Having confidence in your equity compensation, stock option and stock data is vital for you, your company and your investors.
Privately held and limited liability companies use OPTRACK, to cost-effectively self-administer employee equity plans, manage their cap table and comply with financial reporting obligations. And unlike other self-administration solutions, OPTRACK can accommodate your move to a publicly traded company if that is part of your business plan.
With OPTRACK you gain reliable visibility into all activities related to the tracking and expensing of equity awards and company ownership.
Secure cap table management.
Eliminate manual spreadsheets and have confidence in your cap table data. See all holdings and dilution models in a simple view with updates in real time.
Equity plans self-administration.
Stock options, performance awards, restricted awards, warrants, profit interests and other grant types can all be managed from one platform.
Investor and employee portals.
Engage your investors and employees with personalized views and detailed ownership reports.
Simplified financial reporting.
Navigate complex financial reporting obligations with ease. Available for both ASC-718 and IFRS-2 standards, calculations can be manually entered ensuring accuracy of historical data or automatically calculated using the Black Scholes method. Auditor-friendly justification is available for all calculations.
Streamline grant agreement acknowledgement and tracking
Online acknowledgement simplifies the process for you and your employees
Offer full justification for displayed values. Our application supports an SOC-1 SSAE-18 audit certification.
Secure your data
Avoid risks associated with spreadsheets and free online solutions. Cloud hosting with Computershare is always on and always up to date.
Maintain tracking of historical data
Import all your data quickly and efficiently.
Easily manage your entire cap table including: