Equity Solutions for Private Startups

Get it right.

We offer simple equity solutions to help you get it right, from the start. We'll keep you organized so you can focus on growing your business.

Smarter decisions start here.

Take a closer look at how simple cap tables can be. Get everyone on the same smart page with our equity administration solution that's designed for startups.

Shareworks Compensation lets you model infinite cash and equity scenarios tailored to your workforce. Bring these strategies to life to attract and retain top talent.

Included with Startup edition, our 409A valuation process is fast, easy and transparent for startups. We're always here to contribute to your success.

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.

Applications

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.

We have you covered from startup to IPO.

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

Startup Equity Managed the Right Way

Find the resources you need to successfully manage plan administration 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

We'll grow with you.

The Shareworks by Morgan Stanley team works with you as an extension of your team, providing professional guidance through all of your major milestones.