Capshare - Improving Cap Table Mgmt
Updated July 02, 2019
Capshare - Improving Cap Table Mgmt
Score 7 out of 10
Vetted Review
Verified User
Software Version
Capshare (legacy)
Overall Satisfaction with Shareworks, by Morgan Stanley
Our business utilizes Capshare as a solution to our cap table needs. We currently have over 5 different share classes and 400 shareholders so this tool helps us keep everything organized. It is strictly used by the finance department
- Cap Table Management - automates the cap table process from Excel and gives detail by shareholders or by share class
- Option Expense - runs monthly option expense and associated journal entries for stock based comp
- Warrant valuation - can run reports to determine a black scholes based warrant value with different assumptions
- The system is slow. Since we have a large cap table it takes over 20-30 seconds to load it once you log on. Additionally it is slow to move between pages
- It does not support IPO companies. We would have to transition to Shareworks
- It has helped us accurately track option expense. Hands down the primary benefit
- Allows us to pull reports by shareholder if we get inquiries about their holdings detail
- Carta (formerly eShares) and Solium Shareworks
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
Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps