Audience
Public and Private Companies that offer stock-based compenstion and warrants
About LoyaltyOptions
LoyaltyOptions provides the full suite of components associated with managing and accounting for your stock-based compensation and employee ownership plans.
Functionality includes:
Grant Management: Employee Stock Options, Restricted Shares, Share Appreciation Rights, Share Purchase Plans, Convertible Bonds, Grant Modifications, Performance Grants
Financial Reporting: ASC 718, IFRS 2, Grant Valuations, Customized Disclosures, Performance Grants, Black-Scholes, Binomial Valuations, Monte Carlo Simulations
Share Management: Cap Tables, Statistical Reporting, Mini-Market, Share Certificates
Administration: Role-based Security, Employee Portal, Auditor Portal, Sandbox, What-if Scenarios, Time Management
Cake Equity
Retain your best talent through best-practice equity plans. Get built-in legal agreements, vesting, and communications. Adding equity into hiring processes takes seconds. Create stock options or share plans, set up automatic vesting, and motivate and reward your team for their work. Easily communicate the value with your team to improve culture, engagement, and retention. Easily communicate value with your team to improve engagement and retention. Valuations are sorted, wherever you need them. Plus automated vesting, exercising, and reporting give peace of mind. Compliantly issue and manage employee equity for employees and contractors in over 50 countries. Automated reporting keeps records up to date and with peace of mind. Valuations are sorted, wherever you need them. World-class cloud-based infrastructure keeps your data secure.
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Incentrium
Introducing Incentrium: your cloud-based solution for share-based compensation. Manageing programs, tracking forfeited grants, and initiating exercises. Valuation made easy for SOP, VSOP, RSU, PSU, etc., with innovative modular pricing and three speed modes. Reporting excellence with reliable, compliant reports, flexible data slicing, multi-GAAP support (IFRS 2, ASC 505-50, 718), and automated notes disclosure.
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Ledgy
Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy.
Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time .
Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule.
Show the latest information to all your stakeholders, including employees and investors, with custom dashboards.
Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations.
Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more.
Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.
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Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.
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Pricing
Starting Price:
$1,200 annually
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
LoyaltyOptions
Founded: 2016
Canada
www.loyaltyoptions.com
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Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
Videos
Support
24/7 Live Support