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 shareholders. 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 EMI’s, Growth Shares, CSOP’s and performance awards in an easy-to-use dashboard.
  • Early exercises
    Enable participants to exercise their options before the stock is vested to realise 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, uncertificated and customisable, electronic share certificates.
  • Advanced online grant agreements
    Add multiple languages and currencies into your customised grant agreements. Monitor and report on key metrics such as views and acceptances right from your admin dashboard. Seamless formatting from your grant documents into Shareworks.
  • Advanced cap table modelling
    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.
  • Leaver rule automation
    Remove potential risks in the leaver process. Shareworks provides automation for your leaver rules and policies which can be customised based on employee-level or grant-level criteria.
  • Report library
    Leverage pre-built reports right off the shelf or customise 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.
  • Leaver statements
    Generate straightforward leaver statements to provide former employees with a summary of awards that will be cancelled and their last date to exercise.
  • Custom 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.
  • Compleax leaver reason proration
    Prorate shares by setting custom-defined rules for complex leaver reasons 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.
  • Share Purchase Plan
    Integrates employee share 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 analyse 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 Share Incentive Plans, Save As You Earn plans, US Section 423 and Incentive Stock Options, ESPPs and Registered 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

  • Single sign-on
    Authenticate login to Shareworks within a consolidated, secure environment.
  • Shareholder platform
    Give shareholders, including employees, investors, board members and law firms 24/7 access.
  • 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 portfolio, and exercise and transact wherever they 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.
  • Custom participant reports
    Create a custom report for your participant base that they can run on-demand – a useful tool for tax year-end time where they can document and export all activity.
  • Messaging and notifications
    Streamline and customise communications for blackouts, new grants and more with automated messaging right from Shareworks.
  • Exercise modelling
    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.
  • 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 withholding risk under control.
  • Manage financial reporting

  • 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-amortised 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.
  • 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.
  • Financial reporting by cost centre
    For both share- and cost-settled awards, track and prorate employee expense accounting for two layers of employee assignments, such as separate cost centres and regional locations.
  • Expense mobility proration by cost centre
    Added flexibility allows you to manage expense by cost centre, by taking into account employee movements over time and bringing reversals of expense back to the original department.
  • Global equity plans extension
  • Global corporate tax and DTA
    Easily manage deferred tax rates, as well as corporate tax rates by jurisdiction, with intuitive tax tables.
  • Dual IFRS and ASC 718 reporting
    Shareworks includes both IFRS2 and US GAAP expense and corporate tax reporting, including expense charges, dilution reporting, proxy reporting and more.
  • 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.
  • Dedicated administration service team
    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.
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
    Access to a real-time data source means your company’s equity picture is always up-to-date, accessible and clear to all shareholders. 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 EMI’s, Growth Shares, CSOP’s and performance awards in an easy-to-use dashboard.
  • Early exercises
    Enable participants to exercise their options before the stock is vested to realise 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, uncertificated and customisable, electronic share certificates.
  • Advanced online grant agreements
    Add multiple languages and currencies into your customised grant agreements. Monitor and report on key metrics such as views and acceptances right from your admin dashboard. Seamless formatting from your grant documents into Shareworks.
  • Advanced cap table modelling
    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.
  • Leaver rule automation
    Remove potential risks in the leaver process. Shareworks provides automation for your leaver rules and policies which can be customised based on employee-level or grant-level criteria.
  • Report library
    Leverage pre-built reports right off the shelf or customise 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.
  • Leaver statements
    Generate straightforward leaver statements to provide former employees with a summary of awards that will be cancelled and their last date to exercise.
  • Custom 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.
  • Complex leaver reason proration
    Prorate shares by setting custom-defined rules for complex leaver reasons 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.
  • Share Purchase Plan
    Integrates employee share 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 analyse 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 Share Incentive Plans, Save As You Earn plans, US Section 423 and Incentive Stock Options, ESPPs and Registered 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

  • Single sign-on
    Authenticate login to Shareworks within a consolidated, secure environment.
  • Shareholder platform
    Give shareholders, including employees, investors, board members and law firms 24/7 access.
  • 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 portfolio, and exercise and transact wherever they 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.
  • Custom participant reports
    Create a custom report for your participant base that they can run on-demand – a useful tool for tax year-end time where they can document and export all activity.
  • Messaging and notifications
    Streamline and customise communications for blackouts, new grants and more with automated messaging right from Shareworks.
  • Exercise modelling
    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.
  • 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 withholding risk under control.
  • Manage financial reporting

  • 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-amortised 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.
  • 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.
  • Financial reporting by cost centre
    For both share- and cost-settled awards, track and prorate employee expense accounting for two layers of employee assignments, such as separate cost centres and regional locations.
  • Expense mobility proration by cost centre
    Added flexibility allows you to manage expense by cost centre, by taking into account employee movements over time and bringing reversals of expense back to the original department.
  • Global equity plans extension
  • Global corporate tax and DTA
    Easily manage deferred tax rates, as well as corporate tax rates by jurisdiction, with intuitive tax tables.
  • Dual IFRS and ASC 718 reporting
    Shareworks includes both IFRS2 and US GAAP expense and corporate tax reporting, including expense charges, dilution reporting, proxy reporting and more.
  • 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.
  • Dedicated administration service team
    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
  • 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
  • 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.