Built for private-equity backed financial services platforms
We help private-equity portfolio companies across all industries implement employee ownership programme without the administrative burden
Features
Build equity plans that retain your best talents
We provide companies with the tools to build a high-performance corporate culture and drive an ownership mindset
Multiple Share Class
Manage different equity instruments such as profit interests, phantom stock, and common shares seamlessly
Equity Communication
Clearly explain vesting and exit scenarios alongside OKRs to be achieved to align incentives across all your employees
Easy Onboarding
Effortlessly onboard and offboard employees with built in workflow to avoid costly legal mistakes down the line
Employee Portal
Generate personalized reports, collect signatures and track engagement through our intuitive employee portal
Investor Portal
Keep your investors informed with real-time updates, detailed financial reports, and secure access to critical equity data
Secure and Compliant
The platform is SOC II Type 2 compliant to ensure that your personal data is safe, compliant with ISO 27001:2022
Launch in days, not weeks
Upload your documents
Go through a white-glove onboarding service with the Capstack founders to create your custom equity plan
Data extraction and enrichment
Our team imports your data and documents to Capstack, cross-checking details with you along the way.
Connect your HR system
Import your employee data to start with program enrollment with one-click onboarding for all your stakeholders
