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Read 5 OptionTrax reviews and testimonials from customers, explore 1 case studies and customer success stories, and watch customer videos to see why companies chose OptionTrax as their Cap Table Management

OptionTrax is the market's most intuitive, comprehensive equity plan and securities tracking software platform. Their equity platform makes it easy to manage vesting, track participants and meet all of your disclosure and financial reporting requirements. Their cap table module software is a full featured investment and shareholder management and record keeping system perfectly suited to private companies. And if you need a little extra help, they're here! The OptionTrax support team is staffed by Certified Equity Professionals that can help you navigate the complex rules and regulations related to equity compensation and securities governance.

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Customer Rating Review Scorebased on 632 reference ratings
4.8/5.0 (632)
  • 2025
    Spring 2025Rising StarCap Table Management Software

5Testimonials

  • “You’re support team is truly the BEST! Always so responsive and QUICK! Thanks again!”

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1 Case Studies

  • Kymeta’s equity plan audit time drops from 2 weeks to 2 days with OptionTrax

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Read OptionTrax Reviews, Testimonials & Customer References from 5 real OptionTrax customers.

Browse OptionTrax Case Studies, Customer Success Stories, & Customer References from 1 businesses that use OptionTrax.