Shareworks, by Morgan Stanley vs. Uplaw

Well suited for privately or publicly held companies with stock option plans or ESPP. Helpful for calculating stock compensation expense.

Incentivized

Uplaw is easy to access, visualize and use, when organisations have deployed multiple grants and stock options plans inside teams, business units, and countries. My teams and I can access to all our grants, visualize strike price as well as vesting plans, cadicity and sunset, and potential gains. Whatever type of options plans is granted, the solution can manage it.

• Calendar of vesting schedule
• Visibility into value of various equity based compensation
• Ability to setup default release elections at vesting dates

Incentivized

• vesting plan accuracy
• financial simulation to calculate potential equity plans gains
• mobility access thanks to mobile apps
• customer support expertise

• 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.

Incentivized

• Only in French and English
• Limited number of access available for my team
• Impossible to exercice options

very easy to use

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.

Incentivized

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

Incentivized

Carta is not adapted to the french regulation and french market Carta is much more complex to use, and less user friendly

• 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.

Incentivized

• gain time thanks to automation
• accurate data vs manual excel
• easiness to access
• more people engagement