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What is OptionTrax?

By leveraging advanced technology, quality education, and committed support, we simplify the equity administration process for you. Whether you choose to take charge yourself or need extensive guidance from our expert team, OptionTrax® provides the ideal solution tailored to your requirements. Our services are designed to meet the distinct needs of both public and private organizations. Are you feeling overwhelmed by managing your equity plan? Is the pressure from compliance requirements and audits weighing you down? For nearly two decades, clients who have utilized the OptionTrax platform have successfully navigated audits conducted by some of the largest auditing firms globally. Are you still dependent on inconsistent spreadsheets to manage your cap table and equity awards? The OptionTrax system ensures you achieve strong control and accuracy, which translates to significant time and cost savings during audits. Imagine the increased productivity you could achieve with the time you currently spend correcting mistakes or handling outdated information. Additionally, you can say goodbye to the burden of tracking changing FASB, IRS, and SEC regulations, as our OptionTrax system seamlessly manages that aspect for you. While you concentrate on your primary business functions, allow us to take care of the intricate details of equity management, giving you peace of mind and the freedom to grow your business effectively.

What is Capboard?

Capboard serves as a comprehensive equity management platform designed to assist businesses in maintaining accurate cap tables, centralizing documents, and modeling funding scenarios and exits. Our array of features and services ensures that: - Companies enjoy a singular source of truth for cap tables, funding simulations, and investor communications, with automated management of equity plans that streamlines processes for Finance and HR teams. - Investors benefit from automatic updates to their portfolios and centralized access to all necessary compliance documentation. - Employees gain complete transparency regarding their equity grants, enabling them to model potential exit scenarios, ultimately enhancing retention and satisfaction within the workforce. Additionally, the integration of these tools fosters improved communication among stakeholders, promoting a collaborative approach to equity management.

Media

Media

Integrations Supported

Equidam
Zapier

Integrations Supported

Equidam
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

24$
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OptionTrax

Date Founded

1992

Company Location

United States

Company Website

www.optiontrax.com

Company Facts

Organization Name

Capboard

Date Founded

2022

Company Location

Spain

Company Website

www.capboard.io

Categories and Features

Equity Management

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

Categories and Features

Equity Management

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

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