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What is OptionTrax and how does it work?

OptionTrax is a comprehensive equity management software platform that helps businesses of all sizes manage their equity plans and track their securities. It is a highly intuitive and user-friendly platform that makes it easy to manage vesting, track participants, and meet all disclosure and financial reporting requirements.

OptionTrax offers a wide range of features to help businesses manage their equity effectively, including:

  • Cap table management: OptionTrax provides a central location to manage and track cap tables, including ownership percentages, vesting schedules, and dilution events.
  • Equity plan management: OptionTrax supports a wide range of equity plan types, including stock options, restricted stock units (RSUs), and performance-based awards. It provides tools to manage all aspects of equity plans, such as grant creation, vesting, and exercise.
  • Securities tracking: OptionTrax tracks all securities issued by the company, including stock options, RSUs, and warrants. It provides detailed information on each security, such as the grant date, vesting schedule, and exercise price.
  • Disclosure and financial reporting: OptionTrax helps businesses comply with all disclosure and financial reporting requirements related to their equity plans. It generates reports for ASC 718, Form 10-K, and other financial statements.

OptionTrax is a valuable tool for businesses of all sizes that are looking to streamline their equity management process and improve their compliance. It is a good choice for businesses that are raising funding, managing existing equity plans, or preparing for a future liquidity event.

Here is an example of how a business can use OptionTrax:

A startup is raising its first round of funding. The company uses OptionTrax to create and manage its cap table, track investor interest, and distribute reports to potential investors. Once the funding round is complete, the company uses OptionTrax to issue equity to investors and manage the vesting schedule. OptionTrax also helps the company to comply with all disclosure and financial reporting requirements related to its equity plan.

OptionTrax is a powerful and versatile equity management software platform that can help businesses of all sizes manage their equity more effectively and efficiently.

OptionTrax Pricing

Pricing Model
Quotation Based





  • Reporting
  • Automated Tracking
  • Powerful Equity Compliance
  • Easy Stakeholder Communication
  • Customizable


OptionTrax Technical details

Support Online Customer Type Large Enterprises
Medium Business
Small Business
API NA Location / Phone Number Radnor, Pennsylvania / 610-359-5870
Deployment SaaS/Web/Cloud Official Website https://www.optiontrax.com/
Category Equity Management Software

OptionTrax FAQs

Here`s a list of the best alternatives for OptionTrax:

  1. Gust Equity Management
  2. Carta
  3. Astrella
  4. Certent Equity Management
  5. EquityList

No, OptionTrax does not provide API.

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