Employee Equity Plan Administration

EquityTrack’s employee plan services allow issuers and investors to manage their employee plans online while synchronizing share distribution with the transfer agent. Our software is an efficient and secure solution allowing you to view investor documents, vesting schedules, and more. Our proprietary software is available to public and private companies.

Benefits

Below are some benefits of our employee plan and stock option tracking software:

  • Unlimited user access
  • Supports employee stock purchase plans (ESPP) and stock option plans, including ISOs, NQSOs, RSUs, RSAs, warrants, common, preferred, & restricted securities, and more
  • Provides immediate access to employee records and their option activity
  • Performs real-time updates to an employee’s stock option plan or other information
  • Includes an online platform tailored exclusively for investor access
  • Crafts customized reports detailing your stock option plan
  • Provides vesting schedules and detailed reporting
  • Compiles and produces cost basis tax information following ESPP and option activity
  • Allows administrative portal for issuers to manage employees and users of portal

Features

Some of the software’s more specific features include but are not limited to:

Display uniform and non-uniform vesting schedules
Real-time adjustment of your strike price
Accurate calculation of option terms and forfeiture rates
ESPP holdings, activity and preference updates for investors
Convert options and warrants to shares through synchronized transfer agent services
Dedicated expert support teams on your employee plan

Peace of Mind

Our software has state-of-the-art encryption technology that ensures your information is safe. We provide separate access portals for different individuals ─ employees, issuers, and admins. Additionally, we back up the technology daily to protect potential loss of employee information. The comprehensive software features allows us to help private and public companies throughout all stages of their development. It ultimately gives you control, allowing you to better manage your cap table.

Contact us

We are here to help with your offering, investor recordkeeping, and raising capital needs.

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