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About

The premier equity compensation solution for European and multinational companies. Your business is unique, and so are your equity management needs. Our software adapts to your evolving requirements, providing a flexible framework that grows alongside your organization, ensuring long-term relevance and value. Master equity compensation with our world-class platform. Ensure compliance, save time, and inspire your team for optimal performance. Navigate grants, exercises, and purchases with our intuitive admin portal. It's designed to cut through the complexity, automating key tasks and offering a single source of truth for documents, signatures, and data. Provide your employees with clear, understandable insights into their equity. This transparency not only boosts morale but also aligns employee interests with your company's success, fostering a culture of ownership and engagement.

About

You can stay up-to-date with portfolio companies by customizing templates for founders to fill in, checking status of reports and downloading data with a single click. All your investment history is outlined to track records and analyze performance, helping you to make smarter decisions on your future investments. You can rely on our dashboard crafted for you to check latest ownership changes, track capital usage and filter down metrics based on your needs. Post-investment management is easier with cap table data synced, business performance updated and voting agenda shared to better communicate and understand your portfolios. Manage stock options and plans from issuance, vesting, awards, and more. Requesting shareholder approval on corporate matters can be effectively handled by creating agendas, sending email reminders and receiving online voting results with e-signatures.

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

Companies wanting a tool to attract and retain talent while ensuring compliance

Audience

Businesses searching for an equity management platform to track cap tables, stock options and investor updates

Support

Phone Support Supported
24/7 Live Support 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

No information available.
Free Version Not Supported
Free Trial Not 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 Supported
In Person Not Supported

Training

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

Company Information

Optio
Founded: 2018
Norway
www.optioincentives.com

Company Information

QuotaBook
Founded: 2019
South Korea
www.quotabook.com

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.

Alternatives

CompTrak

CompTrak

HRSoft

Categories

Equity Management Supported

Categories

Equity Management Supported

Equity Management Features

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

Integrations

BambooHR Supported
ChartHop Supported
Factorial Supported
HiBob Supported
JumpCloud Supported
PayCaptain Supported
Personio Supported

Integrations

BambooHR Not Supported
ChartHop Not Supported
Factorial Not Supported
HiBob Not Supported
JumpCloud Not Supported
PayCaptain Not Supported
Personio Not Supported
Claim Optio and update features and information
Claim Optio and update features and information
Claim QuotaBook and update features and information
Claim QuotaBook and update features and information