Shareworks Private Editions

We plan to grow with you.

Join the Shareworks community and discover equity management solutions that truly scale as you grow. From startup to IPO and everything in between, we’re here to help you build an ownership culture.

 

logo_sw_blue_100418
Platform Editions
  • Simplify equity administration
  • Cap table
  • Grant based plans
  • Early exercises
  • Digital shares
  • Rule 701 reporting
  • ISO disqualification check
  • Basic online grant agreements
  • Basic cap table modeling
  • Advanced online grant agreements
  • Advanced cap table modeling
  • HRIS demographic integration
  • Custom groupings
  • Termination rule automation
  • Report library
  • Custom reports
  • Report scheduling
  • Integrated lookup tables
  • Payroll tax integration
  • Termination statements
  • Grant termination proration
  • Sandbox test environment
  • Employee grant choice
  • ESPP
  • Global equity plans extension
  • Multiple currency plans
  • Withholding tax methods by region
  • Multiple tax eligible plans
  • Global payroll tax integration
  • Engage your participants
  • Stakeholder platform
  • Single sign-on
  • Form 3921
  • Corporate branding
  • Mobile app
  • Online account statements
  • Messaging and notifications
  • Custom participant reports
  • Exercise modeling
  • Exercises with tax withholding
  • Online transaction payments
  • Liquidity event extension
  • Global equity plans extension
  • Multiple languages
  • Multiple currencies
  • Tax mobility
  • Manage financial reporting
  • ASC 718 reporting
  • IFRS reporting
  • Expense period lockdown
  • Equity and liability accounting
  • Performance awards
  • Volatility reporting
  • Valuation assumption calculations
  • Proxy and disclosure reporting
  • Corporate tax and DTA
  • Fair value modelling
  • Expense reporting by cost center
  • Expense mobility proration by cost center
  • Global equity plans extension
  • Dual IFRS and ASC 718 reporting
  • Global corporate tax and DTA
  • Services and support
  • Administrator support
  • Participant support center
  • Dedicated administration services
Startup *
Get it right from the start. Issue stock, compare term sheets and model your next round all in one place.
Growth
Scale beyond basic equity management with enhanced expensing, flexible grant management and owner engagement.
Private Enterprise
Streamline plan management with payroll integration, custom reporting, global equity and IPO-readiness.
  • Private Enterprise
  • Unlimited
  • Private Enterprise
  • Private Enterprise
  • Private Enterprise
* Shareworks Startup is provided by Capshare, part of the Solium family.
logo_sw_blue_100418
Platform Editions
  • Simplify equity administration
  • Cap table
  • Grant based plans
  • Early exercises
  • Digital shares
  • Rule 701 reporting
  • ISO disqualification check
  • Basic online grant agreements
  • Basic cap table modeling
  • Advanced online grant agreements
  • Advanced cap table modeling
  • HRIS demographic integration
  • Custom groupings
  • Termination rule automation
  • Report library
  • Custom reports
  • Report scheduling
  • Integrated lookup tables
  • Payroll tax integration
  • Termination statements
  • Grant termination proration
  • Sandbox test environment
  • Employee grant choice
  • ESPP
  • Global equity plans extension
  • Multiple currency plans
  • Withholding tax methods by region
  • Multiple tax eligible plans
  • Global payroll tax integration
  • Engage your participants
  • Stakeholder platform
  • Single sign-on
  • Form 3921
  • Corporate branding
  • Mobile app
  • Online account statements
  • Messaging and notifications
  • Custom participant reports
  • Exercise modeling
  • Exercises with tax withholding
  • Online transaction payments
  • Liquidity event extension
  • Global equity plans extension
  • Multiple languages
  • Multiple currencies
  • Tax mobility
  • Manage financial reporting
  • ASC 718 reporting
  • IFRS reporting
  • Expense period lockdown
  • Equity and liability accounting
  • Performance awards
  • Volatility reporting
  • Valuation assumption calculations
  • Proxy and disclosure reporting
  • Corporate tax and DTA
  • Fair value modelling
  • Expense reporting by cost center
  • Expense mobility proration by cost center
  • Global equity plans extension
  • Dual IFRS and ASC 718 reporting
  • Global corporate tax and DTA
  • Services and support
  • Administrator support
  • Participant support center
  • Dedicated administration services
Startup *
Get it right from the start. Issue stock, compare term sheets and model your next round all in one place.
logo_sw_blue_100418
Platform Editions
  • Simplify equity administration
  • Cap table
  • Grant based plans
  • Early exercises
  • Digital shares
  • Rule 701 reporting
  • ISO disqualification check
  • Basic online grant agreements
  • Basic cap table modeling
  • Advanced online grant agreements
  • Advanced cap table modeling
  • HRIS demographic integration
  • Custom groupings
  • Termination rule automation
  • Report library
  • Custom reports
  • Report scheduling
  • Integrated lookup tables
  • Payroll tax integration
  • Termination statements
  • Grant termination proration
  • Sandbox test environment
  • Employee grant choice
  • ESPP
  • Global equity plans extension
  • Multiple currency plans
  • Withholding tax methods by region
  • Multiple tax eligible plans
  • Global payroll tax integration
  • Engage your participants
  • Stakeholder platform
  • Single sign-on
  • Form 3921
  • Corporate branding
  • Mobile app
  • Online account statements
  • Messaging and notifications
  • Custom participant reports
  • Exercise modeling
  • Exercises with tax withholding
  • Online transaction payments
  • Liquidity event extension
  • Global equity plans extension
  • Multiple languages
  • Multiple currencies
  • Tax mobility
  • Manage financial reporting
  • ASC 718 reporting
  • IFRS reporting
  • Expense period lockdown
  • Equity and liability accounting
  • Performance awards
  • Volatility reporting
  • Valuation assumption calculations
  • Proxy and disclosure reporting
  • Corporate tax and DTA
  • Fair value modelling
  • Expense reporting by cost center
  • Expense mobility proration by cost center
  • Global equity plans extension
  • Dual IFRS and ASC 718 reporting
  • Global corporate tax and DTA
  • Services and support
  • Administrator support
  • Participant support center
  • Dedicated administration services
Growth
Scale beyond basic equity management with enhanced expensing, flexible grant management and owner engagement.
logo_sw_blue_100418
Platform Editions
  • Simplify equity administration
  • Cap table
  • Grant based plans
  • Early exercises
  • Digital shares
  • Rule 701 reporting
  • ISO disqualification check
  • Basic online grant agreements
  • Basic cap table modeling
  • Advanced online grant agreements
  • Advanced cap table modeling
  • HRIS demographic integration
  • Custom groupings
  • Termination rule automation
  • Report library
  • Custom reports
  • Report scheduling
  • Integrated lookup tables
  • Payroll tax integration
  • Termination statements
  • Grant termination proration
  • Sandbox test environment
  • Employee grant choice
  • ESPP
  • Global equity plans extension
  • Multiple currency plans
  • Withholding tax methods by region
  • Multiple tax eligible plans
  • Global payroll tax integration
  • Engage your participants
  • Stakeholder platform
  • Single sign-on
  • Form 3921
  • Corporate branding
  • Mobile app
  • Online account statements
  • Messaging and notifications
  • Custom participant reports
  • Exercise modeling
  • Exercises with tax withholding
  • Online transaction payments
  • Liquidity event extension
  • Global equity plans extension
  • Multiple languages
  • Multiple currencies
  • Tax mobility
  • Manage financial reporting
  • ASC 718 reporting
  • IFRS reporting
  • Expense period lockdown
  • Equity and liability accounting
  • Performance awards
  • Volatility reporting
  • Valuation assumption calculations
  • Proxy and disclosure reporting
  • Corporate tax and DTA
  • Fair value modelling
  • Expense reporting by cost center
  • Expense mobility proration by cost center
  • Global equity plans extension
  • Dual IFRS and ASC 718 reporting
  • Global corporate tax and DTA
  • Services and support
  • Administrator support
  • Participant support center
  • Dedicated administration services
Private Enterprise
Streamline plan management with payroll integration, custom reporting, global equity and IPO-readiness.
  • Private Enterprise
  • Unlimited
  • Private Enterprise
  • Private Enterprise
  • Private Enterprise
* Shareworks Startup is provided by Capshare, part of the Solium family.

 


Benefits and beyond.

Go beyond the platform and discover the power of our applications.

Model infinite cash and equity scenarios tailored to your workforce. Then bring these compensation strategies to life to attract and retain top talent.

Receive trusted 409A valuations. The Shareworks team is here to contribute to your success.

Proactively navigate the tax and legal compliance of global plans. Reduce risk and expenses with an intuitive approach to global due diligence.

Liquidity without the IPO.

Now private company employees can convert equity to liquidity as easily as their public counterparts. Engage employees with tender offers that can be added to your edition.

Speak to an expert

You're in good company


Trusted by 10,000+ companies with employees in 190+ countries.

More than service, we offer partnership.

Whether you’re planning to remain private or go public, the Shareworks team works with you as an extension of your team, providing expert guidance through all of your major milestones.