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Administrator Portal

Streamline equity management ensuring efficiency and control over all equity-related activities.

Our clients

We assist companies in all development stages, from startups to public companies.


Keep track of all active and historical grants, such as vested, exercised, and terminated instruments. Get the big picture through our widgets and graphs, drill down into the details, and extract the information you need.

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New awards

Awarding employees can quickly become a complicated process. With Optio, you can add new equity plans and award employees effortlessly, since all the steps from awards creation to the document's acceptance are automated and taken care of by us.

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Creating even the most complex vesting schedule can be easy with our vesting simulation functionality. We can also calculate the estimated Fair Value of awards upfront so you can see the total cost of the awards.



Create unique documents for all your awarded employees in no time. The agreement acceptance process is fully automated, and all your documents are stored securely in our portal. Employees see their agreements, and you, as the employer, have complete control of all contracts, plan documents, and more.



All orders (purchase, sale, exercise, etc.) are registered in our portal and monitored in real-time by you. A simple and efficient process, so you avoid paperwork and manual hassle.

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Still wondering?

We can answer your question in the chat, let us know how we can help.

Other features

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    Employee Portal

    Enhance transparency with accessible equity details, streamlined document management, and robust support for effective incentive management

    Feature included Visualize values
    Feature included Easy vesting
    Feature included Events
    Feature included Documents
    Feature included Portfolio details
    Feature included Support
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    and accounting

    Upgrade from spreadsheets to secure software with simulation tools and expert financial compliance support.

    Feature included Valuations
    Feature included Simulations
    & budgeting
    Feature included Accounting
    Feature included Audit trail
    Feature included Security

Empower your team with equity incentives

Book a meeting with us, and you will learn the secrets of incentivizing your employees with equity in no time.
  • Free demo
  • Easy equity program rollout
  • Worry-free administration and accounting