Shareworks Private Editions

We plan to grow with you.

Join the Shareworks community and discover equity management solutions that truly scale as you grow. From startup to IPO and everything in between, we’re here to help you build an ownership culture.

 

Shareworks
Platform Editions
  • Simplify equity administration
  • Cap table
    Access to a real-time data source means your company’s equity picture is always up-to-date, accessible and clear to all stakeholders. From fully diluted to issued and outstanding, all details are available in one view, tailored to you.
  • Grant based plans
    Integrate multiple grant-based plans, allowing companies and their employees to manage restricted stock, ISOs, NQSOs and performance awards in an easy-to-use dashboard.
  • Early exercises
    Enable participants to exercise their options before the stock is vested to realize tax advantages and allow the company to repurchase unvested shares.
  • Digital shares
    Move beyond paper certificates to digital shares integrated with your ledger, making them easy to download. Shareworks supports certificated, and customizable electronic stock certificates.
  • Rule 701 reporting
    Automatically calculate whether shares granted qualify for the Rule 701 exemption compliance.
  • ISO disqualification check
    Run this report on ISOs that don’t meet holding-period requirements to identify which options are not qualified for tax-advantaged rates. For Growth and Private Enterprise editions, awards that exceed the ISO limit will automatically split into ISO and NSO.
  • Basic online grant agreements
    Create customized grant agreements, which can be automatically populated with name, grant details and executive signatures.
  • Basic cap table modeling
    Answer any “What if?” questions with quick, confident answers for even the most complex capital structures can be modeled in minutes. Use practical tools like the waterfall analysis to compare a wide range of exit scenarios.
  • Advanced online grant agreements
    Add multiple languages and currencies into your customized grant agreements. Monitor and report on key metrics such as views and acceptances right from your admin dashboard. Seamlessly format your grant documents into Shareworks.
  • Advanced cap table modeling
    Perform sophisticated analysis for financing and exit events by factoring in more inputs and details, including convertible notes, management carve-outs, clawbacks, and cumulative dividend modelling.
  • HRIS demographic integration
    Integrate your company’s HRIS directly with Shareworks so changes to employee information, new hires or terminations are updated automatically.
  • Custom groupings
    Create custom reporting groups to more easily manage employee demographics, award types and categories, exercises, releases, and more.
  • Termination rule automation
    Remove potential risks in the termination process. Shareworks provides automation for your termination rules and policies which can be customized based on employee-level or grant-level criteria.
  • Report library
    Leverage pre-built reports right off the shelf or customize in real-time using the report building tool.
  • Custom reports
    Create custom reports using an intuitive drag-and-drop builder, making it easy to tailor reports to your company’s needs and save as reusable templates.
  • Report scheduling
    Conveniently schedule reports to run when you need them on either historical, current or future-dated information. Reports can be delivered to internal systems or to Shareworks for pickup.
  • Integrated lookup tables
    Use lookup tables to maintain data integrity between Shareworks and your other systems – such as HRIS platforms – to avoid duplication and ensure hands-off integration.
  • Payroll tax integration
    Automated, real-time tax integration between Shareworks and HRIS platforms allows for two-way, in-sync communication for accurate tax withholding and reporting compliance.
  • Termination statements
    Generate straightforward employee termination statements to provide former employees with a summary of awards that will be cancelled and their last date to exercise.
  • Grant termination proration
    Prorate shares by setting custom-defined rules for complex terminations based on time from grant, age, date of hire, voluntary or involuntary treatments, and more.
  • Sandbox test environment
    Experiment within Shareworks without affecting any live accounts, data, or transactions. This can be used to train internal staff, experiment with features, and use as a safe place to work through new setups.
  • Employee grant choice
    Simplify the election process for both administrators and employees. Employees can elect their award choice and avoid the hassle of separate paperwork.
  • ESPP
    Integrate employee stock purchase plans, including online enrolment. Take advantage of flexible import tools for contribution data uploads, pre-purchase validation reporting for audit purposes, and reports to manage and analyze plan activity.
  • Global equity plans extension
  • Multiple currency plans
    Configure your equity plan to support grants in 50+ currencies.
  • Withholding tax methods by region
    Streamline the central management of tax withholding by setting up tax methods by region.
  • Multiple tax eligible plans
    Support global plans by enabling multiple tax eligible plans. Administer plans including US Section 423 and Incentive Stock Options, ESPPs and Registered Plans, Share Incentive Plans, Save As You Earn plans, and more.
  • Global payroll tax integration
    Automated, real-time tax integration between Shareworks and HRIS platforms allows for two-way, in-sync communication for accurate tax withholding and reporting compliance across multiple regions.
  • Engage your participants
  • Stakeholder platform
    Give stakeholders, including employees, investors, board members and law firms 24/7 access.
  • Single sign-on
    Authenticate login to Shareworks within a consolidated, secure environment.
  • Form 3921
    Produce 3921 tax forms for employees when exercising incentive stock options.
  • Corporate branding
    Brand your employee’s experience in the web experience and mobile app. Use your company’s logo, primary brand colours and plan language.
  • Mobile app
    Give stakeholders and employees a simple, convenient way to access their wealth on-the-go.
  • Online account statements
    Enable participants to have 24/7 access to view their holdings. Participants can run reports to view account activity by date and by product type.
  • Messaging and notifications
    Streamline and customize communications for blackouts, new grants and more with automated messaging right from Shareworks.
  • Custom participant reports
    Create a custom report for your participant base that they can run on-demand – a useful tool for tax time where they can document and export all activity.
  • Exercise modeling
    An easy-to-use option exercise modeling tool helps employees model transaction activities, including taxation and estimated proceeds. Model different awards using different exercise methods and different stock prices.
  • Exercises with tax withholding
    Employees can initiate exercises right within Shareworks. Tax withholding is automatically calculated based on the options exercised providing a clear view on proceeds.
  • Online transaction payments
    Employees can use a funded cash holding account to cover option costs and taxes or tax liability on an RSU release. Eliminate the administration of checks or wires.
  • Liquidity event extension
    Convert equity to liquidity as easily as public companies by running tender offers as often as you like even if an exit event is not around the corner.
  • Global equity plans extension
  • Multiple languages
    Shareworks is available in 15+ languages including Chinese (Simplified and Traditional), Czech, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Malay, Polish, Portuguese (Brazil), Spanish and Swedish.
  • Multiple currencies
    Employees can view their holdings in the currency of their choice and avoid manually converting currencies.
  • Tax mobility
    Navigate the complexities of managing your mobile employees. Combine employee mobility records with regional tax rules and rates to get global tax withholding risk under control.
  • Manage financial reporting
  • ASC 718 reporting
    Shareworks is compliant with ASC 718 reporting requirements and comes with built-in, financial reporting tools that includes, but not limited to, full financial reporting and notes, disclosures, dilution, proxy and payroll reports. 
  • IFRS reporting
    Shareworks is compliant with IFRS2 reporting requirements and comes with built-in, financial reporting tools that includes, but are not limited to, full financial reporting and notes, disclosures, dilution, proxy and payroll reports.
  • Expense period lockdown
    Clarify your numbers and create an audit trail. Make adjustments after a period and true-up the following quarter with the convenient expense snapshot feature.
  • Equity and liability accounting
    For cash awards, Shareworks offers financial reporting as well as equity and liability accounting for both short-term and long term-amortized liability.
  • Performance awards
    Eliminate the complex guesswork when calculating performance awards by easily processing and reporting using both market and non-market accounting data.
  • Volatility reporting
    Create reports that calculate both the equity and asset volatility values using the historical volatility of similar publicly-traded companies, or “peer companies” to support valuation calculations.
  • Valuation assumption calculations
    Painlessly calculate valuation reports using automated price feeds and leveraging audit-tested peer company volatility data.
  • Proxy and disclosure reporting
    Choose from a full range of reports to meet your reporting requirements, including full financial reporting and notes, disclosures, dilution, proxy and payroll reports.
  • Corporate tax and DTA
    Easily manage deferred tax rates, as well as corporate tax rates with intuitive tax tables.
  • Fair value modelling
    Financial reporting tools include Black-Scholes, intrinsic, Hull White trinomial or the flexibility to use custom or user-defined valuation model calculators.
  • Expense reporting by cost center
    For both share- and cost-settled awards, track and prorate employee expense accounting for two layers of employee assignments, such as separate cost centers and regional locations.
  • Expense mobility proration by cost center
    Added flexibility allows you to manage expense by cost center, by taking into account employee movements over time and bringing reversals of expense back to the original department.
  • Global equity plans extension
  • Dual IFRS and ASC 718 reporting
    Shareworks includes both US GAAP and IFRS2 expense and corporate tax reporting, including expense charges, dilution reporting, proxy reporting and more.
  • Global corporate tax and DTA
    Easily manage deferred tax rates, as well as corporate tax rates by jurisdiction, with intuitive tax tables.
  • Services and support
  • Administrator support
    Our experienced Customer Success Managers are there to help you with your day-to-day questions and provide guided support so that you always get the most out of Shareworks.
  • Participant support center
    Our local support centers are located on three continents that cover every time zone, so your employees can get assistance for when they need it most. A self-serve online support center helps employees quickly find answers on demand, 24/7.
  • Dedicated administration services
    Your service team includes an experienced Relationship Manager and a dedicated Customer Success Manager. They will work with you on the strategic elements of your equity compensation and keep you updated with the newest functionality so you always get the most out of Shareworks.
Startup *
Get it right from the start. Issue stock, compare term sheets and model your next round all in one place.
Growth
Scale beyond basic equity management with enhanced expensing, flexible grant management and owner engagement.
Private Enterprise
Streamline plan management with payroll integration, custom reporting, global equity and IPO-readiness.
  • Private Enterprise
  • Unlimited
  • Private Enterprise
  • Private Enterprise
  • Private Enterprise
* Shareworks Startup is provided by Capshare, part of the Solium family.
Shareworks
Platform Editions
  • Simplify equity administration
  • Cap table
    Access to a real-time data source means your company’s equity picture is always up-to-date, accessible and clear to all stakeholders. From fully diluted to issued and outstanding, all details are available in one view, tailored to you.
  • Grant based plans
    Integrate multiple grant-based plans, allowing companies and their employees to manage restricted stock, ISOs, NQSOs and performance awards in an easy-to-use dashboard.
  • Early exercises
    Enable participants to exercise their options before the stock is vested to realize tax advantages and allow the company to repurchase unvested shares.
  • Digital shares
    Move beyond paper certificates to digital shares integrated with your ledger, making them easy to download. Shareworks supports certificated, uncertified and customizable electronic stock certificates.
  • Rule 701 reporting
    Automatically calculate whether shares granted qualify for the Rule 701 exemption compliance.
  • ISO disqualification check
    Run this report on ISOs that don’t meet holding-period requirements to identify which options are not qualified for tax-advantaged rates. For Growth and Private Enterprise editions, awards that exceed the ISO limit will automatically split into ISO and NSO.
  • Basic online grant agreements
    Create customized grant agreements, which can be automatically populated with name, grant details and executive signatures.
  • Basic cap table modeling
    Answer any “What if?” questions with quick, confident answers for even the most complex capital structures can be modeled in minutes. Use practical tools like the waterfall analysis to compare a wide range of exit scenarios.
  • Advanced online grant agreements
    Add multiple languages and currencies into your customized grant agreements. Monitor and report on key metrics such as views and acceptances right from your admin dashboard. Seamlessly format your grant documents into Shareworks.
  • Advanced cap table modeling
    Perform sophisticated analysis for financing and exit events by factoring in more inputs and details, including convertible notes, management carve-outs, clawbacks, and cumulative dividend modelling. 
  • HRIS demographic integration
    Integrate your company’s HRIS directly with Shareworks so changes to employee information, new hires or terminations are updated automatically.
  • Custom groupings
    Create custom reporting groups to more easily manage employee demographics, award types and categories, exercises, releases, and more.
  • Termination rule automation
    Remove potential risks in the termination process. Shareworks provides automation for your termination rules and policies which can be customized based on employee-level or grant-level criteria. 
  • Report library
    Leverage pre-built reports right off the shelf or customize in real-time using the report building tool. 
  • Custom reports
    Create custom reports using an intuitive drag-and-drop builder, making it easy to tailor reports to your company’s needs and save as reusable templates.
  • Report scheduling
    Conveniently schedule reports to run when you need them on either historical, current or future-dated information. Reports can be delivered to internal systems or to Shareworks for pickup.
  • Integrated lookup tables
    Use lookup tables to maintain data integrity between Shareworks and your other systems – such as HRIS platforms – to avoid duplication and ensure hands-off integration.
  • Payroll tax integration
    Use lookup tables to maintain data integrity between Shareworks and your other systems – such as HRIS platforms – to avoid duplication and ensure hands-off integration.
  • Termination statements
    Generate straightforward employee termination statements to provide former employees with a summary of awards that will be cancelled and their last date to exercise.
  • Grant termination proration
    Prorate shares by setting custom-defined rules for complex terminations based on time from grant, age, date of hire, voluntary or involuntary treatments, and more.
  • Sandbox test environment
    Experiment within Shareworks without affecting any live accounts, data, or transactions. This can be used to train internal staff, experiment with features, and use as a safe place to work through new setups.
  • Employee grant choice
    Simplify the election process for both administrators and employees. Employees can elect their award choice and avoid the hassle of separate paperwork. 
  • ESPP
    Integrate employee stock purchase plans, including online enrolment. Take advantage of flexible import tools for contribution data uploads, pre-purchase validation reporting for audit purposes, and reports to manage and analyze plan activity.
  • Global equity plans extension
  • Multiple currency plans
    Configure your equity plan to support grants in 50+ currencies.
  • Withholding tax methods by region
    Streamline the central management of tax withholding by setting up tax methods by region.
  • Multiple tax eligible plans
    Support global plans by enabling multiple tax eligible plans. Administer plans including US Section 423 and Incentive Stock Options, ESPPs and Registered Plans, Share Incentive Plans, Save As You Earn plans, and more. 
  • Global payroll tax integration
    Automated, real-time tax integration between Shareworks and HRIS platforms allows for two-way, in-sync communication for accurate tax withholding and reporting compliance across multiple regions.
  • Engage your participants
  • Stakeholder platform
    Give stakeholders, including employees, investors, board members and law firms 24/7 access.
  • Single sign-on
    Authenticate login to Shareworks within a consolidated, secure environment.
  • Form 3921
    Produce 3921 tax forms for employees when exercising incentive stock options.
  • Corporate branding
    Brand your employee’s experience in the web experience and mobile app. Use your company’s logo, primary brand colours and plan language.
  • Mobile app
    Give stakeholders and employees a simple, convenient way to access their wealth on-the-go.
  • Online account statements
    Give stakeholders and employees a simple, convenient way to access their wealth, and exercise and transact wherever they go. 
  • Messaging and notifications
    Streamline and customize communications for blackouts, new grants and more with automated messaging right from Shareworks. 
  • Custom participant reports
    Create a custom report for your participant base that they can run on-demand – a useful tool for tax time where they can document and export all activity.
  • Exercise modeling
    An easy-to-use option exercise modeling tool helps employees model transaction activities, including taxation and estimated proceeds. Model different awards using different exercise methods and different stock prices.
  • Exercises with tax withholding
    Employees can initiate exercises right within Shareworks. Tax withholding is automatically calculated based on the options exercised providing a clear view on proceeds.
  • Online transaction payments
    Employees can use a funded cash holding account to cover option costs and taxes or tax liability on an RSU release. Eliminate the administration of checks or wires.
  • Liquidity event extension
    Convert equity to liquidity as easily as public companies by running tender offers as often as you like even if an exit event is not around the corner.
  • Global equity plans extension
  • Multiple languages
    Shareworks is available in 15+ languages including Chinese (Simplified and Traditional), Czech, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Malay, Polish, Portuguese (Brazil), Spanish and Swedish.
  • Multiple currencies
    Employees can view their holdings in the currency of their choice and avoid manually converting currencies.
  • Tax mobility
    Give stakeholders and employees a simple, convenient way to access their wealth on-the-go.
  • Manage financial reporting
  • ASC 718 reporting
    Shareworks is compliant with ASC 718 reporting requirements and comes with built-in, financial reporting tools that includes, but not limited to, full financial reporting and notes, disclosures, dilution, proxy and payroll reports. 
  • IFRS reporting
    Shareworks is compliant with IFRS2 reporting requirements and comes with built-in, financial reporting tools that includes, but are not limited to, full financial reporting and notes, disclosures, dilution, proxy and payroll reports. 
  • Expense period lockdown
    Clarify your numbers and create an audit trail. Make adjustments after a period and true-up the following quarter with the convenient expense snapshot feature.
  • Equity and liability accounting
    For cash awards, Shareworks offers financial reporting as well as equity and liability accounting for both short-term and long term-amortized liability.
  • Performance awards
    Eliminate the complex guesswork when calculating performance awards by easily processing and reporting using both market and non-market accounting data.
  • Volatility reporting
    Create reports that calculate both the equity and asset volatility values using the historical volatility of similar publicly-traded companies, or “peer companies” to support valuation calculations.
  • Valuation assumption calculations
    Painlessly calculate valuation reports using automated price feeds and leveraging audit-tested peer company volatility data.
  • Proxy and disclosure reporting
    Choose from a full range of reports to meet your reporting requirements, including full financial reporting and notes, disclosures, dilution, proxy and payroll reports.
  • Corporate tax and DTA
    Easily manage deferred tax rates, as well as corporate tax rates with intuitive tax tables.
  • Fair value modelling
    Financial reporting tools include Black-Scholes, intrinsic, Hull White trinomial or the flexibility to use custom or user-defined valuation model calculators.
  • Expense reporting by cost center
    For both share- and cost-settled awards, track and prorate employee expense accounting for two layers of employee assignments, such as separate cost centers and regional locations.
  • Expense mobility proration by cost center
    Added flexibility allows you to manage expense by cost center, by taking into account employee movements over time and bringing reversals of expense back to the original department.
  • Global equity plans extension
  • Dual IFRS and ASC 718 reporting
    Added flexibility allows you to manage expense by cost center, by taking into account employee movements over time and bringing reversals of expense back to the original department.
  • Global corporate tax and DTA
    Easily manage deferred tax rates, as well as corporate tax rates by jurisdiction, with intuitive tax tables.
  • Services and support
  • Administrator support
    Our experienced Customer Success Managers are there to help you with your day-to-day questions and provide guided support so that you always get the most out of Shareworks.
  • Participant support center
    Our local support centers are located on three continents that cover every time zone, so your employees can get assistance for when they need it most. A self-serve online support center helps employees quickly find answers on demand, 24/7.
  • Dedicated administration services
    Your service team includes an experienced Relationship Manager and a dedicated Customer Success Manager. They will work with you on the strategic elements of your equity compensation and keep you updated with the newest functionality so you always get the most out of Shareworks.
Startup *
Get it right from the start. Issue stock, compare term sheets and model your next round all in one place.
Shareworks
Platform Editions
  • Simplify equity administration
  • Cap table
    Access to a real-time data source means your company’s equity picture is always up-to-date, accessible and clear to all stakeholders. From fully diluted to issued and outstanding, all details are available in one view, tailored to you.
  • Grant based plans
    Integrate multiple grant-based plans, allowing companies and their employees to manage restricted stock, ISOs, NQSOs and performance awards in an easy-to-use dashboard.
  • Early exercises
    Enable participants to exercise their options before the stock is vested to realize tax advantages and allow the company to repurchase unvested shares.
  • Digital shares
    Move beyond paper certificates to digital shares integrated with your ledger, making them easy to download. Shareworks supports certificated, uncertified and customizable electronic stock certificates.
  • Rule 701 reporting
    Automatically calculate whether shares granted qualify for the Rule 701 exemption compliance.
  • ISO disqualification check
    Run this report on ISOs that don’t meet holding-period requirements to identify which options are not qualified for tax-advantaged rates. For Growth and Private Enterprise editions, awards that exceed the ISO limit will automatically split into ISO and NSO.
  • Basic online grant agreements
    Create customized grant agreements, which can be automatically populated with name, grant details and executive signatures.
  • Basic cap table modeling
    Answer any “What if?” questions with quick, confident answers for even the most complex capital structures can be modeled in minutes. Use practical tools like the waterfall analysis to compare a wide range of exit scenarios.
  • Advanced online grant agreements
    Add multiple languages and currencies into your customized grant agreements. Monitor and report on key metrics such as views and acceptances right from your admin dashboard. Seamlessly format your grant documents into Shareworks.
  • Advanced cap table modeling
    Perform sophisticated analysis for financing and exit events by factoring in more inputs and details, including convertible notes, management carve-outs, clawbacks, and cumulative dividend modelling. 
  • HRIS demographic integration
    Integrate your company’s HRIS directly with Shareworks so changes to employee information, new hires or terminations are updated automatically.
  • Custom groupings
    Create custom reporting groups to more easily manage employee demographics, award types and categories, exercises, releases, and more.
  • Termination rule automation
    Remove potential risks in the termination process. Shareworks provides automation for your termination rules and policies which can be customized based on employee-level or grant-level criteria. 
  • Report library
    Leverage pre-built reports right off the shelf or customize in real-time using the report building tool. 
  • Custom reports
    Create custom reports using an intuitive drag-and-drop builder, making it easy to tailor reports to your company’s needs and save as reusable templates.
  • Report scheduling
    Conveniently schedule reports to run when you need them on either historical, current or future-dated information. Reports can be delivered to internal systems or to Shareworks for pickup.
  • Integrated lookup tables
    Use lookup tables to maintain data integrity between Shareworks and your other systems – such as HRIS platforms – to avoid duplication and ensure hands-off integration.
  • Payroll tax integration
    Use lookup tables to maintain data integrity between Shareworks and your other systems – such as HRIS platforms – to avoid duplication and ensure hands-off integration.
  • Termination statements
    Generate straightforward employee termination statements to provide former employees with a summary of awards that will be cancelled and their last date to exercise.
  • Grant termination proration
    Prorate shares by setting custom-defined rules for complex terminations based on time from grant, age, date of hire, voluntary or involuntary treatments, and more.
  • Sandbox test environment
    Experiment within Shareworks without affecting any live accounts, data, or transactions. This can be used to train internal staff, experiment with features, and use as a safe place to work through new setups.
  • Employee grant choice
    Simplify the election process for both administrators and employees. Employees can elect their award choice and avoid the hassle of separate paperwork. 
  • ESPP
    Integrate employee stock purchase plans, including online enrolment. Take advantage of flexible import tools for contribution data uploads, pre-purchase validation reporting for audit purposes, and reports to manage and analyze plan activity.
  • Global equity plans extension
  • Multiple currency plans
    Configure your equity plan to support grants in 50+ currencies.
  • Withholding tax methods by region
    Streamline the central management of tax withholding by setting up tax methods by region.
  • Multiple tax eligible plans
    Support global plans by enabling multiple tax eligible plans. Administer plans including US Section 423 and Incentive Stock Options, ESPPs and Registered Plans, Share Incentive Plans, Save As You Earn plans, and more. 
  • Global payroll tax integration
    Automated, real-time tax integration between Shareworks and HRIS platforms allows for two-way, in-sync communication for accurate tax withholding and reporting compliance across multiple regions.
  • Engage your participants
  • Stakeholder platform
    Give stakeholders, including employees, investors, board members and law firms 24/7 access.
  • Single sign-on
    Authenticate login to Shareworks within a consolidated, secure environment.
  • Form 3921
    Produce 3921 tax forms for employees when exercising incentive stock options.
  • Corporate branding
    Brand your employee’s experience in the web experience and mobile app. Use your company’s logo, primary brand colours and plan language.
  • Mobile app
    Give stakeholders and employees a simple, convenient way to access their wealth on-the-go.
  • Online account statements
    Give stakeholders and employees a simple, convenient way to access their wealth, and exercise and transact wherever they go. 
  • Messaging and notifications
    Streamline and customize communications for blackouts, new grants and more with automated messaging right from Shareworks. 
  • Custom participant reports
    Create a custom report for your participant base that they can run on-demand – a useful tool for tax time where they can document and export all activity.
  • Exercise modeling
    An easy-to-use option exercise modeling tool helps employees model transaction activities, including taxation and estimated proceeds. Model different awards using different exercise methods and different stock prices.
  • Exercises with tax withholding
    Employees can initiate exercises right within Shareworks. Tax withholding is automatically calculated based on the options exercised providing a clear view on proceeds.
  • Online transaction payments
    Employees can use a funded cash holding account to cover option costs and taxes or tax liability on an RSU release. Eliminate the administration of checks or wires.
  • Liquidity event extension
    Convert equity to liquidity as easily as public companies by running tender offers as often as you like even if an exit event is not around the corner.
  • Global equity plans extension
  • Multiple languages
    Shareworks is available in 15+ languages including Chinese (Simplified and Traditional), Czech, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Malay, Polish, Portuguese (Brazil), Spanish and Swedish.
  • Multiple currencies
    Employees can view their holdings in the currency of their choice and avoid manually converting currencies.
  • Tax mobility
    Give stakeholders and employees a simple, convenient way to access their wealth on-the-go.
  • Manage financial reporting
  • ASC 718 reporting
    Shareworks is compliant with ASC 718 reporting requirements and comes with built-in, financial reporting tools that includes, but not limited to, full financial reporting and notes, disclosures, dilution, proxy and payroll reports. 
  • IFRS reporting
    Shareworks is compliant with IFRS2 reporting requirements and comes with built-in, financial reporting tools that includes, but are not limited to, full financial reporting and notes, disclosures, dilution, proxy and payroll reports. 
  • Expense period lockdown
    Clarify your numbers and create an audit trail. Make adjustments after a period and true-up the following quarter with the convenient expense snapshot feature.
  • Equity and liability accounting
    For cash awards, Shareworks offers financial reporting as well as equity and liability accounting for both short-term and long term-amortized liability.
  • Performance awards
    Eliminate the complex guesswork when calculating performance awards by easily processing and reporting using both market and non-market accounting data.
  • Volatility reporting
    Create reports that calculate both the equity and asset volatility values using the historical volatility of similar publicly-traded companies, or “peer companies” to support valuation calculations.
  • Valuation assumption calculations
    Painlessly calculate valuation reports using automated price feeds and leveraging audit-tested peer company volatility data.
  • Proxy and disclosure reporting
    Choose from a full range of reports to meet your reporting requirements, including full financial reporting and notes, disclosures, dilution, proxy and payroll reports.
  • Corporate tax and DTA
    Easily manage deferred tax rates, as well as corporate tax rates with intuitive tax tables.
  • Fair value modelling
    Financial reporting tools include Black-Scholes, intrinsic, Hull White trinomial or the flexibility to use custom or user-defined valuation model calculators.
  • Expense reporting by cost center
    For both share- and cost-settled awards, track and prorate employee expense accounting for two layers of employee assignments, such as separate cost centers and regional locations.
  • Expense mobility proration by cost center
    Added flexibility allows you to manage expense by cost center, by taking into account employee movements over time and bringing reversals of expense back to the original department.
  • Global equity plans extension
  • Dual IFRS and ASC 718 reporting
    Added flexibility allows you to manage expense by cost center, by taking into account employee movements over time and bringing reversals of expense back to the original department.
  • Global corporate tax and DTA
    Easily manage deferred tax rates, as well as corporate tax rates by jurisdiction, with intuitive tax tables.
  • Services and support
  • Administrator support
    Our experienced Customer Success Managers are there to help you with your day-to-day questions and provide guided support so that you always get the most out of Shareworks.
  • Participant support center
    Our local support centers are located on three continents that cover every time zone, so your employees can get assistance for when they need it most. A self-serve online support center helps employees quickly find answers on demand, 24/7.
  • Dedicated administration services
    Your service team includes an experienced Relationship Manager and a dedicated Customer Success Manager. They will work with you on the strategic elements of your equity compensation and keep you updated with the newest functionality so you always get the most out of Shareworks.
Growth
Scale beyond basic equity management with enhanced expensing, flexible grant management and owner engagement.
Shareworks
Platform Editions
  • Simplify equity administration
  • Cap table
    Access to a real-time data source means your company’s equity picture is always up-to-date, accessible and clear to all stakeholders. From fully diluted to issued and outstanding, all details are available in one view, tailored to you.
  • Grant based plans
    Integrate multiple grant-based plans, allowing companies and their employees to manage restricted stock, ISOs, NQSOs and performance awards in an easy-to-use dashboard.
  • Early exercises
    Enable participants to exercise their options before the stock is vested to realize tax advantages and allow the company to repurchase unvested shares.
  • Digital shares
    Move beyond paper certificates to digital shares integrated with your ledger, making them easy to download. Shareworks supports certificated, uncertified and customizable electronic stock certificates.
  • Rule 701 reporting
    Automatically calculate whether shares granted qualify for the Rule 701 exemption compliance.
  • ISO disqualification check
    Run this report on ISOs that don’t meet holding-period requirements to identify which options are not qualified for tax-advantaged rates. For Growth and Private Enterprise editions, awards that exceed the ISO limit will automatically split into ISO and NSO.
  • Basic online grant agreements
    Create customized grant agreements, which can be automatically populated with name, grant details and executive signatures.
  • Basic cap table modeling
    Answer any “What if?” questions with quick, confident answers for even the most complex capital structures can be modeled in minutes. Use practical tools like the waterfall analysis to compare a wide range of exit scenarios.
  • Advanced online grant agreements
    Add multiple languages and currencies into your customized grant agreements. Monitor and report on key metrics such as views and acceptances right from your admin dashboard. Seamlessly format your grant documents into Shareworks.
  • Advanced cap table modeling
    Perform sophisticated analysis for financing and exit events by factoring in more inputs and details, including convertible notes, management carve-outs, clawbacks, and cumulative dividend modelling. 
  • HRIS demographic integration
    Integrate your company’s HRIS directly with Shareworks so changes to employee information, new hires or terminations are updated automatically.
  • Custom groupings
    Create custom reporting groups to more easily manage employee demographics, award types and categories, exercises, releases, and more.
  • Termination rule automation
    Remove potential risks in the termination process. Shareworks provides automation for your termination rules and policies which can be customized based on employee-level or grant-level criteria. 
  • Report library
    Leverage pre-built reports right off the shelf or customize in real-time using the report building tool. 
  • Custom reports
    Create custom reports using an intuitive drag-and-drop builder, making it easy to tailor reports to your company’s needs and save as reusable templates.
  • Report scheduling
    Conveniently schedule reports to run when you need them on either historical, current or future-dated information. Reports can be delivered to internal systems or to Shareworks for pickup.
  • Integrated lookup tables
    Use lookup tables to maintain data integrity between Shareworks and your other systems – such as HRIS platforms – to avoid duplication and ensure hands-off integration.
  • Payroll tax integration
    Use lookup tables to maintain data integrity between Shareworks and your other systems – such as HRIS platforms – to avoid duplication and ensure hands-off integration.
  • Termination statements
    Generate straightforward employee termination statements to provide former employees with a summary of awards that will be cancelled and their last date to exercise.
  • Grant termination proration
    Prorate shares by setting custom-defined rules for complex terminations based on time from grant, age, date of hire, voluntary or involuntary treatments, and more.
  • Sandbox test environment
    Experiment within Shareworks without affecting any live accounts, data, or transactions. This can be used to train internal staff, experiment with features, and use as a safe place to work through new setups.
  • Employee grant choice
    Simplify the election process for both administrators and employees. Employees can elect their award choice and avoid the hassle of separate paperwork. 
  • ESPP
    Integrate employee stock purchase plans, including online enrolment. Take advantage of flexible import tools for contribution data uploads, pre-purchase validation reporting for audit purposes, and reports to manage and analyze plan activity.
  • Global equity plans extension
  • Multiple currency plans
    Configure your equity plan to support grants in 50+ currencies.
  • Withholding tax methods by region
    Streamline the central management of tax withholding by setting up tax methods by region.
  • Multiple tax eligible plans
    Support global plans by enabling multiple tax eligible plans. Administer plans including US Section 423 and Incentive Stock Options, ESPPs and Registered Plans, Share Incentive Plans, Save As You Earn plans, and more. 
  • Global payroll tax integration
    Automated, real-time tax integration between Shareworks and HRIS platforms allows for two-way, in-sync communication for accurate tax withholding and reporting compliance across multiple regions.
  • Engage your participants
  • Stakeholder platform
    Give stakeholders, including employees, investors, board members and law firms 24/7 access.
  • Single sign-on
    Authenticate login to Shareworks within a consolidated, secure environment.
  • Form 3921
    Produce 3921 tax forms for employees when exercising incentive stock options.
  • Corporate branding
    Brand your employee’s experience in the web experience and mobile app. Use your company’s logo, primary brand colours and plan language.
  • Mobile app
    Give stakeholders and employees a simple, convenient way to access their wealth on-the-go.
  • Online account statements
    Give stakeholders and employees a simple, convenient way to access their wealth, and exercise and transact wherever they go. 
  • Messaging and notifications
    Streamline and customize communications for blackouts, new grants and more with automated messaging right from Shareworks. 
  • Custom participant reports
    Create a custom report for your participant base that they can run on-demand – a useful tool for tax time where they can document and export all activity.
  • Exercise modeling
    An easy-to-use option exercise modeling tool helps employees model transaction activities, including taxation and estimated proceeds. Model different awards using different exercise methods and different stock prices.
  • Exercises with tax withholding
    Employees can initiate exercises right within Shareworks. Tax withholding is automatically calculated based on the options exercised providing a clear view on proceeds.
  • Online transaction payments
    Employees can use a funded cash holding account to cover option costs and taxes or tax liability on an RSU release. Eliminate the administration of checks or wires.
  • Liquidity event extension
    Convert equity to liquidity as easily as public companies by running tender offers as often as you like even if an exit event is not around the corner.
  • Global equity plans extension
  • Multiple languages
    Shareworks is available in 15+ languages including Chinese (Simplified and Traditional), Czech, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Malay, Polish, Portuguese (Brazil), Spanish and Swedish.
  • Multiple currencies
    Employees can view their holdings in the currency of their choice and avoid manually converting currencies.
  • Tax mobility
    Give stakeholders and employees a simple, convenient way to access their wealth on-the-go.
  • Manage financial reporting
  • ASC 718 reporting
    Shareworks is compliant with ASC 718 reporting requirements and comes with built-in, financial reporting tools that includes, but not limited to, full financial reporting and notes, disclosures, dilution, proxy and payroll reports. 
  • IFRS reporting
    Shareworks is compliant with IFRS2 reporting requirements and comes with built-in, financial reporting tools that includes, but are not limited to, full financial reporting and notes, disclosures, dilution, proxy and payroll reports. 
  • Expense period lockdown
    Clarify your numbers and create an audit trail. Make adjustments after a period and true-up the following quarter with the convenient expense snapshot feature.
  • Equity and liability accounting
    For cash awards, Shareworks offers financial reporting as well as equity and liability accounting for both short-term and long term-amortized liability.
  • Performance awards
    Eliminate the complex guesswork when calculating performance awards by easily processing and reporting using both market and non-market accounting data.
  • Volatility reporting
    Create reports that calculate both the equity and asset volatility values using the historical volatility of similar publicly-traded companies, or “peer companies” to support valuation calculations.
  • Valuation assumption calculations
    Painlessly calculate valuation reports using automated price feeds and leveraging audit-tested peer company volatility data.
  • Proxy and disclosure reporting
    Choose from a full range of reports to meet your reporting requirements, including full financial reporting and notes, disclosures, dilution, proxy and payroll reports.
  • Corporate tax and DTA
    Easily manage deferred tax rates, as well as corporate tax rates with intuitive tax tables.
  • Fair value modelling
    Financial reporting tools include Black-Scholes, intrinsic, Hull White trinomial or the flexibility to use custom or user-defined valuation model calculators.
  • Expense reporting by cost center
    For both share- and cost-settled awards, track and prorate employee expense accounting for two layers of employee assignments, such as separate cost centers and regional locations.
  • Expense mobility proration by cost center
    Added flexibility allows you to manage expense by cost center, by taking into account employee movements over time and bringing reversals of expense back to the original department.
  • Global equity plans extension
  • Dual IFRS and ASC 718 reporting
    Added flexibility allows you to manage expense by cost center, by taking into account employee movements over time and bringing reversals of expense back to the original department.
  • Global corporate tax and DTA
    Easily manage deferred tax rates, as well as corporate tax rates by jurisdiction, with intuitive tax tables.
  • Services and support
  • Administrator support
    Our experienced Customer Success Managers are there to help you with your day-to-day questions and provide guided support so that you always get the most out of Shareworks.
  • Participant support center
    Our local support centers are located on three continents that cover every time zone, so your employees can get assistance for when they need it most. A self-serve online support center helps employees quickly find answers on demand, 24/7.
  • Dedicated administration services
    Your service team includes an experienced Relationship Manager and a dedicated Customer Success Manager. They will work with you on the strategic elements of your equity compensation and keep you updated with the newest functionality so you always get the most out of Shareworks.
Private Enterprise
Streamline plan management with payroll integration, custom reporting, global equity and IPO-readiness.
  • Private Enterprise
  • Unlimited
  • Private Enterprise
  • Private Enterprise
  • Private Enterprise
* Shareworks Startup is provided by Capshare, part of the Solium family.

 


Benefits and beyond.

Go beyond the platform and discover the power of our applications.

Model infinite cash and equity scenarios tailored to your workforce. Then bring these compensation strategies to life to attract and retain top talent with Shareworks Compensation.

Receive trusted 409A valuations. The Shareworks Valuation Services team is here to contribute to your success.

Proactively navigate the tax and legal compliance of global plans. Reduce risk and expenses with an intuitive approach to global due diligence.

Liquidity without the IPO.

Now private company employees can convert equity to liquidity as easily as their public counterparts. Engage employees with tender offers that can be added to your edition.

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Trusted by 10,000+ companies with employees in 190+ countries.

More than service, we offer partnership.

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