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What is Optio?

The premier solution for equity compensation tailored for European and global corporations. Recognizing that your equity management needs are distinct to your organization, our software is designed to adapt and evolve alongside your business, offering a dynamic framework that maintains its significance over time. With our exceptional platform, you can gain expertise in equity compensation while ensuring compliance, conserving precious time, and inspiring your team to reach their highest potential. Our user-friendly admin portal streamlines the management of grants, exercises, and purchases, simplifying processes by automating essential tasks, consolidating documents, signatures, and data into one accessible location, and minimizing complexity. By providing your employees with clear and comprehensible information regarding their equity, you foster transparency that enhances morale and aligns their ambitions with your company’s success, ultimately nurturing a culture of ownership and engagement. Such alignment not only drives performance but also cultivates a deeper sense of commitment among your workforce.

What is Carta?

Equity made easy. Carta offers a comprehensive platform for both investors and companies to oversee their equity strategies, including valuations, investments, cap tables, and capital plans. Begin by establishing your Carta cap table, then proceed to issue digital securities, obtain 409A appraisals, and facilitate liquidity events. With Carta, your cap table is automatically kept current, reflecting all equity transactions and relevant data. We ensure you remain compliant during the issuance of equity or when acquiring 409A valuations. Both investors and employees have the ability to accept electronic securities and exercise their options while also being able to monitor their vesting schedules. Supporting over 800,000 shareholders in managing equity valued at $575 billion, Carta serves a diverse clientele. Whether you're seeking a cap table and 409A or aiming to execute secondary transactions, utilize financial reporting, tax tools, and maintain closer connections with your investors, Carta is here to assist you every step of the way. With its user-friendly interface, Carta makes managing equity simpler than ever before.

Media

Media

Integrations Supported

BambooHR
HiBob
ChartHop
Factorial
JumpCloud
PayCaptain

Integrations Supported

BambooHR
HiBob
AccessOwl
CandorIQ
Clockwork
Easop
Equidam
Firstbase
Pave
Quanta
QuickBooks Online Advanced
Shapes
Slice
Tactyc by Carta
TriNet
Xero

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$2,800 per year
Cost based on stakeholder count, complexity, and plan

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Optio

Date Founded

2018

Company Location

Norway

Company Website

www.optioincentives.com

Company Facts

Organization Name

Carta

Date Founded

2012

Company Location

United States

Company Website

carta.com

Categories and Features

Equity Management

Cap Table Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Public Equity
VSOP Management
Valuation Management
Vesting Management

Categories and Features

Board Management

Approval Process Management
Collaboration
Document Management
Electronic Signature
Member Directory
Minutes Management
Role-Based Permissions

Business Valuation

Not specified

Compensation Management

Employee Reward Programs
Incentive Programs

Equity Management

Cap Table Management
Deal Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Valuation Management
Vesting Management

Financial Reporting

"What If" Scenarios
Audit Trail
Forecasting
General Ledger

Financial Risk Management

Compliance Management
Liquidity Analysis
Operational Risk Management
Portfolio Management
Portfolio Modeling

Fund Accounting

Not specified

Investment Management

Not specified

Salary Benchmarking

Not specified

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