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Give employees a tranche-by-tranche table of their vesting schedules.
Stakeholders can view material details for each security.
Allow employees to exercise options through their eShares portfolios.

Stay connected with employees and investors.

One portfolio for every security

Give stakeholders an online portfolio to access their holdings, review vesting schedules, and exercise options.

ACH option exercises

Link your company bank account for employees to exercise options on eShares. Select a company officer to approve all exercises before they get processed.

Mailing address and SSN

Collect Social Security numbers and mailing addresses at account creation. We'll use it to prepare tax filings and notices.

A personal portfolio for every employee.

Vesting schedules you can visualize

Give employees a tranche-by-tranche table of their vesting schedules. They will get notified each time they vest new shares.

Be as transparent as you like

Allow employees to see their fully diluted ownership percentages from their eShares portfolios.

Frequently asked questions.

What will my employees see?

Employees will only see their personal holdings. This includes number of options granted, strike price, grant date, vesting schedule, and documents.

Are we required to send certificates out through eShares?

Yes. As an SEC-Registered transfer agent, we have a fiduciary duty to make best efforts to notify investors of the transition to eShares.

Will shareholders see the cap table?

No. Shareholders will only see their personal holdings. You can share the cap table with individual investors or shareholders if you would like.

How do my investors and employees get help using eShares?

Your investors and employees get access to our world-class customer support team, through live chat, email, and phone.

How will I know which stakeholders have accepted their securities?

You can sort each security ledger by acceptance status. For securities that have not been accepted, you can re-send them for acceptance in bulk.

Should stakeholders use their personal or work email addresses?

We recommend using personal email addresses so employees can access their holdings after termination.

Michelle Ha Tucker
@michellecyha

It's official. Nice UX moment, @eshares #confettinotcash @ San Francisco, California https://www.instagram.com/p/BCR8pFqzWkT/

Aaron Bird
@aaronbird

Just finished setting up @eshares Love it! Never going back to paper again.

Chris McCoy
@chrisamccoy

@eshares is 🔥

Matthew Bartus
@mbartus

Congrats to @eShares on your Series B fundraising! My clients really love the service. http://ow.ly/RcR6L

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