20% discount for new Shareworks plans

Morgan Stanley At Work - Global Private Market Solutions goes beyond just Cap Table and equity award management. In addition, Global Private Market Solutions also includes 409a Valuations, Compensation Benchmarking, Global Tax & Regulatory, Private Company Liquidity (ie. Tender offers), and we’re also the only platform that can grow with a company from Start-up -to- IPO/Publicly-traded company, which greatly simplifies the long-term administration & management of the plan and participants. Shareworks Highlights:

• Scalability of Shareworks – We have the ability to work with a company from Seed all the way to their IPO, and also as a publicly traded company.
• For any company that’s serious about growing or going public – eventually they’re going to face a migration. By choosing the Shareworks Platform, they can make that transition smoother and have one less thing to concern themselves with when working through their IPO.
• Flexibility and Transparency - Shareworks is architected to manage companies of any size and with virtually any type of award, including performance options. All of the necessary audit documentation to prove out the system’s equations and mathematics are lacking on other platforms, and more often than not we heard that the expensing part of the finance function is not granular enough in comparison to Shareworks.
• Customer Support – Our Support is head and shoulders above the competition. With a platform that supports companies of all sizes and shapes, including the vast majority of recent IPOs, the Shareworks team is uniquely equipped and experienced with supporting complex equity plans and the needs of the participants themselves. In addition, with the ability to support the functionality and needs of all companies, we’re able to provide the layers of support needed for companies as they grow and their plan and participants both begin to require more sophisticated and higher touch levels of support and service.
• 409A Valuations - Valuations conducted by the Shareworks team do not rely heavily on software to automatically generate calculations or follow a "cookie cutter" approach. A member of Shareworks experienced valuations team - with particular expertise working with technology and life sciences companies - helps ensure quality, audit defensible valuation
• Global Customers - Shareworks is GDPR compliant. This is a big deal. For companies managing equity plans that include the UK and/or EU, as this is a mandatory privacy regulation. For companies that operate equity plans outside of the US (or planning to) Shareworks natively supports both IFRS and US GAAP financial reporting.
• Morgan Stanley – The additional services and capabilities available within the greater Morgan Stanley organization, such as Wealth Mgmt, Executive Services, Retirement, Cash Mgmt, Investment banking, Participant Education & Financial Wellness, etc. create a suite of products, services & support offering that is unmatched.

Contact: Mitch Best CFP®, CEPA®

Investment Consultant | Certified Exit Planning Advisor

Morgan Stanley Private Wealth Management

mitch.best@morganstanleypwm.com