Equity Plan Administration

No matter the capital structure, companies must manage and administer stock, stock options, restricted stock, warrants, and even convertible debt instruments. Managing and tracking these changes is one of the most complex record keeping challenges companies face. NeoSystems assists companies in systematically administering these components, ending the spreadsheet chaos through producing precise, comprehensive, and current reports.

With NeoSystems' Equity Plan Administration, companies are better able to document ownership structures and comply with the options expensing rules in FAS 123R. We use the latest in capital management software, Equity Enterprise, to provide private venture-backed and private equity-backed companies with auditable and diligence-ready compliance. 

Our Equity Plan Administration team also produces board-ready analytics, audit-ready disclosure summaries, and an automatically updated website where participants can review their holdings and options statuses.

We tailor our approach to meet your businesses' needs. Through either managing all aspects of your equity ownership program or supplementing your in-house expertise, our services help control costs and create efficiencies.

Additional HR Management services from NeoSystems:

 

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Financial Planning & Analysis

NeoSystems offers analytics solutions from IBM® Cognos® that provide the insight you need to thrive. Along with these software packages, we offer the experts that develop reports and help you understanding key performance indicators.