Shared Ownership for All Employees

Transform your organization by empowering every employee to participate in the value they helped create.

Why Shared Ownership matters

Equity Shift + Ownership Works

Equity Shift is proud to partner with Ownership Works to power the broad-based ownership movement and make equity easily accessible to employees at every level.

Ownership Works helps investors and companies implement holistic shared ownership programs that create better financial outcomes for investors, companies, and employees. Their services include: 

  1. Designing and structuring simple equity participation plans that include all employees. These broad-based plans typically utilize individual grants or pools of synthetic equity and are often separate from and complementary to a management equity or incentive plan.
  2. Guiding management teams on building a culture of ownership where employees feel, think, and act like owners.
  3. Helping management teams launch complementary financial wellness programs that educate employees on equity compensation and personal finance.

Equity Shift is partnering with Ownership Works to simplify a key component of broad-based ownership programs: equity grant administration. Through end-to-end workflow automation, Equity Shift streamlines the process of awarding equity to dozens or hundreds of employees and ensures compliance.

Equity Shift is also working with Ownership Works to create a digital solution for companies that use equity participation pools to launch broad-based ownership plans for non-management employees. This solution will enable employees to access key information about the ownership program, including the current value of their share of the equity participation pool.

The Equity Shift solution

Seamless implementation

Grant equity to employees in just a few clicks.

Our intuitive platform handles the complexities so you can focus on what matters—creating value together.

End-to-end automation

  • Digital document management and e-signatures
  • Real-time identity verification and KYC/AML
  • Multi-jurisdictional support
  • Automated payment processing
  • Streamlined approvals

Enterprise-grade security

Built to meet the demanding standards of leading global Private Equity firms and law firms, with comprehensive compliance controls and audit trails.

For Private Equity Firms

Gain portfolio-wide visibility and control.

Access centralized dashboard for all portfolio companies

Monitor equity grant administration workflows

Streamline tax information collection

Execute transactions efficiently

Optimize your programs through efficient ownership table management and grant administration

For Companies

Streamline plan equity administration.

Make and manage individual equity grants to hundreds of employees quickly and efficiently

Onboard participants seamlessly

Manage documents and approvals automatically

Track and report on program success

Support building a culture of ownership and shared success

Get Started!

Our platform makes it simple to implement, manage, and scale equity programs that create economic opportunities for everyone.