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OptionTrax Reviews

& Product Details

What is OptionTrax?

OptionTrax is an equity management software that aims to streamline equity management for businesses. The platform offers fully-featured tools and services to meet the needs of stakeholders, helping businesses save time and money. The software offers easy stakeholder communication and management with intuitive interfaces and online modeling. OptionTrax caters to both public and private companies, providing tailored solutions.

The software provides easy-to-use features, allowing users to manage equity themselves. Alternatively, they can opt for industry-leading Certified Equity Professionals® to handle day-to-day management. OptionTrax offers best-in-class equity plan disclosure reporting, saving businesses from expensive audits. The system includes drill-down capability, flexible filtering, and SEC-format reporting.

The platform outperformed Shareworks, Certent, and Carta in user satisfaction ratings. It simplifies award valuation with automation, streamlined calculations, and real-time data updates. Automated grant agreements eliminate the need for paper and signatures. Participants can review and sign agreements directly within the platform.

Found in these Categories

Best For

Capitalization table and equity management software.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In

    United States

  • Website


Starting from: Custom

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool doesn't have a publicly shwon price. For more info, check on their sales team.

  • Activity Dashboard
  • Administrative Reporting
  • Cap Table Management
  • Compensation Management
  • Compliance Management
  • Document Management
  • Financial Management
  • Participant Portal
  • Scenario Planning
  • Valuation Management
  • Vesting Management

Additional Features

  • Activity Tracking
  • Ad hoc Reporting
  • Customizable Reports
  • Document Storage
  • Employee Management
  • Financial Analysis
  • Financial Modeling
  • Investor Reporting
  • Options Management
  • Planning Tools
  • Real Time Analytics
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduled/Automated Reports
  • Spend Analysis
  • Summary Reports

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