Does anyone know of software to track option/stock grants?
Looking for something out there that goes beyond a simple Excel spreadsheet.
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Jun 3, 2013
We have a SaaS based solution that's free for start-up companies with fewer than 25 option holders. It manages your cap table, option vesting, and has some really cool exit planning tools including waterfall analysis. If you contact me I can give you more info.
May 9, 2013
Sorry. I just saw this. There are several good platforms out there, depending on your specific needs.
OPTRACK
EASi
Optionease
E*Trade (Equity Edge Online)
Solium ShareWorks
Corporate Focus
Reach out to me directly if you want more details. Each has strengths and weaknesses. Some, like OPTRACK, are very inexpensive.
May 29, 2013
Mary,
I would be happy to provide an introduction to any of these. If you like, we can also chat about your equity plans and what your needs may be now and in the future. This may allow me to provide a more specific recommendation. Dan
Feb 13, 2013
There is a company OptionEase that has solutions to address this issue. There link is: http://www.optionease.com
I have not used their software but I have heard from friends that it is very good and ensures compliance with the SEC etc.
Feb 13, 2013
This is great. Thanks for the recommendation. Really appreciate it!
Thanks Dan. Will definitely check these out.