J.P.Morgan Workplace Solutions Reviews & Product Details

I appreciate the comprehensive nature of J.P.Morgan Workplace Solutions, particularly enjoying its scenario planning capabilities and the ease with which I can explore various equity options. The professionalism with which J.P.Morgan Chase staff, especially Laura Hessen, guided us through setting up administrative rights, highlighted the platform's utility and helped us manage the application more effectively. I find value in the credibility this professional tool adds to our company, as it supports us in transitioning towards investor outreach efficiently. It allows us to leverage the expertise of JPMorgan's staff, which is crucial in areas where we lack experience as a startup, such as setting up a data room and managing investor relations. The confidence that comes with knowing our cap table is professionally maintained and accessible to key players in our growth journey is significant. This solution has become critical to our development, and I fully intend to leverage it to its fullest capacity. Review collected by and hosted on G2.com.

I think there is a need to build the ability to integrate with other data room components and address milestone-based vesting schedules. Review collected by and hosted on G2.com.

I find J.P.Morgan Workplace Solutions to be exceptionally useful, particularly for managing my cap table and distributing equity efficiently. I appreciate the cost-effectiveness it offers compared to our previous software. The solution allows me to effectively reach our stockholders and handle equity distribution seamlessly. I also enjoy the easy setup process, supported by excellent customer service, which made transitioning smooth. The setup was straightforward with robust assistance provided throughout. The round simulation feature stands out as highly beneficial, along with the ability to effortlessly download the cap table, adding considerable value to our operations. Additionally, I am impressed by the support service, specifically from a representative named Nichelle, who is incredibly helpful and resolves issues promptly, enhancing the overall experience. This level of customer care, along with the effective functionality of the product, strongly influences my positive rating and recommendation likelihood of 10 out of 10. Review collected by and hosted on G2.com.

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It's super easy to transition. I moved from Carta to to JP Morgan and it was so easy. They took all my exported Carta documents and set up my whole account in days. Then I got a thorough walkthrough of the platform. It's even more detailed than Carta and easier to see everything going on in the cap table. Review collected by and hosted on G2.com.

It doesn't allow you to send SAFEs directly in the platform like Carta does and it doesn't send tax documents like Carta does. Review collected by and hosted on G2.com.

It's free for up to 40 seats which suits us for a small start up like ours, where level of use will be minimal for good while. The implementation was simple and support from team was sufficient to get started. A lot of features there that go beyond my original query/need. Review collected by and hosted on G2.com.

Nothing major so far. However, it's full of jargon and terminology I am not familiar with as a start up founder who has not gone down the route of investment, etc. Review collected by and hosted on G2.com.

The simplicity, the level of support (for startups) when everything is new and daunting (a complete learning curb), from an understanding and knowledgeable team has been infallible. The ease of implementing key information, and the ability to get a birds-eye view of whats important to founders. To be able to understand the full dilution without willingly loosing control of our Cap Table is immense and Conor and Gabriela were awesome and supportive with getting us on the platform and through the onboarding. I'm genuinely impressed, and grateful! Review collected by and hosted on G2.com.

A direct link to be able to connect or setup a business banking account would be the icing on the cake for startups! Review collected by and hosted on G2.com.

The onboarding process with J.P. Morgan Workplace Solutions has been excellent from start to finish. The team, especially Laura, was incredibly helpful, responsive, and knowledgeable. She guided me through each step with clarity and made the setup seamless. The platform itself is intuitive and well-documented, with helpful user guides and support readily available.

I especially appreciated the proactive communication and the attention to detail in ensuring everything was correctly set up. It’s clear that customer success is a priority here. Highly recommended for any startup or company looking for a professional and reliable cap table management solution. Review collected by and hosted on G2.com.

Honestly, I don't have any complaints — everything went smoothly and the experience was very positive. The onboarding support was clear and efficient, and the platform has been easy to navigate so far. Review collected by and hosted on G2.com.

Once the information was uploaded, it is very simple to implement, maintain, print reports and track stock issuances and option grants. Customer support is excellent and timely. Integrating the JP Morgan Workplace Solutions is my company's first professional service. It has been excellent for ease of use and frequency. Review collected by and hosted on G2.com.

I don't have any unfavorable experiences to report. Review collected by and hosted on G2.com.

This software was so easy to use, especially compared to other platforms I've used. I'm able to easily go in and test different scenarios and quickly see potential outcomes. I can tell I'll be using this a lot. Above and beyond, though, is the customer support and the onboarding. The team does a great job walking through the many features and making you feel very comfortable with them. My dedicated onboarding person answered many questions over email and reviewed my set up... at least three times. Review collected by and hosted on G2.com.

I can't think of anything to dislike here- maybe that it has too many features? I hope to be using more of them as my startup grows and our needs change. Review collected by and hosted on G2.com.

This platform is intuitive and offers the robust functionality needed to manage the Cap Table, along with clear and easily exportable Excel reports. The onboarding support and implementation process were excellent. Review collected by and hosted on G2.com.

At the moment, I am very satisfied with the platform. Review collected by and hosted on G2.com.

The level of service from both Juliette and Patrick was amazing. The onboarding process was incredibly simple and the tech looks so amazing and simple to use. So much better than another online cap table management service. Review collected by and hosted on G2.com.

Absolutely no issues. Other then the minimum character requirements of this form field Review collected by and hosted on G2.com.