G2

Tanner L.

Director Of Operations

Small-Business (50 or fewer emp.)

Originally submitted 10/25/2018

"A perfect cap table management software for any company"

5/5

What do you like best about Shareworks by Morgan Stanley?

Capshare means we can type in a name and see everything on one screen. All stockholders and option holders can access Capshare and see their entire file, documents included.

I love that Capshare was built specifically for private companies like ours so we don't have to deal with the complexity of systems that are also built for public companies.

But I also love knowing that when we outgrow it, we will have a smooth transition to their public company platform on Shareworks.

The live chat support is phenomenal. They are responsive, smart, and getting answers is easy. Review collected by and hosted on G2.com.

What do you dislike about Shareworks by Morgan Stanley?

Setup was pretty smooth, so far I don't have any true cons. Review collected by and hosted on G2.com.

Recommendations to others considering Shareworks by Morgan Stanley:

Great product and great team. I loved working with them and they offered us everything we needed. We shopped around for a few different products as well and felt like this is exactly what we needed and at a much better cost. Review collected by and hosted on G2.com.

What problems is Shareworks by Morgan Stanley solving and how is that benefiting you?

We use Capshare as our system of record to store and issue shares electronically. Our cap table was getting unruly and since moving to Capshare managing our equity has been relatively easy. I do sometimes run into things I don't understand but it's easy to get fantastic help on chat support. We also use Capshare for our 409A valuations. It's been good. Review collected by and hosted on G2.com.