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For admins
For employees
Effortlessly manage all of your equity from inception to IPO. Track your investors, manage your share option plans and model future funding rounds, so you can have complete control of your company’s ownership.
Trusted by
businesses worldwide
Simplify investor and share plan management with our straightforward and intuitive experience.
Cap table management
The capitalisation ‘cap’ table is the very DNA of your company and contains everything a potential investor needs to know about the ownership. The more your company grows, the more complicated this becomes. An accurate cap table means a solid foundation for growth.
Share plan management
Whether you issue share options, restricted shares or other equity awards, we have you covered. Our equity compensation plan functionality provides everything you need to incentivise your team.
Round modeling
Run multiple investment scenarios simultaneously, to understand the impact of dilution on all your stakeholders. Bring transparency to the conversion of Convertible Notes or SAFEs, and model top-ups to your option pool.
Employee Access
Your employees get access to see what they own, when it vests and any actions that are required from them.
Vesting
Manage the vesting schedules across all your plans, grants and share issuances with a simple interface. View at a plan level, grant level and from an employee perspective, giving you full control over all your vesting requirements.
Grant acceptance workflow
Take your grant acceptance workflow online with simple drag and drop fields. Create the approval process that works for you. Give employees the power to accept their grants online and see the benefit as your company grows.
Get complete control at your fingertips. Keep track of issuing grants and awards, managing vesting schedules and terminations
Go from private to public, local to global, in one system. This is cap table management and administration simplified, meaning when the time comes, if you decide to take your company through a liquidity event, and beyond, you’re covered.
Gain access to a suite of wider J.P. Morgan offerings, such as Banking, Funding and Wealth Management if and when the need arises.
Attract, retain, reward. Stand out from competitors to engage and motivate the top-quality staff that you’ll want onside to help your business succeed, by giving them a genuine stake in your company’s future.
We’re proud of our customer service model and don’t outsource our sales support.
“Transitioning from AngelList to JPM was super smooth, literally a click of a button and when the JPM team asked to schedule a call to discuss, I didn’t expect the whole migration to have been completed already.”
Exia Labs
Client testimonial may not be representative of other client experiences
“Workplace Solutions is the best kept secret in the marketplace. I love the cap table platform. My favourite thing is the round modeling. It’s fantastic, especially for an early-stage company building a capital strategy. My investors can challenge the capital thinking and I can give them the assurances they need based on data-based results.”
Petzey
Client testimonial may not be representative of other client experiences
“Workplace solutions has been instrumental in moving our cap table from a spreadsheet to a trusted and trackable system. They have been a pleasure to work with from implementation, through ongoing questions and support to make sure our company always has our cap table current and accurate”
Carbly
Client testimonial may not be representative of other client experiences
“We would enthusiastically recommend J.P. Morgan Workplace Solutions to any growing businesses seeking a modern, scalable equity management platform. We’ve had a seamless experience — from initial data migration to day-to-day plan admin. The user-friendly interface, robust feature set, and strong compliance capabilities have enabled our HR and Finance teams to operate with confidence and efficiency.”
Teamwork
Client testimonial may not be representative of other client experiences
“This is an outstanding platform. It allows us to manage all our investor holdings across different share classes through a single window. It provides excellent reporting and analytical features, and our investors can see their own holdings. We have also expanded our relationship with JP Morgan, opening operating accounts, working on FX strategy and getting access to advisory and research.”
Solgari
Client testimonial may not be representative of other client experiences
“We’re super happy with the value we get for the price. The system provides our employees with an excellent experience, allowing them to track and view the price and value of their awards in their profiles, which is really useful.”
CHA
Client testimonial may not be representative of other client experiences
“JPM Workplace Solutions’ cap table was a big step up for us. The platform provides a wide range of useful features. The ongoing support has been outstanding, with their team always ready to assist with any questions or adjustments.”
Cubic3
Client testimonial may not be representative of other client experiences
We empower businesses across the world to unlock the benefits of employee equity and access new growth opportunities, while delivering exceptional value to your clients and network.
My company uses the Workplace Solutions cap table management product. How do I login?
To access our cap table management product for private companies as an administrator, shareholder or share plan participant click here
What if I have multiple types of stakeholders?
As the administrator you can manage user access levels for your different types of stakeholders, e.g. investors, employees. This means people can only see the information that’s relevant to them.
How many participants can I have on one account?
The sky’s the limit. Our custom plans have unlimited participant allowances, so whether it’s a small cohort of staff or an all-employee plan we can find an option to meet your equity needs.
How can I find out what platform might best suit my business?
Our cap table platform is suitable for start-ups, small business and private companies only. It is a self-service plan. You get access to our platform, and your stakeholders (employees and/or investors) get role-based access so they can see their shares, exercise their options and more. We also have a platform that is suitable for private and public companies who want to fully outsource the management of their employee share plans to our certified equity professionals.
I have employees based in numerous countries all over the world. Is Workplace Solutions suitable?
Yes. Workplace Solutions specialises in working with global companies and we have clients from all over the world, so our platform is suitable no matter what region you’re based in.
Do you have modelling calculators?
Yes, the scenario modelling feature within the cap table allows you to test various scenarios so that you can explore the outcome of potential fundraising rounds. Run, name, duplicate, and save multiple scenarios simultaneously. Break up proposed investments among new and existing investors and display the percentage change in equity ownership across each stakeholder line.
Standard
up to 40 stakeholders *
View full list of features
View short list of features
Premium
or €200/mo
up to 100 stakeholders *
View full list of features
View short list of features
Custom
from
or €450/mo
over 100 stakeholders *
View full list of features
View short list of features
* A stakeholder is considered any person/entity that holds at least one of the following: equity (common/preferred shares); outstanding equity award (options/RSUs/RSAs); terminated equity award with an active exercisable period; a convertible instrument; warrant/SAR
** offered through our partners
VAT will be applied to Irish companies where applicable. Fees are quoted exclusive of VAT.
