Shareworks

For investment and VC professionals, managing equity across a portfolio is a high-stakes, high-complexity task. Disparate spreadsheets lead to errors, version control issues, and significant administrative drag. Shareworks addresses this by providing a centralized, secure platform to manage everything from simple stock option grants to complex, multi-tranche funding rounds. The platform's value lies in its ability to create a single source of truth for the cap table, which is critical for accurate valuation, scenario modeling (like new funding rounds or exits), and generating reports for LPs. Because it's a Morgan Stanley product, it's built with the compliance and security frameworks expected by late-stage private and public companies. This gives VCs confidence that the system can scale with their portfolio companies' growth, from startup phase through to an IPO or acquisition, without needing to migrate systems at a critical juncture. It automates tedious administrative work, freeing up analysts and partners to focus on strategic decisions rather than chasing down equity data.