See the bigger picture.

Get organized and unify all stakeholders with one crystal clear picture of ownership. Track your complete ownership ledger, report shareholder details and create fully diluted ownership analysis all from one accurate, real-time, cloud-based data source. Then grow confidently beyond the cap table on Shareworks, giving you the peace of mind that comes from being prepared for tomorrow and beyond.

Solium Webinar

Shareworks: an integrated solution for innovative private companies

Learn how Shareworks can help you spend less time on your equity plans and more time on growing your business.

Presenter: Brandon Soderberg

Date: October 14, 2015

Time: 1:00 - 2:00 p.m. (ET)


Or view a previously recorded version here

Major stakes. And minor.

Track every share across multiple equity types including common and preferred stock, convertible notes and warrants. Get a birds-eye view, then zoom in on any detail.

Make brilliantly informed decisions.

Shareworks Cap Table’s drag-and-drop report-generating capability provides intuitive control to help you answer important “What if…?” questions. Pull in only the fields you need. Save reports for later use, schedule future reports and more.

Leverage the cloud.

One accurate, real-time data source means your company’s equity picture is always up-to-date, accessible and clear to all stakeholders. Version control and paperwork errors are a thing of the past.

Take an even wider view.

Come to the negotiating table fully prepared. Add high-performance Shareworks Scenarios modeling to quickly and precisely evaluate new financing rounds, management carve-outs and exits.

Cap Table Explained

Watch this short video to find out how Shareworks Cap Table can help your company get one crystal clear picture of ownership.

Request a Demo

Additional resources

Black-Scholes Calculator

The Black-Scholes calculator demonstrates a simple option valuation method for calculating “fair value” for non-public companies.

Try it out

Equity Compensation Guide

Get familiar with the basic principles and terminology of equity compensation reporting for private companies.

Get the eBook

“I recommend that if you are a private company, no matter your size, see a demonstration of Shareworks and find how it will improve the management of your finance department.”

Dwayne Walker, Vice President of Finance, Achievers


  • Common and preferred stock
  • Convertible debt tracking
  • Warrants
  • Cap table: detailed shareholder version
  • Cap table: fully diluted summary
  • Stock certificate tracking
  • Customizable demographic reports
  • Customizable ownership reports
  • Rule 701 analysis report
  • *Scenarios modeling available with purchase of Scenarios.

Cap Table is part of the Shareworks Platform for Private Companies.
The Private Company Experience

The Shareworks Platform

The power of one.

Simplify your equity plan management with smarter technology and remarkable service.

One true cloud-based data source powers a complete, fully-integrated, scalable solution. Add products when you need them. Everything works together.
  • Trade
  • Comply
  • Collaborate
  • Model
  • Automate Workflow
  • Generate Reports
  • Support Decisions
  • Engage Employees