A comprehensive equity management platform with specialized capabilities for private companies and VC firms. Features include cap table management, 409A valuations, scenario modeling, investor reporting, and tools to manage complex compensation structures including carried interest.
More about Shareworks by Morgan Stanley
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
Shareworks includes tools for managing carried interest arrangements, including the ability to configure tiers and vesting, per official documentation and product marketing. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
The product is marketed as supporting co-investment programs and tracking for stakeholders, which is common in VC/PE-focused solutions. | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
Shareworks supports performance-based bonus modeling and distribution, as referenced in its support for performance plans and flexible equity/bonus scenarios. | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
Automated management fee calculations are part of the platform’s support for fund administration and agreements. | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
Shareworks offers multiple prebuilt and customizable plan templates for different equity and compensation structures. | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
The platform supports pro rata allocations for profits and losses among stakeholders as part of its distribution and reporting features. | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
Shareworks has tools for distribution waterfall modeling, including multi-tiered/complex scenarios in VC/private markets. | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Custom vesting schedules are a key feature, including role-based or plan-based customizations. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
Retroactive adjustments to compensation and cap table records are supported through administrative tools. | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Platform allows granular stakeholder definition at individual/team/entity level for reporting and plan administration. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
Shareworks offers linkage of compensation plans to legal agreements and centralized document management. | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
Multi-fund and multi-entity support are explicitly called out in Shareworks VC/private company modules. | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
Deferred compensation structuring and automation is supported, including vesting and payout timing tools. |
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
Shareworks has open API integrations with HRIS, accounting, and portfolio systems as described in their documentation. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
Real-time or near-real-time data syncing is a supported capability for compensation and transaction data. | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
Bulk data import/export is supported via templates, integration, and APIs. | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
Configurable notifications/alerts are available for vesting, compliance and other compensation events. | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
Workflow automation for approvals and reviews is built into the compensation management modules. | |
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Document Management Integration Links compensation records with legal/HR documents. |
Integration with document management for legal/HR documentation is a staple feature. | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
External data feed integration (e.g., for valuations or market data) is supported. | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
Data validation rules are part of the platform’s import and integration process. | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
Batch processing capability is confirmed by bulk data processing and update tools. | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
Shareworks supports secure data transfers and integrations including SFTP. |
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
Custom dashboard creation for stake/compensation visualizations is available. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
Near real-time performance analytics and visualizations available per product demos and documentation. | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
Shareworks offers pre-built and custom compliance reporting for equity and compensation structures. | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Users can drill down from high-level metrics to individual records. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Export to Excel/PDF/CSV is standard in Shareworks reporting modules. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
Report scheduling/delivery can be automated per admin user controls. | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
Custom calculation fields and metrics can be defined through reporting tools. | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
Historical data retention, analytics and trend analysis are part of standard features. | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Access-controlled (role-restricted) reporting is available. | |
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Visualization Tools Built-in charting and graphing capabilities. |
Visualization/charting tools are integrated into dashboards and reports. | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
Complex waterfall analysis capabilities are present for private equity/VC users. |
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Role-based access control is a core feature in user and data permissioning. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
Structured to manage multiple stakeholder roles, including founders, employees, investors. | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Stakeholder self-service portals are available for individual grant/compensation visibility. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
Comprehensive audit trails/logging per action and user are referenced in product materials. | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
Delegated admin and plan-specific admin options are supported. | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
Bulk user onboarding and offboarding are platform features for admins. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
Shareworks supports SSO (SAML, OAuth) as per enterprise offerings. | |
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Group Permissions Permissions and configurations can be set by user groups. |
User group permissions and settings are configurable in admin panel. | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
Two-factor authentication is supported for secure logins and sensitive actions. |
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Data Encryption Encrypts all compensation data at rest and in transit. |
Shareworks states all compensation data encrypted in transit and at rest. | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
SOC 2 and ISO 27001 compliance are advertised on the vendor site. | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
Platform offers GDPR/CCPA privacy tools (data subject rights, data export/deletion). | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
User monitoring for unusual activity and access logs available. | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
Customizable data retention settings available for compliance needs. | |
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Security Incident Alerts Immediate notification of potential security incidents. |
Security incident alerting (e.g., unauthorized access attempts) included per documentation. | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
Data masking based on user roles and permissions supported. | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Full audit logs of all system/data changes available. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
Custom roles and permissions can be defined for admin vs. user access. |
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Real-time Calculation Speed Average latency for processing compensation and distribution calculations. |
No information available | |
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Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode. |
No information available | |
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Scalability System’s ability to handle increases in user and transaction volume without performance degradation. |
Shareworks supports scalable, high-volume processing for large cap tables and stakeholder sets. | |
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Error Rate Frequency of calculation errors detected in system output. |
No information available | |
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Auditability of Calculation Full traceable logs for each calculation iteration. |
Auditable calculation logs available for each change and record. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Multi-currency support for compensation reporting and calculations with live FX rates is present. | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
Parallelized record processing mentioned as part of platform scalability discussions. | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
Exception handling automation is included in calculation and workflow engines. |
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Full historical change/audit tracking is built in. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Detailed change/audit logs specifying what, when, and by whom accessed are available. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
Supports read-only, exportable audit reports for compliance and partners. | |
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Access Reports Lists users who have accessed/key compensation records. |
Access reports (who accessed, what) available in admin/audit tools. | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
Anonymized participant reporting configurable for external/partner review. | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
Time-stamped workflow tracking available in activity/audit logs. |
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Custom Field Support Admins and users can define custom attributes for compensation records. |
Custom fields definable in plan, grant, and compensation records. | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
Configurable, multi-stage approval workflows are available throughout the product. | |
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White-labeling Custom branding and client-facing experience. |
White-labeling and client portal branding supported for enterprises. | |
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Localization Support Supports multiple languages and regional data formats. |
Multi-language and regional format support available for international clients. | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
Dashboards and views can be customized by user and role. | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
Formula/calculation builder is present for complex custom logic. | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
Custom notifications/triggers by event or data change can be defined. |
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Cloud Deployment Product is available as a SaaS/cloud service. |
Cloud (SaaS) deployment is the default mode for Shareworks. | |
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On-premises Deployment Supports on-premises installation if preferred. |
No information available | |
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Multi-Tenant Architecture Supports multiple fund or firm entities in one environment. |
Multi-tenant (multi-entity/fund) architecture is explicitly supported for VC/PE firms. | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
Elastic resource scaling is built into SaaS model per marketing and system docs. | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
Mobile web and app access are available for key features. | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Automated, geo-redundant backup and DR included as part of SaaS infrastructure. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
Geo-redundancy/high-availability architecture in place. |
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24/7 Support Availability Round-the-clock customer support service. |
24/7 support available for enterprise clients. | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
Dedicated account manager is standard for VC/PE/Enterprise contracts. | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
SLAs published for uptime/service/delivery commitments. | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
Comprehensive onboarding and user training included. | |
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User Community and Forums Online resources for peer learning and support. |
User community, knowledge base and forums available. | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
Annual roadmap published and updates communicated to clients. | |
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Professional Services Team Vendor offers implementation and customization services. |
Professional services team available for onboarding/custom projects. | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
Monitoring and analytics on user engagement provided to customers. | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
In-app tips, tutorials and guided tours are available. |
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Multi-currency support for compensation and reporting is specifically stated. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
The product automates country-specific tax calculations and reporting. | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
Pre-built regulatory compliance templates (like SEC, AIFMD) available. | |
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Local Language Reporting Built-in support for report generation in local languages. |
Reports can be produced in multiple languages/localization. | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
Supports compliant cross-border payment workflows for stakeholders. | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
Supports local date/number formats for reporting and display. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
Manages country-specific documentation for equity and compensation records. |
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