Implementation Services
We are committed to hassle-free implementation, assigning each client a reliable and highly-trained account representative to provide support from implementation to training and beyond. Supply your AR with your current spreadsheets and relax - we'll do the work!
Support
With unparalleled equity management and data implementation expertise, our team reviews, interprets, prepares and migrates your historical equity data into CapMx. We don't burden you with unnecessary "mapping" of your spreadsheets into a predetermined format. Just provide your spreadsheets and we'll do the rest.
Highlighted Benefits and Features
- We ease the administrative burden for you by handling your historical data migration quickly and accurately
- Your dedicated account representative (AR) offers an extensive understanding of equity management
- We bring the added expertise culled from hundreds of unique implementations
- Once implementation is complete, your AR continues to work closely with you, providing training and ongoing support
- Your AR also performs Participant View implementations, which enable the electronic delivery of option grants to optionees
Our Customers
Our clients include accounting, finance and HR executives, as well as attorneys and consultants representing hundreds of privately held companies. Learn how we can help you.