AwardTraq

AwardTraq

Equity Methods
KoreInside

KoreInside

Kore Inc
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About

AwardTraq is Equity Methods' web-based Total Shareholder Return (TSR) tracking platform, serving 150+ publicly traded companies including Fortune 50 clients. The platform provides daily TSR performance updates and supports your EPS dilution process by calculating contingently issuable shares for ASC 260. Key capabilities: - Daily TSR updates with automated peer group monitoring - Contingently issuable shares calculations for ASC 260 - Multi-company peer group tracking with corporate transaction screens - What-if scenario modeling for price/percentile analysis - Award Status PDF and Tie-out Excel reports - Secure participant portal for payout tracking - SOC 1 audited (Ernst & Young) AwardTraq serves Finance/Accounting teams for ASC 260 compliance, HR/Compensation professionals for award design and committee reporting, and participants for payout tracking.

About

KoreInside is a private capital markets infrastructure platform designed to help regulated intermediaries execute transactions in a compliant and efficient manner. The platform provides end-to-end support for processes such as clearing, settlement, disbursement, distribution, and investor management. Built for broker-dealers and other market participants, KoreInside helps organizations navigate complex securities regulations while maintaining operational efficiency. The platform connects various stakeholders, including transfer agents, banks, custodians, legal professionals, auditors, and investor relations firms within a unified ecosystem. Through its compliance-focused infrastructure, KoreInside enables private market transactions to be completed with greater transparency and trust. The solution is designed to help firms streamline operations, reduce friction, and support capital formation in private markets.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Finance/Accounting teams for ASC 260 compliance and financial reporting, HR/Compensation professionals for award design and committee reporting, and award participants for personal payout tracking. Used by publicly traded companies across the US, Canada, and international markets.

Audience

KoreInside is designed for broker-dealers, transfer agents, issuers, private market platforms, financial institutions, legal professionals, and other regulated intermediaries involved in private capital market transactions

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Contact for Enterprise Pricing
Free Version Not Supported
Free Trial Not Supported

Pricing

$150 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.2 / 5
ease 4.0 / 5
features 4.0 / 5
design 3.5 / 5
support 3.2 / 5

Pros & Cons from Real Users

Pros

  • System easy to use. I booked a call and received all the necessary support. Transfer agent, cap table management and shareholder communication in one system, it made me gain time.
  • The platform and team helped me through my RegCF process from the beginning. I wouldn't know how to do it 100% compliantly without them.
  • Some of the team members are friendly, although they are often difficult to reach. The concept of a fully-integrated platform is good.
  • Our company has this platform on our website, for all our thousands of shareholders. It's completely private label to us, including all email templates.

Cons

  • Sometimes the site speed is a little bit slow. The response time when I had questions could faster.
  • Support could improve. Investors have complained about their SLA.
  • When we signed up in late 2021, the tech was sold as fully-functional with promises of improvements coming imminently. The improvements were significantly delayed and/or not deployed. As-is, the tech felt like MVP and was not well received by our investors. Customer service was poor.
  • Nothing, there is nothing in the market like this for private companies anywhere.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Equity Methods
Founded: 1998
United States
equitymethods.com

Company Information

Kore Inc
Founded: 2016
United States
kore.inc/

Alternatives

Alternatives

AssetTraq

AssetTraq

Niveus Solutions
QaTraq

QaTraq

Test Management

Categories

Equity Management Supported

Categories

Equity Management Features

Cap Table Management Supported
Deal Management Supported
Document Storage Not Supported
ESOP Management Not Supported
Financial Modeling Supported
Options Management Supported
Participant Portal Supported
Portfolio Management Supported
Private Equity Supported
Public Equity Supported
Valuation Management Supported
Vesting Management Supported
VSOP Management Not Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Investor Relations Features

Automated Reporting Not Supported
Compliance Management Supported
Custom Emails / Newsletters Supported
Data Centralization Not Supported
Deal & Acquisition Management Supported
Document Creation Not Supported
Document Management Not Supported
Electronic Signature Not Supported
Investor CRM Supported
Investor Transactions / Valuations Supported
IR Website Builder Supported

Virtual Data Room Features

Anonymity Management Not Supported
Audit Trail Not Supported
Collaboration Not Supported
Data Protection Not Supported
Data Storage Management Not Supported
Document Tagging Not Supported
Due Diligence Management Supported
Procurement Management Not Supported
Project Management Not Supported
Role-Based Permissions Not Supported
Secure Preview Not Supported

Integrations

Canals Not Supported

Integrations

Canals Supported
Claim AwardTraq and update features and information
Claim AwardTraq and update features and information
Claim KoreInside and update features and information
Claim KoreInside and update features and information