EQUITY SOLUTIONS
PRIVATE COMPANIES

Cap Table Management

Simplify cap table management and provide a unified, real-time view for stakeholders with an intuitive digital solution.

Manage with Peace of Mind

As your company grows, don’t let cap table complexity get in the way. From startup to IPO, our solutions and experience have helped thousands of private companies simplify management and realize the benefits of their equity plan.

178+

servicing participants in over 178 countries1

3,100+

combined public and private stock plan clients globally.2

6.5MM+

stock plan participants served.3

Easy-to-Use, Intuitive Features

No more spreadsheets or tedious version control—gaining insight into your company’s equity plan is easier than ever. Enable better-informed decisions with intuitive drag-and-drop reporting and leverage high-performance modeling to quickly evaluate new financing rounds, management carve-outs and exits.

Efficient and Built for Transparency

This is your cap table as it should be: clear, shareable and up-to-date.

Comprehensive Reporting
Diluted, issued, outstanding—the details are here. Answer virtually any question with the master cap table workbook report, tailored to your reporting needs.
Cloud-Based Collaboration
Leave version control errors in the past. With a single real-time data source, stakeholders have on-demand access to an overview of their equity ownership.
Digital Stock Certificates
Skip the paperwork. We support certificated, uncertificated and electronic stock certificates that are easy to download and integrate with your ledger.
Let’s Start the Conversation
Share more about your workplace’s unique needs, and a member of our team will get in touch to discuss how we can help.

Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

1 Represents number of countries we serve participants in as of 08/2022

2 Represents the 3100+ stock plan clients we serve globally as of 08/2022 and includes both Shareworks and E*TRADE Corporate Services clients.

3 Stock Plan Participants represents reported participants as of 1Q 2023 with vested or unvested assets. Individuals with accounts in multiple plans are counted as participants in each plan.

Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

 CRC 5631936 4/2023

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