Audience

Startups or public companies looking for an equity management and administration platform

About OptionTrax

Through technology, education, and support we simplify your equity administration. Whether you want to self-administrate, or you need the full support of our experienced team, OptionTrax® is the answer. We have solutions specifically tailored to public and private companies. Has your equity plan management become just too much work? Do compliance and audits have you worried? Clients on the OptionTrax platform have been audited by the world’s largest auditing firms for almost two decades! Are you still using unreliable spreadsheets to manage your cap table and equity award plan? The OptionTrax system will provide you with rock solid control and accuracy that will save you time and audit expense. Imagine what you could do with the time you now spend correcting mis-entered or outdated data. How about not having to spend time keeping up with all of the FASB, IRS, and SEC rules because we do it for you with the OptionTrax System?

Integrations

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Company Information

OptionTrax
Founded: 1992
United States
www.optiontrax.com

Videos and Screen Captures

OptionTrax Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online

OptionTrax Frequently Asked Questions

Q: What kinds of users and organization types does OptionTrax work with?
Q: What languages does OptionTrax support in their product?
Q: What kind of support options does OptionTrax offer?
Q: What type of training does OptionTrax provide?

OptionTrax Product Features

Equity Management

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