Product and Services Overview

Shareworks provides a wide array of services including cap table management, valuations, equity plan management, trading and settlement, financial reporting, and participant experience solutions. The platform is engineered to simplify the complexities associated with managing global equity plans, enabling companies to efficiently handle their equity compensation plans, irrespective of their size or the jurisdiction they operate in.

Cap Table Management: Shareworks offers a dynamic and scalable solution for managing your company’s capitalization table, ensuring accuracy and real-time updates. It supports scenarios analysis and modeling, facilitating strategic decision-making.

Valuations: The platform provides 409A valuations and other financial reporting valuations, ensuring compliance with regulatory requirements.

Equity Plan Management: Shareworks simplifies the administration of various equity compensation plans, including stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs).

Trading and Settlement: The software integrates trading and settlement capabilities, making it seamless for employees to execute transactions while ensuring compliance and efficient process flow.

Financial Reporting: It offers comprehensive financial reporting tools that are compliant with ASC 718 and IFRS 2, streamlining the complex task of equity reporting.

Participant Experience: Shareworks prioritizes the user experience of plan participants, offering a participant portal that enhances engagement through education and simplifies equity awards management.

Clientele and Use Cases

Shareworks by Morgan Stanley is trusted by a wide range of clients, from startups to established public companies, spanning various industries. While specific names of clients and investors were not disclosed, the platform is renowned for its capability to adapt to the unique requirements of diverse businesses, illustrating its flexibility and scalability. Use cases include streamlining the equity compensation process, enhancing efficiency in financial reporting, and simplifying compliance with regulatory requirements.

Notable Features for Investment Professionals

• Comprehensive Equity Management: A one-stop solution for managing all equity-related processes.
• Global Compliance: Tools and features that ensure adherence to the laws and regulations of multiple jurisdictions.
• Real-time Reporting and Analytics: Instant access to financial metrics and analytics for informed decision-making.
• Participant Engagement Tools: Features aimed at enhancing the experience and understanding of plan participants, including mobile access and educational resources.

For more detailed information and to explore how Shareworks can elevate your equity management processes, visit https://shareworks.com