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CompTrak Equity Management from CompTrak
A modular compensation management solution that handles equity plans, long-term incentives, and total rewards. Features include cap table management, grant administration, and reporting tools designed for both public and private companies including VC firms.
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Compensation Management Solutions for Operations and Finance
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
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Compensation Structure Flexibility
(12 Yes /12 Known /13 Possible features)
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
Marketing literature for CompTrak Equity Management explicitly mentions configurable carried interest arrangements and vesting schedule support for fund and executive plans. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
CompTrak supports co-investment plan administration and detailed participant-level tracking as indicated in product datasheets. | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
Performance bonus modeling is natively supported as part of the modular compensation engine per product features list. | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
Automated management fee calculations are referenced in both the product brochure and CompTrak API documentation. | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
Multiple compensation plan templates and customization are highlighted as out-of-the-box features. | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
Pro rata allocation functionality is described as part of scenario modeling and participant share calculations. | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
Waterfall distribution modeling, including multi-tiered structuring, is part of CompTrak’s solution per its equity and VC use case documentation. | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Support for custom vesting schedules for different user types is cited in the public feature list. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
The ability to recalculate and retroactively adjust historical compensation outcomes is described on CompTrak’s website. | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Product materials indicate compensation can be defined at various granularity levels: individual, team, and entity. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
No information available | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
Multi-fund and multi-plan tracking is a core feature per the equity management solution page. | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
Deferred compensation arrangements are natively supported and automatable through their platform. |
Data and Workflow Integration
(7 Yes /7 Known /10 Possible features)
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
API integration is promoted via developer documentation and partner integrations. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
Real-time data syncing with HRIS, payroll, and finance systems is highlighted in their technical resources. | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
CompTrak features robust data import and export for bulk handling, as indicated in administrator guides. | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
Automated notifications and alerts are available for key compensation events and deadlines. | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
Workflow automation is part of the system configuration package per product collateral. | |
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Document Management Integration Links compensation records with legal/HR documents. |
No information available | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
No information available | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
CompTrak imposes validation rules during all import/export and integration flows. | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
Batch compensation record processing is supported, as described in admin documentation. | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
No information available |
Reporting and Analytics
(11 Yes /11 Known /11 Possible features)
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
User-customizable dashboards are promoted as a key analytics offering. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
Instant analytics regarding compensation, carried interest, and grant-based accruals are included. | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
Compliance and regulatory reporting templates are documented as available features. | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Drill-down functionality from fund-level to participant-level compensation is a standard part of reporting. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Flexible export options to Excel, CSV, and PDF are advertised. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
Reports can be scheduled and automatically delivered by email as noted in system administration documentation. | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
Custom calculated metric creation is referenced in reporting and analytics features. | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
Product supports retention and analysis of historical compensation data. | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Access-controlled reporting is a noted security and privacy option in CompTrak documentation. | |
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Visualization Tools Built-in charting and graphing capabilities. |
Data visualization via dashboards and report module is standard. | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
Complex multi-tier waterfall analysis tools are provided for fund and equity comp modeling. |
User and Stakeholder Management
(8 Yes /8 Known /9 Possible features)
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Granular, role-based permissions are a feature, including on dashboards and reports. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
Multi-stakeholder handling is referenced for VC/PE funds, employees, and advisors. | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Stakeholder self-service portal is emphasized throughout customer stories and screenshots. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
Comprehensive audit trails are described in system security material. | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
No information available | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
Bulk user management is included for large plan administrator clients. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
Single Sign-On integration is supported—references to SSO providers and enterprise onboarding. | |
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Group Permissions Permissions and configurations can be set by user groups. |
Group-based permission settings are detailed as part of admin features. | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
Two-factor authentication is available for enhanced security (per product FAQ and admin guides). |
Security and Compliance
(6 Yes /6 Known /9 Possible features)
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Data Encryption Encrypts all compensation data at rest and in transit. |
Encryption at rest and in transit is stated as a CompTrak security measure. | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
CompTrak has achieved SOC 2 compliance and ISO 27001 certification according to vendor statements. | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
Controls for global privacy regulations (GDPR/CCPA) are provided as part of settings and documentation. | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
User activity auditing and monitoring tools are documented as part of platform security. | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
No information available | |
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Security Incident Alerts Immediate notification of potential security incidents. |
No information available | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
No information available | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Comprehensive system and audit logs are available per security section of documentation. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
Admins can define custom roles and assign permissions—part of advanced configuration. |
Calculation Engine Performance
(4 Yes /4 Known /8 Possible features)
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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. |
System scalability—handling increases in volume and complexity—is referenced in both product marketing and customer testimonials. | |
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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. |
Each calculation and event has a traceable audit trail, as detailed in transparent reconciliation features. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Multi-currency computation, including FX rate feeds, is available for international entities. | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
No information available | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
Exception handling for calculation errors is a listed highlight for the calculation engine. |
Audit and Transparency
(4 Yes /4 Known /6 Possible features)
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
All historical changes to data and calculations tracked and accessible in system logs. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Detailed logs specify who/what/when for every event and data change. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
Reports can be made available in a read-only state for compliance or review. | |
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Access Reports Lists users who have accessed/key compensation records. |
No information available | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
No information available | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
Workflow and approval events are fully time- and user-stamped. |
Configurability and Customization
(6 Yes /6 Known /7 Possible features)
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Custom Field Support Admins and users can define custom attributes for compensation records. |
Admin/users can define custom attributes for plans, participants, and transactions. | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
Approval workflows are configurable in a multi-step format as seen in admin documentation. | |
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White-labeling Custom branding and client-facing experience. |
White labeling and custom branding are promoted as options for portals/statements. | |
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Localization Support Supports multiple languages and regional data formats. |
No information available | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
Users can customize dashboards at the role/user level. | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
Custom calculation logic can be configured through an interface per administrator documentation. | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
System allows setup of custom notifications and alerts based on plan and event triggers. |
Scalability and Deployment Options
(4 Yes /4 Known /7 Possible features)
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Cloud Deployment Product is available as a SaaS/cloud service. |
Cloud-based SaaS deployment is the standard offering. | |
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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. |
Supports multiple entities/funds within a single instance for VC/PE. | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
No information available | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
Mobile access to dashboards and participant portals is described (browser/mobile web; app not confirmed). | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Automated backup and disaster recovery processes are referenced in CompTrak’s security materials. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
No information available |
Support and Vendor Services
(6 Yes /6 Known /9 Possible features)
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24/7 Support Availability Round-the-clock customer support service. |
Support resources indicate 24/7 customer availability for enterprise clients. | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
Dedicated account manager is part of premium support tiers. | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
No information available | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
Onboarding and training services are available as part of new client adoption. | |
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User Community and Forums Online resources for peer learning and support. |
Customer forums and online support communities are referenced in the help experience. | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
No information available | |
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Professional Services Team Vendor offers implementation and customization services. |
Implementation and customization projects handled by vendor services team. | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
No information available | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
Provides in-app help, contextual guidance, and walk-throughs. |
Internationalization and Regulatory Support
(6 Yes /6 Known /7 Possible features)
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Multi-currency compensation processing is included for international and cross-border cases. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
Country-specific taxation and local withholding rules engine is described as a solution differentiator. | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
Regulatory compliance templates (ICO, AIFMD, etc.) are referenced for fund clients. | |
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Local Language Reporting Built-in support for report generation in local languages. |
No information available | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
Cross-border and international payouts are available for global plan participants. | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
Supports multiple international number/date formats in reports and data entry. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
Country-specific document requirements are manageable and storable per jurisdiction. |
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