Shareworks

Advanced-HR, Inc. is a San Francisco-based company specializing in compensation data and planning software. Established in 1997, it has developed a cloud-based platform that assists more than 1,500 private companies in making competitive compensation decisions. The company is recognized for its pioneering work in publishing pre-IPO compensation surveys and has significantly influenced compensation trends over the past two decades. Advanced-HR collaborates with 80 prominent venture firms to produce the VC Executive Compensation Survey, further enhancing its expertise in startup compensation. To address the evolving needs of the compensation landscape, it introduced Option Driver, a platform designed to help startups effectively attract and retain talent by implementing data-driven compensation strategies. As of February 2018, Advanced-HR operates as a subsidiary of Shareworks by Morgan Stanley.

Capshare LLC offers an online software platform focused on managing, storing, and analyzing capital table information for private companies. Its cloud-based solution enables users to handle various cap table functions efficiently, including equity management, electronic share tracking, and compliance auditing. The platform features tools for tasks such as automatic vesting calculations, document management, and performance-based vesting tracking. Designed for private companies, investors, lawyers, and valuation firms, Capshare facilitates better decision-making regarding equity by providing comprehensive insights into ownership structures and investment scenarios. Founded in 2011 and based in Sandy, Utah, Capshare operates as a subsidiary of Solium Capital Inc.

GlobalSharePlans, S.L. specializes in providing legal and tax advisory services for companies that implement global equity incentive plans. The firm offers comprehensive support through online databases and automated alerts, ensuring clients comply with international laws and regulations. By leveraging a network of professionals, GlobalSharePlans assists businesses worldwide in navigating the complexities of regulatory requirements associated with international employee and executive share plans.

Corporate Focus specializes in cloud-based equity administration, accounting, and compliance solutions tailored for privately-held companies. Its services cater to chief financial officers, accounting service providers, law firms, in-house counsel, and stock plan administrators. The company offers a comprehensive platform that facilitates equity administration, including the creation of capitalization tables and automated management of valuation, amortization schedules, and financial disclosures. Corporate Focus also streamlines the organization of related information, documents, filings, and reminders, while enabling users to search for historical equity, governance, and compliance documents. Additionally, it provides tools for generating reports and updating existing ones, ensuring effective management of equity-related tasks.

OptionEase is a leading provider of on-demand accounting compliance solutions, specializing in equity administration and financial reporting. The company serves over 350 clients, including small startups and large public corporations, helping them navigate the complexities of regulations such as FAS 123(R). OptionEase offers online services that streamline compliance with audit requirements related to employee stock options and support effective equity management. Its solutions cater to the governance, risk, and compliance (GRC) marketplace, ensuring that organizations can efficiently manage their equity plans while adhering to regulatory standards.

Solium Capital, LLC provides financial services. It offers stock administration, option plan implementation, tax calculations, and document processing and reporting services.