Administrator Portal
Streamline equity management ensuring efficiency and control over all equity-related activities.
Overview
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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Vesting
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.
Documents
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.
Orders
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
Visualize values
Easy vesting
Events
Documents
Portfolio details
Support
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Valuations
and accountingUpgrade from spreadsheets to secure software with simulation tools and expert financial compliance support.
Valuations
Simulations
& budgeting
Accounting
Audit trail
Security