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Fidelity Shoobx vs. Shareworks, by Morgan Stanley

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Fidelity Shoobx
Score 0.0 out of 10
N/A
A software solution to automate startup equity management operations and financings in a single collaborative hub, now from Fidelity Investments since the early 2023 acquisition. Shoobx helps private companies and investors do cap table management, 409a valuations, ASC 718 reporting, scenario modeling, next round planning, and gain portfolio insights.N/A
Shareworks, by Morgan Stanley
Score 7.2 out of 10
N/A
Shareworks by Morgan Stanley (formerly Solium Shareworks, and with the capabilities of the former Capshare) is a cloud-based equity compensation administration platform. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply and securely.N/A
Pricing
Fidelity ShoobxShareworks, by Morgan Stanley
Editions & Modules
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Offerings
Pricing Offerings
Fidelity ShoobxShareworks, by Morgan Stanley
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Fidelity ShoobxShareworks, by Morgan Stanley
User Ratings
Fidelity ShoobxShareworks, by Morgan Stanley
Likelihood to Recommend
-
(0 ratings)
1.0
(0 ratings)
Support Rating
-
(0 ratings)
9.0
(0 ratings)
User Testimonials
Fidelity ShoobxShareworks, by Morgan Stanley
Likelihood to Recommend
No answers on this topic
Well suited for privately or publicly held companies with stock option plans or ESPP. Helpful for calculating stock compensation expense.
Verified User
Anonymous
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Pros
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  • Calendar of vesting schedule
  • Visibility into value of various equity based compensation
  • Ability to setup default release elections at vesting dates
Verified User
Anonymous
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Cons
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  • At the time, couldn't calculate a formula based on milestone vesting
  • Had some small hiccups with calculating stock option compensation expense, but Capshare was able to solve over time.
Verified User
Anonymous
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Support Rating
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We had a great team consisting of two Solium Shareworks admin experts, and one financial reporting expert to help us with the implementation. After the implementation, I feel we are in good hands with the Solium Shareworks relationship manager. We have quarterly contact with the team when new grants need to be added. Other then that, we are self-sufficient with the tool.
Verified User
Anonymous
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Alternatives Considered
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We like Carta because they offer transfer agent services in addition to Cap Table management. Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps
Verified User
Anonymous
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Return on Investment
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  • The ability to provide employees with an detailed view of their equity compensation and the real time value of the assets
  • Protection features in place to prohibit trading in blackout period
  • Option for employees to cover taxes related to share purchase and sales is a benefit to employees
Verified User
Anonymous
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ScreenShots