EQUITY COMPENSATION FOR PRIVATE COMPANIES

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.

Our clients

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

Boost transparency with easy access to equity details, streamlined document management, and comprehensive support, helping employees effectively manage their incentives.

 

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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.

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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.

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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.

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Local Expertise, Global Reach

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Germany

Automated capital gains tax deductions for German-compliant equity programs, facilitating private accounts for participants.

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Sweden

Warrants and warrant buy-backs.

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Italy

Local nominee structure and tax handling.

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US

409A valuation and US GAAP.

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UK

Support for HMRC reporting including the use of EBT and trust solutions.

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Finland

Book-entry accounts and Transfer Tax.

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Denmark

All equity instruments with beneficial Danish tax scheme 7P.

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Norway

Supporting all equity programs.

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Switzerland

Supporting Swiss tax reporting.

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France

Compliant financial reporting and BSPCE.

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Worldwide

Supporting 100+ countries worldwide.

 

Request a demo

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."

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