See the bigger picture.

Get organised 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.

Major stakes. And minor.

Track every share across multiple share types and 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.

Cap Table explained.

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  • Convertible debt tracking
  • Warrants
  • Cap table: detailed shareholder version
  • Cap table: fully diluted summary
  • Customisable demographic reports
  • Customisable ownership reports
  • *Scenarios modelling available with purchase of Scenarios.

“My company is going public in the near future. Being able to connect with other people who work for pre-IPO companies [at Synergy] has been so great – to help each other out with a mutual challenge.”

Marina Blokhin, ThreatMetrix Inc.

The Shareworks Platform

The power of one.

Simplify your share 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