Equity Administration

Cap table. Stress free.

We help you get organized and unify all stakeholders. Join the platform trusted by over 10,000 companies, investors and lawyers. Grow with the peace of mind that comes from being prepared for tomorrow.

Designed for startups.

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.

"Shareworks has taken an area of my job that has to be highly accurate and has simplified it for me. Very happy with the service."

Mark Santiago, Lendio


Issue electronic stock in seconds.

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 button clicks.

Easy retrieval.

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.

Compliance? Check.

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.

Cap Table Modeling

Make brilliantly informed decisions.

Don’t reinvent the wheel by building out models that might not be accurate. Compare term sheets or model your next round in minutes. Use high performance models that we have deployed at 4,000+ companies to guide your most important equity decisions.

A stress-free cap table is only days away.

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.


Equity Compensation Reporting: A Beginner’s Guide for Private Companies

This ebook explains the basic principles and terminology that individuals responsible for equity compensation reporting should understand in order to properly calculate and report the expense under ASC 718. It’s an introductory guide that's perfect for those new to expense reporting.

Download the full ebook