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
  • Grant based plans
  • Early exercises
  • Digital shares
  • Advanced online grant agreements
  • Advanced cap table modelling
  • HRIS demographic integration
  • Custom groupings
  • Termination rule automation
  • Report library
  • Custom reports
  • Termination statements
  • Custom report scheduling
  • Integrated lookup tables
  • Payroll tax integration
  • Grant termination proration
  • Sandbox test environment
  • Employee grant choice
  • ESPP – Share Purchase Plan
  • Global equity plans extension
  • Multiple currency plans
  • Withholding tax methods by region
  • Multiple tax eligible plans
  • Global payroll tax integration
  • Engage your participants

  • Single sign-on
  • Stakeholder platform
  • Corporate branding
  • Mobile app
  • Online account statements
  • Custom participant reports
  • Messaging and notifications
  • Exercise modelling
  • Exercises with tax withholding
  • Online transaction payments
  • Liquidity event extension
  • Global equity plans extension
  • Multiple languages
  • Multiple currencies
  • Tax mobility
  • Manage financial reporting

  • IFRS reporting
  • Expense period lockdown
  • Equity and liability accounting
  • Performance awards
  • Volatility reporting
  • Valuation assumption calculations
  • Proxy and disclosure reporting
  • Fair value modelling
  • Financial reporting by cost centre
  • Expense mobility proration by cost centre
  • Global equity plans extension
  • Global corporate tax and DTA
  • Dual IFRS and ASC 718 reporting
  • Services and support

  • Administrator support
  • Dedicated administration service team
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
Platform Editions
  • Simplify equity administration

  • Cap table
  • Grant based plans
  • HRIS demographic integration
  • Early exercises
  • Digital shares
  • Advanced cap table modelling
  • Advanced online grant agreements
  • Custom groupings
  • Termination rule automation
  • Report library
  • Custom reports
  • Termination statements
  • Custom report scheduling
  • Integrated lookup tables
  • Payroll tax integration
  • Grant termination proration
  • Sandbox test environment
  • Employee grant choice
  • ESPP – Share Purchase Plan
  • Global equity plans extension
  • Multiple currency plans
  • Withholding tax methods by region
  • Multiple tax eligible plans
  • Global payroll tax integration
  • Engage your participants

  • Single sign-on
  • Stakeholder platform
  • Corporate branding
  • Mobile app
  • Online account statements
  • Custom participant reports
  • Messaging and notifications
  • Exercise modelling
  • Exercises with tax withholding
  • Online transaction payments
  • Liquidity event extension
  • Global equity plans extension
  • Multiple languages
  • Multiple currencies
  • Tax mobility
  • Manage financial reporting

  • IFRS reporting
  • Expense period lockdown
  • Equity and liability accounting
  • Performance awards
  • Volatility reporting
  • Valuation assumption calculations
  • Proxy and disclosure reporting
  • Fair value modelling
  • Financial reporting by cost centre
  • Expense mobility proration by cost centre
  • Global equity plans extension
  • Global corporate tax and DTA
  • Dual IFRS and ASC 718 reporting
  • Services and support

  • Administrator support
  • Dedicated administration service team
Growth
Scale beyond basic equity management with enhanced expensing, flexible grant management and owner engagement.
Shareworks
Platform Editions
  • Simplify equity administration

  • Cap table
  • Grant based plans
  • HRIS demographic integration
  • Early exercises
  • Digital shares
  • Advanced cap table modelling
  • Advanced online grant agreements
  • Custom groupings
  • Termination rule automation
  • Report library
  • Custom reports
  • Termination statements
  • Custom report scheduling
  • Integrated lookup tables
  • Payroll tax integration
  • Grant termination proration
  • Sandbox test environment
  • Employee grant choice
  • ESPP – Share Purchase Plan
  • Global equity plans extension
  • Multiple currency plans
  • Withholding tax methods by region
  • Multiple tax eligible plans
  • Global payroll tax integration
  • Engage your participants

  • Single sign-on
  • Stakeholder platform
  • Corporate branding
  • Mobile app
  • Online account statements
  • Custom participant reports
  • Messaging and notifications
  • Exercise modelling
  • Exercises with tax withholding
  • Online transaction payments
  • Liquidity event extension
  • Global equity plans extension
  • Multiple languages
  • Multiple currencies
  • Tax mobility
  • Manage financial reporting

  • IFRS reporting
  • Expense period lockdown
  • Equity and liability accounting
  • Performance awards
  • Volatility reporting
  • Valuation assumption calculations
  • Proxy and disclosure reporting
  • Fair value modelling
  • Financial reporting by cost centre
  • Expense mobility proration by cost centre
  • Global equity plans extension
  • Global corporate tax and DTA
  • Dual IFRS and ASC 718 reporting
  • Services and support

  • Administrator support
  • Dedicated administration service team
Private Enterprise
Streamline plan management with payroll integration, custom reporting, global equity and IPO-readiness.
  • Private Enterprise
  • /
  • /
  • Unlimited
  • /
  • /
  • /
  • /
  • Private Enterprise
  • /
  • /
  • /
  • Private Enterprise
  • /
  • Private Enterprise
  • /

 


Benefits and beyond.

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

Go ahead, go global.

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

Engage and retain.

With the Shareworks Mobile App, give valuable employees a simple, convenient way to access and project their growing wealth wherever they go.

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.

Speak to an expert

You're in good company


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.