One accurate, real-time data source combined with audit-defensible 409A valuations 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.
Save money by getting rid of paper stock certificates and Excel ledgers. Copy board members to include electronic board approval. Manage all aspects of vesting with a few clicks.
Looking for signed option grants? Need to find the option plan document you authorized a few years ago? Shareworks organizes and stores all relevant equity documents in one place in the cloud.
Let us take care of all of your equity-related compliance requirements. ASC 718, Form 3921 and year-end annual tax reports. We’ve got you covered so you can get back to your real job — growing your business.
Issue stock today and manage all your equity in one place without getting bogged down in spreadsheets and paperwork. Join the platform trusted by over 10,000+ companies, investors, and lawyers.
Don’t reinvent the wheel by building scenario models that might not be accurate. Compare term sheets or model your next round in minutes. Use high-performance models – including waterfall analysis – that we have deployed at 4,000+ companies to guide your most important equity decisions.
Find the resources you need to successfully manage equity at your startup company. With these tools, you can navigate the world of early-stage equity from granting stock options to modeling term sheets and forecasting scenarios.Explore
Shareworks will record your full equity history including every grant, transfer, sale, repurchase, cancellation, exercise or option grant. If we don’t get your upload done within five days, we’ll refund the entire onboarding fee. Seriously.