Eqvista - Cap Table Management vs. Shareworks, by Morgan Stanley

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Eqvista - Cap Table Management
Score 0.0 out of 10
N/A
Eqvista is an equity management software offering technology designed to transform the user's company, and work to manage the user's cap table, company shares, and valuations. Users can incorporate their companies and manage equity all in one place. Eqvista supports cap tables from all jurisdictions.N/A
Shareworks, by Morgan Stanley
Score 5.2 out of 10
N/A
Shareworks by Morgan Stanley (formerly Solium Shareworks, and with the capabilities of the former Capshare) is a cloud-based equity compensation administration platform. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply and securely.N/A
Pricing
Eqvista - Cap Table ManagementShareworks, by Morgan Stanley
Editions & Modules
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Offerings
Pricing Offerings
Eqvista - Cap Table ManagementShareworks, by Morgan Stanley
Free Trial
YesNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsFreemium - Free for up to 20 shareholders Premium - Payment according to the number of added shareholders – $2 per shareholder monthly
More Pricing Information
Community Pulse
Eqvista - Cap Table ManagementShareworks, by Morgan Stanley
Top Pros

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Top Cons

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User Ratings
Eqvista - Cap Table ManagementShareworks, by Morgan Stanley
Likelihood to Recommend
-
(0 ratings)
1.0
(7 ratings)
Support Rating
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
Eqvista - Cap Table ManagementShareworks, by Morgan Stanley
Likelihood to Recommend
Eqvista
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Solium
Well suited for privately or publicly held companies with stock option plans or ESPP. Helpful for calculating stock compensation expense.
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Pros
Eqvista
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Solium
  • Calendar of vesting schedule
  • Visibility into value of various equity based compensation
  • Ability to setup default release elections at vesting dates
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Cons
Eqvista
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Solium
  • At the time, couldn't calculate a formula based on milestone vesting
  • Had some small hiccups with calculating stock option compensation expense, but Capshare was able to solve over time.
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Support Rating
Eqvista
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Solium
We had a great team consisting of two Solium Shareworks admin experts, and one financial reporting expert to help us with the implementation. After the implementation, I feel we are in good hands with the Solium Shareworks relationship manager. We have quarterly contact with the team when new grants need to be added. Other then that, we are self-sufficient with the tool.
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Alternatives Considered
Eqvista
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Solium
We like Carta because they offer transfer agent services in addition to Cap Table management. Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps
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Return on Investment
Eqvista
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Solium
  • Positive - easy for employees to review stock plan and agreement.
  • Positive - easy to pull cap table reports.
  • Negative - requires a lot of administrative work for account activation, acceptance by users.
  • Negative - support is not responsive.
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ScreenShots