Private Companies
Streamline your equity management with our easy-to-use platform, tailored for growing businesses. Our solution combines expert financial guidance with a focus on user-friendliness, ensuring you attract and retain top talent effortlessly.
Employee Portal
Boost transparency with easy access to equity details, streamlined document management, and comprehensive support, helping employees effectively manage their incentives.
Overview
Vesting
Awards status
Documents
New awards
Orders
Admin Portal
Streamline equity management with automated tracking of grants, real-time transaction monitoring, and easy creation of complex vesting schedules, ensuring efficiency and control over all equity-related activities.
Overview
Vesting
Awards status
Documents
New awards
Orders
Granular access control
Valuation
and accounting
Our financial reporting and valuation services are fully compliant with key financial standards (IFRS/GAAP). Replace your complex spreadsheets with a secure, streamlined system that includes simulation tools for financial forecasting, all backed by our best-in-class support services.
Valuations
Simulations & budgeting
Accounting
Security
409A valuation
Audit trail
Cap table management
Get a detailed and dynamic view of your company's ownership structure through our user-friendly platform, enabling informed decision-making and efficient equity management.
Overview
Valuations
Summary
Add transactions
New awards
Orders
Local Expertise, Global Reach
Germany
Automated capital gains tax deductions for German-compliant equity programs, facilitating private accounts for participants.
Sweden
Warrants and warrant buy-backs.
Italy
Local nominee structure and tax handling.
US
409A valuation and US GAAP.
UK
Support for HMRC reporting including the use of EBT and trust solutions.
Finland
Book-entry accounts and Transfer Tax.
Denmark
All equity instruments with beneficial Danish tax scheme 7P.
Norway
Supporting all equity programs.
Switzerland
Supporting Swiss tax reporting.
France
Compliant financial reporting and BSPCE.
Worldwide
Supporting 100+ countries worldwide.
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Integrate with your HR platform!
Experience the seamless integration of our portal with your HR platforms, revolutionizing the way you manage and streamline employee data.
Testimonials
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"Optio has streamlined our operations by reducing manual work and errors, and enhancing stakeholder communication with dashboards and detailed reporting."
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"Optio has been a pragmatic and solution-oriented partner in managing our share programs, including during our IPO, guiding us effectively through various compensation issues."
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"With its ease of use, quick implementation, and user-friendly interface, Optio’s system was a natural choice for us to control and report our long-term incentive plan."