Solutions for Private Companies

Powering your innovation.

We provide solutions designed for the unique needs of innovative private companies. The Shareworks ecosystem is integrated so everything works together seamlessly for improved accuracy, collaboration and decision making.

Seize the day and every opportunity.

No more exporting and emailing reports from spreadsheets. Our equity administration delivers a new world of collaboration, clarity and simplicity. Share reports from one real-time data source with founders, employees, investors and partners.

Everyone wants reporting transparency: stakeholders, investors, auditors and partners. Our financial reporting combines power, flexibility and audit-ready accuracy so your numbers are accessible, defendable and safe.

Organization for your organization.

Managing your cap table with spreadsheets gets increasingly more complex as your business grows. We bring your equity structure and cap table into a clear, shareable view with one cloud-based data source.

See the value of equity ownership.

Intuitive design allows employees to easily access their plans wherever they are. The participant experience in Shareworks gives all stakeholders – founding, new and future – a clear, up-to-date picture of their equity, accessible 24/7.

Platform Editions for Private Companies

The Shareworks platform is an all-in-one platform for participants, administration, and financial reporting. Choose an edition designed for your stage of growth, from startup to IPO and beyond.

Shareworks Startup Edition: Issue stock, manage your cap table and model your next round all in one place.
Shareworks Growth Edition: Scale beyond basic equity management with enhanced expensing, flexible grant management, and employee engagement.
Shareworks Private Enterprise Edition: Streamline plan management withcustom reporting, liquidity events,global equity and IPO-readiness.


Shareworks applications are stand-alone equity applications that can be purchased separately or together with a subscription to the Shareworks platform.

Shareworks Compensation: Create a competitive compensationstrategy to recruit and retain top talent.
Shareworks Valuation Services: Receive high quality, auditdefensible 409A valuations.
Shareworks Tax and Legal Compliance: Manage compliance on global equity plans.

Plan your trek to the summit.

Is your company on the IPO path? Learn from the pros about what pitfalls to navigate – and discover what tools can help you reach the summit.


409A valuations. It's what we know. And what we love. Our valuations team is here to contribute to your success. Our team’s experience and subject matter expertise result in value conclusions you can trust.

Liquidity Events enable private companies to offer liquidity to attract and retain employees. Companies can initiate an event, manage it efficiently and finish with certainty. Now you’re free to run events as often as you like.

Shareworks Compensation helps you model infinite cash and equity scenarios tailored to your workforce. Then use the board-ready reports to bring these strategies to life so you can attract and retain your most valuable assets.

We have you covered from startup to IPO.

Explore the Shareworks Private Editions and discover equity management solutions that truly scale as you grow.
Explore Private Editions
Client Story:

Shareworks Helps Nextdoor Poise Itself For Growth

"The Shareworks team did an awesome job the whole way through, and were always supportive of Nextdoor — both pre- and post-implementation. I really feel that I made the right decision going with Shareworks. "


Nextdoor, Vice-President Finance

Read the story

Trusted by movers and shakers

9 out of 10

Top Unicorn Companies are with Shareworks.

5 out of 10

Top Disruptor Companies are with Shareworks.

You're in good company

Equity solutions, when you need them.

Whether you’re planning to remain private or go public, the Shareworks by Morgan Stanley team works with you as an extension of your team, providing guidance and support through all of your major milestones.

Private Company Solutions for Your Equity Pain Points

As a private company grows, equity plans become more complex. Here you’ll find solutions for those complexities along with a range of resources to keep you up-to-date on managing equity at a growing, private company.