OptionTrax Overview
What is OptionTrax?
Full-featured and easy-to-use equity plan and cap table management software backed by the support of highly-experienced equity professionals.
Who is OptionTrax best for?
Designed for businesses of all sizes, it is an equity plan management solution that helps manage funding events, streamline stakeholder communications, track funding history, and more.
OptionTrax Details
OptionTrax Platforms supported
Cloud, SaaS, Web-Based
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
OptionTrax Support options
Chat
Email Help Desk
Phone Support
OptionTrax Training options
In-Person
Live Online
Videos
Documentation
Webinars
OptionTrax Related Categories
OptionTrax Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
OptionTrax Pricing
Please contact Plan Management Corp. directly for pricing information.
OptionTrax Features
Most valued OptionTrax features by users
CRM
Document Storage
Cap Table Management
Deal Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
Top OptionTrax Alternatives & Competitors
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