Shareworks vs Vquity

Shareworks is an equity compensation management platform for private and public companies, available on Android, iOS, and the web. Administrators can set up custom global plans and use a sandbox to model budgets and compare forecasts. Reporting supports audit-ready outputs, including 409A valuations and Section 16 filings; private companies can also track capitalization data. The platform shares HRIS data in real time through an API, and Morgan Stanley has announced integrations with Pave, Wilson Sonsini, and Workday. The mobile app lets account holders review portfolios and transaction history, sell or transfer shares, and exercise options. A Shareworks account is required to use it. The iOS app says it supports Face ID or Touch ID, encrypts communications, and does not store financial data on the device. The platform supports restricted stock units, stock options, employee stock purchase plans, custom vesting rules, employee portals, and valuations. Pricing is on request. Services are provided by Morgan Stanley Smith Barney LLC and its affiliates.

Vquity is an equity-management platform for company cap tables, funding rounds, grants and vesting, data rooms, and stakeholder portals. It records holders, share classes, issuances, transfers, and repurchases. A round can combine SAFE conversion, an option-pool top-up, and a pre-close snapshot. The platform also covers SAFEs and convertibles, exit modeling, and valuation tracking.

Its data room sorts documents into 111 types and uses AI to draft fields for review, alongside a diligence-readiness score. Investor and employee portals use one-time email codes to show equity details, documents, and tax views. Vquity syncs with Vinance accounting and PeopleX HR; changes await human review and confirmation. Carta, Pulley, and AngelList information comes from exported files, not live API connections. It tracks the 409A/FMV process and expiry alerts, but users must bring a valuation from a provider. The maker says traffic uses TLS, stored data and uploaded documents are encrypted at rest, and workspace access is role-based; it does not currently hold third-party security certifications. A free plan covers one company and up to 10 stakeholders. Monthly costs $99 a month per company workspace.