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PRODUCTS FOR PRIVATE COMPANIES

Optio for Private Companies

We make the world of company equity approachable for anyone by combining our financial expertise, user-friendliness, and dedication to provide a first-class customer experience.

Our clients

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

Employee Portal

Effortlessly plan and administer equity compensation.

Participants-purple Overview
Participants-purple Vesting
Participants-purple Awards status
Participants-purple Documents
Participants-purple New awards
Participants-purple Orders
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Administrator Portal

Effortlessly plan and administer equity compensation.

Profile-purple Overview
Profile-purple Vesting
Profile-purple Awards status
Profile-purple Documents
Profile-purple New awards
Profile-purple Orders
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Valuation
and accounting

Effortlessly plan and administer equity compensation.

Currency-purple Valuations
Currency-purple Simulations & budgeting
Currency-purple Accounting
Currency-purple Security
Currency-purple 409A valuation
Currency-purple Audit trail
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Cap table management

Effortlessly plan and administer equity compensation.

Percentage-purple Overview
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Percentage-purple Add transactions
Percentage-purple New awards
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Empower your team with equity incentives
today!

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