Have a larger number of holders? Contact us for a custom package.

 

Choose your plan:

Features

Cap Table Management

See a fully diluted view of outstanding stock as well as any award based options

Stock Option Administration

Manage your employee equity plans by tracking stock options and other awards

Waterfall Analysis

See a complete picture of investment and proceeds with the waterfall analysis

Exit Modeling

At the click of a button, generate a report that indicates the complete breakdown of proceeds

RSU Lapse Module

See benefits and taxation amounts associated with RSU lapses for full administration

Termination Rules

Set automated rules to perform termination / retirement actions

Black Scholes Modeling

With our advanced calculator, see auditable black scholes results

Customizable Grant Letters

Customize your own communications for grant letters

Holder Communications Center

Send out communications to any holder inside the platform for any event

Investor/Holder Portal

Allow your participants with equity awards to view their own holdings and even submit exercises

Portfolio Portal

Services

Data Migration

We help get your data into OPTRACK with a full reconciliation

409a Valuation Service – 1 Share Class

409a Valuation Service – 2 Share Classes

Easy Transition to Transfer Agent Services (Reg A & IPO)

OPTRACK is part of the Computershare group and can accommodate your move to a publicly traded company if that is part of your business plan

Upgrade to Full Plans Outsourcing & Trading

In the event your company's growth requires an outside plan administrator, we can support a seamless transition to Computershare’s fully outsourced model

Support Forums

Telephone and Email Support

We're here to help. Our support team is available via email or phone.

Optional Modules

Financial Reporting

Our financial reporting capabilities are best in class. ASC 718 as well as IFRS-2 compliant

Board Reporting

Let our BoardWorks platform automate your board meeting needs

3921 Form Printing and Mailing

Our partners can assist in getting your actual 3921 forms printed, mailed and efiled

 

Starter

Free

1-10 holders

  •  
  • Excluded
  • Excluded
  • Excluded
  • Excluded
  • Excluded
  • Excluded
  • Coming Soon
  •  

     
  • n/a
  • $1,750
  • $2,500
  • Available
  • n/a
  •  
  • n/a
  • $500/month
  • Available
View Details
Features  
Cap Table Management
Stock Option Administration
Waterfall Analysis
Exit Modeling
RSU Lapse Module Excluded
Termination Rules Excluded
Black Scholes Modeling Excluded
Customizable Grant Letters Excluded
Holder Communications Center Excluded
Investor/Holder Portal Excluded
Portfolio Portal Coming Soon
Services  
Data Migration n/a
409a Valuation Service – 1 Share Class $1,750
409a Valuation Service – 2 Share Classes $2,500
Easy Transition to Transfer Agent Services (Reg A & IPO) Available
Upgrade to Full Plans Outsourcing & Trading n/a
Support Forums
Telephone and Email Support
Optional Modules  
Financial Reporting n/a
Board Reporting $500/month
3921 Form Printing Available
Hide Details

Standard

$100/month

25 holders

$3/month for additional holders

  •  
  • Coming Soon
  •  
  • $1,000 - $2,500
  • $1,750
  • $2,500
  • Available
  • Available
  •  
  • $150/month
  • $500/month
  • Available
View Details
Features  
Cap Table Management
Stock Option Administration
Waterfall Analysis
Exit Modeling
RSU Lapse Module
Termination Rules
Black Scholes Modeling
Customizable Grant Letters
Holder Communications Center
Investor/Holder Portal
Portfolio Portal Coming Soon
Services  
Data Migration $1,000 - $2,500
409a Valuation Service – 1 Share Class $1,750
409a Valuation Service – 2 Share Classes $2,500
Easy Transition to Transfer Agent Services (Reg A & IPO) Available
Upgrade to Full Plans Outsourcing & Trading Available
Support Forums
Telephone and Email Support
Optional Modules  
Financial Reporting $150/month
Board Reporting $500/month
3921 Form Printing Available
Hide Details

Professional

$300/month

50 holders

$3/month for additional holders

  •  
  • Coming Soon
  •  
  • $1,500 - $3,500
  • $1,750
  • $2,500
  • Available
  • Available
  •  
  • $450/month
  • Available
View Details
Features  
Cap Table Management
Stock Option Administration
Waterfall Analysis
Exit Modeling
RSU Lapse Module
Termination Rules
Black Scholes Modeling
Customizable Grant Letters
Holder Communications Center
Investor/Holder Portal
Portfolio Portal Coming Soon
Services  
Data Migration $1,500 - $3,500
409a Valuation Service – 1 Share Class $1,750
409a Valuation Service – 2 Share Classes $2,500
Easy Transition to Transfer Agent Services (Reg A & IPO) Available
Upgrade to Full Plans Outsourcing & Trading Available
Support Forums
Telephone and Email Support
Optional Modules  
Financial Reporting
Board Reporting $450/month
3921 Form Printing Available
Hide Details

Price is fixed for a one year term, subject to agreement to OPTRACK standard terms and conditions.