Shareworks

Shareworks

Morgan Stanley
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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

Shareworks is a complete and integrated Equity Management solution for domestic and global companies. Bring all your equity data and teams together with a powerful global engine that will help you build a culture of equity ownership. Create custom reports with intuitive, drag-and-drop control. Efficiently share with teams across your organization. Provide decision support quickly. Unify all your plans, schedule reports, and allow your participants to act on their awards all within the same platform. Shareworks gives you the next-generation flexibility and precision to make smarter decisions. Direct syncing with your HRIS simplifies updates to employee information, payroll tax integration and grant termination proration. Take a look into the future of your equity plan management with a demo.

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

Organizations that want control of their employee equity plans

Support

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

Support

Phone Support Not Supported
24/7 Live Support 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

$3 per month per user
Free Version Not 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:

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Equity Matrix
Founded: 2025
United States
equitymatrix.io

Company Information

Morgan Stanley
Founded: 1931
United States
www.shareworks.com

Alternatives

Alternatives

Shareworks

Shareworks

Morgan Stanley
Equity Edge Online

Equity Edge Online

Morgan Stanley

Categories

Equity Management Supported

Categories

Equity Management Supported

Equity Management Features

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

Integrations

Canton Not Supported
Clockwork Not Supported
Obol Not Supported
Pave Not Supported
Quanta Not Supported
Slack Supported
Slice Not Supported
Taiki Not Supported
Utluna Not Supported

Integrations

Canton Supported
Clockwork Supported
Obol Supported
Pave Supported
Quanta Supported
Slack Not Supported
Slice Supported
Taiki Supported
Utluna Supported
Claim Equity Matrix and update features and information
Claim Equity Matrix and update features and information
Claim Shareworks and update features and information
Claim Shareworks and update features and information