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.
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.
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.
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.
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.
Your vision extends beyond the cap table, and Shareworks supports it. One flexible, scalable, integrated platform can take you from local to global. Simply add what you need as you need it, like next-generation plan admin and the robust expense accounting that pairs well with it. With Shareworks, growth is built right in.
The Black-Scholes calculator demonstrates a simple option valuation method for calculating “fair value” for non-public companies.
Get familiar with the basic principles and terminology of equity compensation reporting for private companies.