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About

Equity Matrix is a web-based dynamic equity tracking tool for startup founders, co-founders, and small-business partners. Teams record work hours and cash contributions, set hourly market rates, and apply configurable multipliers to cash so contributions can be converted into shares. The platform calculates each participant’s ownership from accumulated contributions and updates the equity table as new work or investment is recorded. Shared, timestamped records help co-founders review contribution history and understand how ownership changes as roles and participation evolve. Users can log contributions in the app or through Slack. When a team is ready to formalize its ownership or prepare for fundraising, its contribution record can serve as a starting basis for a traditional cap table. Equity Matrix is designed for early-stage teams seeking a contribution-based process for documenting and discussing founder equity.

About

Through technology, education, and support we simplify your equity administration. Whether you want to self-administrate, or you need the full support of our experienced team, OptionTrax® is the answer. We have solutions specifically tailored to public and private companies. Has your equity plan management become just too much work? Do compliance and audits have you worried? Clients on the OptionTrax platform have been audited by the world’s largest auditing firms for almost two decades! Are you still using unreliable spreadsheets to manage your cap table and equity award plan? The OptionTrax system will provide you with rock solid control and accuracy that will save you time and audit expense. Imagine what you could do with the time you now spend correcting mis-entered or outdated data. How about not having to spend time keeping up with all of the FASB, IRS, and SEC rules because we do it for you with the OptionTrax System?

Platforms Supported

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

Platforms Supported

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

Audience

Startup founders, co-founders, and small business partners working out a fair equity split.

Audience

Startups or public companies looking for an equity management and administration platform

Support

Phone Support Not 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

No images available

Screenshots and Videos

Pricing

$24/month
$24 per month, billed annually. A 14-day free trial is offered.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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:

Review this Software

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:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Equity Matrix
Founded: 2025
United States
equitymatrix.io

Company Information

OptionTrax
Founded: 1992
United States
www.optiontrax.com

Alternatives

Alternatives

ReliaTrax

ReliaTrax

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StaffTrax

StaffTrax

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exactTrax

exactTrax

exactEarth
Shareworks

Shareworks

Morgan Stanley
Trax

Trax

Trax Retail

Categories

Equity Management Supported

Categories

Equity Management Supported

Integrations

Slack Supported

Integrations

Slack Not Supported
Claim Equity Matrix and update features and information
Claim Equity Matrix and update features and information
Claim OptionTrax and update features and information
Claim OptionTrax and update features and information