company's cap table, company shares and 409a valuations in an easy and efficient way. You can incorporate your company and manage all your equity from one place. Eqvista supports captables from all jurisdictions.

Shareworks offers a comprehensive and unified Equity Management solution tailored for both domestic and international businesses. This platform consolidates all your equity data and teams into a robust global framework designed to foster a culture of equity ownership. With the ability to generate customized reports through an intuitive drag-and-drop interface, teams across your organization can collaborate seamlessly. The platform ensures rapid decision-making support, allowing for the unification of all equity plans, scheduling of reports, and enabling participants to engage with their awards—all from a single interface. Shareworks provides next-generation flexibility and accuracy, empowering you to make more informed decisions. The direct integration with your HRIS streamlines updates related to employee information, payroll tax adjustments, and grant termination proration. Experience the future of equity plan management firsthand by requesting a demo to see all these features in action. In doing so, you'll understand how Shareworks can revolutionize your approach to equity management.

Share schemes for extraordinary teams Our platform makes it easy for you to digitally manage and distribute your equity. Designed by UK share scheme experts. Digital equity management, the ability of issuing shares and options instantly, a real-time cap table, legal documents, the option scheme designer, and shareholder dashboards. Vestd is the UK’s first, most advanced, and only regulated digital scheme platform. Here are some of the things that make Vestd stand out. We offer expert guidance from the beginning to the end. Every week, we help hundreds of UK-based SMEs to design tax-efficient schemes. Full Companies House integration Vestd allows you to avoid a lot of paperwork by allowing you to integrate with two-way Companies House. Everything can be done digitally. There is no need to involve accountants and lawyers. We have an in-house team that provides legal documents as part of our service. Amazing teams can share in the benefits of our share schemes.

FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.

Discover essential tools for effectively managing and expanding your business today, or effortlessly transition from your current cap table service provider. Benefit from the guidance of industry experts throughout the digital experience and eliminate hefty legal costs while enjoying our clear pricing structure. Form companies online in major jurisdictions such as ADGM, DIFC, Cayman, Delaware, Singapore, and Saudi Arabia. Take advantage of our free DocuSign integration to gather signatures, ensuring everything remains secure and systematically organized in our advanced data room. Create legal documents in mere seconds and share them for review, comments, and modifications with your team. Design personalized templates tailored to your specific needs. Our documents are crafted by experienced lawyers who bring decades of expertise to the table. Enjoy digital company formations in investor-favored jurisdictions, and streamline your ESOP and cap table management processes for greater efficiency and effectiveness. Start your journey towards better business management and growth today!

The private asset market faces challenges due to inadequate user experiences and the disconnection among various technology platforms. Vertalo enhances and facilitates the security token ecosystem by harnessing blockchain technology, effectively modernizing cap tables and investor management. By utilizing Vertalo’s platform, both emerging and established companies can optimize their digital asset management processes and enhance liquidity options. With on-chain secured cap tables, Vertalo empowers organizations and investors with greater control and adaptability in asset management. Users can create tokens to fractionalize ownership or engage in trading on an exchange. The platform enables the tokenization of assets, allowing for immediate distribution to investor wallets. Furthermore, Vertalo's SEC-registered transfer agent system ensures the integrity and security of cap table data, employing a complex network of smart contracts that automatically refresh entries based on on-chain verifications. The rise of blockchain technology not only revolutionizes business practices but also enhances cybersecurity measures, opening up new avenues for innovation and trust. Ultimately, companies can leverage these advancements to foster greater transparency and efficiency in their operations.

qashqade is a comprehensive enterprise software suite tailored for fund managers, fund administrators, and private market investors. It enhances efficiency by automating fee and waterfall computations, effectively eliminating the need for cumbersome manual tasks and unreliable spreadsheet systems. This platform provides a flexible and modular solution capable of accommodating various asset classes and complexities, ensuring accurate calculations, insightful dashboards, thorough reporting, governance, scalability, and a reliable audit trail. With its advanced engine, qashqade computes values for management and performance fees, LP shares in capital returns, hurdles, and gains, all while adhering to specific LP or deal rules. Additionally, the GP Incentives Allocation feature expertly manages carried interest distributions by organization, deal, carry holder, or LPA, enabling users to model, monitor, report, and distribute while managing clawbacks, costs, and performance metrics. You can gain a quick and comprehensive overview of the ownership structures and investment values within your portfolio, making informed decisions easier than ever. Overall, qashqade simplifies the complex landscape of fund management, enabling users to focus on strategic growth rather than tedious calculations.

Streamline your token vesting process with automation and enhance your compliance efforts. Experience the quickest and most straightforward method for overseeing token distributions, ensuring adherence to regulations, and monitoring vesting timelines. Liquifi offers an array of features that position it as the premier platform for token management. Make direct payments to stakeholders via Liquifi, or empower employees and investors to independently claim their tokens. Our compliant identity verification system guarantees that your operations align with legal standards. Remain prepared for audits with precise records, supported by comprehensive transaction reporting. Maintain organization by tracking all documentation related to your stakeholders' tokens. We assist you in navigating all necessary paperwork and partnerships for a compliant token launch. Additionally, stakeholders can participate in voting while their tokens are either vesting or locked up, further engaging them in the process.

Orchestra offers equity management software that enables companies to establish connections with their investors and employees. Our services are particularly beneficial for businesses that have numerous stakeholders, as we assist them in fostering improved relationships with these parties. Additionally, we are convinced that investing in private enterprises can strengthen local economies while instilling trust among investors, ultimately contributing to a more vibrant financial landscape.

Simple Equity Management. Our digital cap table management tool makes it easy to manage your equity. Transparency for all stakeholders is important and due diligence should always be available. Run deal scenarios. Calculate dilution impact.

75% of the top tech companies prefer RSUs to stock options. Now you can do the same with Upstock.io equity. We have spent five years working alongside top legal professionals to automate the time-consuming and expensive process of equity. We believe that even small dreams can grow. All companies, regardless of size, should be able offer the best equity plan possible. Our process is simple and quick. You won't feel overwhelmed by the process. Send legal agreements to your workers. A dashboard that displays the equity value in real-time will help you align stakeholders and increase worker engagement.

Effortlessly manage and create cap tables with Astrella's sophisticated cap table management software. Our platform leverages cutting-edge artificial intelligence and blockchain technology to streamline tedious administrative tasks while ensuring full transparency and control. This user-friendly system allows you to reclaim valuable time, enabling you to concentrate on your business's growth and success. While managing equity is an inevitable aspect of running a business, it can also serve as a powerful engine of growth when handled effectively. The Astrella equity management solution caters to a diverse range of organizations, from startups to employee-owned enterprises and publicly traded companies, ensuring they have the most accurate and reliable insights into their equity. Regardless of their stage in the ownership landscape, these businesses rely on Astrella to gain clarity on their value, prepare for IPOs, and leverage equity to attract top-tier talent. By utilizing our platform, companies can transform their equity management from a mere necessity into a strategic advantage.

iPlus is used by 85% of Central bank-licensed Investment Management firms in Africa. iPlus is an asset management solution that allows your organization to efficiently set up, monitor, and manage its investment portfolios. Using iPlus, your organization can manage its money market, equity, and property investments. This allows your organization to produce portfolio valuations at set intervals. Clients have access to web portals

Enhance your ability to retain top talent by implementing effective equity plans that follow best practices. Benefit from integrated legal agreements, straightforward vesting options, and streamlined communication methods. Incorporating equity into your hiring strategy is quick and efficient. You can easily develop stock option or share plans, establish automatic vesting schedules, and incentivize your team for their contributions. Clear communication about the value of equity can significantly enhance workplace culture, boost engagement, and improve employee retention. Maintain transparency with your team, ensuring they understand the benefits, which ultimately fosters a more committed workforce. All valuations are organized and readily accessible whenever you need them. Additionally, features like automated vesting, exercising, and reporting provide reassurance and confidence in your equity management process. Compliantly manage and issue equity for employees and contractors across more than 50 countries, all while benefiting from automated reporting that keeps your records current and reliable. With a state-of-the-art cloud infrastructure, your data remains secure at all times. This comprehensive approach not only simplifies equity management but also strengthens your organization's overall appeal to potential and current employees.

Essential business resources. Robust performance metrics. Reliable funding guidance. Gust is here to assist you throughout your entrepreneurial path, ensuring that when you seek investment, you maximize your chances of success. With a community of more than 800,000 founders and 85,000 investment professionals on our platform, we provide access to the entire startup ecosystem. We know what captures the attention of investors, and we're dedicated to helping you showcase your startup effectively. Armed with in-depth performance metrics, personalized insights, and straightforward action plans, you'll discover where to concentrate your efforts while having the necessary tools readily available to implement your plans. Our objective is to empower founders to achieve their goals. Regardless of whether you are just beginning to establish your company or aiming to successfully complete a Series C funding round, we are committed to supporting you in reaching your aspirations. Together, we can navigate the complexities of the entrepreneurial landscape.

No matter if you're launching a new venture or managing a well-established corporation, J.P. Morgan Workplace Solutions offers effective tools to help you monitor your ownership structure and oversee your equity compensation plans effortlessly. With over 15 years of experience in administering equity compensation for some of the largest companies globally, we provide tailored products and services that simplify employee share ownership for businesses of all sizes. Our solutions seamlessly integrate essential data with your stock plan, ensuring that you are maximizing the advantages of stock compensation regardless of your location or plan type. The ease of collaboration among Legal, Payroll, HR, and Compensation & Benefits departments in public companies is greatly enhanced through our services. Additionally, the Global Shares Academy serves as a valuable resource for individuals from diverse industries who wish to deepen their understanding of employee ownership, offering insights into different plan types along with complimentary templates for your use. By engaging with our platform, you not only gain knowledge but also streamline your equity management processes for a more efficient operation.

Both organizations and their workforce face various legal and financial hazards. Numerous elements contribute to the complexity of the current processes. Each nation has distinct and ever-evolving regulations regarding equity, which can lead to significant financial repercussions for both the business and its employees. The intricacies of tax codes related to equity can be daunting, and errors can have lasting consequences, often resulting in missed opportunities for substantial tax savings. Establishing and managing global equity plans demands considerable time and resources, as it involves extensive and costly research. Keeping track of ongoing changes is challenging, and the potential for errors is high. To navigate these complexities effectively, it is crucial to implement proactive alerts that help maintain compliance on a global scale and prevent any possible exposure issues. This approach not only safeguards against penalties but also streamlines the management of equity plans, making the entire process more efficient.

SliceFair transforms the landscape of equity management for self-funded startups by seamlessly integrating the established Slicing Pie model into a user-friendly platform. This innovative tool automatically monitors and computes equitable ownership according to genuine contributions made by each member. Users can log their time with personalized rates, document investments and expenses, and see equity shares adjust in real-time. It is an ideal solution for co-founders, early team members, and those contributing sweat equity. Each project accommodates an unlimited number of participants and contributions while ensuring clear roles and permissions are defined. Users can independently track various ventures, oversee project administrators, and uphold complete transparency throughout the process. You can begin at no cost or gain unlimited features for just $99 per project, with no ongoing subscriptions or unexpected charges. SliceFair is dedicated to providing a fair and scalable equity distribution system that evolves alongside your startup's growth. Additionally, its intuitive design allows for easy onboarding, making it accessible to those unfamiliar with equity management.

All your Compensation Needs in One Platform CompTrak's enterprise software combines incentive, equity and merit review into one platform. It allows companies to create, customize, and manage complex compensation plans. It also ensures that they are linked with corporate strategic goals. CompTrak aims to optimize the engagement of employees and make all components of compensation work together for mutual benefit. CompTrak consists of three core products: Compensation Management (Equity Plan Management), Total Rewards Statements (Total Rewards Statements), and Compensation Management (Compensation Management). Each module can be purchased separately or combined into one solution. CompTrak eliminates manual processes, spreadsheets, and dependency on legacy system. It allows companies to manage global compensation plans and provides a mobile Total Rewards experience for employees.

Qoorp, an online platform that allows companies to manage their equity, share issue, stock options, and automated workflows for board and shareholder meetings, is Qoorp. It provides full automation from start to finish, including registration of share issue and other regulatory requirements. It currently serves the Swedish market.

Capitaliz does more that confirm your business's value. Intelligent recommendations guide you to increase that value through business development approaches like process improvement, reducing risk, and creating sustainable growth. Powered by Succession Plus, which is based on millions upon millions of exit planning data points. Capitaliz gives SMEs a purpose-built tool that allows them to benchmark and compare their performance with other industry competitors. This helps to identify over- or underperformance. Business owners have access to real-time benchmarked data about the business's value.

ShareForce is an online platform designed to streamline and automate the management of employee incentives. It delivers an all-inclusive solution that seamlessly connects HR, CRM, payroll, and communication systems. Users can perform valuations and performance calculations that are ready for audits and generate reports instantly. The platform efficiently accommodates both cash and equity plans while ensuring full compliance with IFRS and GAAP standards. Creating expense and disclosure reports is straightforward, thanks to the user-friendly interface. Additionally, a dedicated deployment team is available to assist with a smooth migration process, relieving users of potential stress. ShareForce enables tracking and management of the entire award lifecycle, facilitating effective communication with employees. This functionality encompasses share plan administration, issuances, elections, vestings, and settlements. Employees benefit from a secure portal where they can accept and exercise awards, as well as monitor the company's share price to assess their ownership stake. Furthermore, the platform allows users to design and evaluate both equity and cash incentive plans, including those driven by short and long-term performance metrics, thereby enhancing overall incentive management strategies.

WebVision is a secure and highly customizable cloud-based content management system (CMS) and investor portal that caters to asset managers by providing essential access to marketing materials, fund performance data, and comprehensive reporting tools. This platform can be implemented either as a module for fund or investor reporting integrated with an existing site, or as a completely bespoke website developed by the design experts at Imagineer. The system enables seamless automation of communications for investors and prospects via its robust online portal. WebVision operates independently, capable of importing data from various proprietary or CRM systems, or it can be fully integrated with Clienteer to enhance control and automation capabilities. Moreover, the platform includes the Fiveblocks reputation management tool, which assists in tracking user engagement, preserving your online reputation, and enhancing your brand identity. By leveraging these features, asset managers can ensure they meet client expectations while streamlining their operational processes.

Since 2016, Kore has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. Kore is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.

Experience a comprehensive business account designed to streamline your corporate finance management effortlessly. By automating tedious tasks like expense reporting, you can reclaim valuable time and truly enhance your accounting procedures. Whether you prefer managing your finances independently or collaborating with others, this account offers the flexibility you need. It stands out as the ideal solution for daily payment transactions, allowing you to maintain focus on your primary business activities while consolidating financial management in one convenient location. With tools that empower you to maintain oversight of your team’s expenses, you can ensure optimal control. Establish a business account that facilitates online deposits of your share capital, all without unexpected fees, charges for specialized operations, or transfer commissions. This commitment-free and scalable option adapts to your changing business requirements, and a dedicated support team is available seven days a week to assist with any inquiries. Unlock the potential of your business with an online account that simplifies international payments and makes accounting a seamless part of your everyday operations. In doing so, you will foster a strong connection between your financial and accounting tools, enabling you to concentrate on what truly matters in your business.

Globacap’s comprehensive digital platform enhances your primary placement transactions, minimizes ongoing administrative burdens, and facilitates seamless secondary liquidity. While investment is essential for every business, current private capital market practices are often antiquated and ineffective. Our software-as-a-service solution enables you to scale your capital markets operations effectively and increase profitability, all while maintaining enterprise-level security. You can distribute a greater number of deals to a wider array of investors using fewer resources. With Globacap’s streamlined digital workflows, you achieve improved efficiency and profitability, while simultaneously managing risk and ensuring compliance. Furthermore, you can present co-investment and syndicated opportunities to a broader segment of your investor network simultaneously, leveraging our regulatory permissions and automated processes to alleviate administrative and compliance challenges, thereby reducing execution risk. Ultimately, Globacap empowers you to navigate the complexities of capital markets with greater ease and confidence.

CalibreRMS, a complete Research Management System, has an intuitive interface that allows you to record, share, and collaborate on data in a mobile-friendly, customizable, and user-friendly format. Calibre RMS is more than a note management tool. It seamlessly integrates your qualitative research with your modeling, analytics and modeling. It can be customized to your investment strategy and allows for immediate collaboration between teams from any location and on any device. Calibre RMS allows you to integrate it with other modeling tools and analytics tools without being locked in a proprietary system. It also includes audit trails to simplify compliance.

Streamline all your legal documents and information into one easily accessible hub, eliminating the hassle of navigating various drives, spreadsheets, and physical books scattered among teams and individuals. Embrace a digital approach with a share register that tracks capital increases, share transfers, distributions, and much more. Develop organizational charts to clearly depict your group structure, and effortlessly generate reports and legal documents in mere seconds, ensuring a hassle-free experience. Rest assured knowing that your data is reliable and secure, with controlled access to legal information housed on an encrypted private cloud through ISO27001-certified hosting services. Understanding that successful software migrations hinge on the integrity of your data, our team of highly skilled and knowledgeable legal professionals is here to support you. We provide best practices to enhance your legal operations and can connect you with our partners for expert legal advice when needed. Additionally, our commitment to service ensures that you can focus on what matters most while we handle the complexities of legal data management.