SJ
Saeed J.
Small-Business (50 or fewer emp.)
"Incredible Onboarding Experience with Global Shares"
5/5
What do you like best about J.P.Morgan Workplace Solutions?

After a thorough evaluation of numerous options, Global Shares emerged as the unbeatable choice. While we initially had to partner with JPM to access their services, the decision is already proving to be a wise financial move, saving us a substantial amount of money. Review collected by and hosted on G2.com.

What do you dislike about J.P.Morgan Workplace Solutions?

There's noting to dislike, the support has been amazing Review collected by and hosted on G2.com.

David J.
DJ
David J.
Founding Partner
Small-Business (50 or fewer emp.)
"relevant, concise and time efficient"
4.5/5
What do you like best about J.P.Morgan Workplace Solutions?

clearly illustrates to any and all investors where they stand within the cap stack and how their position will be affected by any raise going forward Review collected by and hosted on G2.com.

What do you dislike about J.P.Morgan Workplace Solutions?

Id like a definitions section for people who dont understadn some of the accounting and financial lingo. Review collected by and hosted on G2.com.

Verified User in Environmental Services
AE
Verified User in Environmental Services
Small-Business (50 or fewer emp.)
"Comprehensive and easy to use Cap Table Platform"
5/5
What do you like best about J.P.Morgan Workplace Solutions?

Their Cap Table Platform/software package is very comprehensive/powerful yet simple to use and administer. Our onboard specialist, Aaron Ward, was very knowlegable, friendly, easy to work with, very good with follow ups to keep us moving forward. Review collected by and hosted on G2.com.

What do you dislike about J.P.Morgan Workplace Solutions?

We have not found anything we dislike, we just started using the platform recently. Review collected by and hosted on G2.com.

Roxanne d.
RD
Roxanne d.
Team Support Specialist
Mid-Market (51-1000 emp.)
"Outstanding Service and a really great platform"
4.5/5
What do you like best about J.P.Morgan Workplace Solutions?

Its a great platform to be able to keep track of your share transactions, instruments, and share classes. The cap table is also a great touch as you get to see everything all in one page. The onboarding has been so easy, the customer support we recieved while inputting all our information onto the platform was outstanding. Review collected by and hosted on G2.com.

What do you dislike about J.P.Morgan Workplace Solutions?

Since its still new to us, we havent found anything we dislike. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"It was great."
5/5
What do you like best about J.P.Morgan Workplace Solutions?

They are very helpful in every explaining details. Review collected by and hosted on G2.com.

What do you dislike about J.P.Morgan Workplace Solutions?

There is nothing as downside that can be said. Review collected by and hosted on G2.com.

Verified User in Consulting
AC
Verified User in Consulting
Small-Business (50 or fewer emp.)
"That's what we need"
4.5/5
What do you like best about J.P.Morgan Workplace Solutions?

All that we need to keep track of shares, options, bonds, warrants, esop, SAFE Review collected by and hosted on G2.com.

What do you dislike about J.P.Morgan Workplace Solutions?

Nothing in particular but would be good to have all the various instruments related to a stakeholder in one statement would be great. Review collected by and hosted on G2.com.

CL
Cameron L.
Small-Business (50 or fewer emp.)
"Cap Table Management and Forecasting with Ease"
5/5
What do you like best about J.P.Morgan Workplace Solutions?

The platform itself is super intuitive, and the onboarding team and process were fantastic. Review collected by and hosted on G2.com.

What do you dislike about J.P.Morgan Workplace Solutions?

Thus far the experience has been excellent and I have no issues whatsoever Review collected by and hosted on G2.com.

Jason A.
JA
Jason A.
CEO
Small-Business (50 or fewer emp.)
"Terrific cap table solution"
5/5
What do you like best about J.P.Morgan Workplace Solutions?

The onboarding support was incredibly easy. Much better experience than Carta Review collected by and hosted on G2.com.

What do you dislike about J.P.Morgan Workplace Solutions?

There's not been anything to change about it so far. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Amazing onboarding"
5/5
What do you like best about J.P.Morgan Workplace Solutions?

Great support from the onboarding team.

I've looked at every cap table management company and there is no better deal. We had to bank with JPM to get access to it, but its already saving us $5k a year. Review collected by and hosted on G2.com.

What do you dislike about J.P.Morgan Workplace Solutions?

Lots of emailing back and forth to get started. Review collected by and hosted on G2.com.

Josh J.
JJ
Josh J.
Small-Business (50 or fewer emp.)
"Simple and Clean alternative to messy excel files or expensive alternatives"
5/5
What do you like best about J.P.Morgan Workplace Solutions?

Global Shares provides a simple and clean interface that keeps our relevant docs available and is a great tool for looking at future scenarios. It provides for unique situaitons (especially ours) and should work well for our investors, founders, and future incentive structure employees. Review collected by and hosted on G2.com.

What do you dislike about J.P.Morgan Workplace Solutions?

The most challenging part was onboarding due to the secure email server the group uses. The customer engagement has been fantastic and onboarding was simple once I got around coordinating emails being filtered out of my inbox. Review collected by and hosted on G2.com.