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What Is Your Equity Really Worth? Why recipients see different value than you give?
In this blog derived from podcast episode we explore the Perceived Value Gap in Equity Compensation: Why What You Give Isn't Always What They Get
Cross-Border Compliance: Managing IPO Share Custody
Expert Michael Sterchi reveals how companies approach IPOs can successfully manage equity holdings across multiple jurisdictions while meeting complex regulatory requirements.
Felix Rose joins Optio as Head of Private Equity Solutions - Optio
Senior industry expert Felix Rose to join Optio Incentives to lead private equity solutions business
Warrants vs Stock Options
A common question we receive in meetings with clients related to their employee stock option programs is how to manage employees in other countries.
Purchase and savings programs
Optio helps you run successful savings and purchase programs for your employees.
AGM: A Guide to a Successful Equity Incentive Program
Master equity incentive programs with our guide. Craft compelling offers and align with employee motivations for success.
Streamlining the 7P Tax Law
Optio Incentives: Simplify 7P Tax Law compliance with our equity management software. Automate equity compensation processes and ensure tax efficiency.
Launching an equity program?
Step-by-step guide on launching an equity program. Discover the foundational elements, the benefits, and how to navigate common challenges.
Why Implementing Equity Incentives Matters
Discover how equity incentives can transform your workplace dynamics, drive employee dedication, and foster sustainable growth for businesses.
Laying off employees – what happens to their option program?
The fate of a laid off employee's existing stock options will depend on the terms of their employment contract and the company's stock option plan.
Changes in existing equity incentive programs
Discover key strategies for updating your equity compensation program to align with market changes and regulations in our blog post.
Equity in Startups: How Much to Give Out?
Navigate the terrain of startup equity. Learn about the principles, and critical questions to determine the right equity distribution in your startup.
Don't take our word for it
We're proudly serving over 300 clients with shareholders in more than 130 countries
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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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“Switching from Excel to Optio has been a game-changer for us—it’s streamlined admin tasks, boosted participant satisfaction with better visibility, plus providing a single source of truth for easier reporting and decision making."
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"We needed a partner who could take ownership of the entire equity compensation process [..]. Optio's expertise lets us focus on IPO priorities while delivering a seamless employee experience."