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.
.png)
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.
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
Administrator 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
Valuation
and accounting
Replace complex spreadsheets with a secure, error-reducing system that includes simulation tools for financial forecasting and compliance with key financial standards, all backed by expert support.
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
-
Norway
Supporting purchase and saving programs.
-
DACH
Supporting VSOPs and Personio integration.
-
Denmark
All equity instruments with the beneficial Danish tax scheme 7P.
-
Sweden
Warrants and warrant buy-backs.
-
Worldwide
Supporting 100+ countries worldwide.
Testimonials
-
.png)
"Optio has streamlined our operations by reducing manual work and errors, and enhancing stakeholder communication with dashboards and detailed reporting."
-
.png)
"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."
-
"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."