Private, venture-backed companies often look to their law firm to provide stock option and stock issuance recordkeeping. OptionEase and EquitEase is used by leading law firms to manage, track and report stock option activity and shareholder information.

Better serve your clients! We recognize the need for a consistent, accurate and auditable source of client information. EquitEase provides a secure, centralized database and eliminates the problem of maintaining separate spreadsheets and having to determine who maintained what.

Highlighted Benefits and Features:

• Enter an unlimited number of companies into EquitEase
• Project services are available to assist in implementing companies quickly and accurately
• Integrated OptionEase system validations keep your companies compliant with federal exemptions, Rule 701, the $100,000 ISO limitation and other requirements
• Our analytics tools utilize existing data to generate sophisticated forward-looking analyses, including overhang analysis
• Our grouping feature allows you to group related shareholders together to determine ownership percentage
• Electronic delivery of stock option information to optionees greatly reduces the administrative aspects of option administration
• Think about your clients’ needs – EquitEase allows clients to expense their share-based compensation pursuant to ASC Topic 718 (FAS 123R)
• Generate stock certificates directly from EquitEase
• SaaS technology permits access to the platform anytime, anywhere